Investment Q&A

• Atlassian Corporation (TEAM $160.67)
  • $160.67 Cap: $41.78B
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• Twilio Inc. Class A (TWLO $112.86)
  • $112.86 P/E (TTM): 1134.8X Cap: $17.12B
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• Veeva Systems Inc. Class A (VEEV $285.03)
  • $285.03 P/E (TTM): 59.95X Cap: $46.71B
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• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
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• Okta Inc. (OKTA $87.91)
  • $87.91 P/E (TTM): 100.75X Cap: $15.49B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV

It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?

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Read Answer Asked by Laxmyharan on September 12, 2019

• Atlas Engineered Products Ltd. (AEP $0.74)
  • $0.74 Cap: $51M
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Q: What are your current thots on AEP
Thank you

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Read Answer Asked by Terry on September 12, 2019

• ATCO Ltd. Class I Non-voting Shares (ACO.X $52.63)
  • $52.63 P/E (TTM): 13.52X Cap: $5.89B
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Q: Atco: buying this stock would be a duplication , would it not, since I own TRP, ENB, FTS in different accounts - similar businesses and is at an all time high?

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Read Answer Asked by James on September 12, 2019

• PNC Financial Services Group Inc. (The) (PNC $182.32)
  • $182.32 P/E (TTM): 12.51X Cap: $71.28B
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Q: What do you think of PNC as an investment today. You liked it a year ago, has anything changed?

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Read Answer Asked by Cheryl on September 12, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
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Q: What are your thoughts on selling all common stocks in a non registered account to preferred shares for an 86 year old senior ( this move is for capital preservation concerns)? Apparently the preferred share asset class has been beaten up lately, according to this senior's advisor! what would be your top 5 preferreds that you could suggest? Please take as many credits as you wish. Thank you!

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Read Answer Asked by Jacques on September 12, 2019

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.45B
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Q: It has been about a year since a question on this company. The shares appear to be moving in the right direction again.
I am thinking of taking a small position in my tfsa. Can you provide your latest opinion on this company and initiating a position.
Thanks very much

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Read Answer Asked by Thomas on September 12, 2019

• Guardant Health Inc. (GH $92.41)
  • $92.41 Cap: $11.64B
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Q: Apart from the sell off in tech do you see anything that would cause the large drop in Guardent Health
Many thanks for your good work
Peter

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Read Answer Asked by Peter on September 12, 2019

• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 40.46X Cap: $49.83B
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Q: Your thoughts on their 1/4, thanks.

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Read Answer Asked by Greg on September 12, 2019

• Descartes Systems Group Inc. (The) (DSG $125.13)
  • $125.13 P/E (TTM): 56.84X Cap: $10.75B
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• Spin Master Corp. Subordinate Voting Shares (TOY $21.22)
  • $21.22 P/E (TTM): 17.1X Cap: $2.15B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Hi Peter, Ryan and Team,

There are two questions in my query today. Please charge me the appropriate number of credits.

I am looking to open a new long-term position in my TFSA. Can you rank the following stocks. LSPD, DSG, TOY

In my RRSP, I want to get some US exposure. Can you recommend a stock or ETF that is for a long-term hold.

Thanks.

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Read Answer Asked by Marvin on September 12, 2019

• CT Real Estate Investment Trust (CRT.UN $16.21)
  • $16.21 P/E (TTM): 16.89X Cap: $3.85B
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Q: What is your read on the deal announced today by Canadian Tire?

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Read Answer Asked by roland on September 12, 2019

• Canadian Natural Resources Limited (CNQ $44.67)
  • $44.67 P/E (TTM): 11.09X Cap: $93.63B
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Q: I bought this stock 2 years ago at 40.00 now it is 33.00 has done nothing. Should I sell and buy back at lower price . Larry

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Read Answer Asked by Larry on September 12, 2019

• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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Q: ECN recently doubled their dividend. This equates to a payout ratio of approximately 25% based on the midpoint of ECN’s 2019 EPS guidance. Did ECN simply double their payout ratio, or is the payout ratio staying about the same and ECN's profits have doubled?

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Read Answer Asked by PAUL on September 12, 2019

• Global X Marijuana Life Sciences Index ETF (HMMJ $8.44)
  • $8.44 P/E (TTM): 11.2X Cap: $53M
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Q: Would you have a preference between HMMJ or a marijuana stock and what stock would it be. Thanks, Bill

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Read Answer Asked by William J on September 12, 2019

• Canadian Imperial Bank Of Commerce (CM $115.25)
  • $115.25 P/E (TTM): 14.11X Cap: $107.20B
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• Methanex Corporation (MX $47.41)
  • $47.41 P/E (TTM): 10.0X Cap: $3.66B
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Q: CIBC and Methanex both look cheap, with reasonable dividends, prices bottomed??? would you consider either or both a buy here? Or suggest better similar situations?? Thanks, Jim

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Read Answer Asked by jim on September 12, 2019

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
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Q: Is it time to add to my 3% pos.(p/p $17.28)?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
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Q: This is not a questions. I am sharing an article that I came across on the Motley Fool about LSPD . This might be of interest to some members. Post it if you think it is relevant.

Cheers,
Joseph

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Read Answer Asked by Joseph on September 12, 2019

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 34.95X Cap: $2.45T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.93)
  • $173.93 P/E (TTM): 23.51X Cap: $415.60B
  • View BABA Profile
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Q: AMZN has been pretty flat for the last year. I've held BABA for a while now and am around the break even point. Would you advise selling BABA and buying Amazon?

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Read Answer Asked by Bruce on September 12, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.93)
  • $173.93 P/E (TTM): 23.51X Cap: $415.60B
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Q: Hello - any idea when the purported split will occur?

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Read Answer Asked by Margot on September 12, 2019

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: What is happening with JE? Is there any news?

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Read Answer Asked by Dev on September 12, 2019

• Stryker Corporation (SYK $368.98)
  • $368.98 P/E (TTM): 48.95X Cap: $141.06B
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• Zoetis Inc. Class A (ZTS $144.10)
  • $144.10 P/E (TTM): 25.03X Cap: $63.79B
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• Brookfield Asset Management Inc Class A Limited (BAM $53.67)
  • $53.67 P/E (TTM): 37.3X Cap: $88.20B
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Q: Hi group the drop in SYK and ZTS over the last 2 days is baffling they are off 10% plus also Bam not acting well what am I missing thanks for your insight

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Read Answer Asked by Terence on September 12, 2019