Investment Q&A

• The Walt Disney Company (DIS $116.10)
  • $116.10 P/E (TTM): 18.03X Cap: $208.74B
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• The Trade Desk Inc. (TTD $45.37)
  • $45.37 P/E (TTM): 54.09X Cap: $22.18B
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• Guardant Health Inc. (GH $57.24)
  • $57.24 Cap: $7.13B
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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?

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Read Answer Asked by Kel on November 08, 2019

• Jamieson Wellness Inc. (JWEL $37.81)
  • $37.81 P/E (TTM): 28.5X Cap: $1.55B
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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.

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Read Answer Asked by Jordan on November 08, 2019

• Methanex Corporation (MX $53.99)
  • $53.99 P/E (TTM): 11.54X Cap: $3.63B
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• Descartes Systems Group Inc. (The) (DSG $137.68)
  • $137.68 P/E (TTM): 59.9X Cap: $11.83B
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• Knight Therapeutics Inc. (GUD $6.23)
  • $6.23 Cap: $620M
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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

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Read Answer Asked on November 08, 2019

• Boston Pizza Royalties Income Fund (BPF.UN $21.57)
  • $21.57 P/E (TTM): 13.62X Cap: $529M
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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

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Read Answer Asked by Neil on November 08, 2019

• Covalon Technologies Ltd. (COV $2.19)
  • $2.19 P/E (TTM): 27.38X Cap: $60M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: I'm trimming my portfolio, and plan to get out either CRH or COV. What would you recommend?

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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): 22.65X Cap: $229M
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Q: Can you please give me your thoughts on the latest quarter and prospects? Thanks.

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Read Answer Asked by Michael on November 08, 2019

• RIV Capital Inc. Class A common shares (RIV)
  • P/E (TTM): -1.6X Cap: $213M
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Q: May I please get your updated thoughts on Canopy Rivers at current price levels? Thanks.

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Read Answer Asked by Marco on November 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
  • $203.57 P/E (TTM): 82.16X Cap: $264.51B
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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

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Read Answer Asked by Sheldon on November 08, 2019

• Enbridge Inc. (ENB $67.61)
  • $67.61 P/E (TTM): 23.64X Cap: $147.45B
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Q: Comment on enbridge qtr?

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Read Answer Asked by Greg on November 08, 2019

• Northland Power Inc. (NPI $22.50)
  • $22.50 Cap: $5.88B
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Q: Could you please comment on NPIs earnings? Thanks.m

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Read Answer Asked by Gary on November 08, 2019

• Stella-Jones Inc. (SJ $78.84)
  • $78.84 P/E (TTM): 13.45X Cap: $4.35B
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Q: comments on the quarter please?

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Read Answer Asked by blake on November 08, 2019

• Expedia Group Inc. (EXPE $225.18)
  • $225.18 P/E (TTM): 26.85X Cap: $27.85B
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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?

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Read Answer Asked by dan on November 08, 2019

• Microsoft Corporation (MSFT $510.02)
  • $510.02 P/E (TTM): 37.32X Cap: $3.79T
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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.

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Read Answer Asked by James on November 08, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Interfor Corporation (IFP $12.54)
  • $12.54 Cap: $645M
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• Western Forest Products Inc. (WEF $13.32)
  • $13.32 Cap: $140M
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Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?

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Read Answer Asked by jim on November 08, 2019

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 107.55X Cap: $90.73B
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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

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Read Answer Asked by Thomas on November 08, 2019

• Franco-Nevada Corporation (FNV $276.54)
  • $276.54 P/E (TTM): 48.96X Cap: $53.28B
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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.

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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?

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Read Answer Asked by Edgar on November 08, 2019

• TELUS Corporation (T $22.13)
  • $22.13 P/E (TTM): 34.23X Cap: $33.96B
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Q: telus results - looks good - your opinion please.

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Read Answer Asked by kelly on November 08, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.85)
  • $79.85 P/E (TTM): 17.33X Cap: $13.47B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $92.96)
  • $92.96 P/E (TTM): 44.87X Cap: $4.15B
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Q: Hi, could you please post the earning estimates for PBH,CCL.b and BYD.un. Thanks

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Read Answer Asked by rajeev on November 08, 2019

• Canaccord Genuity Group Inc. (CF $10.32)
  • $10.32 Cap: $1.05B
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Q: Hello,
Could you please comment on their results and outlook. Is it worth holding this stock?
Thanks
Victor

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Read Answer Asked by Victor on November 08, 2019