Investment Q&A

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hi folks
GRUB is rising almost daily. Whats your thought on the company at this juncture? Is it a buy Now?
Thanks as always for the ongoing excellent truthful advice.

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Read Answer Asked by El-ann on August 14, 2020

Q: Your thoughts on JRSH:US?

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Read Answer Asked by Colin I on August 14, 2020

• Sangoma Technologies Corporation (STC $7.83)
  • $7.83 Cap: $262M
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Q: Please comment on preliminary released today after market close.Txs for u usual great services & views

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Read Answer Asked by Peter on August 14, 2020

• Cisco Systems Inc. (CSCO $68.49)
  • $68.49 P/E (TTM): 27.39X Cap: $271.22B
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Q: Do you think this is a good time to buy cisco? I know they are transitioning but do they have the right approach?
Thanks for the great service

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Read Answer Asked by joseph on August 14, 2020

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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Q: HI There,

Input capital has a offer to purchase the company for $1.75 all cash, and they are hoping to close in October. Management is on board, offer give a good premium to book value. The stock is trading at roughly $1.55. Would you feel there is a good opportunity to purchase and hold for the lift?

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Read Answer Asked by john on August 14, 2020

• Sangoma Technologies Corporation (STC $7.83)
  • $7.83 Cap: $262M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Toronto-Dominion Bank (The) (TD $100.09)
  • $100.09 P/E (TTM): 10.24X Cap: $172.40B
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• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Air Canada Voting and Variable Voting Shares (AC $19.06)
  • $19.06 P/E (TTM): 4.9X Cap: $6.15B
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• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• InterRent Real Estate Investment Trust (IIP.UN $13.17)
  • $13.17 Cap: $1.84B
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• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Berkshire Hathaway Inc. (BRK.B $459.11)
  • $459.11 P/E (TTM): 12.6X Cap: $990.45B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Boyd Group Services Inc. (BYD $189.18)
  • $189.18 P/E (TTM): 222.77X Cap: $4.06B
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Q: Hi i5,

According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?

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Read Answer Asked by kwokwai on August 14, 2020

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
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Q: In Sylogist’s recent AGM PR there is a statement that reads: "Resolutions to approve the Company's stock option plan and its proposed amended by-law, did not pass." What was the proposed stock option plan and its proposed amended by-law? I am a bit worried after the massive payout to insiders awhile back. Thanks

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Read Answer Asked by Scott on August 14, 2020

• CrowdStrike Holdings Inc. (CRWD $454.86)
  • $454.86 Cap: $111.32B
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• Cloudflare Inc. Class A (NET $208.80)
  • $208.80 Cap: $72.76B
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Q: Hi gang, what would be a buy today and why? Is one safer then the other?. Thanks. Alnoor

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Read Answer Asked by Alnoor on August 14, 2020

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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Q: Your comments on recent quarter please.

TIA pat

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Read Answer Asked by Pat on August 13, 2020

• Ag Growth International Inc. (AFN $42.75)
  • $42.75 Cap: $803M
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Q: What information can you provide as to either the source of the "rework" costs impacting AFN's results, or a source for more information (unable to - easily - find this of their investor website?)

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Read Answer Asked by Lotar on August 13, 2020

• GameSquare Holdings Inc. (GAME $1.80)
  • $1.80 Cap: $54M
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Q: what is going on with this stock

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Read Answer Asked by Aurelio on August 13, 2020

• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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Q: Tour reaction to the recent results, -please.

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Read Answer Asked by roger on August 13, 2020

Q: I'm looking for an ETF which invests in emerging markets but not China. Can you recommend anything?

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Read Answer Asked by christianne on August 13, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 62.47X Cap: $7.18B
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Q: How was their latest qtr vs expectations? Good entry point?

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Read Answer Asked by Scott on August 13, 2020

• Microsoft Corporation (MSFT $535.64)
  • $535.64 P/E (TTM): 40.53X Cap: $3.98T
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• NVIDIA Corporation (NVDA $180.00)
  • $180.00 P/E (TTM): 56.04X Cap: $4.39T
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• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
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• Descartes Systems Group Inc. (The) (DSG $144.17)
  • $144.17 P/E (TTM): 63.41X Cap: $12.36B
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• Kinaxis Inc. (KXS $203.51)
  • $203.51 P/E (TTM): 437.0X Cap: $5.71B
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• Open Text Corporation (OTEX $39.15)
  • $39.15 P/E (TTM): 11.68X Cap: $10.40B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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• Real Matters Inc. (REAL $5.42)
  • $5.42 P/E (TTM): 197.85X Cap: $398M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim

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Read Answer Asked by jim on August 13, 2020

Q: Can you comment on Brookfield Asset Management's earnings and information released this morning? Do you see any areas of growing concern or information that would have you reassess BAM's status as a blue chip?

Thanks again.

John

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Read Answer Asked by john on August 13, 2020

• 1Life Healthcare Inc. (ONEM)
  • Cap: $3.40B
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Q: In the WELL conference call the CEO made reference to this US company in the same space. Do you know if ONEM is a disciplined capital allocator. Or do they just acquire assets, issue a ton of shares/debt and really not the move the per share earnings needle? Does ONEM look like a good investment?

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Read Answer Asked by Joel on August 13, 2020

• North American Construction Group Ltd. (NOA $20.61)
  • $20.61 P/E (TTM): 15.85X Cap: $573M
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Q: Your comments on NOA , it's debt level, future prospects & whether you see construction moving to higher levels.Thanks ,as always, for your great advice.
Dave

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Read Answer Asked by Dave on August 13, 2020

• Dollarama Inc. (DOL $189.67)
  • $189.67 P/E (TTM): 43.3X Cap: $52.58B
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Q: Good morning 5i team,
I am a little late reading Q&A. Not a question but a complement of information. Regarding Kevin’s question on August 4th about DOL’s negative shareholder equity: your points are all valid, but my understanding is that this situation on the balance sheet results mainly from their massive annual share buybacks over the last few years. Per share, the cost of the buyback is higher the book value. Thank you for your collaboration, Eric

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Read Answer Asked by Eric on August 13, 2020

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: The only reason they beat with .13 is because they had a "net gain of financial instruments measured at fair value" of $16,499. Last Q, they had a loss.
This number is the reason why it was .13 and not negative.
How valid is this and should this not to be taken out and adjusted to a lower EPS?
Thanks

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Read Answer Asked by Herm on August 13, 2020