Investment Q&A

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
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• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
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• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 434.04X Cap: $5.65B
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• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.29B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
  • $174.36 Fwd P/E: 104.25X Cap: $226.21B
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• ECN Capital Corp. (ECN $3.00)
  • $3.00 Fwd P/E: 109.51X Cap: $844M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

Upvote 0

Read Answer Asked by Rino on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $37.32)
  • $37.32 Cap: $24.56B
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Q: Hello, Could you explain what is happening with Bep.un. Seems to be in a freefall for the last few months. What is your analysis of this company and and its outlook? Thanks

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Read Answer Asked by pietro on May 14, 2021

• Freeport-McMoRan Inc. (FCX $44.80)
  • $44.80 Fwd P/E: 36.44X Cap: $64.34B
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• Lundin Mining Corporation (LUN $13.71)
  • $13.71 Cap: $11.89B
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Q: Any idea why these 2 have diverged in May?

Thanks

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Read Answer Asked by Mark on May 14, 2021

Q: What can you tell me about this company and the future IPO? Thanks

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Read Answer Asked by Colette on May 14, 2021

• The Trade Desk Inc. (TTD $80.21)
  • $80.21 Fwd P/E: 99.32X Cap: $39.41B
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• JD.com Inc. (JD $33.92)
  • $33.92 Fwd P/E: 8.73X Cap: $49.29B
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• Roku Inc. (ROKU $93.29)
  • $93.29 Cap: $13.68B
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• Pinterest Inc. Class A (PINS $37.11)
  • $37.11 Fwd P/E: 13.12X Cap: $25.10B
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• Airbnb Inc. (ABNB $139.34)
  • $139.34 Fwd P/E: 35.36X Cap: $87.28B
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Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

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Read Answer Asked by Robert on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA $15.49)
  • $15.49 Fwd P/E: 33.54X Cap: $516M
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• Domino's Pizza Inc (DPZ $465.95)
  • $465.95 Fwd P/E: 26.88X Cap: $15.95B
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Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

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Read Answer Asked by Michael on May 14, 2021

• Docebo Inc. (DCBO $41.40)
  • $41.40 Fwd P/E: 40.09X Cap: $1.22B
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Q: Please comment on today's earnings announcement and thoughts regarding the company going forward.
Thanks.

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Read Answer Asked by Greg on May 13, 2021

• Pan American Silver Corp. (PAAS $38.55)
  • $38.55 Fwd P/E: 32.77X Cap: $14.04B
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Q: Please comment on the recent earnings report. I am a long term holder. Thanks for this great service.

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Read Answer Asked by Christopher on May 13, 2021

• Sylogist Ltd. (SYZ $9.69)
  • $9.69 Cap: $226M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 13, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 Fwd P/E: 147.69X Cap: $1.82B
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Q: Comments on their earnings and valuation please.

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Read Answer Asked by Ken on May 13, 2021

• AirBoss of America Corp. (BOS $5.01)
  • $5.01 Cap: $135M
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Q: Kindly comment on the BOS 2021 Q1 results and the guidance. I assume the 43% increase in dividend can only be a good thing. However, in this environment who knows for sure?

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Read Answer Asked by Victor on May 13, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: Hello. Photon Controls, my largest holding, held up well this past week with an offer pending. Would you recommend keeping some (or all) PHO on the chance of a higher bid? Will you recommend 5 Canadian growth non-tech stocks to replace some or all of PHO today? I have several US and CAD tech companies now. Thanks to all for your help with investing!

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Read Answer Asked by Catherine on May 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.36B
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Q: Can you comment on LSPD’s partnership with Google. Is this big news?

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Read Answer Asked by Mike on May 13, 2021

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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Q: Good morning. Can I please get your opinion on Q1 results. Market does not seem to like what they see,

Cheers,
Adam

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Read Answer Asked by Adam on May 13, 2021

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $602M
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Q: Good morning team,
Any idea why GUD has halted?
Thx!

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Read Answer Asked by Silvia on May 13, 2021

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $602M
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Q: Thoughts on the leadership change? Would you consider this material news that will impact the shares (positively or negatively)?

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Read Answer Asked by Mike on May 13, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Can you please comment on today’s results. Will this impact your B+ rating on the company? Thanks

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Read Answer Asked by Janice on May 13, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.13)
  • $0.13 Cap: $19M
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Q: Hi Team,

Can you comment on the quarter?

Thanks!

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Read Answer Asked by David on May 13, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $120.23)
  • $120.23 Fwd P/E: 15.69X Cap: $277.64B
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Q: Please comment on the Qtr. How low can you see this one going? Greg

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Read Answer Asked by Greg on May 13, 2021

• Real Matters Inc. (REAL $5.36)
  • $5.36 Fwd P/E: 199.31X Cap: $394M
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Q: I read this morning that company insiders have for months been steadily selling shares into the open market at the same time the company is buying back shares. Does this not send a mixed message about how insiders view company prospects in terms of future share price?

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Read Answer Asked by Greg on May 13, 2021