Investment Q&A

• Parex Resources Inc. (PXT $17.80)
  • $17.80 P/E (TTM): 10.41X Cap: $1.73B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: Hi,
Which one would you recommend to buy today?And why ?
Thanks. Alnoor

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Read Answer Asked by Alnoor on August 11, 2023

Q: What are the long time prospects for NRIX

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Read Answer Asked by Thomas on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Can you comment on the level of debt carried by Nuvei. Is it high, moderate or low for their cash flows? Thanks.

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Read Answer Asked by Michael on August 11, 2023

• Walmart Inc. (WMT $102.23)
  • $102.23 P/E (TTM): 38.52X Cap: $815.06B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.40)
  • $26.40 P/E (TTM): 16.16X Cap: $4.70B
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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.

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Read Answer Asked by Terry on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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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.

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Read Answer Asked by Brad on August 11, 2023

• CTS Corporation (CTS $40.76)
  • $40.76 P/E (TTM): 19.49X Cap: $1.18B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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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

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Read Answer Asked by Greg on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $10.47)
  • $10.47 Cap: $249M
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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.

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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
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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!

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Read Answer Asked by Michael on August 11, 2023

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
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• Viemed Healthcare Inc. (VMD $6.39)
  • $6.39 P/E (TTM): 19.24X Cap: $253M
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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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

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Read Answer Asked by Mark on August 11, 2023

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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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 ?

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Read Answer Asked by Andre on August 11, 2023

• iShares Core Canadian Universe Bond Index ETF (XBB $28.59)
  • $28.59 Cap: $8.77B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.72)
  • $16.72 Cap: $931M
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• iShares 20+ Year Treasury Bond ETF (TLT $90.56)
  • $90.56 Cap: $49.46B
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• iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH $33.25)
  • $33.25 Cap: $315M
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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

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Read Answer Asked by chris on August 11, 2023

• Profound Medical Corp. (PRN $8.60)
  • $8.60 Cap: $258M
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Q: Could you please comment on results and outlook. Many thanks.

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Read Answer Asked by Alexandra on August 11, 2023

• Linamar Corporation (LNR $75.07)
  • $75.07 P/E (TTM): 21.59X Cap: $4.48B
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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

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Read Answer Asked by Leonard on August 11, 2023

• Salesforce Inc. (CRM $256.65)
  • $256.65 P/E (TTM): 36.55X Cap: $244.33B
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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

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Read Answer Asked by Leonard on August 11, 2023

• Trisura Group Ltd. (TSU $37.54)
  • $37.54 P/E (TTM): 15.01X Cap: $1.78B
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Q: Hello 5i, what do you think of the latest Trisura's financial results? Thank you

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Read Answer Asked by Gervais on August 11, 2023

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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Q: According to the July 18 news release from CSU:

"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."

Is it normal for companies to release their results after market close ON A FRIDAY?

Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.

I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.

Your comments?

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Read Answer Asked by Paul on August 11, 2023

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: Can you comment on Syz earnings. Looked good but did they match expectations. What stands out both on positive and negative sides. Is it a good time to add to position?

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Read Answer Asked on August 11, 2023

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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Q: Over the last months, it was suggested that there would be some news from ECN in August. Any idea what, if anything, might be happening, and when?


Thank you for your excellent assistance

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Read Answer Asked by Leonard on August 11, 2023

• BMO Covered Call Utilities ETF (ZWU $11.31)
  • $11.31 P/E (TTM): 18.8X Cap: $1.91B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.54)
  • $13.54 Cap: $930M
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Q: Can you compare these please. umax distribution is much higher and is not leveraged, fewer holdings but includes railroads

Is zwu leveraged, and what does "leaverage" mean

Can't find umax mer

Thank you as always

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Read Answer Asked by JACK on August 11, 2023

• K-Bro Linen Inc. (KBL $37.74)
  • $37.74 P/E (TTM): 21.61X Cap: $490M
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Q: I would like to get your latest opinion on this company after their latest earnings report. Topline numbers appear to be very strong.
I am looking for a secure dividend with some long term capital appreciation. In your opinion how safe is the monthly dividend. Are their debt ratios ok? Do they have much competition?

Thanks very much

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Read Answer Asked by Thomas on August 11, 2023