Investment Q&A

• First Solar Inc. (FSLR $178.33)
  • $178.33 P/E (TTM): 14.95X Cap: $18.85B
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• Generac Holdlings Inc. (GNRC $150.25)
  • $150.25 P/E (TTM): 26.72X Cap: $9.04B
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• ABB Ltd. (ABBNY $65.49)
  • $65.49 P/E (TTM): 32.36X Cap: $119.57B
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Q: Hi Peter/Ryan, you mentioned in the last update that renewable energy companies are to be considered for investment, can you suggest some companies that manufacture and develop equipment for renewables that are worth investing in. Thanks

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Read Answer Asked by Nick on November 05, 2020

• Freehold Royalties Ltd. (FRU $13.14)
  • $13.14 P/E (TTM): 13.38X Cap: $2.17B
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• Invesque Inc. (IVQ $0.15)
  • $0.15 Cap: $123M
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Q: Those 2 Cies lost majority of their value in 2020 and still keep going down, is there any hope for the long term,and are they at risk for bankruptcy ? Thanks for your excellent analysis

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Read Answer Asked by Jean-Yves on November 05, 2020

Q: Is it possible to measure the beta of an entire portfolio and if so, what would it be for your BE portfolio?

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Read Answer Asked by Fred on November 05, 2020

• Jaguar Mining Inc. (JAG $3.90)
  • $3.90 Cap: $296M
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Q: Hi Peter and Team,

I would like your thoughts on Jaguar mining with recent developments and the fact it's initiated a dividend recently.

Thanks,

Marc

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Read Answer Asked by Marc on November 05, 2020

• Axis Auto Finance Inc. (AXIS $0.01)
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Q: I am currently very concerned about the future of the market as a result of its apparent disconnect between fundamental values and stock prices. Does this perspective suggest an environment where Axis could be successful? What is your opinion of their prospects/financial strength, etc.?

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Read Answer Asked by David on November 05, 2020

• EcoSynthetix Inc. (ECO $4.06)
  • $4.06 Cap: $239M
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Q: Could you comment on third quarter earnings and provide a quick take of your thoughts on this company?

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Read Answer Asked by Jeff on November 05, 2020

Q: I want to sell shares of BBD, NFI, SU. Do you suggest that I sell at market or should I put a price limit?
Same question for 32 shares of DXC and 43 shares of MFGP.
And can I sell those shares even if the lots are irregular?

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Read Answer Asked by Serge on November 05, 2020

• Alimentation Couche-Tard Inc. (ATD $76.67)
  • $76.67 P/E (TTM): 20.25X Cap: $71.51B
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Q: What is your take on ATD's acquisition of Convenience Retail Asia Limited
thank you

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Read Answer Asked by Gilles on November 05, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 34.28X Cap: $4.06B
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Q: Please comment on earnings. Thank you.

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Read Answer Asked by Terry on November 05, 2020

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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Q: Comments on quarter? Thanks.

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Read Answer Asked by Jeff on November 05, 2020

• Quarterhill Inc. (QTRH $1.31)
  • $1.31 Cap: $156M
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Q: Please comment on today's financial results.

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Read Answer Asked by Pierre on November 05, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.71)
  • $17.71 Cap: $2.36B
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Q: Morning guys:
Please comment on this mornings results.
Thank u for being great stock pickers .
Mark

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Read Answer Asked by Mark on November 05, 2020

• Fab-Form Industries Ltd. (FBF $1.33)
  • $1.33 P/E (TTM): 28.16X Cap: $12M
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Q: I see Fabform products on a lot of construction sites. Small company but looks like it's conservatively managed. Can't tell if it's owned by insiders. Maybe it will get a boost with infrastructure spending.
Dan

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Read Answer Asked by Deny on November 05, 2020

• Harvest Healthcare Leaders Income ETF (HHL $6.95)
  • $6.95 P/E (TTM): 28.23X Cap: $1.09B
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Q: Can you please comment on HHL. This ETF pays a dividend of about 9% and seems to be very stable. My only other healthcare holding is a small position in WELL. Should HHL be held in my RSP, TFSA or CASH account.
Thanks!

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Read Answer Asked by Grant on November 05, 2020

• Wesdome Gold Mines Ltd. (WDO $17.28)
  • $17.28 P/E (TTM): 13.82X Cap: $2.55B
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Q: Could you please provide your expert analysis with regards to the results from Wesdom Mining. 5% hit. Not what street was expecting?
Thanks
Dave.

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Read Answer Asked by David on November 05, 2020

• Parex Resources Inc. (PXT $14.60)
  • $14.60 P/E (TTM): 13.24X Cap: $1.43B
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Q: Thoughts on PXT's latest earnings?

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Read Answer Asked by Richard on November 05, 2020

• WSP Global Inc. (WSP $284.35)
  • $284.35 P/E (TTM): 52.77X Cap: $37.70B
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Q: Can you comment on their earnings?

Thanks

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Read Answer Asked by Clarence on November 05, 2020

• Fortinet Inc. (FTNT $106.94)
  • $106.94 P/E (TTM): 43.38X Cap: $80.69B
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• Fastly Inc. Class A (FSLY $7.15)
  • $7.15 Cap: $1.03B
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Q: Hello Peter,
Even though both provide security solutions, they cater to different type of clients? Which of these two you think has a better chance of price appreciation from today's price?
Regards
Rajiv

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Read Answer Asked by Rajiv on November 05, 2020

• ATS Corporation (ATS $42.28)
  • $42.28 Cap: $4.19B
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Q: Hello, could you please comment on results. A recent purchase. Would like to know what you think Is important to focus on in the next coming quarters, or hopefully, years. Thank you.

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Read Answer Asked by Adam on November 05, 2020

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Hello, your current thoughts on home capital please. Hasn’t been talked about in a while. Thank you.

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Read Answer Asked by Adam on November 05, 2020