Investment Q&A

• New Gold Inc. (NGD $14.61)
  • $14.61 P/E (TTM): 34.57X Cap: $11.56B
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• Harmony Gold Mining Company Limited (HMY $15.97)
  • $15.97 P/E (TTM): 11.71X Cap: $12.43B
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• Gold Fields Limited American Depositary Shares (GFI $49.51)
  • $49.51 P/E (TTM): 36.4X Cap: $45.60B
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Q: are these gold companies very solid and could they have good upside ? thanks

Upvote 1

Read Answer Asked by jim on October 05, 2021

• Digital Turbine Inc. (APPS $3.67)
  • $3.67 Cap: $440M
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Q: Although APPS had a big fall in August, it has done relatively quite well in the past week despite the tech sell off. Would you sell it here and invest in names that have been severely punished?

Upvote 0

Read Answer Asked by Mike on October 05, 2021

• Surge Energy Inc. (SGY $8.58)
  • $8.58 P/E (TTM): 21.67X Cap: $848M
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Q: Taking on Fire Sky's debt. What's your thoughts on this new acquisition? Is the income of this new Surge in any better position to service their debt? Can they return to a dividend paying company any sooner with this new acquisition?

Upvote 0

Read Answer Asked by Phil on October 05, 2021

• Constellation Software Inc. (CSU $2,619.09)
  • $2,619.09 P/E (TTM): 82.15X Cap: $55.50B
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• Topicus.com Inc. (TOI $99.69)
  • $99.69 P/E (TTM): 322.56X Cap: $12.93B
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Q: Between TOI and CSU, which one is better buy today in terms of long term growth/return and which one has lower risk?

Upvote 0

Read Answer Asked by Teresa on October 05, 2021

• Labrador Iron Ore Royalty Corporation (LIF $28.47)
  • $28.47 P/E (TTM): 17.68X Cap: $1.82B
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Q: With LIF being down significantly this year and the dividend up around 25%, does it make sense to start a position in LIF or do you see tailwinds moving forward for them ?

Upvote 0

Read Answer Asked by Robbie on October 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.17)
  • $12.17 Cap: $1.67B
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Q: Is there any credibility in the recently published short seller’s report? One would wonder given the sell off in the stock.

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Read Answer Asked by Fred on October 05, 2021

• OOOOO Entertainment Commerce Limited (OOOO)
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Q: Live commerce is already big in China. It is starting in the UK and Europe. Management has experience, would you buy this one.
Thanks

Upvote 0

Read Answer Asked by Luc on October 05, 2021

• Trisura Group Ltd. (TSU $43.65)
  • $43.65 P/E (TTM): 14.77X Cap: $2.07B
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Q: Good morning,

Trisura share price drops significantly in the last few weeks. Do you know the reason? Thanks!

Upvote 0

Read Answer Asked by Nhung on October 05, 2021

• Northwest Copper Corp. (NWST $0.44)
  • $0.44 Cap: $114M
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Q: Can you please get your opinion on Northwest Copper Corp's latest drill results announced Sept 28, 2021. Would this be considered average or above-average?

Upvote 0

Read Answer Asked by Craig on October 05, 2021

Q: Following up on Mary's question about compelling buys, can you explain why each stock made your list?

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Read Answer Asked on October 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.17)
  • $12.17 Cap: $1.67B
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• Lightspeed Commerce Inc. Subordinate (LSPD $8.91)
  • $8.91 Cap: $1.22B
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Q: Hi folks
Is there an advantage to buying some LSPD on the US side? Or no difference at all?
Much thanks

Upvote 0

Read Answer Asked by El-ann on October 05, 2021

• Amazon.com Inc. (AMZN $209.53)
  • $209.53 P/E (TTM): 29.66X Cap: $2.24T
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• Alphabet Inc. (GOOG $303.21)
  • $303.21 P/E (TTM): 28.53X Cap: $3.67T
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Q: Which of these two stocks is preferable to buy?
Thanks, Rose

Upvote 0

Read Answer Asked by Rose on October 05, 2021

• New York Times Company (The) (NYT $78.06)
  • $78.06 P/E (TTM): 37.61X Cap: $12.61B
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Q: What are your thoughts about NYT for the long term?

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Read Answer Asked by Mike on October 05, 2021

Q: Time to buy at or is there more pain to come?

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Read Answer Asked by Mike on October 05, 2021

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 20.65X
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Q: VFF .. has made progress over the last few months ... what is your take of both the company and share price at this time ...is this an attractive entry point ...thx

Upvote 0

Read Answer Asked by Bob on October 05, 2021

• Freeport-McMoRan Inc. (FCX $59.21)
  • $59.21 P/E (TTM): 40.49X Cap: $85.09B
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• Mosaic Company (The) (MOS $31.36)
  • $31.36 P/E (TTM): 17.15X Cap: $9.95B
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• Waste Management Inc. (WM $237.67)
  • $237.67 P/E (TTM): 35.3X Cap: $96.23B
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• Canadian Natural Resources Limited (CNQ $66.17)
  • $66.17 P/E (TTM): 20.25X Cap: $138.02B
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• WSP Global Inc. (WSP $222.56)
  • $222.56 P/E (TTM): 30.67X Cap: $30B
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• Lundin Mining Corporation (LUN $35.83)
  • $35.83 Cap: $30.61B
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• Agnico Eagle Mines Limited (AEM $297.69)
  • $297.69 P/E (TTM): 25.12X Cap: $149.15B
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• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.16X
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• Nutrien Ltd. (NTR $114.41)
  • $114.41 P/E (TTM): 36.39X Cap: $55.29B
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• Reliance Inc. (RS $299.28)
  • $299.28 P/E (TTM): 22.05X Cap: $15.48B
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• Trane Technologies plc (TT $421.82)
  • $421.82 P/E (TTM): 33.31X Cap: $93.36B
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Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Upvote 0

Read Answer Asked by Simon on October 05, 2021

Q: Just had ipo sent to me for propel holdings. Can you add any information on this company?
Thx

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Read Answer Asked by Todd on October 05, 2021

• Orion Digital Corp Com (MOGO)
  • Cap: $35M
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• Loop Industries Inc. (LOOP $1.42)
  • $1.42 Cap: $63M
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Q: Can I have your thoughts about these two companies for future growth
Thx

Upvote 0

Read Answer Asked by Jigneshbhai on October 05, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi There,
First time poster here. Would you be able to help understand if NVEI US IPO can impact current NVEI price on TSX? Thank you for your help with this.
Have a great day,

Chirag

Upvote 0

Read Answer Asked by chirag on October 05, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Can you comment on TCN's offering and what it means going forward? Positive, negative or neutral?

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Read Answer Asked on October 05, 2021