Investment Q&A

• American Well Corporation Class A (AMWL $8.56)
  • $8.56 Cap: $111M
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Q: Is there hope for this company?. Insiders are selling since the end of the lockup period in march. Down 15% today after earnings. Is there something wrong with their business model in telemedecine? Hold, sell or buy ? Thanks for your good work.

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Read Answer Asked by Denise on May 14, 2021

• American Well Corporation Class A (AMWL $8.56)
  • $8.56 Cap: $111M
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Q: Thoughts on earnings?

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Read Answer Asked by Rick on May 14, 2021

• Coinbase Global Inc (COIN $300.79)
  • $300.79 P/E (TTM): 59.0X Cap: $81.75B
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• Bitwise Crypto Industry Innovators ETF (BITQ $19.08)
  • $19.08 P/E (TTM): 12.31X Cap: $240M
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Q: So this new crypto etf has about 60% of weight in its top 10 holdings with Coinbase on top. I'd ask for any initial view on its setup or other comment you may have and whether this may become a preferred way to invest in cryto at some point. Thank you - Ken

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Read Answer Asked by Ken on May 14, 2021

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.42)
  • $4.42 P/E (TTM): 19.81X Cap: $40M
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• Ballard Power Systems Inc. (BLDP $2.57)
  • $2.57 Cap: $746M
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• Nikola Corporation (NKLA)
  • Cap: $15M
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• Affirm Holdings Inc. (AFRM $74.33)
  • $74.33 Cap: $24.12B
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Q: I have very significant losses on these stocks, 45-55%. Are any worth holding for recovery? Your assessment of the potential and problems for each, please.
Thanks for the help. I enjoy the questions every morning, and have learned a lot.
Len

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Read Answer Asked by Leonard on May 14, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Guardant Health Inc. (GH $45.79)
  • $45.79 Cap: $5.51B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.21)
  • $17.21 Cap: $2.33B
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• Unity Software Inc. (U $34.17)
  • $34.17 Cap: $14.13B
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Q: Would you buy these today and in what order?

Thanks,
Milan

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Read Answer Asked by Milan on May 14, 2021

• SelectQuote Inc. (SLQT $1.75)
  • $1.75 Cap: $300M
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Q: Hi Guys
Do you see value in SLQT at the current price for a long term hold?
Thanks

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Read Answer Asked by Gordon on May 14, 2021

• Amazon.com Inc. (AMZN $213.88)
  • $213.88 P/E (TTM): 34.98X Cap: $2.25T
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• Alphabet Inc. (GOOG $195.13)
  • $195.13 P/E (TTM): 21.2X Cap: $2.36T
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• Netflix Inc. (NFLX $1,148.27)
  • $1,148.27 P/E (TTM): 49.37X Cap: $497.58B
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Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

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Read Answer Asked by Barry on May 14, 2021

• CI Financial Corp. (CIX $31.95)
  • $31.95 Cap: $4.58B
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Q: your comments on the results would be appreciated. They seem t be executing well.

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Read Answer Asked by Murray on May 14, 2021

Q: We have seen the Canadian dollar increase to 82 cents in this environment, if one believes that the Loonie will fall should I move from the hedged to the unhedged versions of the ETFs.

Thanks

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Read Answer Asked by David on May 14, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.21)
  • $17.21 Cap: $2.33B
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• Celsius Holdings Inc. (CELH $43.17)
  • $43.17 P/E (TTM): 135.52X Cap: $11.64B
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Q: Please comment on CELH earning report . AT & LSPD keep falling. Any concern ? Good entry point or to add ? Thanks a lot

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Read Answer Asked by Lai Kuen on May 14, 2021

• WELL Health Technologies Corp. (WELL $4.73)
  • $4.73 Cap: $1.15B
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Q: Would this be a good time to start a new position in WELL?

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Read Answer Asked by Robert on May 14, 2021

• Royal Helium Ltd. (RHC)
  • Cap: $7M
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• Avanti Helium Corp. (AVN $0.10)
  • $0.10 Cap: $10M
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• Linde plc (LIN $468.71)
  • $468.71 P/E (TTM): 33.36X Cap: $219.16B
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Q: How would you play the helium shortage?
Carl

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Read Answer Asked by Carl on May 14, 2021

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.62)
  • $44.62 P/E (TTM): 78.96X Cap: $21.71B
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Q: From what I see, on Jan. 1/11 TECK.B:CA stock was over $60. Today it is half the price. What would account for the difference? Are commodity prices not at or close to all time highs? Is it sentiment? More shares issued since then? It's a head-scratcher for me.

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Read Answer Asked by James on May 14, 2021

• Largo Inc. (LGO $1.80)
  • $1.80 Cap: $114M
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• Sangoma Technologies Corporation (STC $8.01)
  • $8.01 Cap: $262M
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• Sylogist Ltd. (SYZ $9.32)
  • $9.32 Cap: $217M
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• Savaria Corporation (SIS $20.20)
  • $20.20 P/E (TTM): 28.75X Cap: $1.41B
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• Capstone Copper Corp. (CS $8.50)
  • $8.50 P/E (TTM): 54.72X Cap: $6.22B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.64)
  • $15.64 P/E (TTM): 21.3X Cap: $1.50B
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• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

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Read Answer Asked by simon on May 14, 2021

• CrowdStrike Holdings Inc. (CRWD $440.93)
  • $440.93 Cap: $113.37B
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Q: Who do you like best in The Cyber Security world?
Thanks

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Read Answer Asked by DAVID on May 14, 2021

• Topicus.com Inc. (TOI $185.07)
  • $185.07 P/E (TTM): 97.02X Cap: $24.04B
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Q: How does your average cost on topicus come in at 63.30 when you added a 1 % position at 92 on April29th? Thx

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Read Answer Asked by blake on May 14, 2021

• Constellation Software Inc. (CSU $4,732.80)
  • $4,732.80 P/E (TTM): 98.53X Cap: $99.98B
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• Dollarama Inc. (DOL $191.76)
  • $191.76 P/E (TTM): 43.3X Cap: $52.58B
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• Kinaxis Inc. (KXS $206.98)
  • $206.98 P/E (TTM): 437.0X Cap: $5.71B
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• Magna International Inc. (MG $57.27)
  • $57.27 P/E (TTM): 10.41X Cap: $16.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.31)
  • $174.31 P/E (TTM): 97.92X Cap: $212.29B
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• ECN Capital Corp. (ECN $3.10)
  • $3.10 P/E (TTM): 112.07X Cap: $863M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.21)
  • $17.21 Cap: $2.33B
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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.

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Read Answer Asked by Rino on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $35.88)
  • $35.88 Cap: $23.46B
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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 $39.95)
  • $39.95 P/E (TTM): 32.81X Cap: $58.05B
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• Lundin Mining Corporation (LUN $14.42)
  • $14.42 Cap: $12.07B
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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