Investment Q&A

• Amazon.com Inc. (AMZN $227.84)
  • $227.84 P/E (TTM): 37.35X Cap: $2.43T
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• Alphabet Inc. (GOOG $190.54)
  • $190.54 P/E (TTM): 21.33X Cap: $2.31T
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• Netflix Inc. (NFLX $1,215.80)
  • $1,215.80 P/E (TTM): 58.28X Cap: $524.98B
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Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

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Read Answer Asked by Barry on May 14, 2021

• CI Financial Corp. (CIX $31.74)
  • $31.74 Cap: $4.54B
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Q: your comments on the results would be appreciated. They seem t be executing well.

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Read Answer Asked by Murray on May 14, 2021

Q: We have seen the Canadian dollar increase to 82 cents in this environment, if one believes that the Loonie will fall should I move from the hedged to the unhedged versions of the ETFs.

Thanks

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Read Answer Asked by David on May 14, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.69)
  • $17.69 Cap: $2.43B
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• Celsius Holdings Inc. (CELH $43.82)
  • $43.82 P/E (TTM): 132.15X Cap: $11.24B
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Q: Please comment on CELH earning report . AT & LSPD keep falling. Any concern ? Good entry point or to add ? Thanks a lot

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Read Answer Asked by Lai Kuen on May 14, 2021

• WELL Health Technologies Corp. (WELL $4.67)
  • $4.67 Cap: $1.16B
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Q: Would this be a good time to start a new position in WELL?

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Read Answer Asked by Robert on May 14, 2021

• Royal Helium Ltd. (RHC)
  • Cap: $7M
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• Avanti Helium Corp. (AVN $0.08)
  • $0.08 Cap: $9M
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• Linde plc (LIN $470.06)
  • $470.06 P/E (TTM): 34.16X Cap: $221.71B
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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 $52.13)
  • $52.13 P/E (TTM): 61.0X Cap: $25.87B
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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 $2.15)
  • $2.15 Cap: $140M
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• Sangoma Technologies Corporation (STC $8.10)
  • $8.10 Cap: $266M
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• Sylogist Ltd. (SYZ $9.64)
  • $9.64 Cap: $228M
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• Savaria Corporation (SIS $19.74)
  • $19.74 P/E (TTM): 29.04X Cap: $1.40B
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• Capstone Copper Corp. (CS $7.88)
  • $7.88 P/E (TTM): 51.84X Cap: $6.02B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.24)
  • $19.24 P/E (TTM): 26.34X Cap: $1.87B
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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 $480.20)
  • $480.20 Cap: $120.03B
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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 $189.82)
  • $189.82 P/E (TTM): 101.79X Cap: $24.92B
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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 $4,889.78)
  • $4,889.78 P/E (TTM): 104.1X Cap: $104.49B
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• Dollarama Inc. (DOL $185.58)
  • $185.58 P/E (TTM): 42.86X Cap: $52.04B
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• Kinaxis Inc. (KXS $199.61)
  • $199.61 P/E (TTM): 432.13X Cap: $5.65B
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• Magna International Inc. (MG $56.92)
  • $56.92 P/E (TTM): 10.38X Cap: $16.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.27)
  • $170.27 P/E (TTM): 104.34X Cap: $228.06B
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 109.51X Cap: $844M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.69)
  • $17.69 Cap: $2.43B
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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 $37.32)
  • $37.32 Cap: $24.57B
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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 $46.03)
  • $46.03 P/E (TTM): 37.04X Cap: $64.90B
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• Lundin Mining Corporation (LUN $13.88)
  • $13.88 Cap: $11.93B
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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 $81.72)
  • $81.72 P/E (TTM): 97.6X Cap: $39.32B
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• JD.com Inc. (JD $33.55)
  • $33.55 P/E (TTM): 8.91X Cap: $48.54B
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• Roku Inc. (ROKU $90.24)
  • $90.24 Cap: $13.44B
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• Pinterest Inc. Class A (PINS $38.45)
  • $38.45 P/E (TTM): 13.82X Cap: $25.71B
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• Airbnb Inc. (ABNB $138.25)
  • $138.25 P/E (TTM): 35.04X Cap: $86.48B
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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 $15.65)
  • $15.65 P/E (TTM): 33.67X Cap: $519M
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• Domino's Pizza Inc (DPZ $473.01)
  • $473.01 P/E (TTM): 26.5X Cap: $15.82B
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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 $42.00)
  • $42.00 P/E (TTM): 40.3X Cap: $1.24B
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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 $41.18)
  • $41.18 P/E (TTM): 32.35X Cap: $14.70B
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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 $9.64)
  • $9.64 Cap: $228M
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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