Investment Q&A

• Miscellaneous (MISC)
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Q: Hello,

With GIC rates now getting interesting, would you know if we can benefit within a discount brokerage account (i.e. buy a GIC or similar guarantee product within a trading account).

The idea is to invest the cash balances in my RRSP & TFSA accounts.

Thank you,

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Read Answer Asked by Pierre on June 09, 2022

• Doman Building Materials Group Ltd. (DBM $8.84)
  • $8.84 P/E (TTM): 10.18X Cap: $756M
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Q: Is Dbm a buy at this level?

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Read Answer Asked by Mike on June 09, 2022

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
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• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Is there a reason for the big price surge 6.6 % in TOI while CSU drop slightly 1.3 % ? Thanks.

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Read Answer Asked by Lai Kuen on June 09, 2022

• Currency Exchange International Corp. (CXI $24.00)
  • $24.00 P/E (TTM): 15.85X Cap: $151M
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Q: what is expected from cxi next week?

Thx

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Read Answer Asked by blake on June 09, 2022

• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: The answer to the question by Theron regarding Tamarak Valley may be that it was one of the Market Call recommendations from Eric Nuttal on June 3.

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Read Answer Asked by jacques on June 09, 2022

• Cenovus Energy Inc. (CVE $23.47)
  • $23.47 P/E (TTM): 16.76X Cap: $42.77B
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• ARC Resources Ltd. (ARX $25.79)
  • $25.79 P/E (TTM): 6.02X Cap: $14.89B
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• Tourmaline Oil Corp. (TOU $60.40)
  • $60.40 P/E (TTM): 15.05X Cap: $22.62B
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• MEG Energy Corp. (MEG $29.48)
  • $29.48 P/E (TTM): 6.61X Cap: $7.58B
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• Baytex Energy Corp. (BTE $3.17)
  • $3.17 P/E (TTM): 6.79X Cap: $2.49B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• NuVista Energy Ltd. (NVA $16.32)
  • $16.32 P/E (TTM): 9.49X Cap: $3.22B
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• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.

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Read Answer Asked by Kyle on June 09, 2022

• Teladoc Health Inc. (TDOC $8.74)
  • $8.74 Cap: $1.54B
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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• Health Catalyst Inc (HCAT $3.28)
  • $3.28 Cap: $230M
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• Schrodinger Inc. (SDGR $20.46)
  • $20.46 Cap: $1.55B
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• Lemonade Inc. (LMND $59.01)
  • $59.01 Cap: $4.36B
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• Snowflake Inc. (SNOW $271.18)
  • $271.18 Cap: $91.87B
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• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
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• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 P/E (TTM): 632.67X Cap: $22.43B
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• UiPath Inc. Class A (PATH $15.87)
  • $15.87 P/E (TTM): 538.67X Cap: $8.60B
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Q: Hi , Peter & Team:

I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.

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Read Answer Asked by DAVID on June 09, 2022

• Genco Shipping & Trading Limited New (Marshall Islands) (GNK $16.72)
  • $16.72 P/E (TTM): 48.35X Cap: $712M
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Q: Good morning your thoughts on Genco Shipping

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Read Answer Asked by George on June 08, 2022

Q: 2 weeks ago Jamie Dimon, chairman of JP Morgan commented that he was expecting a challenging environment ahead. Then last week he revised his outlook to Hurricane conditions which JP Morgan is preparing for, partly to do with current conditions and the commencement of deleveraging. Pretty strong words from such a prominent figure. Any thoughts/comments/advise from you guys?

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Read Answer Asked by ralph on June 08, 2022

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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Q: I know it is being hurt with all tech stocks. But still, an A- company (05 Oct 2021 report) after their latest report?

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Read Answer Asked by Stephen on June 08, 2022

• Rio Tinto Plc (RIO $72.20)
  • $72.20 P/E (TTM): 10.18X Cap: $90.55B
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Q: Can you comment on the current attractiveness of RIO as both an income and growth investment?

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Read Answer Asked by Kim on June 08, 2022

Q: Can u explain how buying on margin affects the market? Both upside and downside
Also what part do margins play in the big swings
we have seen in the past few months both on the downside mostly and the upside
Thanks

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Read Answer Asked by Indra on June 08, 2022

• Tamarack Valley Energy Ltd. (TVE $6.22)
  • $6.22 P/E (TTM): 13.15X Cap: $3.15B
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Q: TVE is up about 17% from June 2...I didn't notice any specific news and it was among the top stocks in trading activity. Is this simply the tailwinds from the general industry?

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Read Answer Asked by Marco on June 08, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: I had a huge gain with LSPD and then poof it was gone lol, thinking of selling it now for the tax loss and rebuying back In 30 days, should I look for a proxy (suggestion) or should I just sell and chill for 30 days, thanks, Jean

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Read Answer Asked by Jean on June 08, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $95.58)
  • $95.58 P/E (TTM): 40.53X Cap: $11.01B
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Q: When do you expect next earnings report. What are your views to the Quarter. How many stores do they have USA and Canada. I understand they plan to open more stores in USA Your opinion please RAK

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Read Answer Asked by bob on June 08, 2022

• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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Q: your take on their earnings and the forward outlook please


Sheldon

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Read Answer Asked by Sheldon on June 08, 2022

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Lemonade Inc. (LMND $59.01)
  • $59.01 Cap: $4.36B
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Q: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.

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Read Answer Asked by Anthony on June 08, 2022

• Intact Financial Corporation (IFC $259.41)
  • $259.41 P/E (TTM): 20.91X Cap: $46.26B
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Q: I know that you have been generally positive on IFC. Would you be comfortable at this point initiating a position for steady growth and income. A brief explanation would be helpful.

Thanks

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Read Answer Asked by Greg on June 08, 2022

• Teladoc Health Inc. (TDOC $8.74)
  • $8.74 Cap: $1.54B
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• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
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Q: Hi Peter and Team
Looking to trim / take losses and reinvest for growth in a personal account. Both WELL and TDOC (my only Healthcare holdings) are significantly down. I don't need to take losses but would you suggest holding on or selling and moving to another name ?
Thanks for all the great advice
Peter

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Read Answer Asked by Linda on June 08, 2022

Q: Peter; Maybe I’m overthinking this but if we have a major geopolitical event( war ends,) and oil drops substantially, how will large oil stocks funds all exit? I know you don’t like stop losses but how else could a retail investor protect gains? Should we be selling off bits on the rallies? Thanks. Rod

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Read Answer Asked by Rodney on June 08, 2022