Investment Q&A

• Kinaxis Inc. (KXS $200.51)
  • $200.51 P/E (TTM): 166.52X Cap: $5.59B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.77)
  • $205.77 P/E (TTM): 83.42X Cap: $267B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.83)
  • $16.83 Cap: $2.27B
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Q: I picked up a full position in KXS at just the wrong time ($190) and am down 17%. I'm wondering about the wisdom of selling and and putting the money into SHOP or LSPD with an eye on a better rebound. I have a 5+ time frame. I know they are different industries I'm just looking within the bounds of the Technology sector.

Would you make the switch or hold on?

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Read Answer Asked by Alex on April 19, 2021

• Sylogist Ltd. (SYZ $9.04)
  • $9.04 Cap: $211M
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• Absolute Software Corporation (ABST)
  • Cap: $610M
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Q: Hi 5i

I have a 4% position in ABST and 4% position in SYZ. Looking for both income and growth. I'm considering selling all my ABST and buying more SYZ. (Dividend is higher for the latter) Is there any reason to continue to hold ABST or would the above trade make sense?

Thanks guys
Ken

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Read Answer Asked by Kenneth on April 19, 2021

• goeasy Ltd. (GSY $210.57)
  • $210.57 P/E (TTM): 12.42X Cap: $3.37B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.83)
  • $16.83 Cap: $2.27B
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• Dye & Durham Limited (DND $10.77)
  • $10.77 Cap: $729M
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Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,

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Read Answer Asked by ilie on April 19, 2021

• Pinterest Inc. Class A (PINS $35.61)
  • $35.61 P/E (TTM): 12.22X Cap: $23.66B
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Q: Cleveland Research are cautious on PIN’s March quarter financial results. I am at a break even point and I know the shares have performed well over the last year. Do you advise buy, hold or sell? Do you see a good future for pins?

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Read Answer Asked by Steven on April 19, 2021

• goeasy Ltd. (GSY $210.57)
  • $210.57 P/E (TTM): 12.42X Cap: $3.37B
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Q: Can you explain a subscription receipt at $122.45. Does it mean the buyers get shares at that price? Now that the receipts closed, GSY went up to $150. Why? And will it just go right back down?
Thanks for explanation.

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Read Answer Asked by Helen on April 17, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Can you comment on announcement today from AW.UN and what it really means? What impact might it have on the stock?

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Read Answer Asked on April 16, 2021

• SOS Limited American Depositary Shares one hundred and fifty (150) Class A (SOS $2.03)
  • $2.03 Cap: $1.11B
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Q: I would appreciate your opinion on this before I buy. Following is via Seeking Alpha:
SOS is an emerging growth stock with zero debt. Profitable in 2019 and 2020, with approximately $400M cash on the books. In-house R&D is innovating in high-growth tech industries. SOS may deliver multi-year, triple digit growth. Typically, this level of growth has become the domain of private equity in recent years.
THANKS!

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Read Answer Asked by Austin on April 16, 2021

• goeasy Ltd. (GSY $210.57)
  • $210.57 P/E (TTM): 12.42X Cap: $3.37B
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Q: i assume the discount between the gsy recreipts and the stock is because the deal dies not close yet,
is that correct

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Read Answer Asked by david on April 16, 2021

• Chartwell Retirement Residences (CSH.UN $18.10)
  • $18.10 P/E (TTM): 87.52X Cap: $5.21B
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Q: I've owned Chartwell for several years. The distributions have increasingly become a Return of Capital with last year's being over 99%. Comment.

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Read Answer Asked by Do on April 16, 2021

• Sagicor Financial Company Ltd. (SFC $7.70)
  • $7.70 P/E (TTM): 9.78X Cap: $1.03B
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Q: In your answer about financial favourites to Jacques (April 16) I assume you meant FSV and not SFC?

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Read Answer Asked by J on April 16, 2021

• Pinterest Inc. Class A (PINS $35.61)
  • $35.61 P/E (TTM): 12.22X Cap: $23.66B
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Q: Hi,

Is there any news? Why it is dropping sharply?

Thanks,
Milan

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Read Answer Asked by Milan on April 16, 2021

• Dollarama Inc. (DOL $191.49)
  • $191.49 P/E (TTM): 43.96X Cap: $53.06B
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Q: Hi
despite some insider selling in a question by someone else in early April
it has taken another jump to new high this am

is there any fundamental reasons for the spike in this stock
I am aware that it is more defensive as consumer staples stock (am I right?)

I have a partial position, time to take profit or add to ? (I broke even a month ago)
thanks to your wisdom

is there an alternate stock (Cdn) you would recommend?

Michael
hold the stock for a few years, able to break even, dividend is nice, though not a high
dividend payer

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Read Answer Asked by Michael on April 16, 2021

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.32)
  • $5.32 P/E (TTM): 23.48X Cap: $232M
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Q: I read your report on Andrew Peller. What's up with high long term debt and low cash levels reported in the last quarter?

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Read Answer Asked by David on April 16, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.83)
  • $16.83 Cap: $2.27B
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Q: Is something wrong with LSPD today.
It started last night after hours with the stock dropping.

Thanks

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Read Answer Asked by Herm on April 16, 2021

• Parex Resources Inc. (PXT $15.97)
  • $15.97 P/E (TTM): 9.22X Cap: $1.57B
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Q: Hi can you give me the % of gas that Parex Resources produces.

Thx

Kim

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Read Answer Asked by Kim on April 16, 2021

• Sagicor Financial Company Ltd. (SFC $7.70)
  • $7.70 P/E (TTM): 9.78X Cap: $1.03B
  • View SFC Profile
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Q: Hi,

In reply to my question on financials today, you listed SFC. I was rather expecting SL. Could it be a typo ?

Thanks,

Jacques

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Read Answer Asked by Jacques on April 16, 2021

• Real Matters Inc. (REAL $5.62)
  • $5.62 P/E (TTM): 193.11X Cap: $403M
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Q: The analyst at Raymond James seems to have called REAL "a disruptive influence".....or something like that. Does not sound very nice! Any idea what he means?

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Read Answer Asked by Douglas on April 16, 2021

• B2Gold Corp. (BTO $5.36)
  • $5.36 Cap: $6.85B
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• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
  • View GCM Profile
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Q: would either of these gold companies be a decent buy or do they have underlying issues to be aware of ? thanks a lot.

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Read Answer Asked by jim on April 16, 2021

• Annaly Capital Management Inc. (NLY $20.77)
  • $20.77 P/E (TTM): 22.93X Cap: $13.22B
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Q: I have a few shares of NLY in my RIF.
Will be selling BPY, and thinking of buying more NLY, holding of which will increase to 3% of my total. Would this make sense? Am basically looking for relatively "safe' income.
thanks jerry

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Read Answer Asked by jery on April 16, 2021

• Strathcona Resources Ltd. (SCR $35.87)
  • $35.87 P/E (TTM): 10.42X Cap: $7.71B
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Q: Hi team. Scr has quickly become my worst performer down 45% now for me. I am seeing recent price targets of $50, $55; over double today’s levels? Any insight to all the selling recently? Is this a case where a person should just hold now at this point and hope for a recovery , add more , or bail? Thanks for the insight !

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Read Answer Asked by Shane on April 16, 2021