Investment Q&A

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Dollarama Inc. (DOL $199.31)
  • $199.31 P/E (TTM): 42.32X Cap: $54.56B
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• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.27)
  • $36.27 P/E (TTM): 20.61X Cap: $853M
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• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.66X Cap: $3.92B
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• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.04X Cap: $853M
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• Viemed Healthcare Inc. (VMD $7.24)
  • $7.24 P/E (TTM): 21.91X Cap: $275M
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• Open Text Corporation (OTEX $32.77)
  • $32.77 P/E (TTM): 16.99X Cap: $8.28B
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• Spartan Delta Corp. (SDE $7.55)
  • $7.55 P/E (TTM): 36.45X Cap: $1.51B
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Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?

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Read Answer Asked by David on July 28, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
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• Pinterest Inc. Class A (PINS $27.14)
  • $27.14 P/E (TTM): 9.28X Cap: $18.33B
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Q: What do you think about the $10B prospectus filing? Which company do you think most likely they would acquire?

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Read Answer Asked by Drew on July 28, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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Q: i believe that lightspeed is coming out with their quarter report on August 4, do you expect lightspeed to meet their target with their report on August 4. Thanks again guy's for the advises you are great.

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Read Answer Asked by wilson on July 28, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
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Q: What is the street expecting? If answered after earnings is released, please comment. Thanks

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Read Answer Asked by Drew on July 28, 2021

• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: any estimates for topicus next week? Thx

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Read Answer Asked by blake on July 27, 2021

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.32X Cap: $70.45B
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Q: what does the market expect next week thx

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Read Answer Asked by blake on July 27, 2021

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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Q: after the latest financing how much stock do insiders own? where is a good place to find this information?

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Read Answer Asked by blake on July 27, 2021

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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Q: Good morning, TFI International has had a good run, for a three year hold, do you think it would be too late to start a position, thanks?

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Read Answer Asked by Pat on July 27, 2021

• TFI International Inc. (TFII $154.48)
  • $154.48 P/E (TTM): 28.67X Cap: $12.71B
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Q: Can you comment on earnings.

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Read Answer Asked on July 27, 2021

• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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Q: Can you please comment on the results of the Dutch Auction. Thanks.

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Read Answer Asked by Michelle on July 27, 2021

• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $88.56)
  • $88.56 P/E (TTM): 19.29X Cap: $15.34B
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Q: is CCL.a in the materials sector and CCL.b in consumer cyclical?

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Read Answer Asked by Brenda on July 27, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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Q: Hi 5i,

Do you have estimates and date for the quarter?

Thank you!

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Read Answer Asked by David on July 26, 2021

• Real Matters Inc. (REAL $6.61)
  • $6.61 Cap: $490M
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• Xebec Adsorption Inc. (XBC $0.51)
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Q: I bought opening positions in these three names a few months ago. I am down on all three and they now each represent less than 1%. I'd like to consolidate by eliminating one. Which one would you sell? Which one of the two remaining ones would you boost with the proceeds today?

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Read Answer Asked by Christian on July 26, 2021

• Real Matters Inc. (REAL $6.61)
  • $6.61 Cap: $490M
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Q: Hi,

I have an aggressive portfolio and have a high tolerance for risk. My minimum time frame is 3 - 5 years.
I was looking at adding "Real Matters" to my portfolio.
Do you still have a positive outlook on the company?
Thanks,

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Read Answer Asked by ilie on July 23, 2021

• Air Canada Voting and Variable Voting Shares (AC $19.45)
  • $19.45 Cap: $5.76B
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Q: Hi folks, thoughts/opinion on pre-lim Q2 results for Air Canada...looks to be beat on Adj. EBITDA but miss on Revenue....started 1/2 position last week at $23.12...now trading $25sh range....would U add to position to complete full position with future looking better...& would U rate as Buy/Hold/Sell....thanks as always, jb Piedmont QC

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Read Answer Asked by John on July 23, 2021

Q: Peter; Just a thought - I see many questions asking for your top 5-10 growth,income, speculative picks etc. Maybe you should just put them all up on the sidebar? Rod

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Read Answer Asked by Rodney on July 23, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
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• Snap Inc. Class A (SNAP $8.21)
  • $8.21 Cap: $14.11B
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Q: During the last earnings season many stocks were surging and then retreated after good reports, including Shopify. Not a typical pattern from my understanding. Shopify is currently surging again, is the same pattern going to repeat this time? Impossible question I know, but is a similar pattern emerging currently?
Thanks Peter.

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Read Answer Asked by Peter on July 23, 2021

• Magna International Inc. (MG $78.18)
  • $78.18 P/E (TTM): 15.29X Cap: $22.03B
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Q: Please comment on Magna's acquisition announcement today.

Thanks

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Read Answer Asked by Greg on July 23, 2021

• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 110.04X Cap: $853M
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Q: Has ECN reached its potential or does it have some room to run yet? As the Covid crisis improves and people do less renos, shopping ect. will this effect share price? Finally are they in a position to aquire another company to grow? Thanks

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Read Answer Asked by Colette on July 22, 2021

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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Q: What does the latest news that well put out mean for the company.

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Read Answer Asked by don on July 22, 2021