Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.81)
  • $16.81 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: I have LSPD at a loss in my TFSA. A two year chart suggest both NVEI and LSPD have dropped about 75% from their highs. With no tax loss benefit, is it worth switching to NVEI. (I am in no particular need of cash from this account for many years, if ever.)

Upvote 0

Read Answer Asked by David on August 11, 2023

• BMO Equal Weight REITs Index ETF (ZRE $21.95)
  • $21.95 P/E (TTM): 19.0X Cap: $575M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $26.87)
  • $26.87 P/E (TTM): 17.63X Cap: $788M
  • View ZUT Profile
  • View Questions on ZUT

Q: Hello, from a defensive perspective that is least correlated with the stock market, which ETF would you purchase ? (All other factors remaining equal)

Upvote 0

Read Answer Asked by Robbie on August 11, 2023

• BlackLine Inc. (BL $57.32)
  • $57.32 P/E (TTM): 43.83X Cap: $3.51B
  • View BL Profile
  • View Questions on BL

Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on August 11, 2023

• Parex Resources Inc. (PXT $17.89)
  • $17.89 P/E (TTM): 10.41X Cap: $1.73B
  • View PXT Profile
  • View Questions on PXT
• Tamarack Valley Energy Ltd. (TVE $6.24)
  • $6.24 P/E (TTM): 13.15X Cap: $3.15B
  • View TVE Profile
  • View Questions on TVE

Q: Hi,
Which one would you recommend to buy today?And why ?
Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 11, 2023

Q: What are the long time prospects for NRIX

Upvote 0

Read Answer Asked by Thomas on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Can you comment on the level of debt carried by Nuvei. Is it high, moderate or low for their cash flows? Thanks.

Upvote 0

Read Answer Asked by Michael on August 11, 2023

• Walmart Inc. (WMT $101.50)
  • $101.50 P/E (TTM): 38.52X Cap: $815.06B
  • View WMT Profile
  • View Questions on WMT
• SmartCentres Real Estate Investment Trust (SRU.UN $26.64)
  • $26.64 P/E (TTM): 16.16X Cap: $4.70B
  • View SRU.UN Profile
  • View Questions on SRU.UN

Q: Is there any estimate with respect to a percentage of income derived from Walmart for this REIT ?
Do you think the REIT is a risky investment if there is a great dependence on one key tenant such as Walmart ?
I always appreciate your insight.

Upvote 0

Read Answer Asked by Terry on August 11, 2023

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hi, when a company has a bad quarter it usually drops 5-10-maybe15%. But when it drops 40+% there is usually something really wrong? Have you heard any reports or attacks against the company? This looks different.

Upvote 0

Read Answer Asked by Brad on August 11, 2023

• CTS Corporation (CTS $41.52)
  • $41.52 P/E (TTM): 19.49X Cap: $1.18B
  • View CTS Profile
  • View Questions on CTS
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks

Upvote 0

Read Answer Asked by Greg on August 11, 2023

• ChargePoint Holdings Inc. (CHPT $10.75)
  • $10.75 Cap: $249M
  • View CHPT Profile
  • View Questions on CHPT

Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.

Upvote 0

Read Answer Asked by Toge on August 11, 2023

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Upvote 0

Read Answer Asked by Michael on August 11, 2023

• Amazon.com Inc. (AMZN $246.68)
  • $246.68 P/E (TTM): 35.11X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Viemed Healthcare Inc. (VMD $6.47)
  • $6.47 P/E (TTM): 19.24X Cap: $253M
  • View VMD Profile
  • View Questions on VMD
• WELL Health Technologies Corp. (WELL $5.25)
  • $5.25 Cap: $1.32B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: What is the effect on WELL and VMD with Amazon introducing Amazon Clinic, a virtual health service that delivers convenient, affordable care for common conditions? Thanks

Upvote 0

Read Answer Asked by Mark on August 11, 2023

• ECN Capital Corp. (ECN $2.80)
  • $2.80 Cap: $774M
  • View ECN Profile
  • View Questions on ECN

Q: Ecn is reporting soon. What are expectations? I am holding with a small loss which I fear is going to turn into a big loss when financials are released and results of review are revealed. The stock is acting very much like CTS leading up to the completion of their strategic review. Thoughts ?

Upvote 0

Read Answer Asked by Andre on August 11, 2023

• iShares Core Canadian Universe Bond Index ETF (XBB $28.61)
  • $28.61 Cap: $8.77B
  • View XBB Profile
  • View Questions on XBB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.71)
  • $16.71 Cap: $931M
  • View XHY Profile
  • View Questions on XHY
• iShares 20+ Year Treasury Bond ETF (TLT $90.25)
  • $90.25 Cap: $49.46B
  • View TLT Profile
  • View Questions on TLT
• iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH $33.10)
  • $33.10 Cap: $315M
  • View XTLH Profile
  • View Questions on XTLH

Q: hi,
can I get your opinion on the Aug. 9th Globe and Mail article by David Rosenberg and Bhawana Chhabra, "...It's time for investors to revisit their asset mix." And are you able to provide a few Canadian dollar ETF's to buy ( US treasury index? other? ), if you would in fact recommend that?
thanks, Chris

Upvote 0

Read Answer Asked by chris on August 11, 2023

• Profound Medical Corp. (PRN $8.46)
  • $8.46 Cap: $258M
  • View PRN Profile
  • View Questions on PRN

Q: Could you please comment on results and outlook. Many thanks.

Upvote 0

Read Answer Asked by Alexandra on August 11, 2023

• Linamar Corporation (LNR $76.03)
  • $76.03 P/E (TTM): 21.59X Cap: $4.48B
  • View LNR Profile
  • View Questions on LNR

Q: Linamar recently reported. Please provide your assessment of their results? Any reason why the share price fell from its recent high, following earnings? What is your outlook for the company going forward?

Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023

• Salesforce Inc. (CRM $261.11)
  • $261.11 P/E (TTM): 36.55X Cap: $244.33B
  • View CRM Profile
  • View Questions on CRM

Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?


Thank you fro your excellent assistance

Upvote 0

Read Answer Asked by Leonard on August 11, 2023

• Trisura Group Ltd. (TSU $38.64)
  • $38.64 P/E (TTM): 15.01X Cap: $1.78B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU

Q: Hello 5i, what do you think of the latest Trisura's financial results? Thank you

Upvote 0

Read Answer Asked by Gervais on August 11, 2023

• Constellation Software Inc. (CSU $3,700.92)
  • $3,700.92 P/E (TTM): 84.2X Cap: $76.01B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: According to the July 18 news release from CSU:

"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."

Is it normal for companies to release their results after market close ON A FRIDAY?

Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.

I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.

Your comments?

Upvote 0

Read Answer Asked by Paul on August 11, 2023

• Sylogist Ltd. (SYZ $6.71)
  • $6.71 Cap: $149M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Can you comment on Syz earnings. Looked good but did they match expectations. What stands out both on positive and negative sides. Is it a good time to add to position?

Upvote 0

Read Answer Asked on August 11, 2023