Investment Q&A

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: My Kxs buy is $202. and AHC buy was at $1.90. Did Kxs drop due to a purchase of another company?
Which one would you add to for growth and reasonable safety ?
Deduct double points to fully answer this please. Helen

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Read Answer Asked by Helen on November 11, 2020

• Sangoma Technologies Corporation (STC $7.98)
  • $7.98 Cap: $269M
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Q: Please comment on Q results of STC,Should I add to my 2.5% position.Txs for u usual great advices & services

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Read Answer Asked by Peter on November 11, 2020

• Titanium Transportation Group Inc. (TTR)
  • P/E (TTM): 10.6X Cap: $108M
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Q: TTR is now declaring a dividend. Stock was high of $3 and now hovering around $1.50 over two years. Going forward what are the prospects of upside growth and stock price

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Read Answer Asked by JOHN on November 11, 2020

• Agnico Eagle Mines Limited (AEM $186.80)
  • $186.80 P/E (TTM): 41.93X Cap: $93.83B
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Q: With AEM drop could this be an opportunity to add or wait? Thanks for your valuable opinion.

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Read Answer Asked by Hali on November 11, 2020

• SPDR S&P 500 ETF Trust (SPY $635.92)
  • $635.92 P/E (TTM): 57.48X Cap: $663.57B
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Q: I would like to purchase a US broad market ETF similar to SPY in US dollars. The purchase would be for my TFSA so there would be a withholding tax on dividends. I know that there are some ETFs structured in a way so rather than paying out any dividends the fund would instead see a gain in capital. Can you recommend such a fund (in US dollars) that tracks the S&P 500? Does this strategy make sense for a TFSA or would such a fund incur higher costs or fees that would negate the savings from avoiding the 15% dividend withholding tax?

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Read Answer Asked by Steven on November 11, 2020

• Pivotree Inc. (PVT $1.28)
  • $1.28 Cap: $32M
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Q: What are your thoughts on Pivotree?

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Read Answer Asked by JAIME on November 11, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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• The Trade Desk Inc. (TTD $53.18)
  • $53.18 P/E (TTM): 66.13X Cap: $26.51B
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• Spotify Technology S.A. (SPOT $689.23)
  • $689.23 Cap: $143.89B
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• Zoom Communications Inc. (ZM $69.77)
  • $69.77 P/E (TTM): 21.49X Cap: $21.65B
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• Rocket Companies Inc. Class A (RKT $17.11)
  • $17.11 P/E (TTM): 12.55X Cap: $33.62B
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Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.

Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?

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Read Answer Asked by Michael on November 11, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: I bought some Kxs at $206. Since many are leaving the tech sector, is it safe to hold this position in KSX and do you foresee a long road back to the high? I want growth at a reasonable risk. Helen

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Read Answer Asked by Helen on November 11, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.01)
  • $34.01 Cap: $22.53B
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Q: BEP-UN was in the mid 75$ range when they announced a 3 for2 split.Should a new share be worth 50$ or will continued buying keep it much higher than that ?

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Read Answer Asked by Larry on November 11, 2020

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.14B
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Assuming that this is a done deal for PBH to acquire CLR, what is the prospect of PBH going forward? Would you recommend a PBH buy at this level? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Descartes Systems Group Inc. (The) (DSG $136.93)
  • $136.93 P/E (TTM): 61.25X Cap: $11.94B
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Q: DSG IS DOWN LAST 2 DAYS. Is it due to a purchase ? My buy was at $73.16.
Is it safe to hold ? Helen

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Read Answer Asked by Helen on November 10, 2020

• Amgen Inc. (AMGN $285.09)
  • $285.09 P/E (TTM): 26.27X Cap: $155.17B
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• Biogen Inc. (BIIB $128.05)
  • $128.05 P/E (TTM): 12.5X Cap: $19.15B
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• Illumina Inc. (ILMN $94.82)
  • $94.82 Cap: $14.53B
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• Regeneron Pharmaceuticals Inc. (REGN $546.33)
  • $546.33 P/E (TTM): 14.17X Cap: $59.67B
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• AbbVie Inc. (ABBV $198.70)
  • $198.70 P/E (TTM): 84.64X Cap: $349.86B
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• Medtronic plc. (MDT $92.74)
  • $92.74 P/E (TTM): 25.73X Cap: $119B
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• Pfizer Inc. (PFE $24.58)
  • $24.58 P/E (TTM): 17.81X Cap: $139.75B
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• Stryker Corporation (SYK $376.67)
  • $376.67 P/E (TTM): 50.01X Cap: $144.35B
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• Veeva Systems Inc. Class A (VEEV $276.96)
  • $276.96 P/E (TTM): 59.9X Cap: $46.10B
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• WELL Health Technologies Corp. (WELL $4.81)
  • $4.81 Cap: $1.22B
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• Guardant Health Inc. (GH $54.80)
  • $54.80 Cap: $6.76B
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Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

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Read Answer Asked by Brian on November 10, 2020

• Intact Financial Corporation (IFC $278.83)
  • $278.83 P/E (TTM): 22.55X Cap: $49.76B
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Q: Is the IFC drops in the last few days attributed to the proposed acquisition? What is your view on this deal? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Miscellaneous (MISC)
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Q: My apologies for the barrage of questions today but I’ve been saving them up meaning to get to them over the past few weeks. This is the last one (for now). In evaluating a growth company in the small to mid cap range what would the most important metrics to use. Thank you.

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Read Answer Asked by Rob on November 10, 2020

• Premium Brands Holdings Corporation (PBH $93.50)
  • $93.50 P/E (TTM): 35.01X Cap: $4.14B
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Q: Hi guys as you know I have been a fan of pbh for years there acquisitions have always been extremely strategic
I am disappointed in this current acquisition into the seafood space which is been facing declining fish stock and First Nations conflicts on both coasts
Premium brands has made me a lot of money over the years
I will not exit my position but I don’t have to like it
Regards
Stan

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Read Answer Asked by Stan on November 10, 2020

• Dye & Durham Limited (DND $10.81)
  • $10.81 Cap: $712M
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Q: Your comments on its quarterly results reported today. Is it a good time to invest in this company or is it still too early and better to wait for another one or two quarters.
Thank you. Ian

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Read Answer Asked by Ian on November 10, 2020

• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Is Slack a good investment?

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Read Answer Asked by Eugene on November 10, 2020

• Compania Cervecerias Unidas S.A. (CCU $12.24)
  • $12.24 P/E (TTM): 13.17X Cap: $890M
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Q: Given the effect of Covid on “booze” producers (wine, beer, spirits, et al.) would now be a good time to pick up a stock like CCU for its dividend, presumed diversification potential as an EM stock and apparently good balance sheet? Also, I notice that Mawer has a position in this company.

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Read Answer Asked by David on November 10, 2020

• Kinaxis Inc. (KXS $196.15)
  • $196.15 P/E (TTM): 428.71X Cap: $5.60B
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Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?

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Read Answer Asked by Jeff on November 10, 2020

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Can you comment on the recent quarter please.

This stock keeps dropping over the last two weeks, what is going on here?

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Read Answer Asked by fwb181 on November 10, 2020