Investment Q&A

• Methanex Corporation (MX $53.81)
  • $53.81 P/E (TTM): 11.4X Cap: $3.60B
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• Descartes Systems Group Inc. (The) (DSG $140.40)
  • $140.40 P/E (TTM): 59.99X Cap: $12.05B
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• Knight Therapeutics Inc. (GUD $6.22)
  • $6.22 Cap: $620M
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Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks

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Read Answer Asked on November 08, 2019

• Boston Pizza Royalties Income Fund (BPF.UN $21.11)
  • $21.11 P/E (TTM): 13.43X Cap: $524M
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Q: Hi 5i - what is your take on the recent quarter results and the long term (10 year hold plus) prospects for Boston Pizza? Thanks, Neil

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Read Answer Asked by Neil on November 08, 2019

• Covalon Technologies Ltd. (COV $2.20)
  • $2.20 P/E (TTM): 27.5X Cap: $60M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: I'm trimming my portfolio, and plan to get out either CRH or COV. What would you recommend?

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Read Answer Asked by Rick on November 08, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.32)
  • $5.32 P/E (TTM): 23.17X Cap: $231M
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Q: Can you please give me your thoughts on the latest quarter and prospects? Thanks.

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Read Answer Asked by Michael on November 08, 2019

• RIV Capital Inc. Class A common shares (RIV)
  • P/E (TTM): -1.6X Cap: $213M
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Q: May I please get your updated thoughts on Canopy Rivers at current price levels? Thanks.

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Read Answer Asked by Marco on November 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $210.43)
  • $210.43 P/E (TTM): 85.93X Cap: $274.94B
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Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price

I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?

Thank you

Sheldon

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Read Answer Asked by Sheldon on November 08, 2019

• Enbridge Inc. (ENB $68.10)
  • $68.10 P/E (TTM): 24.03X Cap: $149.09B
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Q: Comment on enbridge qtr?

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Read Answer Asked by Greg on November 08, 2019

• Northland Power Inc. (NPI $22.34)
  • $22.34 Cap: $5.77B
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Q: Could you please comment on NPIs earnings? Thanks.m

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Read Answer Asked by Gary on November 08, 2019

• Stella-Jones Inc. (SJ $78.18)
  • $78.18 P/E (TTM): 13.14X Cap: $4.30B
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Q: comments on the quarter please?

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Read Answer Asked by blake on November 08, 2019

• Expedia Group Inc. (EXPE $221.60)
  • $221.60 P/E (TTM): 26.54X Cap: $27.51B
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Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?

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Read Answer Asked by dan on November 08, 2019

• Microsoft Corporation (MSFT $513.17)
  • $513.17 P/E (TTM): 37.97X Cap: $3.84T
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Q: Do you think there is much upside left in Microsoft or
is it time to take profits? I have done extremely well with it in the last number of years.

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Read Answer Asked by James on November 08, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Interfor Corporation (IFP $12.01)
  • $12.01 Cap: $625M
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• Western Forest Products Inc. (WEF $13.04)
  • $13.04 Cap: $137M
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Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?

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Read Answer Asked by jim on November 08, 2019

• Constellation Software Inc. (CSU $4,361.46)
  • $4,361.46 P/E (TTM): 109.08X Cap: $93.60B
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Q: We have been warned that this could happen. Still, I am sure that many of us are concerned on the “three black crows “ and the “triple breakdown” that we are seeing . CSU has plummeted $100.00 / sh this week .

Even for those of us that trim , this has been a big hit. Based on your experience , should we expect the price to continue its descent , or should we be expecting some re-tracement at this point.
THANKS

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Read Answer Asked by Thomas on November 08, 2019

• Franco-Nevada Corporation (FNV $294.09)
  • $294.09 P/E (TTM): 52.38X Cap: $56.83B
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Q: Would their exposure to oil and gas taint your view for gold exposure enough to go to a name like AEM or KL? Appreciate your response.

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Read Answer Asked by Michael on November 08, 2019

Q: This question my be too "personal", so if you choose not to answer I would understand. I find your responses to questions to be quite expedient, especially around earnings season, and exceptionally informative. I'm wondering how large your staff is?

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Read Answer Asked by Edgar on November 08, 2019

• TELUS Corporation (T $21.89)
  • $21.89 P/E (TTM): 34.27X Cap: $33.66B
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Q: telus results - looks good - your opinion please.

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Read Answer Asked by kelly on November 08, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.78)
  • $79.78 P/E (TTM): 17.33X Cap: $13.47B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $92.69)
  • $92.69 P/E (TTM): 44.81X Cap: $4.16B
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Q: Hi, could you please post the earning estimates for PBH,CCL.b and BYD.un. Thanks

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Read Answer Asked by rajeev on November 08, 2019

• Canaccord Genuity Group Inc. (CF $10.28)
  • $10.28 Cap: $1.05B
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Q: Hello,
Could you please comment on their results and outlook. Is it worth holding this stock?
Thanks
Victor

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Read Answer Asked by Victor on November 08, 2019

• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: ANY THOUGHTS ON FAF. WOULD YOU CONSIDER IT A BUY AT THE CURRET $1.00 LEVEL?
GUY

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Read Answer Asked by Guy R. on November 08, 2019

• Cipher Pharmaceuticals Inc. (CPH $16.73)
  • $16.73 P/E (TTM): 25.69X Cap: $415M
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Q: It looks like this company should be quite profitable after taking all the one time impairment charges in this latest quarter. What do you think of it moving forward as a value play.

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Read Answer Asked by Scott on November 08, 2019