Investment Q&A

• Kinaxis Inc. (KXS $124.20)
  • $124.20 P/E (TTM): 75.6X Cap: $3.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.89)
  • $172.89 P/E (TTM): 136.93X Cap: $225.46B
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• Real Matters Inc. (REAL $6.06)
  • $6.06 Cap: $449M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.81)
  • $12.81 Cap: $1.75B
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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
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• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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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 $1.68)
  • $1.68 Cap: $102M
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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

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.71)
  • $64.71 P/E (TTM): 57.34X Cap: $672M
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• TD Global Technology Leaders Index ETF (TEC $50.48)
  • $50.48 P/E (TTM): 31.1X Cap: $3.28B
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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 $10.56)
  • $10.56 Cap: $2.93B
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• Chartwell Retirement Residences (CSH.UN $21.88)
  • $21.88 P/E (TTM): 99.45X Cap: $6.65B
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• Alaris Equity Partners Income Trust (AD.UN $22.31)
  • $22.31 P/E (TTM): 6.03X Cap: $1.01B
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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.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $45.18)
  • $45.18 P/E (TTM): 17.93X Cap: $13.53B
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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 $4.71)
  • $4.71 Cap: $2.77B
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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 $3.98)
  • $3.98 Cap: $1.01B
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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

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $185.16)
  • $185.16 P/E (TTM): 24.72X Cap: $173.49B
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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 $23.18)
  • $23.18 Cap: $716M
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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.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $154.45)
  • $154.45 P/E (TTM): 19.93X Cap: $356.66B
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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 $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
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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!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $6.44)
  • $6.44 Cap: $641M
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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?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.85)
  • $101.85 P/E (TTM): 13.65X Cap: $21.87B
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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 $70.55)
  • $70.55 P/E (TTM): 26.98X Cap: $153.94B
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• TC Energy Corporation (TRP $85.34)
  • $85.34 P/E (TTM): 26.5X Cap: $85.34B
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• Pembina Pipeline Corporation (PPL $59.72)
  • $59.72 P/E (TTM): 20.91X Cap: $34.70B
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• AltaGas Ltd. (ALA $45.18)
  • $45.18 P/E (TTM): 17.93X Cap: $13.53B
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• Keyera Corp. (KEY $51.04)
  • $51.04 P/E (TTM): 38.38X Cap: $11.70B
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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

Upvote 0

Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.81)
  • $0.81 P/E (TTM): 5.06X Cap: $43M
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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 $26.81)
  • $26.81 P/E (TTM): 4.06X
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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

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $97.90)
  • $97.90 P/E (TTM): 13.0X Cap: $1.47B
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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 $2.38)
  • $2.38 Cap: $60M
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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

• BRP Inc. Subordinate Voting Shares (DOO $111.77)
  • $111.77 Cap: $8.19B
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Q: Could you please give your opinion of DOO's latest quarter?

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Read Answer Asked by Tristan on August 28, 2020