Investment Q&A

• Supremex Inc. (SXP $4.24)
  • $4.24 Cap: $104M
  • View SXP Profile
  • View Questions on SXP

Q: Your thoughts on numbers released. I still have a great gain and don’t mind waiting it out.

Upvote 0

Read Answer Asked by Bill on August 11, 2023

• Copart Inc. (CPRT $46.69)
  • $46.69 P/E (TTM): 30.38X Cap: $45.14B
  • View CPRT Profile
  • View Questions on CPRT

Q: Hi,
Copart is splitting 2-1 . I would like to buy in should I wait after the split? Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

• Ramaco Resources Inc. (METC $23.49)
  • $23.49 Cap: $1.19B
  • View METC Profile
  • View Questions on METC

Q: Given the Q2 earnings that 'missed' badly'would you avoid Ramaco stock or is there still some potential. If so, at what price range would you consider it a 'buy'?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on August 11, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.53)
  • $16.53 Cap: $2.27B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: I have LSPD at a loss in my TFSA. A two year chart suggest both NVEI and LSPD have dropped about 75% from their highs. With no tax loss benefit, is it worth switching to NVEI. (I am in no particular need of cash from this account for many years, if ever.)

Upvote 0

Read Answer Asked by David on August 11, 2023

• BMO Equal Weight REITs Index ETF (ZRE $21.89)
  • $21.89 P/E (TTM): 54.28X Cap: $580M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $24.40)
  • $24.40 P/E (TTM): 40.82X Cap: $719M
  • View ZUT Profile
  • View Questions on ZUT

Q: Hello, from a defensive perspective that is least correlated with the stock market, which ETF would you purchase ? (All other factors remaining equal)

Upvote 0

Read Answer Asked by Robbie on August 11, 2023

• BlackLine Inc. (BL $48.05)
  • $48.05 P/E (TTM): 35.04X Cap: $2.97B
  • View BL Profile
  • View Questions on BL

Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 11, 2023

• Parex Resources Inc. (PXT $16.03)
  • $16.03 P/E (TTM): 9.44X Cap: $1.56B
  • View PXT Profile
  • View Questions on PXT
• Tamarack Valley Energy Ltd. (TVE $5.32)
  • $5.32 P/E (TTM): 11.36X Cap: $2.69B
  • View TVE Profile
  • View Questions on TVE

Q: Hi,
Which one would you recommend to buy today?And why ?
Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

Q: What are the long time prospects for NRIX

Upvote 0

Read Answer Asked by Thomas on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Can you comment on the level of debt carried by Nuvei. Is it high, moderate or low for their cash flows? Thanks.

Upvote 0

Read Answer Asked by Michael on August 11, 2023

• Walmart Inc. (WMT $103.93)
  • $103.93 P/E (TTM): 44.33X Cap: $829.40B
  • View WMT Profile
  • View Questions on WMT
• SmartCentres Real Estate Investment Trust (SRU.UN $25.88)
  • $25.88 P/E (TTM): 15.21X Cap: $4.61B
  • View SRU.UN Profile
  • View Questions on SRU.UN

Q: Is there any estimate with respect to a percentage of income derived from Walmart for this REIT ?
Do you think the REIT is a risky investment if there is a great dependence on one key tenant such as Walmart ?
I always appreciate your insight.

Upvote 0

Read Answer Asked by Terry on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hi, when a company has a bad quarter it usually drops 5-10-maybe15%. But when it drops 40+% there is usually something really wrong? Have you heard any reports or attacks against the company? This looks different.

Upvote 0

Read Answer Asked by Brad on August 11, 2023

• CTS Corporation (CTS $39.61)
  • $39.61 P/E (TTM): 18.57X Cap: $1.16B
  • View CTS Profile
  • View Questions on CTS
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks

Upvote 0

Read Answer Asked by Greg on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $10.65)
  • $10.65 Cap: $248M
  • View CHPT Profile
  • View Questions on CHPT

Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

Upvote 0

Read Answer Asked by Toge on August 11, 2023

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Upvote 0

Read Answer Asked by Michael on August 11, 2023

• Amazon.com Inc. (AMZN $221.30)
  • $221.30 P/E (TTM): 33.95X Cap: $2.36T
  • View AMZN Profile
  • View Questions on AMZN
• Viemed Healthcare Inc. (VMD $7.29)
  • $7.29 P/E (TTM): 23.67X Cap: $288M
  • View VMD Profile
  • View Questions on VMD
• WELL Health Technologies Corp. (WELL $4.81)
  • $4.81 Cap: $1.19B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: What is the effect on WELL and VMD with Amazon introducing Amazon Clinic, a virtual health service that delivers convenient, affordable care for common conditions? Thanks

Upvote 0

Read Answer Asked by Mark on August 11, 2023

• ECN Capital Corp. (ECN $2.85)
  • $2.85 P/E (TTM): 104.04X Cap: $802M
  • View ECN Profile
  • View Questions on ECN

Q: Ecn is reporting soon. What are expectations? I am holding with a small loss which I fear is going to turn into a big loss when financials are released and results of review are revealed. The stock is acting very much like CTS leading up to the completion of their strategic review. Thoughts ?

Upvote 0

Read Answer Asked by Andre on August 11, 2023

• iShares Core Canadian Universe Bond Index ETF (XBB $28.11)
  • $28.11 Cap: $8.19B
  • View XBB Profile
  • View Questions on XBB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.64)
  • $16.64 Cap: $822M
  • View XHY Profile
  • View Questions on XHY
• iShares 20+ Year Treasury Bond ETF (TLT $87.39)
  • $87.39 Cap: $47.82B
  • View TLT Profile
  • View Questions on TLT
• iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH $32.26)
  • $32.26 Cap: $279M
  • View XTLH Profile
  • View Questions on XTLH

Q: hi,
can I get your opinion on the Aug. 9th Globe and Mail article by David Rosenberg and Bhawana Chhabra, "...It's time for investors to revisit their asset mix." And are you able to provide a few Canadian dollar ETF's to buy ( US treasury index? other? ), if you would in fact recommend that?
thanks, Chris

Upvote 0

Read Answer Asked by chris on August 11, 2023

• Profound Medical Corp. (PRN $7.71)
  • $7.71 Cap: $231M
  • View PRN Profile
  • View Questions on PRN

Q: Could you please comment on results and outlook. Many thanks.

Upvote 0

Read Answer Asked by Alexandra on August 11, 2023

• Linamar Corporation (LNR $69.19)
  • $69.19 P/E (TTM): 16.16X Cap: $4.13B
  • View LNR Profile
  • View Questions on LNR

Q: Linamar recently reported. Please provide your assessment of their results? Any reason why the share price fell from its recent high, following earnings? What is your outlook for the company going forward?

Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023

• Salesforce Inc. (CRM $232.68)
  • $232.68 P/E (TTM): 37.64X Cap: $222.44B
  • View CRM Profile
  • View Questions on CRM

Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?


Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023