Investment Q&A

• Miscellaneous (MISC)
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Q: Hi, are you willing to comment on a macro issue of the economy? I am perplexed by the housing market where volume of sales and prices seem to be hitting highs in some Canadian urban centers (not Alberta). Lumber companies are doing well. The long term Covid impact on the economy and jobs seems murky at best. Why is there so much confidence in the Canadian housing market? Due to historically low interest rates and some pent up demand? Federal policies designed to prop up the economy? I keep thinking this is all going to end badly if the jobs aren’t there to pay those mortgages. Appreciate your service. You may post this question publicly if you feel it’s Of general interest.

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Read Answer Asked by Calvin on August 28, 2020

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Real Matters Inc. (REAL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What companies on your radar have the strongest balance sheets? Thanks.

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Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN)
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• Knight Therapeutics Inc. (GUD)
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Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

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Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT)
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

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Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• TD Global Technology Leaders Index ETF (TEC)
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Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

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Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

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Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA)
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Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

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Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB)
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Q: I would appreciate your comments on BB.
Clayton

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Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL)
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Q: Hi team,
Any new information out there attributing to the 6% sell-off in WELL today. Seems a bit more than normal fluctuations.
Thanks again
Dave

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Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM)
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

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Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT)
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

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Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Q: Hello. Any idea as what happened with the proposed split.

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Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN)
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Q: Hi 5i,
This fund managed by BAM currently yield over 19 %. I have bought a very small position thinking to add more to my RRIF. Is the yield save? It is trade at a very thin volume. Would you kindly give me your opinion please, thanks!

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Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD)
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Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?

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Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

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Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB)
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• TC Energy Corporation (TRP)
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• Pembina Pipeline Corporation (PPL)
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• AltaGas Ltd. (ALA)
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• Keyera Corp. (KEY)
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Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

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Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC)
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Q: It has been a while since your last (very thorough) look at Urbanfund. Can you provide your perspective on the reliability of their dividend and future prospects? Many thanks.

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Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN)
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Q: Hello
WIR.UN trades on the TSX but pays its dividend in US dollars. Will this dividend by subject to the 15% withholding tax in a non-registered or TFSA account?
thanks

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Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

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Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG)
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Q: Pls update your comments on Brag after their numbers being released.
Thx

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Read Answer Asked by Bill on August 28, 2020