Investment Q&A

• Kinaxis Inc. (KXS $176.38)
  • $176.38 P/E (TTM): 102.93X Cap: $4.89B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
  • $224.35 P/E (TTM): 144.0X Cap: $286.56B
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• Real Matters Inc. (REAL $5.75)
  • $5.75 Cap: $431M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
  • $16.40 Cap: $2.18B
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Q: What companies on your radar have the strongest balance sheets? Thanks.

Upvote 0

Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Cap: $599M
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Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT $1.07)
  • $1.07 Cap: $258M
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.90)
  • $78.90 P/E (TTM): 54.66X Cap: $724M
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• TD Global Technology Leaders Index ETF (TEC $52.65)
  • $52.65 P/E (TTM): 31.22X Cap: $3.41B
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Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

Upvote 0

Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $10.28)
  • $10.28 Cap: $2.80B
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• Chartwell Retirement Residences (CSH.UN $20.24)
  • $20.24 P/E (TTM): 91.91X Cap: $6.23B
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• Alaris Equity Partners Income Trust (AD.UN $20.49)
  • $20.49 P/E (TTM): 5.48X Cap: $919M
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Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.51B
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Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

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Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB $6.04)
  • $6.04 Cap: $3.45B
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Q: I would appreciate your comments on BB.
Clayton

Upvote 0

Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL $3.99)
  • $3.99 Cap: $1B
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Q: Hi team,
Any new information out there attributing to the 6% sell-off in WELL today. Seems a bit more than normal fluctuations.
Thanks again
Dave

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $254.91)
  • $254.91 P/E (TTM): 38.11X Cap: $238.54B
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $27.16)
  • $27.16 Cap: $832M
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $149.29)
  • $149.29 P/E (TTM): 20.5X Cap: $346.59B
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Q: Hello. Any idea as what happened with the proposed split.

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Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
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Q: Hi 5i,
This fund managed by BAM currently yield over 19 %. I have bought a very small position thinking to add more to my RRIF. Is the yield save? It is trade at a very thin volume. Would you kindly give me your opinion please, thanks!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Cap: $599M
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Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.07)
  • $125.07 P/E (TTM): 16.98X Cap: $27.46B
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Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

Upvote 0

Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB $64.23)
  • $64.23 P/E (TTM): 25.03X Cap: $143.22B
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• TC Energy Corporation (TRP $73.83)
  • $73.83 P/E (TTM): 23.09X Cap: $78.44B
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• Pembina Pipeline Corporation (PPL $50.76)
  • $50.76 P/E (TTM): 18.93X Cap: $30.79B
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• AltaGas Ltd. (ALA $40.63)
  • $40.63 P/E (TTM): 16.58X Cap: $12.51B
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• Keyera Corp. (KEY $42.75)
  • $42.75 P/E (TTM): 33.8X Cap: $10.11B
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Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.82)
  • $0.82 P/E (TTM): 5.31X Cap: $45M
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Q: It has been a while since your last (very thorough) look at Urbanfund. Can you provide your perspective on the reliability of their dividend and future prospects? Many thanks.

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Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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Q: Hello
WIR.UN trades on the TSX but pays its dividend in US dollars. Will this dividend by subject to the 15% withholding tax in a non-registered or TFSA account?
thanks

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $75.55)
  • $75.55 P/E (TTM): 10.06X Cap: $1.13B
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Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

Upvote 0

Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG $3.15)
  • $3.15 Cap: $78M
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Q: Pls update your comments on Brag after their numbers being released.
Thx

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Read Answer Asked by Bill on August 28, 2020

• BRP Inc. Subordinate Voting Shares (DOO $103.44)
  • $103.44 Cap: $7.77B
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Q: Could you please give your opinion of DOO's latest quarter?

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Read Answer Asked by Tristan on August 28, 2020