Investment Q&A

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.06B
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Q: WELL is down past couple of days. It's had a good run lately. Earnings I believe are coming this week. Anything to be concerned about? What do you expect?

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Read Answer Asked on May 09, 2023

• TFI International Inc. (TFII $134.05)
  • $134.05 P/E (TTM): 35.65X Cap: $11.35B
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Q: Should I be seeking TFII with headwinds on the horizon?

https://www.freightwaves.com/news/trucking-bloodbath-snares-fleets-large-and-small

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Read Answer Asked by S on May 09, 2023

• Open Text Corporation (OTEX $30.97)
  • $30.97 P/E (TTM): 13.67X Cap: $7.89B
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Q: Hi There,

Please comment on earnings report today and whether it’s a buy around todays price.

Thanks!

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Read Answer Asked by Robert on May 09, 2023

• FirstService Corporation (FSV $188.45)
  • $188.45 P/E (TTM): 47.63X Cap: $8.88B
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Q: Can you account for the recent volatility in the stock?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: I Believe Nuvei reports before the bell on Wed., can we have the numbers and what your thoughts about the company are over the next 2-3 years.

Thanks

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Read Answer Asked by Greg on May 08, 2023

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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Q: What are your thoughts for this quarter? It seems like they are being punished for a strong quarter.

Thanks

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Read Answer Asked by Tom on May 08, 2023

• Magna International Inc. (MG $71.60)
  • $71.60 P/E (TTM): 19.1X Cap: $20.95B
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Q: Would welcome comments on their results- they beat and raised - time to upgrade ?

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Read Answer Asked by Scott on May 08, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.62)
  • $167.62 P/E (TTM): 138.45X Cap: $221.77B
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Q: Shopify's decision to sell it's distribution business has been well-received. However, the reasons for this divestiture -- complexity and distraction, as well as cost were entirely foreseeable before this initiative started. And the reasons for getting into distribution are not being mentioned in corporate explanations of the change. Have they just gone away? Does this change point to governance issues, such as the unusual independence of the CEO due to the share structure?

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Read Answer Asked by John on May 08, 2023

• Leon's Furniture Limited (LNF $25.06)
  • $25.06 P/E (TTM): 16.46X Cap: $1.74B
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Q: As a followup to my question yesterday about Leon's how seriously should we take this interest in setting up REIT? You have noted in the past that one of the underlying values of LNF was their real estate so is this an idea that management is floating or does it look like it will come to fruition? How should a shareholder react to this news - buy more, sell or hold until it plays out?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 08, 2023

• Constellation Software Inc. (CSU $2,503.49)
  • $2,503.49 P/E (TTM): 78.8X Cap: $54.41B
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Q: Hello, Do you think that CSU stock's systemic decline on Thursday with over a $100 drop was caused by the report - NR after market close, of a cyber security breach, in certain parts of its divisions. In your view, is it concerning ? Thanks

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Read Answer Asked by rajeev on May 08, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.56)
  • $12.56 P/E (TTM): 35.27X Cap: $3.78B
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Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx

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Read Answer Asked by Adam on May 05, 2023

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What do you think of PKI earnings. On surface, they look good. how should price react?

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Read Answer Asked on May 05, 2023

• Topicus.com Inc. (TOI $95.42)
  • $95.42 P/E (TTM): 308.43X Cap: $12.58B
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Q: I would be interested in your critical opinion of the latest financials release on TOI?In particular any shortcomings in the business model that concern you?

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Read Answer Asked by ANDREW on May 05, 2023

• Trisura Group Ltd. (TSU $42.94)
  • $42.94 P/E (TTM): 15.02X Cap: $2.12B
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Q: Trisura just annonced preliminary results for Q1. Could you comment please.

Thanks

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Read Answer Asked by Daniel on May 05, 2023

• Leon's Furniture Limited (LNF $25.06)
  • $25.06 P/E (TTM): 16.46X Cap: $1.74B
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Q: Any thoughts on what is going on with Leons the past few days? With the retail landscape seemingly taking a hit the last while with recession concerns, is this stock in for a fall?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 05, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: The market doesn't seem to like Q1. Could you provide your thoughts on their results and if it changes anythings on your appreciation.

Thanks

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Read Answer Asked by Daniel on May 05, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.62)
  • $167.62 P/E (TTM): 138.45X Cap: $221.77B
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Q: Would Shopify still be a buy even after today's big increase, thanks?

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Read Answer Asked by Pat on May 05, 2023

• NFI Group Inc. (NFI $18.10)
  • $18.10 Cap: $2.18B
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Q: Your observations on todays earnings please.

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Read Answer Asked by Mike on May 05, 2023

• WSP Global Inc. (WSP $218.58)
  • $218.58 P/E (TTM): 30.24X Cap: $29.90B
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• Toromont Industries Ltd. (TIH $192.13)
  • $192.13 P/E (TTM): 32.92X Cap: $15.98B
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• Badger Infrastructure Solutions Ltd. (BDGI $61.99)
  • $61.99 P/E (TTM): 26.35X Cap: $2.15B
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Q: Hi , what is your take on Badger? Buy, sell or hold? Thanks.
Alnoor

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Read Answer Asked by Alnoor on May 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Would you buy NVEI here or is it too expensive?

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Read Answer Asked by Pamela on May 04, 2023