Investment Q&A

• Methanex Corporation (MX $44.79)
  • $44.79 P/E (TTM): 9.81X Cap: $3.07B
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• Descartes Systems Group Inc. (The) (DSG $137.00)
  • $137.00 P/E (TTM): 61.25X Cap: $11.94B
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• Knight Therapeutics Inc. (GUD $6.48)
  • $6.48 P/E (TTM): 62.67X Cap: $630M
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Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks

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Read Answer Asked on November 08, 2019

• Boston Pizza Royalties Income Fund (BPF.UN $19.70)
  • $19.70 P/E (TTM): 21.5X Cap: $485M
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Q: Hi 5i - what is your take on the recent quarter results and the long term (10 year hold plus) prospects for Boston Pizza? Thanks, Neil

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Read Answer Asked by Neil on November 08, 2019

• Covalon Technologies Ltd. (COV $2.43)
  • $2.43 P/E (TTM): 17.5X Cap: $67M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: I'm trimming my portfolio, and plan to get out either CRH or COV. What would you recommend?

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Read Answer Asked by Rick on November 08, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.38)
  • $5.38 P/E (TTM): 23.17X Cap: $231M
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Q: Can you please give me your thoughts on the latest quarter and prospects? Thanks.

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Read Answer Asked by Michael on November 08, 2019

• RIV Capital Inc. Class A common shares (RIV)
  • P/E (TTM): -1.6X Cap: $213M
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Q: May I please get your updated thoughts on Canopy Rivers at current price levels? Thanks.

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Read Answer Asked by Marco on November 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.25)
  • $204.25 P/E (TTM): 123.17X Cap: $267.02B
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Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price

I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?

Thank you

Sheldon

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Read Answer Asked by Sheldon on November 08, 2019

• Enbridge Inc. (ENB $65.56)
  • $65.56 P/E (TTM): 22.74X Cap: $141.02B
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Q: Comment on enbridge qtr?

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Read Answer Asked by Greg on November 08, 2019

• Northland Power Inc. (NPI $22.02)
  • $22.02 P/E (TTM): 22.41X Cap: $5.80B
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Q: Could you please comment on NPIs earnings? Thanks.m

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Read Answer Asked by Gary on November 08, 2019

• Stella-Jones Inc. (SJ $76.22)
  • $76.22 P/E (TTM): 13.05X Cap: $4.32B
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Q: comments on the quarter please?

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Read Answer Asked by blake on November 08, 2019

• Expedia Group Inc. (EXPE $194.35)
  • $194.35 P/E (TTM): 23.3X Cap: $24.82B
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Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?

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Read Answer Asked by dan on November 08, 2019

• Microsoft Corporation (MSFT $521.47)
  • $521.47 P/E (TTM): 38.27X Cap: $3.88T
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Q: Do you think there is much upside left in Microsoft or
is it time to take profits? I have done extremely well with it in the last number of years.

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Read Answer Asked by James on November 08, 2019

• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Norbord Inc. (OSB $56.97)
  • $56.97 P/E (TTM): 15.26X Cap: $4.59B
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• Interfor Corporation (IFP $12.40)
  • $12.40 Cap: $655M
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• Western Forest Products Inc. (WEF $12.01)
  • $12.01 Cap: $130M
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Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?

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Read Answer Asked by jim on November 08, 2019

• Constellation Software Inc. (CSU $4,858.85)
  • $4,858.85 P/E (TTM): 96.06X Cap: $97.47B
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Q: We have been warned that this could happen. Still, I am sure that many of us are concerned on the “three black crows “ and the “triple breakdown” that we are seeing . CSU has plummeted $100.00 / sh this week .

Even for those of us that trim , this has been a big hit. Based on your experience , should we expect the price to continue its descent , or should we be expecting some re-tracement at this point.
THANKS

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Read Answer Asked by Thomas on November 08, 2019

• Franco-Nevada Corporation (FNV $241.90)
  • $241.90 P/E (TTM): 53.86X Cap: $45.48B
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Q: Would their exposure to oil and gas taint your view for gold exposure enough to go to a name like AEM or KL? Appreciate your response.

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Read Answer Asked by Michael on November 08, 2019

Q: This question my be too "personal", so if you choose not to answer I would understand. I find your responses to questions to be quite expedient, especially around earnings season, and exceptionally informative. I'm wondering how large your staff is?

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Read Answer Asked by Edgar on November 08, 2019

• TELUS Corporation (T $22.06)
  • $22.06 P/E (TTM): 34.53X Cap: $33.45B
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Q: telus results - looks good - your opinion please.

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Read Answer Asked by kelly on November 08, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.00)
  • $79.00 P/E (TTM): 16.1X Cap: $13.88B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $93.56)
  • $93.56 P/E (TTM): 35.01X Cap: $4.14B
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Q: Hi, could you please post the earning estimates for PBH,CCL.b and BYD.un. Thanks

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Read Answer Asked by rajeev on November 08, 2019

• Canaccord Genuity Group Inc. (CF $9.55)
  • $9.55 Cap: $985M
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Q: Hello,
Could you please comment on their results and outlook. Is it worth holding this stock?
Thanks
Victor

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Read Answer Asked by Victor on November 08, 2019

• Fire & Flower Holdings Corp. (FAF $0.29)
  • $0.29 Cap: $13M
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Q: ANY THOUGHTS ON FAF. WOULD YOU CONSIDER IT A BUY AT THE CURRET $1.00 LEVEL?
GUY

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Read Answer Asked by Guy R. on November 08, 2019

• Cipher Pharmaceuticals Inc. (CPH $15.03)
  • $15.03 P/E (TTM): 31.23X Cap: $394M
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Q: It looks like this company should be quite profitable after taking all the one time impairment charges in this latest quarter. What do you think of it moving forward as a value play.

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Read Answer Asked by Scott on November 08, 2019