Investment Q&A

• Danaher Corporation (DHR $224.84)
  • $224.84 P/E (TTM): 46.26X Cap: $158.81B
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• Roper Technologies Inc. (ROP $444.99)
  • $444.99 P/E (TTM): 30.65X Cap: $47.89B
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• Descartes Systems Group Inc. (The) (DSG $123.64)
  • $123.64 P/E (TTM): 53.1X Cap: $10.63B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.45)
  • $29.45 P/E (TTM): 16.73X Cap: $692M
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• TerraVest Industries Inc. (TVK $162.40)
  • $162.40 Cap: $3.52B
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• Markel Group Inc. (MKL $2,166.65)
  • $2,166.65 P/E (TTM): 13.54X Cap: $27.32B
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• Transdigm Group Incorporated (TDG $1,276.83)
  • $1,276.83 P/E (TTM): 39.8X Cap: $71.90B
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• Tyler Technologies Inc. (TYL $457.90)
  • $457.90 P/E (TTM): 63.77X Cap: $19.41B
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• Berkshire Hathaway Inc. (BRK.B $494.53)
  • $494.53 P/E (TTM): 0.02X Cap: $1.07T
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• RCI Hospitality Holdings Inc. (RICK $23.09)
  • $23.09 P/E (TTM): 12.35X Cap: $205M
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Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!

Upvote 2

Read Answer Asked by Keith on May 13, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: Hi,

In one day up 45% (short squeeze?), finishes the day up 24%, then the next day tanks 15%...almost ending up at the same share price before the 20% sale.


What gives?

Can you suggest a valuation?
What is the chance this thing gets back to $20?

Upvote 0

Read Answer Asked by D on May 12, 2023

• Snowflake Inc. (SNOW $222.46)
  • $222.46 Cap: $76.12B
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Q: I own SNOW and am down 30%. It has been loudly touted as a future all star stock by folks like Brad Gerstner. But hasn’t lived up to the hype and is about 1/2 of previous highs.

With all the focus on and interest in AI, am I better to hold or add to Snow or sell and buy one or more stock that looks to have better upside potential. Do you have 2-3 favourites ?


Thanks for your help.

Upvote 0

Read Answer Asked by Donald on May 12, 2023

• Horizons Enhanced Income Gold Producers ETF Unit Adv Cl (New) (HEPA)
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Q: Hi,

HEPION Parma (HEPA-US: not in your database) had a 1/20 reverse stock split this week. Taking this into account, the stock is still nearly down 50% in 2 days. Liver/ NASH disease is a good research target. Any news I did not see?

Have a great week-end. Thanks

Upvote 0

Read Answer Asked by Denise on May 12, 2023

• Constellation Software Inc. (CSU $3,375.08)
  • $3,375.08 P/E (TTM): 77.96X Cap: $71.52B
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Q: Noticed that CSU has been drifting downward over the past week or so prior to release of quarterly results on Monday? Haven't seen any news releases. Are you aware of any news or talk that is causing this? Expectation of bad results? Thank you.

Upvote 0

Read Answer Asked by jeff on May 12, 2023

Q: What will happen with the emerge etfs now that their registration has been suspended . . . from a stock holders position . . . Can we expect to recover any of our investment.

Upvote 0

Read Answer Asked by Barrie on May 12, 2023

• ATS Corporation (ATS $38.38)
  • $38.38 Cap: $3.76B
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• Jacobs Solutions Inc. (J $134.07)
  • $134.07 P/E (TTM): 56.33X Cap: $15.92B
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• Celsius Holdings Inc. (CELH $42.80)
  • $42.80 P/E (TTM): 389.09X Cap: $11.03B
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Q: Can I please get you take on Jacobs Solutions and Celsius Holdings? Would you prefer ATS Corporation to Jacobs?
Thank you

Upvote 0

Read Answer Asked by Neil on May 12, 2023

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
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• Merck & Company Inc. (MRK $101.09)
  • $101.09 P/E (TTM): 13.36X Cap: $250.90B
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Q: Do not own either, but would like to own both, any problem buying them now?
Thanks Again

Upvote 0

Read Answer Asked by eugene on May 12, 2023

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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Q: This is more of a statement then a question. I am so disappointed in the stock market. WELL is down so far today off those results. It was dropping like a rock before that for over a week. Even on green days where everything was up 5% it would drop 5%. I think CTS is ridiculous as well.

Upvote 0

Read Answer Asked by Steve on May 12, 2023

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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Q: WELL reported fairly good results but market is muted. Thoughts on reason for this? Are you still bullish?

Upvote 0

Read Answer Asked on May 12, 2023

• NexGen Energy Ltd. (NXE $12.59)
  • $12.59 Cap: $8.24B
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Q: Hi,

Thoughts on this company?

Upvote 0

Read Answer Asked by Kelly on May 12, 2023

• Element Fleet Management Corp. (EFN $36.08)
  • $36.08 P/E (TTM): 24.7X Cap: $14.42B
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Q: Thoughts on Elements earnings. They are guiding for between 8.7-9% fcf yield based on yesterdays close. For a steady eddy company this seems like an excellent bargain. What are your thoughts?

Upvote 0

Read Answer Asked by James on May 12, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 90.68X Cap: $140.26B
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Q: Disappointed with this stock performance. What are bears saying and what catalyst could help pivot with positive momentum?

Upvote 0

Read Answer Asked by Chris on May 12, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
  • $62.47 P/E (TTM): 90.68X Cap: $140.26B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
  • $72.02 P/E (TTM): 32.47X Cap: $116B
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Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on May 12, 2023

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $131M
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• Brookfield Corporation Class A Limited (BN $45.28)
  • $45.28 P/E (TTM): 90.68X Cap: $101.67B
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Q: Both BN and SYZ reported. Comments with emphasis on what are impacts going forward. Good, bad or indifferent? Would you buy either of them now?

Upvote 0

Read Answer Asked on May 12, 2023

• Parex Resources Inc. (PXT $17.73)
  • $17.73 P/E (TTM): 11.29X Cap: $1.70B
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Q: Thoughts on quarter and market reaction
Cheers, Chris

Upvote 0

Read Answer Asked by Christopher on May 12, 2023

• Parex Resources Inc. (PXT $17.73)
  • $17.73 P/E (TTM): 11.29X Cap: $1.70B
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Q: Kindly comment of the PXT Q1 results and why it's being downgraded by RBC. Thanks.

Upvote 0

Read Answer Asked by Victor on May 12, 2023

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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Q: Good Morning

Your take please on the earnings from WELL, specifically the increase in Guidance and their profitability

Upvote 0

Read Answer Asked by Marty on May 12, 2023

• illumin Holdings Inc. (ILLM $1.12)
  • $1.12 Cap: $57M
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Q: Hello 5i.

Would appreciate your thoughts on ILLM:CA latest earnings.

It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.

Have held the company for a few years now and I am now considering selling my current position at a loss.

Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.

Thanks again as always. Appreciate the service.

Greg C.

Upvote 0

Read Answer Asked by GREGORY on May 12, 2023

• Morguard Corporation (MRC $114.89)
  • $114.89 P/E (TTM): 5.43X Cap: $1.22B
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Q: Hello,
I've held it for 10 years or so since it was around $100, and now the share price is back to where it was 10 years ago.
What's your view on the company going forward? Is this a time to throw a towel?
Thanks

Upvote 0

Read Answer Asked by Timour on May 12, 2023