Investment Q&A

• Costco Wholesale Corporation (COST $996.16)
  • $996.16 P/E (TTM): 69.61X Cap: $441.94B
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• NVIDIA Corporation (NVDA $181.93)
  • $181.93 P/E (TTM): 37.39X Cap: $4.42T
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• Sun Life Financial Inc. (SLF $87.71)
  • $87.71 P/E (TTM): 14.2X Cap: $48.58B
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• Constellation Software Inc. (CSU $2,595.11)
  • $2,595.11 P/E (TTM): 77.81X Cap: $54.99B
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• WSP Global Inc. (WSP $225.32)
  • $225.32 P/E (TTM): 30.25X Cap: $30.37B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.14)
  • $175.14 P/E (TTM): 136.92X Cap: $228.40B
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• goeasy Ltd. (GSY $38.24)
  • $38.24 P/E (TTM): 2.46X Cap: $614M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.53)
  • $112.53 Cap: $12.98B
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• Topicus.com Inc. (TOI $98.71)
  • $98.71 P/E (TTM): 310.73X Cap: $12.65B
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Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

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Read Answer Asked by jim on November 11, 2021

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.80)
  • $85.80 P/E (TTM): 19.22X Cap: $15.17B
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Q: thoughts on the quarter please?

Thx

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Read Answer Asked by blake on November 11, 2021

• Bumble Inc. (BMBL $4.14)
  • $4.14 Cap: $429M
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Q: Youch 20% down today, good time to start a position perhaps?

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Read Answer Asked by Danielle on November 11, 2021

• Cineplex Inc. (CGX $10.35)
  • $10.35 Cap: $651M
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Q: Hi 5i
Cineplex announced earnings today. How did they do in your opinion and how do they look going forward.

Would you be interested in taking a position or adding to existing position at current price or wait, given recent share price increase. Why/why not.
Thx
Jim

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Read Answer Asked by jim on November 11, 2021

• CrowdStrike Holdings Inc. (CRWD $433.20)
  • $433.20 Cap: $109.86B
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• Digital Turbine Inc. (APPS $3.46)
  • $3.46 Cap: $414M
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Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

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Read Answer Asked by Ozzie on November 11, 2021

• Nevada Copper Corp. (NCU $0.03)
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Q: Thoughts on the offering? Does this de-risk a large portion of the "going concern". When will NCU start to generate revenue growth. Would you be buyers here?

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Read Answer Asked by Chris on November 11, 2021

• Element Fleet Management Corp. (EFN $30.85)
  • $30.85 P/E (TTM): 22.9X Cap: $12.27B
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Q: Thoughts on the quarter and initiating a new position?

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Read Answer Asked by Robert on November 11, 2021

• ZipRecruiter Inc. Class A (ZIP $2.56)
  • $2.56 Cap: $365M
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Q: Thoughts on the quarter? Thanks.

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Read Answer Asked by Marco on November 11, 2021

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 16.24X
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Q: What's your take on village farms for the short and long future. Thanks

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Read Answer Asked by steven on November 11, 2021

• ChargePoint Holdings Inc. (CHPT $5.48)
  • $5.48 Cap: $129M
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Q: Should this company benefit from Us spending?

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Read Answer Asked by hal on November 11, 2021

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
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Q: Is this company a buying opportunity ?

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Read Answer Asked by Sean on November 11, 2021

• Wallbridge Mining Company Limited (WM $0.09)
  • $0.09 Cap: $103M
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Q: What do you think of the recent results? Is this still worth holding?

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Read Answer Asked by sean on November 11, 2021

• CAE Inc. (CAE $38.53)
  • $38.53 P/E (TTM): 32.68X Cap: $12.39B
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Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.

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Read Answer Asked by Richard on November 11, 2021

Q: BAM reported today. Your comments and thoughts on recent quarter. Thanks.
Robert I

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Read Answer Asked by Robert on November 11, 2021

• Digital Turbine Inc. (APPS $3.46)
  • $3.46 Cap: $414M
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• Upstart Holdings Inc. (UPST $27.83)
  • $27.83 Cap: $2.72B
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Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

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Read Answer Asked by Rodney on November 11, 2021

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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Q: Earnings look very good, dividend increases . Anything not to like?

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Read Answer Asked by Leon on November 11, 2021

• Finning International Inc. (FTT $91.10)
  • $91.10 P/E (TTM): 18.27X Cap: $11.91B
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Q: Why would FTT keeps on sliding after a reasonable Q3 result just days ago? I'm thinking about starting a position and need to clarify that.

Thanks.

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Read Answer Asked by Victor on November 11, 2021

• Orion Digital Corp Com (MOGO)
  • Cap: $35M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Resonant Inc. (RESN)
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Q: Please share your thoughts on the companies mentioned above and their latest earnings

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Read Answer Asked by TRINA on November 11, 2021

• Pollard Banknote Limited (PBL $18.55)
  • $18.55 P/E (TTM): 18.17X Cap: $502M
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Q: The results may have warranted a sell-off; but 20%?
Do you think is buyable?

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Read Answer Asked by Robert on November 11, 2021

• Titan Medical Inc. (TMD $0.05)
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Hello, I have 3 questions:

1. What do you think about CTS Third quarter report today?
2. What do you think about TMD company?
3. What do you think about simultaneous breakout in gold and USD?

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Read Answer Asked by Olga on November 11, 2021