Investment Q&A

• Align Technology Inc. (ALGN $138.43)
  • $138.43 P/E (TTM): 22.41X Cap: $10.03B
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Q: I believe that this company will be issuing an IPO in the near future.Do you think this could be a good investment, also have there be other dental companies that have shares on the tsx in Canada

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Read Answer Asked by jim on May 05, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: Hi, Could you please comment on Topicus.com earnings. Thanks

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Read Answer Asked by rajeev on May 05, 2021

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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Q: Please comment on Q & impact on price Txs for U usual great services & views

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Read Answer Asked by Peter on May 05, 2021

• The Kraft Heinz Company (KHC $24.58)
  • $24.58 Cap: $28.85B
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• General Mills Inc. (GIS $47.05)
  • $47.05 P/E (TTM): 9.08X Cap: $24.84B
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• Kellanova (K $83.13)
  • $83.13 P/E (TTM): 21.75X Cap: $28.86B
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Q: Which of these would you currently recommend for a 5yr hold?

Thanks!

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Read Answer Asked by Adam on May 04, 2021

• Fastly Inc. Class A (FSLY $7.98)
  • $7.98 Cap: $1.18B
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Q: Fastly has come down over 50% since it's 52 week high. I notice it is one of the names you suggest to sell when readers ask about consolidating their holdings, but for someone thinking of initiating a new position, do you think it would be a good buy at these levels?

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Read Answer Asked by Marie on May 04, 2021

• Wajax Corporation (WJX $24.56)
  • $24.56 P/E (TTM): 14.79X Cap: $539M
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Q: Is this stock have more upside after this earning report?thx

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Read Answer Asked by steve on May 04, 2021

• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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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: What’s expected for earnings this evening? Thanks

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Read Answer Asked by Leo on May 04, 2021

• Aftermath Silver Ltd. (AAG $0.75)
  • $0.75 Cap: $220M
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Q: Should I keep holding this stock. I bought it at .70. It had a good run but has fallen off the table lately. Any comments would be welcome.

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Read Answer Asked by John and Claire on May 04, 2021

• Purpose Ether ETF (ETHH.B $17.47)
  • $17.47 Cap: $201M
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Q: Which do you prefer and how do you buy Dogecoin on Canada?

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Read Answer Asked by Austin on May 04, 2021

• SolarEdge Technologies Inc. (SEDG $34.34)
  • $34.34 Cap: $2.03B
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Q: Just wondering about this stock? Down a fair bit was hoping earnings might save me but...

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Read Answer Asked by Gerald on May 04, 2021

• Good Natured Products Inc. (GDNP $0.02)
  • $0.02 Cap: $5M
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Q: Could I please have your analysis of their latest earnings report? I am a believer in their plant based product production; as an environmental saviour over time. What do you think about this company long term?

Thanks

Dave.

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Read Answer Asked by David on May 04, 2021

Q: SDGE , is it a buy at these levels?

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Read Answer Asked by edward on May 04, 2021

• Freeport-McMoRan Inc. (FCX $41.73)
  • $41.73 P/E (TTM): 30.95X Cap: $60.57B
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• Franco-Nevada Corporation (FNV $264.46)
  • $264.46 P/E (TTM): 45.67X Cap: $50.10B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: I'm interested in adding a gold and a copper company to my holdings. Which are your faves and which might be at a good price to purchase? Thanks.

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Read Answer Asked by Ann on May 04, 2021

• NuVista Energy Ltd. (NVA $16.32)
  • $16.32 P/E (TTM): 9.49X Cap: $3.22B
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Q: Thoughts on Nuvista at this point in time?

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Read Answer Asked by Mackenzie on May 04, 2021

• Wajax Corporation (WJX $24.56)
  • $24.56 P/E (TTM): 14.79X Cap: $539M
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Q: The first q numbers appear to have beaten analyst expectations by a material margin. Backlog is much better. Growth in industrial spending, mining/ materials and infrastructure seems to be a good tailwind for the company. Your comments would be appreciated.

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Read Answer Asked by Murray on May 04, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: What are your views on TOI for TFSA, in light of current pricing?

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Read Answer Asked by Ash on May 04, 2021

Q: Peter; It looks like the tech sector is getting hammered this am- would you be a selective buyer on LSPD and/or others dropping? Thanks. Rod

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Read Answer Asked by Rodney on May 04, 2021

• First Quantum Minerals Ltd. (FM $29.41)
  • $29.41 P/E (TTM): 92.55X Cap: $25.45B
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• Lundin Mining Corporation (LUN $22.68)
  • $22.68 Cap: $20.09B
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• Hudbay Minerals Inc. (HBM $22.22)
  • $22.22 P/E (TTM): 22.04X Cap: $8.96B
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• Nutrien Ltd. (NTR $76.01)
  • $76.01 P/E (TTM): 182.87X Cap: $36.93B
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Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?

Thanks,
Jason

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Read Answer Asked by Jason on May 04, 2021

• Ballard Power Systems Inc. (BLDP $4.83)
  • $4.83 Cap: $1.49B
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Q: I'm interested to hear your thoughts on Ballard Power at $20 given the 52-week high of $53.90. Is now a good price point to get in?

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Read Answer Asked by Ash on May 04, 2021

• Aecon Group Inc. (ARE $32.18)
  • $32.18 P/E (TTM): 83.46X Cap: $1.89B
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Q: Hi All,
I have been considering buying Aecon. However, I have noticed a downward trend in the last little while. Is there a problem with the company or are there other factors involved? Will Aecon benefit from infrastructure spending? Would you consider it a buy at these levels?
Thanks for your opinion.
Jane

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Read Answer Asked by Jane on May 04, 2021