Investment Q&A

• Suncor Energy Inc. (SU $93.30)
  • $93.30 P/E (TTM): 18.9X Cap: $110.73B
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Q: Hi, why has Suncor been a laggard in oil & Gas sector?

Thx

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Read Answer Asked by Harpinder on July 02, 2021

• Sangoma Technologies Corporation (STC $5.71)
  • $5.71 Cap: $190M
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Q: After market close, jun 30,STC reported that it had granted 2m options to employees & consultants,with an exercise price of $3.07.Please comment Txs for u usual great services & views.

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Read Answer Asked by Peter on July 02, 2021

• Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
  • P/E (TTM): 3.7X Cap: $1.55B
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Q: If I understand correctly this spinoff is always exchangeable on a one for one basis with BAM.a, as well as being an independent entity in its own right.
If so, does BAMR have the additional benefit of acting as a call optionality on BAM.a stock?

Jerry

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Read Answer Asked by Jerry on July 02, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Now that the vote has passed, how long until the existing position shows up as cash? I'm just calculating taking the hit on the .02 plus fees to reinvest now versus holding for the conversion.

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Read Answer Asked by Kim on July 02, 2021

• Brookfield Reinsurance Ltd Cl A Exchangeable Ltd Vtg Shs (BAMR)
  • P/E (TTM): 3.7X Cap: $1.55B
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Q: In one of the answers on BAMR it was said that BAMR is economically equivalent to BAM.A. I'm a little confused on this. My understanding is BAMR is exchangeable for 1 share of BAM.A but it is a separate company that will have it's own earnings/cash flow and so on that is different than BAM.A. So BAMR probably will never trade for less than BAM.A but if BAMR does really well economically then in theory it could go a lot higher than BAM.A based on it's own economic numbers. If this is right than owning BAMR is better because you only need one of two companies to do well for BAMR stock to do well. Please confirm on my understanding. Thank you.

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Read Answer Asked by Mike on July 02, 2021

Q: What is the prognosis on this company? And is this a good time to buy in and if so, how large a position? Thanks

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Read Answer Asked by Homer on July 02, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $7M
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Q: Hi,

If you could own only one today, which one would you choose?

Risk and sector allocation are not a concern.

Thanks,

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Read Answer Asked by ilie on July 02, 2021

• Descartes Systems Group Inc. (The) (DSG $100.33)
  • $100.33 P/E (TTM): 40.37X Cap: $8.55B
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Q: Txs for u recent recommendation of DSG & now has reached $87.42,ATH on Jun 29. Is it time to take profit or can it continue to rise? Txs for u usual great services & views

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Read Answer Asked by Peter on July 02, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Now that the deal is done. If one were to hold their shares and wait for the transaction to close when would shares be paid out approximately? Thx

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Read Answer Asked by Adam on July 02, 2021

• WELL Health Technologies Corp. (WELL $4.31)
  • $4.31 Cap: $1.10B
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Q: Appointed Nathoo as SVP,Capital markets who was a executive @ GS in his previous job .Nice increase in price afterwards .Any reason for such a move. Please comment .Txs for u usual great services & views

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Read Answer Asked by Peter on July 02, 2021

• Kinaxis Inc. (KXS $144.70)
  • $144.70 P/E (TTM): 42.69X Cap: $4B
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Q: Kxs has had a great run the last few days.Any reason?Any more runway? Txs for u usual great services & views

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Read Answer Asked by Peter on July 02, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $2M
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Q: Gud,martello,mission ready.
Companies that have been very disappointing.
What are your thoughts ,is there any hope or cut the losses.

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Read Answer Asked by Josh on June 30, 2021

• goeasy Ltd. (GSY $32.03)
  • $32.03 P/E (TTM): 2.37X Cap: $540M
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Q: Hello Team,
Could I have two Canadian names you recommend please(I already have SHOP and WELL).
Thanks!

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Read Answer Asked by Issaku on June 30, 2021

• Revvity Inc Com (PKI)
  • P/E (TTM): 25.4X Cap: $14.56B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.13)
  • $83.13 P/E (TTM): 18.64X Cap: $14.72B
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• Premium Brands Holdings Corporation (PBH $83.23)
  • $83.23 P/E (TTM): 57.89X Cap: $4.34B
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• Sun Life Financial Inc. (SLF $72.14)
  • $72.14 P/E (TTM): 15.98X Cap: $40.04B
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• Boyd Gaming Corporation (BYD $82.89)
  • $82.89 P/E (TTM): 3.75X Cap: $6.28B
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Q: Hello,
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!

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Read Answer Asked by jeff on June 30, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
  • $173.37 P/E (TTM): 134.78X Cap: $226.09B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.00)
  • $13.00 Cap: $1.74B
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Q: Do you think LSPD has the long term potential to get a big as SHOP? I regret taking money off the table with SHOP as it climbed instead of just letting it ride. Don’t want to make the same mistake.

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Read Answer Asked by Curtis on June 30, 2021

• Apple Inc. (AAPL $276.83)
  • $276.83 P/E (TTM): 35.46X Cap: $4.06T
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• Alphabet Inc. (GOOG $379.64)
  • $379.64 P/E (TTM): 35.45X Cap: $4.64T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.37)
  • $173.37 P/E (TTM): 134.78X Cap: $226.09B
  • View SHOP Profile
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Q: What are your thoughts regarding the announcements Shopify has made at their Unite conference?

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Read Answer Asked by Ruth on June 30, 2021

• CAE Inc. (CAE $35.21)
  • $35.21 P/E (TTM): 30.04X Cap: $11.33B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.50)
  • $139.50 Cap: $16.89B
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Q: Hi 5i
Considering these two, given a 3-5 year period which would you expect higher growth from ?

Thanks
Mike

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Read Answer Asked by mike on June 30, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: I couldn't find the results of the PHO meeting and vote.

Is it time to sell?

Mark

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Read Answer Asked by Mark on June 30, 2021

• Kinaxis Inc. (KXS $144.70)
  • $144.70 P/E (TTM): 42.69X Cap: $4B
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Q: When does Kinaxis report next?

Thanks,
Mike
PS You guys do excellent work!

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Read Answer Asked by Mike on June 29, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $7M
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Q: What would you consider a good entry price for EGLX.CA

Thank you Donna

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Read Answer Asked by Donna on June 29, 2021