Investment Q&A

• Costco Wholesale Corporation (COST $980.85)
  • $980.85 P/E (TTM): 56.78X Cap: $434.31B
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• Starbucks Corporation (SBUX $90.93)
  • $90.93 P/E (TTM): 39.05X Cap: $105.19B
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• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.60B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Can you please recommend some US stocks which have become attractive buys with the recent market decline.

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Read Answer Asked by Vineet on February 27, 2020

Q: Would you have any recommendations on this company?

Thanks,

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Read Answer Asked by Bryan on February 27, 2020

• Unity Biotechnology Inc. (UBX)
  • Cap: $3M
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Q: Thoughts on UBX:US?

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Read Answer Asked by Colin I on February 27, 2020

• iShares 20+ Year Treasury Bond ETF (TLT $86.65)
  • $86.65 Cap: $48.08B
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Q: Are there a few stocks or ETF's that will have a low correlation to the balanced portfolio but offer higher returns than bonds(XBB). Any ideas?

Thanks again!

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Read Answer Asked by Derek on February 27, 2020

• Maxim Power Corp. (MXG $4.41)
  • $4.41 P/E (TTM): 18.75X Cap: $286M
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Q: There has been some insider buying at MXG, is it a buy at this time? Meredith

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Read Answer Asked by Ulla on February 27, 2020

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Has Brookfield Property Partners issued dividend guidance?

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Read Answer Asked by Carl on February 27, 2020

• Orogen Royalties Inc Com (EVM)
  • Cap: $43M
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Q: Any thoughts on this company?
Thanks

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Read Answer Asked by Joanne on February 27, 2020

Q: Please give me your opinion about PLUG,PWFL,VSLR, AGYS for next three to five years.

Thanks,

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Read Answer Asked by vipin on February 27, 2020

• Parkland Corporation (PKI $38.25)
  • $38.25 P/E (TTM): 22.9X Cap: $6.67B
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Q: The SP of PKI has been very weak and falling steadily of late (since the new year). Are there any news or issues with this stock? Thanks

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Read Answer Asked by Victor on February 27, 2020

• Suncor Energy Inc. (SU $53.21)
  • $53.21 P/E (TTM): 11.53X Cap: $64.62B
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Q: I currently hold SU as my energy allocation and looking to add a non-integrated energy holding. My biggest concern in the current environment is balance sheet quality. Can you suggest 2 or 3 names in the sector with the strongest financial position. Thank you.

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Read Answer Asked by Benjamin on February 27, 2020

• Savaria Corporation (SIS $20.95)
  • $20.95 P/E (TTM): 30.75X Cap: $1.50B
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Q: Savaria's price seems to have reacted poorly in the "virus" market. For a health care stock this was a little surprising. Do you have any thoughts on what might be concerning investors?
Thanks
Mike

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Read Answer Asked by michael on February 27, 2020

• Sherritt International Corporation (S $0.14)
  • $0.14 Cap: $71M
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Q: S has issued a press release today on restructuring their debt. I have some bonds from them due in 2021 that I understand will now be due in 2027. There are some other related clauses in there that are difficult to figure out. Any way that can read the press release and figure out what the deal is? Thanking you in advance, Martin

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Read Answer Asked by Martin on February 27, 2020

• WSP Global Inc. (WSP $282.55)
  • $282.55 P/E (TTM): 45.26X Cap: $36.46B
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• CAE Inc. (CAE $37.72)
  • $37.72 P/E (TTM): 29.4X Cap: $12.30B
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• Kinaxis Inc. (KXS $196.39)
  • $196.39 P/E (TTM): 167.12X Cap: $5.61B
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Q: Could you please provide me with your you three picks from your Balanced Portfolio to deploy excess cash into once the current correction reaches near bottom (tough to time I know.)
Thank
Phil

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Read Answer Asked by Phil on February 27, 2020

• BRP Inc. Subordinate Voting Shares (DOO $80.40)
  • $80.40 Cap: $5.85B
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Q: DOO has dropped 20%. Is there anything corona-virus related to the stock?
Thanks

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Read Answer Asked by Herm on February 27, 2020

• Descartes Systems Group Inc. (The) (DSG $136.96)
  • $136.96 P/E (TTM): 59.35X Cap: $11.68B
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• Kinaxis Inc. (KXS $196.39)
  • $196.39 P/E (TTM): 167.12X Cap: $5.61B
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Q: How would a slow down in global trade and supply chain disruptions effect these companies?

Thanks for your excellent service.

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Read Answer Asked by Joel on February 27, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.34B
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Q: Hello,
In the short term, I expect that Lightspeed revenues will suffer if restaurant transactions are severely impacted due to the coronavirus (as you intimated in an answer to someone's previous question). As well, it's likely that people will be avoiding casinoes if the virus becomes widespread in Canada.
Can you please give me your rationale for suggesting cost averaging (I assume you meant buying into) Great Canadian Gaming? Would you wait until after earnings are reported on March 3rd to do so?
I currently have a significant position in GC, but was actually considering exiting for a while. Either decision may be a roll of the dice, but I would appreciate your opinion.

Thanks.

Brad

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Read Answer Asked by Bradley on February 27, 2020

• Algonquin Power & Utilities Corp. (AQN $8.03)
  • $8.03 Cap: $6.15B
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• Northland Power Inc. (NPI $22.36)
  • $22.36 P/E (TTM): 22.16X Cap: $5.88B
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Q: Hi 5iTeam,
Which one of these two: NPI and AQN would you prefer?
Cheers,

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Read Answer Asked by Harry on February 27, 2020

• Real Matters Inc. (REAL $6.33)
  • $6.33 P/E (TTM): 210.54X Cap: $441M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.73)
  • $16.73 Cap: $2.34B
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Q: Hi there,

Of the 2 names listed, which do you think has better prospects?

Thanks!

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Read Answer Asked by Michael on February 27, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Peter and team
I just received a notice and info re upcoming"Dutch Auction".
My shares are held in a self directed account. Just want confirm that if I want to continue to hold for long term I need not reply, nor take any action.
Thanks
Phil

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Read Answer Asked by Phil on February 27, 2020

Q: Hi Guys,
Coeur mining and Teck Resources are both under performer's who's share took quite a bit this week on bad news. Do you consider these companies fatally flawed, would you hold if already in a portfolio, or would you cut and run to more promising resource plays? On that note do you have any suggestions on miners / resource companies?

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Read Answer Asked by Joseph on February 26, 2020