Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Hi, Could you please post the earning estimates for the quarterly results expected later this week. Thanks

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Read Answer Asked by rajeev on July 30, 2019

• Volatus Aerospace Inc. (FLT $0.58)
  • $0.58 Cap: $335M
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Q: Any opinions on this stock , the concept is interesting but the financials less so ?

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Read Answer Asked by edward on July 29, 2019

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.71)
  • $8.71 P/E (TTM): 31.87X Cap: $56M
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Q: Hi. my exposure to HMMJ is about 3%. My position is down about 20%. The fiasco with Canntrust seems to have tarnished the industry somewhat. What are your feelings going forward, buy, sell or just wait it out

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Read Answer Asked by Guy R. on July 29, 2019

• Canopy Growth Corporation (WEED $1.77)
  • $1.77 Cap: $470M
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Q: Good Morning 5i
Could you comment on the Health Canada sales of dried marihuana and oils sales information for May 2019 released today? What does it mean for company such as WEED's upcoming financials? Thank you.

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Read Answer Asked by Randy on July 29, 2019

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: CLIQ up 0.37(6.17%) to $6.37 on 157k shares(exceeding 108k average).Any news?.It has done very well since low in Dec/18 & looks like to be breaking out.Despite recent carnage in the weed sector mainly due to TRST's non compliance,Reporting on Aug 9.What is the street expectation,& more importantly,your view. Reportedly it cut price to wipe out the competition & then bought the competition twice,eg Solo Txs for u usual great views & services

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Read Answer Asked by Peter on July 29, 2019

• lululemon athletica inc. (LULU $207.59)
  • $207.59 P/E (TTM): 13.48X Cap: $23.81B
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Q: I follow Lulu lemon seems to have lots of positives . The new concept stores ( Yoga Studio, Gym , Health Restaurant and a Retail Store ) sound like great potential. Canadian Company listed US
Do you Follow ? Watch ?
Many Thanks
Greg

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Read Answer Asked by Greg on July 26, 2019

• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: Good days guys!

The stock is up 20% today due to couche-tard buying 10% of their equity.

Could you please provide your view on this stock? Is this a good entry point?

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Read Answer Asked by Carl on July 25, 2019

• Loblaw Companies Limited (L $56.88)
  • $56.88 P/E (TTM): 7.26X Cap: $67.62B
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• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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Q: Early thoughts on the earnings releases today?

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Read Answer Asked by Doug on July 25, 2019

• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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Q: Good morning
First Service seems to be climbing nicely. Is there some specific news? Cheers

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Read Answer Asked by Margot on July 25, 2019

• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: May I please have your opinion on the Fire and Flower deal announced today. Thank you.

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Read Answer Asked by Manoj on July 25, 2019

• Strathcona Resources Ltd. (SCR $38.92)
  • $38.92 P/E (TTM): 11.66X Cap: $8.33B
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Q: Please comment on today's results and what do you think are the chances of getting the NJ gambling licence?
Thx

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Read Answer Asked by Tim on July 25, 2019

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Are you aware of a company in the US that is comparable to CSU in Canada, in terms of its outstanding management, strong long-term growth rate, high ROE and generally superb performance over many years? Any industry would be fine, not just tech.

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Read Answer Asked by Philip on July 24, 2019

• Supreme Cannabis Company Inc. (The) (FIRE $0.34)
  • $0.34 Cap: $255M
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Q: Curious about your vies on FIRE?

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Read Answer Asked by Jim on July 23, 2019

• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
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Q: Hello,
Would you think this is a very good entry point here for DOO considering its recent drop. Is it cheap compare to its peers and its own historic valuation?
Thanks
Victor

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Read Answer Asked by Victor on July 23, 2019

• Methanex Corporation (MX $49.79)
  • $49.79 P/E (TTM): 10.08X Cap: $3.35B
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Q: Is there any news on Methanex today?

Thanks,
Milan

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Read Answer Asked by Milan on July 22, 2019

• Paysign Inc. (PAYS $5.40)
  • $5.40 P/E (TTM): 43.42X Cap: $294M
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Q: Sorry to ask again and the crystal ball answer!. Would you step in today? Or Wait and watch. I'd hate to miss the upswing!

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Read Answer Asked by El-ann on July 22, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: What is your current opinion of $PLC. Are there concerns over its debt due to its most recent acquisition?

Thanks Valter

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Read Answer Asked by Valter on July 22, 2019

• Saputo Inc. (SAP $33.79)
  • $33.79 Cap: $13.92B
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• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: Saputo or Stella Jones - I'm following both on recently pullbacks. May initiate positions on one or both. Which one do you like best and why?
Thanks

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Read Answer Asked by LARRY on July 22, 2019

Q: In setting up my portfolio in the next year or two for retirement (income) is there any company concentration risk in investing in all of Brookfield infrastructure partners, Brookfield renewable and Brookfield property partners? Thank you. Bill.

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Read Answer Asked by Bill on July 22, 2019

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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Q: Hi there, between the 2 names, which do you think is a better overall holding if one wanted to pick just one?

Thanks!

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Read Answer Asked by Michael on July 22, 2019