Investment Q&A

• Walt Disney Company (The) (DIS $99.42)
  • $99.42 P/E (TTM): 14.77X Cap: $176.12B
  • View DIS Profile
  • View Questions on DIS
• The Trade Desk Inc. (TTD $23.55)
  • $23.55 P/E (TTM): 27.86X Cap: $11.20B
  • View TTD Profile
  • View Questions on TTD
• Guardant Health Inc. (GH $87.27)
  • $87.27 Cap: $11.44B
  • View GH Profile
  • View Questions on GH

Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?

Upvote 0

Read Answer Asked by Kel on November 08, 2019

• Jamieson Wellness Inc. (JWEL $33.73)
  • $33.73 P/E (TTM): 23.65X Cap: $1.41B
  • View JWEL Profile
  • View Questions on JWEL

Q: comment on earnings. They appear to be "ok", but market seems quite pleased. Can you comment on them and why market is positive. I also feel the PE isn't overly attractive.

Upvote 0

Read Answer Asked by Jordan on November 08, 2019

• Methanex Corporation (MX $72.62)
  • $72.62 P/E (TTM): 17.47X Cap: $5.61B
  • View MX Profile
  • View Questions on MX
• Descartes Systems Group Inc. (The) (DSG $97.67)
  • $97.67 P/E (TTM): 42.36X Cap: $8.40B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 Cap: $615M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks

Upvote 0

Read Answer Asked on November 08, 2019

• Boston Pizza Royalties Income Fund (BPF.UN $24.41)
  • $24.41 P/E (TTM): 13.45X Cap: $578M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN

Q: Hi 5i - what is your take on the recent quarter results and the long term (10 year hold plus) prospects for Boston Pizza? Thanks, Neil

Upvote 0

Read Answer Asked by Neil on November 08, 2019

• Covalon Technologies Ltd. (COV $1.77)
  • $1.77 P/E (TTM): 59.67X Cap: $48M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV
• CRH Medical Corporation (CRH $4.99)
  • View CRH Profile
  • View Questions on CRH

Q: I'm trimming my portfolio, and plan to get out either CRH or COV. What would you recommend?

Upvote 0

Read Answer Asked by Rick on November 08, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.28)
  • $5.28 P/E (TTM): 11.98X Cap: $230M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Can you please give me your thoughts on the latest quarter and prospects? Thanks.

Upvote 0

Read Answer Asked by Michael on November 08, 2019

• RIV Capital Inc. Class A common shares (RIV)
  • P/E (TTM): -1.6X Cap: $213M
  • View RIV Profile
  • View Questions on RIV

Q: May I please get your updated thoughts on Canopy Rivers at current price levels? Thanks.

Upvote 0

Read Answer Asked by Marco on November 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
  • $170.06 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price

I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?

Thank you

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 08, 2019

• Enbridge Inc. (ENB $73.08)
  • $73.08 P/E (TTM): 28.29X Cap: $159.48B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Comment on enbridge qtr?

Upvote 0

Read Answer Asked by Greg on November 08, 2019

• Northland Power Inc. (NPI $22.27)
  • $22.27 Cap: $5.82B
  • View NPI Profile
  • View Questions on NPI
  • View Reports on NPI

Q: Could you please comment on NPIs earnings? Thanks.m

Upvote 0

Read Answer Asked by Gary on November 08, 2019

• Stella-Jones Inc. (SJ $94.16)
  • $94.16 P/E (TTM): 15.64X Cap: $5.14B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: comments on the quarter please?

Upvote 0

Read Answer Asked by blake on November 08, 2019

• Expedia Group Inc. (EXPE $240.04)
  • $240.04 P/E (TTM): 24.69X Cap: $29.41B
  • View EXPE Profile
  • View Questions on EXPE

Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?

Upvote 0

Read Answer Asked by dan on November 08, 2019

• Microsoft Corporation (MSFT $391.79)
  • $391.79 P/E (TTM): 24.98X Cap: $2.90T
  • View MSFT Profile
  • View Questions on MSFT

Q: Do you think there is much upside left in Microsoft or
is it time to take profits? I have done extremely well with it in the last number of years.

Upvote 0

Read Answer Asked by James on November 08, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
  • View WFT Profile
  • View Questions on WFT
• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X
  • View OSB Profile
  • View Questions on OSB
• Interfor Corporation (IFP $8.60)
  • $8.60 Cap: $565M
  • View IFP Profile
  • View Questions on IFP
• Western Forest Products Inc. (WEF $12.35)
  • $12.35 Cap: $130M
  • View WEF Profile
  • View Questions on WEF

Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?

Upvote 0

Read Answer Asked by jim on November 08, 2019

• Constellation Software Inc. (CSU $2,567.93)
  • $2,567.93 P/E (TTM): 78.8X Cap: $54.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: We have been warned that this could happen. Still, I am sure that many of us are concerned on the “three black crows “ and the “triple breakdown” that we are seeing . CSU has plummeted $100.00 / sh this week .

Even for those of us that trim , this has been a big hit. Based on your experience , should we expect the price to continue its descent , or should we be expecting some re-tracement at this point.
THANKS

Upvote 0

Read Answer Asked by Thomas on November 08, 2019

• Franco-Nevada Corporation (FNV $333.52)
  • $333.52 P/E (TTM): 53.82X Cap: $64.30B
  • View FNV Profile
  • View Questions on FNV

Q: Would their exposure to oil and gas taint your view for gold exposure enough to go to a name like AEM or KL? Appreciate your response.

Upvote 0

Read Answer Asked by Michael on November 08, 2019

Q: This question my be too "personal", so if you choose not to answer I would understand. I find your responses to questions to be quite expedient, especially around earnings season, and exceptionally informative. I'm wondering how large your staff is?

Upvote 0

Read Answer Asked by Edgar on November 08, 2019

• TELUS Corporation (T $18.27)
  • $18.27 P/E (TTM): 25.53X Cap: $28.51B
  • View T Profile
  • View Questions on T

Q: telus results - looks good - your opinion please.

Upvote 0

Read Answer Asked by kelly on November 08, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.80)
  • $84.80 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Premium Brands Holdings Corporation (PBH $93.12)
  • $93.12 P/E (TTM): 65.58X Cap: $4.15B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi, could you please post the earning estimates for PBH,CCL.b and BYD.un. Thanks

Upvote 0

Read Answer Asked by rajeev on November 08, 2019

• Canaccord Genuity Group Inc. (CF $11.77)
  • $11.77 Cap: $1.20B
  • View CF Profile
  • View Questions on CF
  • View Reports on CF

Q: Hello,
Could you please comment on their results and outlook. Is it worth holding this stock?
Thanks
Victor

Upvote 0

Read Answer Asked by Victor on November 08, 2019