Investment Q&A

• AbCellera Biologics Inc. (ABCL $4.27)
  • $4.27 Cap: $1.25B
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Q: What is your opinion on their earnings? They seem pretty good to me. Maybe I’m missing something?
Thanks John

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Read Answer Asked by John on May 17, 2021

• Loop Energy Inc. (LPEN $0.04)
  • $0.04 Cap: $1M
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Q: Morning ,

I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .

Thanks
Greg

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Read Answer Asked by Greg on May 17, 2021

• Dye & Durham Limited (DND $10.85)
  • $10.85 Cap: $729M
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Q: Back in February this year DND issues 3,960,400 common shares at a price of C$50.50@ for a total of C$200 million, and also issued C$300 million in debentures. Has DND spent this C$500 million yet, or announced some plans for its use? SP has been trading well below $50.50 since and are there anything in the works? Thanks.

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Read Answer Asked by Victor on May 17, 2021

• The Walt Disney Company (DIS $113.72)
  • $113.72 P/E (TTM): 22.97X Cap: $204.46B
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Q: Hi. Can you comment please on latest quarter?
I had started a position recently and was wondering given the pull back after the release if can add or would you wait for market to settle down a bit.
Thanks,
Dan

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Read Answer Asked by Daniel on May 17, 2021

• Fortinet Inc. (FTNT $78.47)
  • $78.47 P/E (TTM): 30.69X Cap: $60.12B
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• Palo Alto Networks Inc. (PANW $175.40)
  • $175.40 P/E (TTM): 96.1X Cap: $116.95B
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• CyberArk Software Ltd. (CYBR $418.38)
  • $418.38 Cap: $20.69B
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• CrowdStrike Holdings Inc. (CRWD $435.80)
  • $435.80 Cap: $108.62B
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Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?

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Read Answer Asked by Monique on May 17, 2021

• Monster Beverage Corporation (MNST $64.03)
  • $64.03 P/E (TTM): 42.56X Cap: $58.02B
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• Regeneron Pharmaceuticals Inc. (REGN $556.56)
  • $556.56 P/E (TTM): 14.17X Cap: $57.86B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• AutoNation Inc. (AN $205.37)
  • $205.37 P/E (TTM): 11.77X Cap: $7.74B
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• Best Buy Co. Inc. (BBY $70.24)
  • $70.24 P/E (TTM): 16.73X Cap: $14.84B
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• BorgWarner Inc. (BWA $40.14)
  • $40.14 P/E (TTM): 38.16X Cap: $8.32B
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• Caterpillar Inc. (CAT $412.71)
  • $412.71 P/E (TTM): 19.93X Cap: $193.34B
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• W.W. Grainger Inc. (GWW $960.70)
  • $960.70 P/E (TTM): 24.11X Cap: $44.75B
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• Mosaic Company (The) (MOS $31.19)
  • $31.19 P/E (TTM): 27.57X Cap: $10.31B
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• PulteGroup Inc. (PHM $123.33)
  • $123.33 P/E (TTM): 9.0X Cap: $24.33B
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• Pentair plc. (PNR $106.13)
  • $106.13 P/E (TTM): 28.07X Cap: $16.81B
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• Target Corporation (TGT $106.26)
  • $106.26 P/E (TTM): 11.42X Cap: $48.28B
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• Advanced Micro Devices Inc. (AMD $174.95)
  • $174.95 P/E (TTM): 125.75X Cap: $283.91B
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• Owens Corning Inc New (OC $149.53)
  • $149.53 P/E (TTM): 20.5X Cap: $12.50B
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• Molina Healthcare Inc (MOH $157.31)
  • $157.31 P/E (TTM): 7.74X Cap: $8.25B
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• Universal Display Corporation (OLED $140.48)
  • $140.48 P/E (TTM): 26.53X Cap: $6.67B
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• Jabil Inc. (JBL $230.31)
  • $230.31 P/E (TTM): 42.33X Cap: $23.68B
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• Colfax Corporation (CFX)
  • P/E (TTM): 90.2X Cap: $2.10B
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• Timken Company (The) (TKR $76.91)
  • $76.91 P/E (TTM): 16.91X Cap: $5.12B
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• Reliance Inc. (RS $286.51)
  • $286.51 P/E (TTM): 20.26X Cap: $15.06B
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Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

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Read Answer Asked by Ken on May 17, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ $74.57)
  • $74.57 P/E (TTM): 36.48X Cap: $8.56B
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Q: Please provide the case for and against ATZ. I'd also like your opinion on valuation especially in light of compression of multiples in the market. Do you think it is over valued and if so to what extent? Thank you.

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Read Answer Asked by Robert on May 17, 2021

• Cronos Group Inc. (CRON $3.53)
  • $3.53 P/E (TTM): 17.86X Cap: $1.36B
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• Tilray Brands Inc. (TLRY $1.32)
  • $1.32 Cap: $1.33B
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Q: I'm down 50% in CRON & TLRY. Are these ever going to at least break even? Or, should I just cut my losses? I also have WEED, but am on par there.
Thanks!

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Read Answer Asked by Austin on May 17, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $15M
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Q: Any news that will justify the relentless drop ? I t lost 35% in a few weeks

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Read Answer Asked by Marios on May 17, 2021

• Questor Technology Inc. (QST $0.46)
  • $0.46 Cap: $12M
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Q: Thoughts on QST's earnings. Buy, hold or sell?

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Read Answer Asked on May 17, 2021

• Sea Limited American Depositary Shares each representing one Class A (SE $174.12)
  • $174.12 P/E (TTM): 197.61X Cap: $103.08B
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Q: What is you analysis of this Sea Ltd adr as a diversified game, e-commerce, and financial services play for the Asian market. Also can you provide current PE and projected PE ratio going forward and any other pertinent financial info. Thanks so much.

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Read Answer Asked by Ian on May 17, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Inner Spirit Holdings Ltd - Ordinary Shares (ISH $0.38)
  • $0.38 Cap: $108M
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Q: Both (pho) Photon Control & (ish) Inner Spirit have recently become companies of merger. MKSI to buy all shares of PHO & SNDL to buy all shares of ISH.

Would you suggest continue holding these shares of PHO & ISH to become shares of the new companies. Or would it be better to sell now at the higher share value before the mergers are complete?

Thank You

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Read Answer Asked by Dale on May 17, 2021

• SNC-Lavalin Group Inc. (SNC)
  • P/E (TTM): 100.9X Cap: $7.63B
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• Aimia Inc. (AIM $3.10)
  • $3.10 Cap: $293M
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Q: Thoughts on earning reports this morning? Thanks.
Jerry

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Read Answer Asked by Jerry on May 17, 2021

Q: I thought I heard a report that US banks would be allowed to resume share buybacks and resume or increase dividends effective June of this yr. Is that correct?
Thanks

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Read Answer Asked by steve on May 17, 2021

Q: Would you be a buyer of renewables now that they hit their lows?
Which ones are a long term hold between Brookfield renewable, Boralex , Northland Power

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Read Answer Asked by Kristelle on May 17, 2021

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 58.73X Cap: $4.46T
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• Air Canada Voting and Variable Voting Shares (AC $19.54)
  • $19.54 P/E (TTM): 5.21X Cap: $5.78B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $15M
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• MEDIFAST INC (MED $13.19)
  • $13.19 Cap: $144M
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• Dye & Durham Limited (DND $10.85)
  • $10.85 Cap: $729M
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• Palantir Technologies Inc. (PLTR $186.97)
  • $186.97 P/E (TTM): 812.87X Cap: $443.55B
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Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

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Read Answer Asked by Mahendiali on May 17, 2021

• Avanti Helium Corp. (AVN $0.16)
  • $0.16 Cap: $18M
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• Lundin Mining Corporation (LUN $15.84)
  • $15.84 Cap: $13.56B
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• Capstone Copper Corp. (CS $9.09)
  • $9.09 P/E (TTM): 63.23X Cap: $6.92B
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• NioCorp Developments Ltd. (NB $3.43)
  • $3.43 Cap: $129M
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• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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• Desert Mountain Energy Corp. (DME $0.21)
  • $0.21 Cap: $19M
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Q: i seem to have an overload of miners. can you suggest what i should trim or do i hold everyone for the economic expansion yet to come and hope cooper will remain as valuable as experts seem to say for the pending electrification of the vehicle and infrastructure ...thx much

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Read Answer Asked by Bob on May 17, 2021

Q: have you heard of this co and if so what do you know

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Read Answer Asked by Susan on May 17, 2021

• Interfor Corporation (IFP $12.73)
  • $12.73 Cap: $641M
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Q: interfor is putting out a special 2.00 dividend. Do you think it would be a good time to buy this stock and what is the outlook for the future.

Steve

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Read Answer Asked by steven on May 17, 2021

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
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Q: Could I get your current opinion of this stock please.

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Read Answer Asked by Elaine or Gerry on May 17, 2021