Investment Q&A

• Kinaxis Inc. (KXS $136.38)
  • $136.38 P/E (TTM): 40.64X Cap: $3.74B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
  • $170.06 P/E (TTM): 136.92X Cap: $228.40B
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• Real Matters Inc. (REAL $5.72)
  • $5.72 Cap: $424M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.40)
  • $12.40 Cap: $1.70B
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Q: What companies on your radar have the strongest balance sheets? Thanks.

Upvote 0

Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 Cap: $613M
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Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT $1.85)
  • $1.85 Cap: $481M
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.71)
  • $63.71 P/E (TTM): 54.87X Cap: $668M
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• TD Global Technology Leaders Index ETF (TEC $49.24)
  • $49.24 P/E (TTM): 31.1X Cap: $3.23B
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Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

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Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $10.24)
  • $10.24 Cap: $2.87B
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• Chartwell Retirement Residences (CSH.UN $20.87)
  • $20.87 P/E (TTM): 106.0X Cap: $6.64B
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• Alaris Equity Partners Income Trust (AD.UN $20.29)
  • $20.29 P/E (TTM): 5.73X Cap: $917M
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Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $48.40)
  • $48.40 P/E (TTM): 19.12X Cap: $14.94B
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Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

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Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB $4.54)
  • $4.54 Cap: $2.69B
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Q: I would appreciate your comments on BB.
Clayton

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Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL $4.21)
  • $4.21 Cap: $1.06B
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Q: Hi team,
Any new information out there attributing to the 6% sell-off in WELL today. Seems a bit more than normal fluctuations.
Thanks again
Dave

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $194.34)
  • $194.34 P/E (TTM): 25.43X Cap: $180.27B
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $15.14)
  • $15.14 Cap: $481M
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $134.43)
  • $134.43 P/E (TTM): 17.52X Cap: $315.37B
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Q: Hello. Any idea as what happened with the proposed split.

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Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
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Q: Hi 5i,
This fund managed by BAM currently yield over 19 %. I have bought a very small position thinking to add more to my RRIF. Is the yield save? It is trade at a very thin volume. Would you kindly give me your opinion please, thanks!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 Cap: $613M
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Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.26)
  • $98.26 P/E (TTM): 13.23X Cap: $21.14B
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Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

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Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB $73.08)
  • $73.08 P/E (TTM): 28.54X Cap: $161.44B
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• TC Energy Corporation (TRP $87.60)
  • $87.60 P/E (TTM): 27.3X Cap: $87.60B
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• Pembina Pipeline Corporation (PPL $60.12)
  • $60.12 P/E (TTM): 21.93X Cap: $34.94B
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• AltaGas Ltd. (ALA $48.40)
  • $48.40 P/E (TTM): 19.12X Cap: $14.94B
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• Keyera Corp. (KEY $53.32)
  • $53.32 P/E (TTM): 28.9X Cap: $12.28B
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Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

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Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.88)
  • $0.88 P/E (TTM): 5.5X Cap: $47M
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Q: It has been a while since your last (very thorough) look at Urbanfund. Can you provide your perspective on the reliability of their dividend and future prospects? Many thanks.

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Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X
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Q: Hello
WIR.UN trades on the TSX but pays its dividend in US dollars. Will this dividend by subject to the 15% withholding tax in a non-registered or TFSA account?
thanks

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $85.05)
  • $85.05 P/E (TTM): 16.69X Cap: $1.29B
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Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

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Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG $2.35)
  • $2.35 Cap: $55M
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Q: Pls update your comments on Brag after their numbers being released.
Thx

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Read Answer Asked by Bill on August 28, 2020

• BRP Inc. Subordinate Voting Shares (DOO $85.15)
  • $85.15 Cap: $6.37B
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Q: Could you please give your opinion of DOO's latest quarter?

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Read Answer Asked by Tristan on August 28, 2020