Investment Q&A

• 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
• BSR Real Estate Investment Trust (HOM.UN $16.83)
  • $16.83 Cap: $650M
  • View HOM.UN Profile
  • View Questions on HOM.UN

Q: What did you think of their q3 results? Seems like the company is benefiting from exposure to the strong texas market. How does the valuation/growth compare to to other alternatives? Thanks

Upvote 0

Read Answer Asked by Scott on November 10, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.72)
  • $42.72 P/E (TTM): 62.4X Cap: $7.01B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Colliers International Group Inc. Subordinate Voting Shares (CIGI $215.68)
  • $215.68 P/E (TTM): 55.1X Cap: $10.85B
  • View CIGI Profile
  • View Questions on CIGI
• 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

Q: How was their q3? Did it beat expectations? What do you think of this reit relative to alternatives?

Upvote 0

Read Answer Asked by Scott on November 10, 2021

Q: Definity Financial Corp is currently being marketed for an IPO with a price range of $19 - $22. Given the information available what are your initial thoughts? Would you participate?

Thanks - Phil

Upvote 0

Read Answer Asked by philip on November 10, 2021

Q: Any input on this ipo would be appreciated!

Upvote 0

Read Answer Asked by Todd on November 10, 2021

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.16)
  • $12.16 P/E (TTM): 27.7X Cap: $3.55B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

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.

Upvote 0

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?

Upvote 0

Read Answer Asked by Todd on November 10, 2021

Q: Hi
Thoughts on the Coveo IPO ? thank you

Upvote 0

Read Answer Asked by francis on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
  • View AQN Profile
  • View Questions on AQN

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

Upvote 0

Read Answer Asked by chris on November 10, 2021

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,

Upvote 0

Read Answer Asked by Kat on November 10, 2021

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Your link to Cheryl's question still does not work


Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 10, 2021

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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!

Upvote 0

Read Answer Asked by Jerry on November 10, 2021

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Please comment on earnings

Upvote 0

Read Answer Asked by Agata on November 10, 2021

• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Please comment on their latest quarterly report. Thank you.

Upvote 0

Read Answer Asked by Cheryl on November 10, 2021

• Global X Big Data & Hardware Index ETF (HBGD $34.63)
  • $34.63 P/E (TTM): 34.21X Cap: $20M
  • View HBGD Profile
  • View Questions on HBGD

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

Upvote 0

Read Answer Asked by Saad on November 10, 2021

• Kulicke and Soffa Industries Inc. (KLIC $34.98)
  • $34.98 P/E (TTM): 88.46X Cap: $1.82B
  • View KLIC Profile
  • View Questions on KLIC
• null (SGH)
  • View SGH Profile
  • View Questions on SGH
• Nova Ltd. (NVMI $262.57)
  • $262.57 Cap: $7.54B
  • View NVMI Profile
  • View Questions on NVMI

Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

Upvote 0

Read Answer Asked by TRINA on November 10, 2021

• Topaz Energy Corp. (TPZ $25.47)
  • $25.47 P/E (TTM): 61.73X Cap: $3.91B
  • View TPZ Profile
  • View Questions on TPZ

Q: Can you please give your view of this stock for a long term income investor.

Upvote 0

Read Answer Asked by John on November 10, 2021

• Welltower Inc. (WELL $169.68)
  • $169.68 P/E (TTM): 96.55X Cap: $113.48B
  • View WELL Profile
  • View Questions on WELL
• Ventas Inc. (VTR $68.71)
  • $68.71 P/E (TTM): 207.58X Cap: $31.22B
  • View VTR Profile
  • View Questions on VTR
• Chartwell Retirement Residences (CSH.UN $18.04)
  • $18.04 P/E (TTM): 86.14X Cap: $5.10B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Sienna Senior Living Inc. (SIA $18.46)
  • $18.46 P/E (TTM): 43.98X Cap: $1.70B
  • View SIA Profile
  • View Questions on SIA

Q: what would be your top choices as an investment in the "senior homes" (residences) category for both Canada and the U.S.?

Upvote 0

Read Answer Asked by ed on November 10, 2021

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

Upvote 0

Read Answer Asked by eugene on November 10, 2021

• Adaptimmune Therapeutics plc (ADAP $0.08)
  • $0.08 Cap: $131M
  • View ADAP Profile
  • View Questions on ADAP
• Allogene Therapeutics Inc. (ALLO $1.05)
  • $1.05 Cap: $231M
  • View ALLO Profile
  • View Questions on ALLO

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?

Upvote 0

Read Answer Asked by Rick on November 10, 2021

• Suncor Energy Inc. (SU $53.62)
  • $53.62 P/E (TTM): 10.89X Cap: $65.82B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $64.76)
  • $64.76 P/E (TTM): 22.71X Cap: $141.17B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Air Canada Voting and Variable Voting Shares (AC $19.04)
  • $19.04 P/E (TTM): 4.8X Cap: $6.14B
  • View AC Profile
  • View Questions on AC
• ATS Corporation (ATS $40.58)
  • $40.58 Cap: $3.96B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Magna International Inc. (MG $58.52)
  • $58.52 P/E (TTM): 10.53X Cap: $16.77B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 34.8X Cap: $4.06B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.45X Cap: $1.52B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $203.82)
  • $203.82 P/E (TTM): 12.23X Cap: $3.35B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 227.01X Cap: $4.02B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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

Upvote 0

Read Answer Asked by alex on November 10, 2021