Investment Q&A

• Labrador Iron Ore Royalty Corporation (LIF $26.31)
  • $26.31 P/E (TTM): 15.06X Cap: $1.68B
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Q: Would LIF’s payout be considered eligible dividends?
Thank you

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Read Answer Asked by Les on April 19, 2021

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Can you give me your current view on chesswood after the run up. Would u continue to hold? Ty Clare
If this is a duplicate question please ignore

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Read Answer Asked by clara on April 19, 2021

• Boralex Inc. Class A Shares (BLX $29.70)
  • $29.70 Cap: $3.11B
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Q: what's up with todays almost 7% decline??

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Read Answer Asked by ed on April 19, 2021

• MEDIFAST INC (MED $13.65)
  • $13.65 Cap: $155M
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Ultra Clean Holdings Inc. (UCTT $22.34)
  • $22.34 Cap: $1.04B
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• Celsius Holdings Inc. (CELH $61.95)
  • $61.95 P/E (TTM): 185.45X Cap: $15.97B
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• Mitek Systems Inc. (MITK $10.21)
  • $10.21 P/E (TTM): 30.6X Cap: $466M
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Q: Top 5 CDN and top 5 US small caps gauged on anticipated growth with 5-year minimum hold, ranked in one list, 1st-10th.
Thank you,
Ian.

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Read Answer Asked by Ian on April 19, 2021

Q: Hi Gang
Great job you guys do
Been with you guys a long time
Can you give me your top 5 small caps with good future upside for next two yrs all Canadian
Thanks Mike B

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Read Answer Asked by Mike on April 19, 2021

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Zargon Oil & Gas Ltd. (ZAR $0.05)
  • $0.05 Cap: $1M
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Q: I have small positions in each; both underwater for a long time. Any point in hanging on?

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Read Answer Asked by Jean on April 19, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.97)
  • $15.97 Cap: $2.19B
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Q: Article today about TouchBistro and Toast- sound like competitors to LSPD-
what is the competitive landscape for this - anyone the leader and anyone a likely
takeout?

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Read Answer Asked by Scott on April 19, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: MRS looks interesting. Can you paint 2 different scenarios for the company going forward. First is a positive one where things go as the company hopes they will and the second where things don't pan out. What might be expected in each - revenue and earnings-wise and what impact might it have on stock price. I'm trying to assess the best and worst case scenarios.

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Read Answer Asked on April 19, 2021

• Trimble Inc. (TRMB $80.20)
  • $80.20 P/E (TTM): 13.51X Cap: $19.30B
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Q: What is your recommendation on this company as a infrastructure investment. Would it be a good company to invest in?

Thank you.

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Read Answer Asked by Donna on April 19, 2021

• Mastercard Incorporated (MA $592.68)
  • $592.68 P/E (TTM): 39.39X Cap: $529.30B
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• Visa Inc. (V $343.93)
  • $343.93 P/E (TTM): 33.47X Cap: $664.33B
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Q: Based on today's Valuation would you choose $V or $MA for a 1 to 3 year hold.


Thanks Valter

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Read Answer Asked by Valter on April 19, 2021

• Baylin Technologies Inc. (BYL $0.36)
  • $0.36 Cap: $50M
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Q: Hello,

BYL stock price was cut almost in half during the past couple of month.
Do you have any insight as to why and what is your outlook on the company currently?

Thank you

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Read Answer Asked by Timour on April 19, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO $5.07)
  • $5.07 Cap: $11.38B
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Q: Your thoughts on prospects for short-term gain with NIO's depressed price? Understand they have been suffering with production problems relating to battery and chip supply but are expectations for a recovery in the next 6-8 months?

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Read Answer Asked by Ted on April 19, 2021

Q: I am looking at buying BAM.a shares for a LIRA account, 15-year horizon. I already own BIP.un and BEP.un in a cash account, total would represent about 12% of equity portfolio. Is this too much? Within BAM, what is the proportion of revenues that BIP and BEP represent? Thanks

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Read Answer Asked by Martin on April 19, 2021

• MSCI Inc. (MSCI $574.25)
  • $574.25 P/E (TTM): 36.82X Cap: $44.42B
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Q: How does MSCI look to you today? What challenges does it face ?

Thanks,
Mark

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Read Answer Asked by Mark on April 19, 2021

Q: Six months ago I asked for your six safest equities in terms of lowest downside with highest likelihood of at least a 5% annual return (3 Cdn and 3 US). You answered BRK.B VZ WMT and SLF BCE and BAM.A. Same question now please. And I asked a question about a week ago on ELAN and your answers are always swiftly provided so wondering if that one fell through the cracks possibly. Appreciate the great assist - Ken

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Read Answer Asked by Ken on April 19, 2021

• JPMorgan Chase & Co. (JPM $292.24)
  • $292.24 P/E (TTM): 14.3X Cap: $799.24B
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• Morgan Stanley (MS $144.12)
  • $144.12 P/E (TTM): 16.97X Cap: $229.98B
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• Wells Fargo & Company (WFC $78.16)
  • $78.16 P/E (TTM): 13.93X Cap: $248.36B
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Q: Good morning. I hold some WFC as a value play. Your thoughts? Would you prefer another US financial. Could you rank MS, JPM, GS, BAC, C, WFC as a preferred holding.

Thanks, M

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Read Answer Asked by Mark on April 19, 2021

• WSP Global Inc. (WSP $279.13)
  • $279.13 P/E (TTM): 45.45X Cap: $36.88B
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• Bird Construction Inc. (BDT $23.45)
  • $23.45 P/E (TTM): 13.32X Cap: $1.29B
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Q: Could you compare the prospects of Bird Construction to WSP Global?

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Read Answer Asked by Ian on April 19, 2021

• Lam Research Corporation (LRCX $99.15)
  • $99.15 P/E (TTM): 9.34X Cap: $126.97B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you

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Read Answer Asked by Kristelle on April 19, 2021

• Primoris Services Corporation (PRIM $110.58)
  • $110.58 P/E (TTM): 25.63X Cap: $6.04B
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Q: Thoughts on PRIM:US?

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Read Answer Asked by Colin I on April 19, 2021

• The Boeing Company (BA $225.62)
  • $225.62 Cap: $170.13B
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• General Motors Company (GM $56.77)
  • $56.77 P/E (TTM): 8.62X Cap: $54.32B
  • View GM Profile
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• Honeywell International Inc. (HON $217.00)
  • $217.00 P/E (TTM): 24.62X Cap: $137.60B
  • View HON Profile
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• Lockheed Martin Corporation (LMT $446.00)
  • $446.00 P/E (TTM): 24.74X Cap: $102.98B
  • View LMT Profile
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• Northrop Grumman Corporation (NOC $592.54)
  • $592.54 P/E (TTM): 21.56X Cap: $83.93B
  • View NOC Profile
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• RTX Corporation (RTX $156.59)
  • $156.59 P/E (TTM): 34.18X Cap: $205.68B
  • View RTX Profile
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Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

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Read Answer Asked by Tristan on April 19, 2021