Investment Q&A

• CAE Inc. (CAE $45.97)
  • $45.97 P/E (TTM): 33.8X Cap: $14.78B
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Q: I am hoping that you can shed some light on the revenue streams for CAE. I don't expect the airline industry to show much growth for a couple of years and but I am wondering how much this affects this company. How much of their revenue is generated from training brand new pilots, pilots on new aircraft, regular ongoing training for pilot license maintenance etc.? I know you like CAE and I normally don't pay that much attention to timing as I am a buy and hold investor. However, I am wondering if in this instance are growth revenues still two years away or do they maintain fairly even cash flow? I am assuming that the medical division is still a minor contributor to cash flow.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 14, 2020

• 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: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.

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Read Answer Asked by Alex on May 14, 2020

• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: Was there any details in the cc and how much stock do insiders own? In particular the CEO. Thx

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Read Answer Asked by blake on May 14, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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Q: Stock has dropped 20 % past couple of days. Is there anything stock specific?

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Read Answer Asked by Aleem on May 14, 2020

• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: Please comment on the conference call this morning.Big 13% drop today.Should I hold or take my 51.7% loss on a 1% position(p/p $44),Txs for u usual great services & views

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Read Answer Asked by Peter on May 14, 2020

• Park Lawn Corporation (PLC $26.48)
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Q: Good morning guys. Looking for your thoughts on earnings report today. Looks like a beat all around. Have been a little frustrated with stock price not participating in most recent rally. Also concerned about effect of physical distancing on funeral revenue. Thinking about stepping out of the stock for bit and maybe revisiting it again post Covid. Always appreciate your insight. Thanks. Chris

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Read Answer Asked by christopher on May 13, 2020

• Real Matters Inc. (REAL $6.61)
  • $6.61 Cap: $490M
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Q: Who are the competitors of Real?
Thanks

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Read Answer Asked by Curtis on May 13, 2020

• Boyd Group Services Inc. (BYD $219.38)
  • $219.38 P/E (TTM): 210.18X Cap: $6.10B
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Q: Please comment on their Q1 including their outlook remarks.
Also, do you think most of the bought deal being listed tomorrow will be placed with institutions and not be sold on the open market putting pressure on the share price?

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Read Answer Asked by sandy on May 13, 2020

• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 10.1X Cap: $2.22B
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Q: Would negative interest rate ( if it happen ) affect GSY performance ? Thanks a lot.

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Read Answer Asked by Lai Kuen on May 13, 2020

• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.26B
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Q: National Bank has downgraded DOO to sector perform today.
They are expecting an EPS of .02 far short of the consensus of .33.
Despite this, they also say that Polaris (in a similiar field) is holding
up better than expected?
Have you seen this report and is there a chance that they may miss that badly?
Thanks

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Read Answer Asked by Herm on May 13, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?

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Read Answer Asked by Danny on May 13, 2020

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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Q: Please comment on latest Q of sis & its impact going forward,Txs for u usual great services & views

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Read Answer Asked by Peter on May 13, 2020

• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: What’s your evaluation of EIF’s report? I assume a severe downturn from April 1, but do you see their business returning to near normal post shut down? Will that have much in the way of expenses when shut down?

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Read Answer Asked by Danny on May 13, 2020

• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: Please comment on the latest Q & its impact going forward. Appears to be a big miss on eps.Have a 1% position,p/p $44. Hold or sell at a big loss.Txs for u usual great services & views

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Read Answer Asked by Peter on May 13, 2020

• 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: Ok, I'll show my ignorance by asking this question: What is the additional stock offer at this company and how is it going to dilute the stock price/value?
As an aside, the stock reached it's highest value today!
TIA for all you do!

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Read Answer Asked by Brenda on May 12, 2020

• Premium Brands Holdings Corporation (PBH $100.43)
  • $100.43 P/E (TTM): 68.32X Cap: $4.48B
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Q: any particular reason for the large spike today?

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Read Answer Asked by Mike on May 12, 2020

• Premium Brands Holdings Corporation (PBH $100.43)
  • $100.43 P/E (TTM): 68.32X Cap: $4.48B
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Q: comments please on the quarter. Thx

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Read Answer Asked by blake on May 12, 2020

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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• Exchange Income Corporation (EIF $88.71)
  • $88.71 P/E (TTM): 32.86X Cap: $4.81B
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Q: do you have estimates for these 2 companies reporting tomorrow? Thx

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Read Answer Asked by blake on May 12, 2020

• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 10.1X Cap: $2.22B
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Q: The stock has gone up quite a bit since earnings were announced. Do you think there may be some consolidation and chance to pick up in the mid 40’s or are you comfortable buying here

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Read Answer Asked by Aleem on May 12, 2020

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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Q: comments please on the announcement today. Thx

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Read Answer Asked by blake on May 11, 2020