Investment Q&A

• Costco Wholesale Corporation (COST $990.35)
  • $990.35 P/E (TTM): 69.61X Cap: $441.94B
  • View COST Profile
  • View Questions on COST
• NVIDIA Corporation (NVDA $182.69)
  • $182.69 P/E (TTM): 37.39X Cap: $4.42T
  • View NVDA Profile
  • View Questions on NVDA
• Sun Life Financial Inc. (SLF $87.43)
  • $87.43 P/E (TTM): 14.2X Cap: $48.58B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,549.94)
  • $2,549.94 P/E (TTM): 77.81X Cap: $54.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $223.13)
  • $223.13 P/E (TTM): 30.25X Cap: $30.37B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.39)
  • $174.39 P/E (TTM): 136.92X Cap: $228.40B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $39.86)
  • $39.86 P/E (TTM): 2.46X Cap: $614M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $111.94)
  • $111.94 Cap: $12.98B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $98.14)
  • $98.14 P/E (TTM): 310.73X Cap: $12.65B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Upvote 0

Read Answer Asked by jim on November 11, 2021

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.55)
  • $85.55 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: thoughts on the quarter please?

Thx

Upvote 0

Read Answer Asked by blake on November 11, 2021

• Bumble Inc. (BMBL $4.03)
  • $4.03 Cap: $429M
  • View BMBL Profile
  • View Questions on BMBL

Q: Youch 20% down today, good time to start a position perhaps?

Upvote 0

Read Answer Asked by Danielle on November 11, 2021

• Cineplex Inc. (CGX $10.16)
  • $10.16 Cap: $651M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Hi 5i
Cineplex announced earnings today. How did they do in your opinion and how do they look going forward.

Would you be interested in taking a position or adding to existing position at current price or wait, given recent share price increase. Why/why not.
Thx
Jim

Upvote 0

Read Answer Asked by jim on November 11, 2021

• CrowdStrike Holdings Inc. (CRWD $436.70)
  • $436.70 Cap: $109.86B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $3.45)
  • $3.45 Cap: $414M
  • View APPS Profile
  • View Questions on APPS

Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on November 11, 2021

• Nevada Copper Corp. (NCU $0.03)
  • View NCU Profile
  • View Questions on NCU

Q: Thoughts on the offering? Does this de-risk a large portion of the "going concern". When will NCU start to generate revenue growth. Would you be buyers here?

Upvote 0

Read Answer Asked by Chris on November 11, 2021

• Element Fleet Management Corp. (EFN $31.08)
  • $31.08 P/E (TTM): 22.9X Cap: $12.27B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Thoughts on the quarter and initiating a new position?

Upvote 0

Read Answer Asked by Robert on November 11, 2021

• ZipRecruiter Inc. Class A (ZIP $2.55)
  • $2.55 Cap: $365M
  • View ZIP Profile
  • View Questions on ZIP

Q: Thoughts on the quarter? Thanks.

Upvote 0

Read Answer Asked by Marco on November 11, 2021

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 16.24X
  • View VFF Profile
  • View Questions on VFF

Q: What's your take on village farms for the short and long future. Thanks

Upvote 0

Read Answer Asked by steven on November 11, 2021

• ChargePoint Holdings Inc. (CHPT $5.48)
  • $5.48 Cap: $129M
  • View CHPT Profile
  • View Questions on CHPT

Q: Should this company benefit from Us spending?

Upvote 0

Read Answer Asked by hal on November 11, 2021

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
  • View PAT Profile
  • View Questions on PAT

Q: Is this company a buying opportunity ?

Upvote 0

Read Answer Asked by Sean on November 11, 2021

• Wallbridge Mining Company Limited (WM $0.09)
  • $0.09 Cap: $103M
  • View WM Profile
  • View Questions on WM

Q: What do you think of the recent results? Is this still worth holding?

Upvote 0

Read Answer Asked by sean on November 11, 2021

• CAE Inc. (CAE $38.20)
  • $38.20 P/E (TTM): 32.68X Cap: $12.39B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.

Upvote 0

Read Answer Asked by Richard on November 11, 2021

Q: BAM reported today. Your comments and thoughts on recent quarter. Thanks.
Robert I

Upvote 0

Read Answer Asked by Robert on November 11, 2021

• Digital Turbine Inc. (APPS $3.45)
  • $3.45 Cap: $414M
  • View APPS Profile
  • View Questions on APPS
• Upstart Holdings Inc. (UPST $27.63)
  • $27.63 Cap: $2.72B
  • View UPST Profile
  • View Questions on UPST

Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on November 11, 2021

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
  • View STLC Profile
  • View Questions on STLC

Q: Earnings look very good, dividend increases . Anything not to like?

Upvote 0

Read Answer Asked by Leon on November 11, 2021

• Finning International Inc. (FTT $89.79)
  • $89.79 P/E (TTM): 18.27X Cap: $11.91B
  • View FTT Profile
  • View Questions on FTT

Q: Why would FTT keeps on sliding after a reasonable Q3 result just days ago? I'm thinking about starting a position and need to clarify that.

Thanks.

Upvote 0

Read Answer Asked by Victor on November 11, 2021

• Orion Digital Corp Com (MOGO)
  • Cap: $35M
  • View MOGO Profile
  • View Questions on MOGO
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Resonant Inc. (RESN)
  • View RESN Profile
  • View Questions on RESN

Q: Please share your thoughts on the companies mentioned above and their latest earnings

Upvote 0

Read Answer Asked by TRINA on November 11, 2021

• Pollard Banknote Limited (PBL $18.64)
  • $18.64 P/E (TTM): 18.17X Cap: $502M
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL

Q: The results may have warranted a sell-off; but 20%?
Do you think is buyable?

Upvote 0

Read Answer Asked by Robert on November 11, 2021

• Titan Medical Inc. (TMD $0.05)
  • View TMD Profile
  • View Questions on TMD
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Hello, I have 3 questions:

1. What do you think about CTS Third quarter report today?
2. What do you think about TMD company?
3. What do you think about simultaneous breakout in gold and USD?

Upvote 0

Read Answer Asked by Olga on November 11, 2021