Investment Q&A

• CrowdStrike Holdings Inc. (CRWD)
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Q: Who do you like best in The Cyber Security world?
Thanks

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Read Answer Asked by DAVID on May 14, 2021

• Topicus.com Inc. (TOI)
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Q: How does your average cost on topicus come in at 63.30 when you added a 1 % position at 92 on April29th? Thx

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Read Answer Asked by blake on May 14, 2021

• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Kinaxis Inc. (KXS)
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• Magna International Inc. (MG)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• ECN Capital Corp. (ECN)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

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Read Answer Asked by Rino on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Hello, Could you explain what is happening with Bep.un. Seems to be in a freefall for the last few months. What is your analysis of this company and and its outlook? Thanks

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Read Answer Asked by pietro on May 14, 2021

• Freeport-McMoRan Inc. (FCX)
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• Lundin Mining Corporation (LUN)
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Q: Any idea why these 2 have diverged in May?

Thanks

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Read Answer Asked by Mark on May 14, 2021

Q: What can you tell me about this company and the future IPO? Thanks

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Read Answer Asked by Colette on May 14, 2021

• The Trade Desk Inc. (TTD)
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• JD.com Inc. (JD)
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• Roku Inc. (ROKU)
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• Pinterest Inc. Class A (PINS)
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• Airbnb Inc. (ABNB)
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Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

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Read Answer Asked by Robert on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA)
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• Domino's Pizza Inc (DPZ)
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Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

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Read Answer Asked by Michael on May 14, 2021

• Docebo Inc. (DCBO)
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Q: Please comment on today's earnings announcement and thoughts regarding the company going forward.
Thanks.

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Read Answer Asked by Greg on May 13, 2021

• Pan American Silver Corp. (PAAS)
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Q: Please comment on the recent earnings report. I am a long term holder. Thanks for this great service.

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Read Answer Asked by Christopher on May 13, 2021

• Sylogist Ltd. (SYZ)
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 13, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT)
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Q: Comments on their earnings and valuation please.

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Read Answer Asked by Ken on May 13, 2021

• AirBoss of America Corp. (BOS)
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Q: Kindly comment on the BOS 2021 Q1 results and the guidance. I assume the 43% increase in dividend can only be a good thing. However, in this environment who knows for sure?

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Read Answer Asked by Victor on May 13, 2021

• Photon Control Inc. (PHO)
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Q: Hello. Photon Controls, my largest holding, held up well this past week with an offer pending. Would you recommend keeping some (or all) PHO on the chance of a higher bid? Will you recommend 5 Canadian growth non-tech stocks to replace some or all of PHO today? I have several US and CAD tech companies now. Thanks to all for your help with investing!

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Read Answer Asked by Catherine on May 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Can you comment on LSPD’s partnership with Google. Is this big news?

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Read Answer Asked by Mike on May 13, 2021

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Good morning. Can I please get your opinion on Q1 results. Market does not seem to like what they see,

Cheers,
Adam

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Read Answer Asked by Adam on May 13, 2021

• Knight Therapeutics Inc. (GUD)
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Q: Good morning team,
Any idea why GUD has halted?
Thx!

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Read Answer Asked by Silvia on May 13, 2021

• Knight Therapeutics Inc. (GUD)
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Q: Thoughts on the leadership change? Would you consider this material news that will impact the shares (positively or negatively)?

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Read Answer Asked by Mike on May 13, 2021

• Xebec Adsorption Inc. (XBC)
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Q: Can you please comment on today’s results. Will this impact your B+ rating on the company? Thanks

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Read Answer Asked by Janice on May 13, 2021

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: Hi Team,

Can you comment on the quarter?

Thanks!

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Read Answer Asked by David on May 13, 2021