Investment Q&A

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.70)
  • $4.70 P/E (TTM): 117.25X Cap: $44M
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP
• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.45B
  • View BLDP Profile
  • View Questions on BLDP
• Nikola Corporation (NKLA)
  • Cap: $1M
  • View NKLA Profile
  • View Questions on NKLA
• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 P/E (TTM): 605.5X Cap: $22.43B
  • View AFRM Profile
  • View Questions on AFRM

Q: I have very significant losses on these stocks, 45-55%. Are any worth holding for recovery? Your assessment of the potential and problems for each, please.
Thanks for the help. I enjoy the questions every morning, and have learned a lot.
Len

Upvote 0

Read Answer Asked by Leonard on May 14, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Guardant Health Inc. (GH $92.41)
  • $92.41 Cap: $11.64B
  • View GH Profile
  • View Questions on GH
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Unity Software Inc. (U $36.13)
  • $36.13 Cap: $15.26B
  • View U Profile
  • View Questions on U

Q: Would you buy these today and in what order?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 14, 2021

• SelectQuote Inc. (SLQT $2.06)
  • $2.06 P/E (TTM): 211.0X Cap: $356M
  • View SLQT Profile
  • View Questions on SLQT

Q: Hi Guys
Do you see value in SLQT at the current price for a long term hold?
Thanks

Upvote 0

Read Answer Asked by Gordon on May 14, 2021

• Amazon.com Inc. (AMZN $222.86)
  • $222.86 P/E (TTM): 35.11X Cap: $2.37T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 29.34X Cap: $3.40T
  • View GOOG Profile
  • View Questions on GOOG
• Netflix Inc. (NFLX $1,089.00)
  • $1,089.00 P/E (TTM): 46.89X Cap: $462.74B
  • View NFLX Profile
  • View Questions on NFLX

Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

Upvote 0

Read Answer Asked by Barry on May 14, 2021

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
  • View CIX Profile
  • View Questions on CIX

Q: your comments on the results would be appreciated. They seem t be executing well.

Upvote 0

Read Answer Asked by Murray on May 14, 2021

Q: We have seen the Canadian dollar increase to 82 cents in this environment, if one believes that the Loonie will fall should I move from the hedged to the unhedged versions of the ETFs.

Thanks

Upvote 0

Read Answer Asked by David on May 14, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Celsius Holdings Inc. (CELH $60.13)
  • $60.13 P/E (TTM): 161.53X Cap: $15.51B
  • View CELH Profile
  • View Questions on CELH

Q: Please comment on CELH earning report . AT & LSPD keep falling. Any concern ? Good entry point or to add ? Thanks a lot

Upvote 0

Read Answer Asked by Lai Kuen on May 14, 2021

• WELL Health Technologies Corp. (WELL $5.21)
  • $5.21 Cap: $1.32B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Would this be a good time to start a new position in WELL?

Upvote 0

Read Answer Asked by Robert on May 14, 2021

• Royal Helium Ltd. (RHC)
  • Cap: $7M
  • View RHC Profile
  • View Questions on RHC
• Avanti Helium Corp. (AVN $0.25)
  • $0.25 Cap: $29M
  • View AVN Profile
  • View Questions on AVN
• Linde plc (LIN $429.91)
  • $429.91 P/E (TTM): 30.73X Cap: $201.58B
  • View LIN Profile
  • View Questions on LIN

Q: How would you play the helium shortage?
Carl

Upvote 0

Read Answer Asked by Carl on May 14, 2021

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.29)
  • $60.29 P/E (TTM): 108.33X Cap: $29.52B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: From what I see, on Jan. 1/11 TECK.B:CA stock was over $60. Today it is half the price. What would account for the difference? Are commodity prices not at or close to all time highs? Is it sentiment? More shares issued since then? It's a head-scratcher for me.

Upvote 0

Read Answer Asked by James on May 14, 2021

• Largo Inc. (LGO $1.62)
  • $1.62 Cap: $103M
  • View LGO Profile
  • View Questions on LGO
• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $230M
  • View STC Profile
  • View Questions on STC
• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 87.98X Cap: $9.01B
  • View CS Profile
  • View Questions on CS
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 102.05X Cap: $1.86B
  • View GOOS Profile
  • View Questions on GOOS
• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
  • View ABST Profile
  • View Questions on ABST
  • View Reports on ABST

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Upvote 0

Read Answer Asked by simon on May 14, 2021

• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
  • View CRWD Profile
  • View Questions on CRWD

Q: Who do you like best in The Cyber Security world?
Thanks

Upvote 0

Read Answer Asked by DAVID on May 14, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 66.39X Cap: $11.01B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: How does your average cost on topicus come in at 63.30 when you added a 1 % position at 92 on April29th? Thx

Upvote 0

Read Answer Asked by blake on May 14, 2021

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 84.2X Cap: $76.01B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 39.89X Cap: $50.05B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 141.19X Cap: $4.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.64X Cap: $17.60B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 100.1X Cap: $315.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
  • View ECN Profile
  • View Questions on ECN
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

Upvote 0

Read Answer Asked by Rino on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $27.77B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Hello, Could you explain what is happening with Bep.un. Seems to be in a freefall for the last few months. What is your analysis of this company and and its outlook? Thanks

Upvote 0

Read Answer Asked by pietro on May 14, 2021

• Freeport-McMoRan Inc. (FCX $41.73)
  • $41.73 P/E (TTM): 31.72X Cap: $59.91B
  • View FCX Profile
  • View Questions on FCX
• Lundin Mining Corporation (LUN $22.68)
  • $22.68 Cap: $19.41B
  • View LUN Profile
  • View Questions on LUN

Q: Any idea why these 2 have diverged in May?

Thanks

Upvote 0

Read Answer Asked by Mark on May 14, 2021

Q: What can you tell me about this company and the future IPO? Thanks

Upvote 0

Read Answer Asked by Colette on May 14, 2021

• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 60.19X Cap: $23.94B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $33.37)
  • $33.37 P/E (TTM): 9.12X Cap: $48.49B
  • View JD Profile
  • View Questions on JD
• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
  • View ROKU Profile
  • View Questions on ROKU
• Pinterest Inc. Class A (PINS $32.51)
  • $32.51 P/E (TTM): 11.72X Cap: $22.10B
  • View PINS Profile
  • View Questions on PINS
• Airbnb Inc. (ABNB $126.34)
  • $126.34 P/E (TTM): 30.77X Cap: $78.51B
  • View ABNB Profile
  • View Questions on ABNB

Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

Upvote 0

Read Answer Asked by Robert on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA $15.57)
  • $15.57 P/E (TTM): 22.3X Cap: $519M
  • View PZA Profile
  • View Questions on PZA
• Domino's Pizza Inc (DPZ $403.96)
  • $403.96 P/E (TTM): 23.72X Cap: $13.64B
  • View DPZ Profile
  • View Questions on DPZ

Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

Upvote 0

Read Answer Asked by Michael on May 14, 2021

• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 36.46X Cap: $1B
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Please comment on today's earnings announcement and thoughts regarding the company going forward.
Thanks.

Upvote 0

Read Answer Asked by Greg on May 13, 2021