Investment Q&A

• The Walt Disney Company (DIS $111.25)
  • $111.25 P/E (TTM): 17.62X Cap: $201.58B
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• The Trade Desk Inc. (TTD $48.30)
  • $48.30 P/E (TTM): 60.58X Cap: $24.01B
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• Guardant Health Inc. (GH $95.00)
  • $95.00 Cap: $12.46B
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Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?

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Read Answer Asked by Kel on November 08, 2019

• Jamieson Wellness Inc. (JWEL $34.37)
  • $34.37 P/E (TTM): 26.58X Cap: $1.43B
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Q: comment on earnings. They appear to be "ok", but market seems quite pleased. Can you comment on them and why market is positive. I also feel the PE isn't overly attractive.

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Read Answer Asked by Jordan on November 08, 2019

• Methanex Corporation (MX $51.60)
  • $51.60 P/E (TTM): 13.35X Cap: $4.04B
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• Descartes Systems Group Inc. (The) (DSG $122.11)
  • $122.11 P/E (TTM): 52.3X Cap: $10.65B
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• Knight Therapeutics Inc. (GUD $5.81)
  • $5.81 Cap: $581M
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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 $20.35)
  • $20.35 P/E (TTM): 12.88X Cap: $503M
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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 $2.23)
  • $2.23 P/E (TTM): 28.62X Cap: $61M
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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 $5.02)
  • $5.02 P/E (TTM): 21.65X Cap: $215M
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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 $232.40)
  • $232.40 P/E (TTM): 97.75X Cap: $315.69B
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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 $65.26)
  • $65.26 P/E (TTM): 22.99X Cap: $142.89B
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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 $25.55)
  • $25.55 Cap: $6.74B
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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 $77.01)
  • $77.01 P/E (TTM): 13.43X Cap: $4.34B
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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 $213.69)
  • $213.69 P/E (TTM): 26.25X Cap: $26.67B
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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 $510.88)
  • $510.88 P/E (TTM): 36.83X 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 $7.80)
  • $7.80 Cap: $409M
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• Western Forest Products Inc. (WEF $11.66)
  • $11.66 Cap: $123M
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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 $3,489.54)
  • $3,489.54 P/E (TTM): 89.98X Cap: $75.96B
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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 $257.89)
  • $257.89 P/E (TTM): 45.93X Cap: $50.95B
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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 $20.50)
  • $20.50 P/E (TTM): 32.05X Cap: $31.46B
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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 $78.23)
  • $78.23 P/E (TTM): 17.11X Cap: $13.16B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $97.20)
  • $97.20 P/E (TTM): 46.49X Cap: $4.35B
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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 $11.42)
  • $11.42 Cap: $1.20B
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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