Investment Q&A

• Kinaxis Inc. (KXS $135.43)
  • $135.43 P/E (TTM): 40.52X Cap: $3.74B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
  • $173.21 P/E (TTM): 133.46X Cap: $225.88B
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• Real Matters Inc. (REAL $5.96)
  • $5.96 Cap: $442M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
  • $12.18 Cap: $1.67B
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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 $6.14)
  • $6.14 Cap: $612M
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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 $1.95)
  • $1.95 Cap: $481M
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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 $63.66)
  • $63.66 P/E (TTM): 54.87X Cap: $674M
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• TD Global Technology Leaders Index ETF (TEC $49.58)
  • $49.58 P/E (TTM): 31.1X Cap: $3.22B
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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?

Upvote 0

Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $10.22)
  • $10.22 Cap: $2.83B
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• Chartwell Retirement Residences (CSH.UN $21.40)
  • $21.40 P/E (TTM): 104.95X Cap: $6.81B
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• Alaris Equity Partners Income Trust (AD.UN $20.22)
  • $20.22 P/E (TTM): 5.63X Cap: $916M
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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 $48.17)
  • $48.17 P/E (TTM): 19.22X Cap: $14.99B
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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 $4.52)
  • $4.52 Cap: $2.66B
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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 $4.17)
  • $4.17 Cap: $1.05B
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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 $198.34)
  • $198.34 P/E (TTM): 24.72X Cap: $183.06B
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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?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $14.95)
  • $14.95 Cap: $466M
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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 $136.71)
  • $136.71 P/E (TTM): 17.33X Cap: $315.70B
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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 $6.14)
  • $6.14 Cap: $612M
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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 $98.69)
  • $98.69 P/E (TTM): 13.18X Cap: $21.19B
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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 $74.64)
  • $74.64 P/E (TTM): 28.41X Cap: $162.88B
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• TC Energy Corporation (TRP $87.92)
  • $87.92 P/E (TTM): 27.17X Cap: $87.92B
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• Pembina Pipeline Corporation (PPL $60.96)
  • $60.96 P/E (TTM): 22.04X Cap: $35.43B
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• AltaGas Ltd. (ALA $48.17)
  • $48.17 P/E (TTM): 19.22X Cap: $14.99B
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• Keyera Corp. (KEY $54.04)
  • $54.04 P/E (TTM): 28.9X Cap: $12.39B
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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 $0.88)
  • $0.88 P/E (TTM): 5.5X Cap: $47M
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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 $86.79)
  • $86.79 P/E (TTM): 16.35X Cap: $1.29B
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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 $2.05)
  • $2.05 Cap: $52M
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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 $87.80)
  • $87.80 Cap: $6.44B
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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