Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $76.48)
  • $76.48 Cap: $5.72B
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Q: Any reasons for recent drop?
I am considering adding a position on this drop? Your thoughts?

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Read Answer Asked by Mahendiali on November 12, 2020

• Parkland Corporation (PKI $38.19)
  • $38.19 P/E (TTM): 22.63X Cap: $6.66B
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Q: PKI is down quite a bit today and I don't see any news on it. Any idea why it is down so much?

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Read Answer Asked on November 12, 2020

Q: What is the contribution limit for 2021? Thank you

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Read Answer Asked by Margot on November 12, 2020

• Pfizer Inc. (PFE $25.79)
  • $25.79 P/E (TTM): 18.35X Cap: $144.29B
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Q: I am looking to add more healthcare to my portfolio - thinking about adding Pfizer plus an ETF. Given the recent vaccine news I am surprised that the price of PFE has not really soared. Can you shed some light on this? Do you feel PFE has upside growth potential - is it a good buy at the current prices? Patrick

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Read Answer Asked by Patrick on November 12, 2020

• Welltower Inc. (WELL $166.85)
  • $166.85 P/E (TTM): 91.89X Cap: $111.01B
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• Sun Life Financial Inc. (SLF $81.77)
  • $81.77 P/E (TTM): 14.79X Cap: $46.18B
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• Constellation Software Inc. (CSU $4,380.00)
  • $4,380.00 P/E (TTM): 107.5X Cap: $92.40B
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• CAE Inc. (CAE $37.42)
  • $37.42 P/E (TTM): 29.24X Cap: $11.92B
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• Northland Power Inc. (NPI $22.19)
  • $22.19 Cap: $5.79B
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• TMX Group Limited (X $56.02)
  • $56.02 P/E (TTM): 37.09X Cap: $15.66B
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• Kinaxis Inc. (KXS $195.18)
  • $195.18 P/E (TTM): 165.79X Cap: $5.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.67)
  • $189.67 P/E (TTM): 78.74X Cap: $247.43B
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• Real Matters Inc. (REAL $6.31)
  • $6.31 Cap: $474M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?

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Read Answer Asked by Rick on November 12, 2020

• Monarch Gold Corporation (MQR $0.55)
  • $0.55 P/E (TTM): 23.84X Cap: $173M
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Q: Hi group any advantage to holding onto MQR - i understand it has been sold so is any advantage to keeping it Thanks

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Read Answer Asked by Terence on November 12, 2020

• Real Matters Inc. (REAL $6.31)
  • $6.31 Cap: $474M
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Q: Hi,
REAL is reporting 4th quarter earnings on November 20th.
What are the expectations in terms of revenue growth , EPS etc?

Thanks

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Read Answer Asked by ilie on November 12, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: It’s been reported that one of the big shareholders will vote against Apollo's offer. What do you think will happen? A higher offer or a failed deal?

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Read Answer Asked by Liping on November 12, 2020

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: ITP just released earnings that looked good. Can you comment and indicate what impact will be going forward. Is this a good time to increase position?

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Read Answer Asked on November 12, 2020

Q: Can I get your thoughts on PSNL please, it's gotten some attention now that ARK has disclosed they own 10.1%. Is this company good enough for a starter position?

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Read Answer Asked by dan on November 12, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $22.73)
  • $22.73 P/E (TTM): 19.96X Cap: $2.32B
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Q: TOY beat on both the top and bottom line and stock is down 6%!

Any reason for this?
Thanks

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Read Answer Asked by Herm on November 12, 2020

• Sylogist Ltd. (SYZ $8.00)
  • $8.00 Cap: $190M
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Q: Hi guys
Any thoughts on the company's new CEO Bill Wood? Do you know him, and with the hire does this say anything about the direction the company is going?

Thanks

Stuart

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Read Answer Asked by Stuart on November 12, 2020

• Kinaxis Inc. (KXS $195.18)
  • $195.18 P/E (TTM): 165.79X Cap: $5.48B
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Q: Hey Peter & Team

Any reasons for the recent fall off? Would now be a good time to take on some shares?

Thanks for all you do

gm

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Read Answer Asked by Gord on November 12, 2020

Q: Im looking for an ETF that invests in environmental, social and governance (ESG)stocks.

Thanks Valter

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Read Answer Asked by Valter on November 12, 2020

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $61.04)
  • $61.04 P/E (TTM): 31.2X Cap: $70M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.39)
  • $57.39 P/E (TTM): 98.54X Cap: $3.77B
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.42)
  • $60.42 P/E (TTM): 58.78X Cap: $125M
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.85)
  • $24.85 P/E (TTM): 45.66X Cap: $35M
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• iShares Global Consumer Discretionary ETF (RXI $196.38)
  • $196.38 P/E (TTM): 31.2X Cap: $265M
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• Vanguard Consumer Staples ETF (VDC $222.68)
  • $222.68 P/E (TTM): 41.99X Cap: $7.73B
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• iShares Global Industrials ETF (EXI $168.26)
  • $168.26 P/E (TTM): 54.43X Cap: $1B
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• TD Global Technology Leaders Index ETF (TEC $48.79)
  • $48.79 P/E (TTM): 59.06X Cap: $3.18B
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Q: Hi 5i
Based on my recent review of Portfolio Analytics information, I need to increase my US and International exposure significantly and, also, Consumer Cyclical, Consumer Defensive, Industrials and Tech.
With the thought of killing a number of birds with just a few stones, could you recommend a few ETFs that trade on the TSX that will increase my US and International exposure along with my investment in the listed sectors, while also having the prospect of some reasonable return in the form of either capital appreciation or dividends, or both.
Thanks!
Peter

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Read Answer Asked by Peter on November 12, 2020

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Please comment on HCG earnings today. What is the likelihood that they start paying a dividend soon?

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Read Answer Asked by Robert on November 12, 2020

• NFI Group Inc. (NFI $18.46)
  • $18.46 Cap: $2.19B
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Q: Please comment on their 3rd quarter report. I can't make hide nor hair out of it!
Thanks,
Jim

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Read Answer Asked by James on November 12, 2020

• Black Diamond Group Limited (BDI $11.37)
  • $11.37 P/E (TTM): 23.79X Cap: $743M
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Q: The business here seems to be turning a bit more positive. They recently announced a very large contract as well. Wondering what your thoughts would be on stepping in now.

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Read Answer Asked by Robert on November 12, 2020

• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.23B
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Q: Hi Team,

Please comment on the Q out of WELL.

Thanks!

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Read Answer Asked by David on November 12, 2020

• WELL Health Technologies Corp. (WELL $4.83)
  • $4.83 Cap: $1.23B
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Q: Morning guys:
Please comment on this mornings results.. would you add at present levels.
Thx
Mark

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Read Answer Asked by Mark on November 12, 2020