Investment Q&A

• Alcoa Corporation (AA $29.12)
  • $29.12 P/E (TTM): 7.59X Cap: $7.53B
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• TFI International Inc. (TFII $117.35)
  • $117.35 P/E (TTM): 19.83X Cap: $9.85B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Century Aluminum Company (CENX $20.41)
  • $20.41 P/E (TTM): 23.86X Cap: $1.90B
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• Jacobs Solutions Inc. (J $139.92)
  • $139.92 P/E (TTM): 38.53X Cap: $16.81B
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Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

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Read Answer Asked by Karim on August 16, 2022

• Payfare Inc. Class A Common Shares (PAY $4.00)
  • $4.00 P/E (TTM): 13.79X Cap: $191M
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Q: What is your take on this company? The growth of users? The niche area and the possibilities going forward.

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Read Answer Asked by Stephen on August 16, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
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Q: Thoughts on the quarterplease?

Thx

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Read Answer Asked by blake on August 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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• Toast Inc. Class A (TOST $49.30)
  • $49.30 P/E (TTM): 172.81X Cap: $28.54B
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Q: Everyone, appreciate your comments on the latest Toast quarter and also how it relates to LSPD. Clayton

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Read Answer Asked by Clayton on August 15, 2022

• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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Q: Could you comment on earnings, does growth look sustainable? A buy or what does one need to see in this company before we own it?

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Read Answer Asked by Harry on August 15, 2022

• Vermilion Energy Inc. (VET $10.98)
  • $10.98 Cap: $1.69B
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Q: Hi there, your thoughts on VET results would be greatly appreciated?

After the 2Q results, is this still a hold going forward?

Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?

Thanks!

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Read Answer Asked by Hussein on August 15, 2022

• Trulieve Cannabis Corp (TRUL $6.49)
  • $6.49 Cap: $1.21B
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Q: Ho hum results from Trul. Market not pouncing on it. Is this a sector issue? Within the sector do you believe Trul is still a top pick? How do you like the risk and reward possibilities over the next 2-3 years with this name? Anything stick out to you from their results? Thx as always. Great service.

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Read Answer Asked by Chris on August 15, 2022

• Luminar Technologies Inc. (LAZR $2.73)
  • $2.73 Cap: $127M
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Q: THIS COMPANY SEEMS TO BE GRINDING SLOWLY TOWARDS BEING A SIGNIFICANT SUPPLIER OF DRIVER ASSIST TECHNOLOGY.
PLS. EVALUATE THEIR CURRENT POSITION AND THE DEVELOPMENT STAGE THEY NEED TO GET TO BEFORE YOU WOULD CONSIDER THEM INVESTABLE?
SECONDLY, DO THE WARRANTS OFFER ANY ADVANTAGE OVER THE COMMON STOCK?
THANKS, HUGH

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Read Answer Asked by Hugh on August 15, 2022

• Badger Infrastructure Solutions Ltd. (BDGI $52.61)
  • $52.61 P/E (TTM): 26.71X Cap: $1.77B
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Q: Comments on BDGI current results, please.

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Read Answer Asked by frank on August 15, 2022

• Freeport-McMoRan Inc. (FCX $40.42)
  • $40.42 P/E (TTM): 32.81X Cap: $58.05B
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• Magna International Inc. (MG $57.05)
  • $57.05 P/E (TTM): 10.41X Cap: $16.35B
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• Lithium Americas Corp. (LAC $3.52)
  • $3.52 Cap: $769M
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• Albemarle Corporation (ALB $68.56)
  • $68.56 Cap: $8.06B
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• Global X Lithium & Battery Tech ETF (LIT $41.49)
  • $41.49 P/E (TTM): 86.98X Cap: $937M
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• Blink Charging Co. (BLNK $0.96)
  • $0.96 Cap: $102M
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• MP Materials Corp. (MP $65.42)
  • $65.42 Cap: $10.69B
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• ChargePoint Holdings Inc. (CHPT $9.73)
  • $9.73 Cap: $221M
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• Invesco Optimum Yield Diversified Commodity (PDBC $13.12)
  • $13.12 Cap: $4.51B
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Q: With new electric vehicles coming I would be interested in looking at good investments which will be required for these vehicles. Would a mining stock be best, What stock would you recommend for Lithium, nickel, cobalt, manganese, and graphite? I am open to other suggestions for a good investment for our new electric vehicles going forward.

Thank you. Donna

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Read Answer Asked by Donna on August 15, 2022

• Killam Apartment Real Estate Investment Trust (KMP.UN $18.17)
  • $18.17 P/E (TTM): 3.47X Cap: $2.17B
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Q: Can I get your take on Q2 results please. Did they beat expectations? How do they fair compared to CAR and IIP’s results? Thanks

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Read Answer Asked by Scott on August 15, 2022

• Element Fleet Management Corp. (EFN $35.99)
  • $35.99 P/E (TTM): 27.37X Cap: $14.55B
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Q: May I please have your thoughts on EFN?

John

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Read Answer Asked by John on August 15, 2022

• Alithya Group inc. Class A subordinate voting shares (ALYA $2.35)
  • $2.35 Cap: $237M
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Q: What do you think of ALYA as an investment? How would you view the current valuation?

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Read Answer Asked by Michael on August 15, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Could i get your opinion on this company was the quarter that bad and if so do you think its just a bad quarter or the start of something worse.On ascale of 1-10 what would their moat be for that industry.i realise the barriers to entry anyone could do what they are doing, but they must be getting a solid infrastructure and scalibility created,would you consider this pullback to low thirties a good entry point,,,,thanks

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Read Answer Asked by Greg on August 15, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Thoughts on the quarterly results, released today?
Thanks...Steve

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Read Answer Asked by Stephen on August 15, 2022

• Calian Group Ltd. (CGY $49.45)
  • $49.45 Cap: $578M
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Q: Can I please get 5iR thoughts on Calian Groups most recent quarterly results. Thanks … Cal

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Read Answer Asked by cal on August 15, 2022

• Leon's Furniture Limited (LNF $27.39)
  • $27.39 P/E (TTM): 11.81X Cap: $1.86B
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Q: Did Leon's recently report and if so, what were the results and did you think them favourable? Not all that long ago, the company was buying its stock back at $25; did they value their stock at the time? If they were reasonably accurate, why would you not expect the stock to return to that level? Thank you for your excellent service.

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Read Answer Asked by Leonard on August 15, 2022

• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Hi
I would like to know your opinion on the latest quarterly report from Karora. Thanks

Kenn

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Read Answer Asked by Kenneth on August 15, 2022

• Velan Inc. Subordinate Voting Shares (VLN $14.90)
  • $14.90 P/E (TTM): 83.68X Cap: $323M
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Q: Thought I would accelerate the frequency of updates on Valens and ask for a current opinion.

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Read Answer Asked by Jim on August 15, 2022

• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 34.3X Cap: $526M
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Q: Can I have your thoughts on earnings? And are there any developments in the Mexico expansion? Thank-you.

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Read Answer Asked by Alex on August 15, 2022