Investment Q&A

• Kinaxis Inc. (KXS $184.85)
  • $184.85 P/E (TTM): 154.23X Cap: $5.24B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.10)
  • $225.10 P/E (TTM): 93.2X Cap: $292.48B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Real Matters Inc. (REAL $7.50)
  • $7.50 Cap: $555M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.23)
  • $16.23 Cap: $2.29B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What companies on your radar have the strongest balance sheets? Thanks.

Upvote 0

Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Knight Therapeutics Inc. (GUD $5.85)
  • $5.85 Cap: $588M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT $1.41)
  • $1.41 Cap: $332M
  • View RXT Profile
  • View Questions on RXT

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

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.59)
  • $80.59 P/E (TTM): 50.49X Cap: $682M
  • View XIT Profile
  • View Questions on XIT
• TD Global Technology Leaders Index ETF (TEC $53.35)
  • $53.35 P/E (TTM): 0.57X Cap: $3.49B
  • View TEC Profile
  • View Questions on TEC

Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

Upvote 0

Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $11.45)
  • $11.45 Cap: $3.15B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Chartwell Retirement Residences (CSH.UN $20.02)
  • $20.02 P/E (TTM): 92.5X Cap: $5.82B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Alaris Equity Partners Income Trust (AD.UN $18.56)
  • $18.56 P/E (TTM): 6.17X Cap: $850M
  • View AD.UN Profile
  • View Questions on AD.UN

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.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 16.64X Cap: $12.77B
  • View ALA Profile
  • View Questions on ALA

Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

Upvote 0

Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB $6.48)
  • $6.48 Cap: $3.94B
  • View BB Profile
  • View Questions on BB

Q: I would appreciate your comments on BB.
Clayton

Upvote 0

Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL $5.60)
  • $5.60 Cap: $1.42B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $239.74)
  • $239.74 P/E (TTM): 34.94X Cap: $233.98B
  • View CRM Profile
  • View Questions on CRM

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?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $22.63)
  • $22.63 Cap: $704M
  • View FLGT Profile
  • View Questions on FLGT

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.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $181.33)
  • $181.33 P/E (TTM): 24.87X Cap: $418.74B
  • View BABA Profile
  • View Questions on BABA

Q: Hello. Any idea as what happened with the proposed split.

Upvote 0

Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
  • View BSO.UN Profile
  • View Questions on BSO.UN

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!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $5.85)
  • $5.85 Cap: $588M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

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?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $126.41)
  • $126.41 P/E (TTM): 16.9X Cap: $28.36B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

Upvote 0

Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB $69.01)
  • $69.01 P/E (TTM): 24.56X Cap: $151.42B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $76.29)
  • $76.29 P/E (TTM): 18.85X Cap: $78.94B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $57.09)
  • $57.09 P/E (TTM): 19.83X Cap: $33.16B
  • View PPL Profile
  • View Questions on PPL
• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 16.64X Cap: $12.77B
  • View ALA Profile
  • View Questions on ALA
• Keyera Corp. (KEY $46.41)
  • $46.41 P/E (TTM): 19.53X Cap: $10.63B
  • View KEY Profile
  • View Questions on KEY

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

Upvote 0

Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.73)
  • $0.73 P/E (TTM): 12.77X Cap: $44M
  • View UFC Profile
  • View Questions on UFC

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.

Upvote 0

Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
  • View WIR.UN Profile
  • View Questions on WIR.UN

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

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $89.96)
  • $89.96 P/E (TTM): 10.7X Cap: $1.35B
  • View CJT Profile
  • View Questions on CJT

Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

Upvote 0

Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG $4.00)
  • $4.00 Cap: $103M
  • View BRAG Profile
  • View Questions on BRAG

Q: Pls update your comments on Brag after their numbers being released.
Thx

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• BRP Inc. Subordinate Voting Shares (DOO $92.78)
  • $92.78 Cap: $6.80B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Could you please give your opinion of DOO's latest quarter?

Upvote 0

Read Answer Asked by Tristan on August 28, 2020