Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.44)
  • $38.44 P/E (TTM): 76.32X Cap: $6.08B
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $223.61)
  • $223.61 P/E (TTM): 73.77X Cap: $11.29B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: How was their q3? Did it beat expectations? What do you think of this reit relative to alternatives?

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Read Answer Asked by Scott on November 10, 2021

Q: Definity Financial Corp is currently being marketed for an IPO with a price range of $19 - $22. Given the information available what are your initial thoughts? Would you participate?

Thanks - Phil

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Read Answer Asked by philip on November 10, 2021

Q: Any input on this ipo would be appreciated!

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Read Answer Asked by Todd on November 10, 2021

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.03)
  • $12.03 P/E (TTM): 25.77X Cap: $3.51B
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Q: DIR is up 25% since June. Do you think this REIT is now overvalued or fairly valued and what are your thoughts about its growth prospects in the next 2 to 3 years?

Thanks for the great service.

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Read Answer Asked by David C. on November 10, 2021

Q: Any thoughts on this ipo? Have they tried before as when read the description, it mentions reworked?

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Read Answer Asked by Todd on November 10, 2021

Q: Hi
Thoughts on the Coveo IPO ? thank you

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Read Answer Asked by francis on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $7.81)
  • $7.81 Cap: $5.99B
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Q: hi, Ben Pham of BMO has a report out today on AQN. do you agree with the assessment, and do you see this as a good buy price? this would most likely be a long term hold for me. cheers, Chris

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Read Answer Asked by chris on November 10, 2021

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Hello 5i
Please let us know what the market is objecting to on BYDs report.
Many thanks,

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Read Answer Asked by Kat on November 10, 2021

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Your link to Cheryl's question still does not work


Sheldon

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Read Answer Asked by Sheldon on November 10, 2021

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Hi Peter, Ryan, and Team

Re: Cheryl's question -- Could you please post a link showing your comments on Boyd's earnings? I searched and can't find it.

Thanks!

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Read Answer Asked by Jerry on November 10, 2021

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Please comment on earnings

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Read Answer Asked by Agata on November 10, 2021

• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Please comment on their latest quarterly report. Thank you.

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Read Answer Asked by Cheryl on November 10, 2021

• Global X Big Data & Hardware Index ETF (HBGD $54.10)
  • $54.10 P/E (TTM): 30.17X Cap: $40M
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Q: Considering that this ETF is small with short history, are there other ETF's actively or passively managed or other mutual funds that resembles this one? Drilling down in the content of this ETF do you consider it much different from other science and technology fund/etf? Appreciate your opinion on the prospect of this ETF? Thanks

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Read Answer Asked by Saad on November 10, 2021

• Kulicke and Soffa Industries Inc. (KLIC $39.57)
  • $39.57 P/E (TTM): 478.43X Cap: $2.06B
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• null (SGH)
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• Nova Ltd. (NVMI $344.00)
  • $344.00 Cap: $10.29B
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Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

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Read Answer Asked by TRINA on November 10, 2021

• Topaz Energy Corp. (TPZ $25.00)
  • $25.00 P/E (TTM): 60.63X Cap: $3.84B
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Q: Can you please give your view of this stock for a long term income investor.

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Read Answer Asked by John on November 10, 2021

• Welltower Inc. (WELL $180.88)
  • $180.88 P/E (TTM): 99.42X Cap: $124.14B
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• Ventas Inc. (VTR $74.36)
  • $74.36 P/E (TTM): 162.28X Cap: $33.79B
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• Chartwell Retirement Residences (CSH.UN $20.39)
  • $20.39 P/E (TTM): 92.64X Cap: $5.93B
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• Sienna Senior Living Inc. (SIA $18.84)
  • $18.84 P/E (TTM): 48.23X Cap: $1.75B
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Q: what would be your top choices as an investment in the "senior homes" (residences) category for both Canada and the U.S.?

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Read Answer Asked by ed on November 10, 2021

Q: What does this mean when you mention 'other interest' on a US stock? Thanks

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Read Answer Asked by eugene on November 10, 2021

• Adaptimmune Therapeutics plc (ADAP)
  • Cap: $14M
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• Allogene Therapeutics Inc. (ALLO $1.21)
  • $1.21 Cap: $270M
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Q: I'm interested in investing in CAR T-Cell therapy, and these are a couple of the few I've located so far. May I have your thoughts? Are there any others you are aware of that you would prefer?

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Read Answer Asked by Rick on November 10, 2021

• Suncor Energy Inc. (SU $55.56)
  • $55.56 P/E (TTM): 11.97X Cap: $67.40B
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• Enbridge Inc. (ENB $65.71)
  • $65.71 P/E (TTM): 22.89X Cap: $143.31B
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• Air Canada Voting and Variable Voting Shares (AC $18.24)
  • $18.24 P/E (TTM): 4.92X Cap: $5.40B
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• ATS Corporation (ATS $37.29)
  • $37.29 Cap: $3.64B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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• Premium Brands Holdings Corporation (PBH $95.42)
  • $95.42 P/E (TTM): 45.58X Cap: $4.26B
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
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• goeasy Ltd. (GSY $167.10)
  • $167.10 P/E (TTM): 10.15X Cap: $2.68B
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• Boyd Group Services Inc. (BYD $221.49)
  • $221.49 P/E (TTM): 412.9X Cap: $4.75B
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Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

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Read Answer Asked by alex on November 10, 2021

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.15)
  • $18.15 P/E (TTM): 10.89X Cap: $773M
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Q: Could you comment on both DRM's third quarter results and also your overall impression of it. It has grown in to my second largest holding and it seems like they are doing many things right....wondering if you feel the same?

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Read Answer Asked by Jeff on November 10, 2021