Investment Q&A

• Royal Helium Ltd. (RHC)
  • Cap: $7M
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• Avanti Helium Corp. (AVN $0.25)
  • $0.25 Cap: $28M
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• Linde plc (LIN $429.91)
  • $429.91 P/E (TTM): 31.49X Cap: $202.57B
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Q: How would you play the helium shortage?
Carl

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Read Answer Asked by Carl on May 14, 2021

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.29)
  • $60.29 P/E (TTM): 106.49X Cap: $30.18B
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Q: From what I see, on Jan. 1/11 TECK.B:CA stock was over $60. Today it is half the price. What would account for the difference? Are commodity prices not at or close to all time highs? Is it sentiment? More shares issued since then? It's a head-scratcher for me.

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Read Answer Asked by James on May 14, 2021

• Largo Inc. (LGO $1.62)
  • $1.62 Cap: $105M
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• Sangoma Technologies Corporation (STC $6.92)
  • $6.92 Cap: $234M
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• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.26X Cap: $1.55B
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• Capstone Copper Corp. (CS $11.83)
  • $11.83 P/E (TTM): 83.55X Cap: $9.39B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 103.16X Cap: $1.88B
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• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

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Read Answer Asked by simon on May 14, 2021

• CrowdStrike Holdings Inc. (CRWD $538.68)
  • $538.68 Cap: $135.18B
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Q: Who do you like best in The Cyber Security world?
Thanks

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Read Answer Asked by DAVID on May 14, 2021

• Topicus.com Inc. (TOI $132.09)
  • $132.09 P/E (TTM): 73.77X Cap: $11.01B
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Q: How does your average cost on topicus come in at 63.30 when you added a 1 % position at 92 on April29th? Thx

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Read Answer Asked by blake on May 14, 2021

• Constellation Software Inc. (CSU $3,586.89)
  • $3,586.89 P/E (TTM): 91.49X Cap: $73.19B
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• Dollarama Inc. (DOL $181.09)
  • $181.09 P/E (TTM): 40.46X Cap: $49.83B
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• Kinaxis Inc. (KXS $168.66)
  • $168.66 P/E (TTM): 147.97X Cap: $4.80B
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• Magna International Inc. (MG $62.49)
  • $62.49 P/E (TTM): 10.62X Cap: $17.89B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
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• ECN Capital Corp. (ECN $2.75)
  • $2.75 Cap: $774M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

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Read Answer Asked by Rino on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.22)
  • $42.22 Cap: $28.16B
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Q: Hello, Could you explain what is happening with Bep.un. Seems to be in a freefall for the last few months. What is your analysis of this company and and its outlook? Thanks

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Read Answer Asked by pietro on May 14, 2021

• Freeport-McMoRan Inc. (FCX $41.73)
  • $41.73 P/E (TTM): 30.95X Cap: $60.57B
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• Lundin Mining Corporation (LUN $22.68)
  • $22.68 Cap: $20.09B
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Q: Any idea why these 2 have diverged in May?

Thanks

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Read Answer Asked by Mark on May 14, 2021

Q: What can you tell me about this company and the future IPO? Thanks

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Read Answer Asked by Colette on May 14, 2021

• The Trade Desk Inc. (TTD $48.97)
  • $48.97 P/E (TTM): 62.25X Cap: $23.94B
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• JD.com Inc. (JD $33.37)
  • $33.37 P/E (TTM): 9.17X Cap: $49.93B
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• Roku Inc. (ROKU $100.03)
  • $100.03 Cap: $14.73B
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• Pinterest Inc. Class A (PINS $32.51)
  • $32.51 P/E (TTM): 11.86X Cap: $22.10B
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• Airbnb Inc. (ABNB $126.34)
  • $126.34 P/E (TTM): 31.15X Cap: $78.51B
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Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

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Read Answer Asked by Robert on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA $15.57)
  • $15.57 P/E (TTM): 22.37X Cap: $520M
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• Domino's Pizza Inc (DPZ $403.96)
  • $403.96 P/E (TTM): 24.02X Cap: $13.71B
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Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

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Read Answer Asked by Michael on May 14, 2021

• Docebo Inc. (DCBO $34.86)
  • $34.86 P/E (TTM): 39.45X Cap: $1B
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Q: Please comment on today's earnings announcement and thoughts regarding the company going forward.
Thanks.

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Read Answer Asked by Greg on May 13, 2021

• Pan American Silver Corp. (PAAS $49.75)
  • $49.75 P/E (TTM): 24.16X Cap: $17.70B
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Q: Please comment on the recent earnings report. I am a long term holder. Thanks for this great service.

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Read Answer Asked by Christopher on May 13, 2021

• Sylogist Ltd. (SYZ $6.38)
  • $6.38 Cap: $149M
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 13, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Comments on their earnings and valuation please.

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Read Answer Asked by Ken on May 13, 2021

• AirBoss of America Corp. (BOS $4.66)
  • $4.66 Cap: $126M
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Q: Kindly comment on the BOS 2021 Q1 results and the guidance. I assume the 43% increase in dividend can only be a good thing. However, in this environment who knows for sure?

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Read Answer Asked by Victor on May 13, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hello. Photon Controls, my largest holding, held up well this past week with an offer pending. Would you recommend keeping some (or all) PHO on the chance of a higher bid? Will you recommend 5 Canadian growth non-tech stocks to replace some or all of PHO today? I have several US and CAD tech companies now. Thanks to all for your help with investing!

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Read Answer Asked by Catherine on May 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.39)
  • $16.39 Cap: $2.25B
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Q: Can you comment on LSPD’s partnership with Google. Is this big news?

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Read Answer Asked by Mike on May 13, 2021

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.19)
  • $19.19 P/E (TTM): 103.16X Cap: $1.88B
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Q: Good morning. Can I please get your opinion on Q1 results. Market does not seem to like what they see,

Cheers,
Adam

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Read Answer Asked by Adam on May 13, 2021

• Knight Therapeutics Inc. (GUD $5.80)
  • $5.80 Cap: $577M
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Q: Good morning team,
Any idea why GUD has halted?
Thx!

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Read Answer Asked by Silvia on May 13, 2021