Investment Q&A

• Dream Industrial Real Estate Investment Trust (DIR.UN $11.66)
  • $11.66 P/E (TTM): 26.77X Cap: $3.36B
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Q: DIR is up 25% since June. Do you think this REIT is now overvalued or fairly valued and what are your thoughts about its growth prospects in the next 2 to 3 years?

Thanks for the great service.

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Read Answer Asked by David C. on November 10, 2021

Q: Any thoughts on this ipo? Have they tried before as when read the description, it mentions reworked?

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Read Answer Asked by Todd on November 10, 2021

Q: Hi
Thoughts on the Coveo IPO ? thank you

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Read Answer Asked by francis on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.33)
  • $8.33 Cap: $6.25B
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Q: hi, Ben Pham of BMO has a report out today on AQN. do you agree with the assessment, and do you see this as a good buy price? this would most likely be a long term hold for me. cheers, Chris

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Read Answer Asked by chris on November 10, 2021

• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,

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Read Answer Asked by Kat on November 10, 2021

• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Your link to Cheryl's question still does not work


Sheldon

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Read Answer Asked by Sheldon on November 10, 2021

• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Hi Peter, Ryan, and Team

Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.

Thanks!

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Read Answer Asked by Jerry on November 10, 2021

• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Please comment on earnings

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Read Answer Asked by Agata on November 10, 2021

• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Please comment on their latest quarterly report. Thank you.

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Read Answer Asked by Cheryl on November 10, 2021

• Global X Big Data & Hardware Index ETF (HBGD $35.25)
  • $35.25 P/E (TTM): 34.21X Cap: $20M
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Q: Considering that this ETF is small with short history, are there other ETF's actively or passively managed or other mutual funds that resembles this one? Drilling down in the content of this ETF do you consider it much different from other science and technology fund/etf? Appreciate your opinion on the prospect of this ETF? Thanks

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Read Answer Asked by Saad on November 10, 2021

• Kulicke and Soffa Industries Inc. (KLIC $32.24)
  • $32.24 P/E (TTM): 89.01X Cap: $1.73B
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• null (SGH)
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• Nova Ltd. (NVMI $257.85)
  • $257.85 Cap: $8.01B
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Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

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Read Answer Asked by TRINA on November 10, 2021

• Topaz Energy Corp. (TPZ $25.26)
  • $25.26 P/E (TTM): 61.54X Cap: $3.87B
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Q: Can you please give your view of this stock for a long term income investor.

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Read Answer Asked by John on November 10, 2021

• Welltower Inc. (WELL $169.27)
  • $169.27 P/E (TTM): 94.99X Cap: $112.88B
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• Ventas Inc. (VTR $68.39)
  • $68.39 P/E (TTM): 204.55X Cap: $31.03B
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• Chartwell Retirement Residences (CSH.UN $17.94)
  • $17.94 P/E (TTM): 84.24X Cap: $5B
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• Sienna Senior Living Inc. (SIA $18.10)
  • $18.10 P/E (TTM): 42.67X Cap: $1.65B
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Q: what would be your top choices as an investment in the "senior homes" (residences) category for both Canada and the U.S.?

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Read Answer Asked by ed on November 10, 2021

Q: What does this mean when you mention 'other interest' on a US stock? Thanks

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Read Answer Asked by eugene on November 10, 2021

• Adaptimmune Therapeutics plc (ADAP $0.11)
  • $0.11 Cap: $126M
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• Allogene Therapeutics Inc. (ALLO $1.12)
  • $1.12 Cap: $282M
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Q: I'm interested in investing in CAR T-Cell therapy, and these are a couple of the few I've located so far. May I have your thoughts? Are there any others you are aware of that you would prefer?

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Read Answer Asked by Rick on November 10, 2021

• Suncor Energy Inc. (SU $53.74)
  • $53.74 P/E (TTM): 10.88X Cap: $66.11B
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• Enbridge Inc. (ENB $64.65)
  • $64.65 P/E (TTM): 23.56X Cap: $138.93B
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• Air Canada Voting and Variable Voting Shares (AC $18.77)
  • $18.77 P/E (TTM): 4.9X Cap: $6.15B
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• ATS Corporation (ATS $41.79)
  • $41.79 Cap: $4.02B
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• Magna International Inc. (MG $57.33)
  • $57.33 P/E (TTM): 10.41X Cap: $16.35B
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• Premium Brands Holdings Corporation (PBH $86.58)
  • $86.58 P/E (TTM): 33.0X Cap: $3.91B
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• Savaria Corporation (SIS $19.93)
  • $19.93 P/E (TTM): 28.75X Cap: $1.41B
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• goeasy Ltd. (GSY $184.59)
  • $184.59 P/E (TTM): 11.92X Cap: $2.98B
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• Boyd Group Services Inc. (BYD $188.10)
  • $188.10 P/E (TTM): 222.77X Cap: $4.06B
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Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

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Read Answer Asked by alex on November 10, 2021

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $21.35)
  • $21.35 P/E (TTM): 5.56X Cap: $889M
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Q: Could you comment on both DRM's third quarter results and also your overall impression of it. It has grown in to my second largest holding and it seems like they are doing many things right....wondering if you feel the same?

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Read Answer Asked by Jeff on November 10, 2021

• European Residential Real Estate Investment Trust (ERE.UN $2.57)
  • $2.57 Cap: $590M
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Q: I was very impressed with the recent quarterly report for ERE it would appear that its growth prospects are excellent and dividends will surely go up again in february (or thereabouts). Do you agree?

Is the share price divided by AFFO the most appropriate way of evaluating whether it is undervalued or fully valued, compared to its peers? If so, isn't this one very cheap indeed? Debt and POR look good, so I am just wondering about the valuation.

I realize it is harder to get information from
Europe, but this one seems to be in an excellent housing market with an excellent pipeline - and they have proven this already - so should there really be a discount (or much of one)?

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Read Answer Asked by arnold on November 10, 2021

• CI Financial Corp. (CIX $31.95)
  • $31.95 Cap: $4.58B
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Q: With the recent buying spree of CIX should we expect a stock issue ?

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Read Answer Asked by terrance on November 10, 2021

Q: Can you please give me some info on Bolt Logistics formally know as Second Closet Inc. and your thoughts on getting into this

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Read Answer Asked by Bonnie on November 10, 2021