Investment Q&A

• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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Q: Can you explain a subscription receipt at $122.45. Does it mean the buyers get shares at that price? Now that the receipts closed, GSY went up to $150. Why? And will it just go right back down?
Thanks for explanation.

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Read Answer Asked by Helen on April 17, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Can you comment on announcement today from AW.UN and what it really means? What impact might it have on the stock?

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Read Answer Asked on April 16, 2021

• SOS Limited American Depositary Shares one hundred and fifty (150) Class A (SOS $2.14)
  • $2.14 Cap: $1.11B
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Q: I would appreciate your opinion on this before I buy. Following is via Seeking Alpha:
SOS is an emerging growth stock with zero debt. Profitable in 2019 and 2020, with approximately $400M cash on the books. In-house R&D is innovating in high-growth tech industries. SOS may deliver multi-year, triple digit growth. Typically, this level of growth has become the domain of private equity in recent years.
THANKS!

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Read Answer Asked by Austin on April 16, 2021

• goeasy Ltd. (GSY $206.60)
  • $206.60 P/E (TTM): 13.19X Cap: $3.40B
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Q: i assume the discount between the gsy recreipts and the stock is because the deal dies not close yet,
is that correct

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Read Answer Asked by david on April 16, 2021

• Chartwell Retirement Residences (CSH.UN $18.38)
  • $18.38 P/E (TTM): 87.57X Cap: $5.20B
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Q: I've owned Chartwell for several years. The distributions have increasingly become a Return of Capital with last year's being over 99%. Comment.

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Read Answer Asked by Do on April 16, 2021

• Sagicor Financial Company Ltd. (SFC $7.42)
  • $7.42 P/E (TTM): 10.04X Cap: $1.03B
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Q: In your answer about financial favourites to Jacques (April 16) I assume you meant FSV and not SFC?

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Read Answer Asked by J on April 16, 2021

• Pinterest Inc. Class A (PINS $34.19)
  • $34.19 P/E (TTM): 12.78X Cap: $23.24B
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Q: Hi,

Is there any news? Why it is dropping sharply?

Thanks,
Milan

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Read Answer Asked by Milan on April 16, 2021

• Dollarama Inc. (DOL $192.56)
  • $192.56 P/E (TTM): 43.52X Cap: $53.38B
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Q: Hi
despite some insider selling in a question by someone else in early April
it has taken another jump to new high this am

is there any fundamental reasons for the spike in this stock
I am aware that it is more defensive as consumer staples stock (am I right?)

I have a partial position, time to take profit or add to ? (I broke even a month ago)
thanks to your wisdom

is there an alternate stock (Cdn) you would recommend?

Michael
hold the stock for a few years, able to break even, dividend is nice, though not a high
dividend payer

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Read Answer Asked by Michael on April 16, 2021

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.40)
  • $5.40 P/E (TTM): 23.17X Cap: $234M
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Q: I read your report on Andrew Peller. What's up with high long term debt and low cash levels reported in the last quarter?

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Read Answer Asked by David on April 16, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.53)
  • $16.53 Cap: $2.27B
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Q: Is something wrong with LSPD today.
It started last night after hours with the stock dropping.

Thanks

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Read Answer Asked by Herm on April 16, 2021

• Parex Resources Inc. (PXT $16.03)
  • $16.03 P/E (TTM): 9.44X Cap: $1.56B
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Q: Hi can you give me the % of gas that Parex Resources produces.

Thx

Kim

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Read Answer Asked by Kim on April 16, 2021

• Sagicor Financial Company Ltd. (SFC $7.42)
  • $7.42 P/E (TTM): 10.04X Cap: $1.03B
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Q: Hi,

In reply to my question on financials today, you listed SFC. I was rather expecting SL. Could it be a typo ?

Thanks,

Jacques

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Read Answer Asked by Jacques on April 16, 2021

• Real Matters Inc. (REAL $5.29)
  • $5.29 P/E (TTM): 197.12X Cap: $389M
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Q: The analyst at Raymond James seems to have called REAL "a disruptive influence".....or something like that. Does not sound very nice! Any idea what he means?

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Read Answer Asked by Douglas on April 16, 2021

• B2Gold Corp. (BTO $4.96)
  • $4.96 Cap: $6.55B
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• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
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Q: would either of these gold companies be a decent buy or do they have underlying issues to be aware of ? thanks a lot.

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Read Answer Asked by jim on April 16, 2021

• Annaly Capital Management Inc. (NLY $20.41)
  • $20.41 P/E (TTM): 23.15X Cap: $13.10B
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Q: I have a few shares of NLY in my RIF.
Will be selling BPY, and thinking of buying more NLY, holding of which will increase to 3% of my total. Would this make sense? Am basically looking for relatively "safe' income.
thanks jerry

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Read Answer Asked by jery on April 16, 2021

• Strathcona Resources Ltd. (SCR $34.50)
  • $34.50 P/E (TTM): 10.25X Cap: $7.39B
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Q: Hi team. Scr has quickly become my worst performer down 45% now for me. I am seeing recent price targets of $50, $55; over double today’s levels? Any insight to all the selling recently? Is this a case where a person should just hold now at this point and hope for a recovery , add more , or bail? Thanks for the insight !

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Read Answer Asked by Shane on April 16, 2021

• JPMorgan Chase & Co. (JPM $289.56)
  • $289.56 P/E (TTM): 14.17X Cap: $796.21B
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• Morgan Stanley (MS $143.88)
  • $143.88 P/E (TTM): 16.79X Cap: $229.68B
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• Cowen Inc. (COWN)
  • P/E (TTM): 15.03X Cap: $1.10B
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Q: Hi team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS

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Read Answer Asked by Jacques on April 16, 2021

Q: Can you list 3 companies you would initiate a buy today for income and why/thesis?

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Read Answer Asked by Fabio on April 16, 2021

• Canadian National Railway Company (CNI $93.24)
  • $93.24 P/E (TTM): 17.54X Cap: $58.20B
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Q: This company seems to be assembling some movers and shakers. Classic pump and dump or is there more to the story? I believe they are getting into blockchains for NFT and DeFi but just wondering what your thoughts were.

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Read Answer Asked by Neelesh on April 16, 2021

• Manulife Financial Corporation (MFC $41.19)
  • $41.19 P/E (TTM): 15.63X Cap: $70.97B
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• Magellan Aerospace Corporation (MAL $16.95)
  • $16.95 P/E (TTM): 24.36X Cap: $968M
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Q: over the last 10 years manulife (mfc) stock price has peaked at 27$, 5 times ,after reading the recent report on magellan (mal) i am thinking of selling MFC to invest in MAL ,your thoughts?

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Read Answer Asked by Pierre on April 16, 2021