Investment Q&A

• Premium Brands Holdings Corporation (PBH)
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Q: Hello

Beside Nutrien 3 % in my investments I don't have any stocks in the food Industry. What's your outlook on Premium Brands today, is it a good buy at 80 $ with a 3.6 % dividend. Simply wall st reported today an intrinsic value up to 44 %. If Not do you have better ideas, Loblaws, Restaurant Brands, etc
Thank You so much.

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Read Answer Asked by Michel on November 10, 2022

• Maverix Metals Inc. (MMX)
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• Triple Flag Precious Metals Corp. (TFPM)
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Q: Good Morning Peter, Ryan, and Team,
I would appreciate your opinion of MMX being acquired by Triple Flag ?? I have some MMX. Is the combined entity worth holding for precious metals exposure as opposed to taking cash. Thank you as always for your help. DL

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Read Answer Asked by Dennis on November 10, 2022

• Palo Alto Networks Inc. (PANW)
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• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

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Read Answer Asked by Ozzie on November 10, 2022

• Digital Turbine Inc. (APPS)
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Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.

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Read Answer Asked by Justin on November 10, 2022

• ECN Capital Corp. (ECN)
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Q: Please comment on earnings and prospects going forward.

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Read Answer Asked by Jerry on November 10, 2022

• Converge Technology Solutions Corp. (CTS)
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Q: So what is your assessment of their 3rd Q Report. Why is there a sell off in the stock. Is it a buy hold or sell.

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Read Answer Asked by Earl on November 10, 2022

• Block Inc. Class A (SQ)
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• Crocs Inc. (CROX)
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• Digital Turbine Inc. (APPS)
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• Roblox Corporation Class A (RBLX)
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Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Upvote 1

Read Answer Asked by Shane on November 10, 2022

• Coinbase Global Inc (COIN)
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Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

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Read Answer Asked by Milan on November 10, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Your thoughts please on their latest quarter?

Thx

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Read Answer Asked by blake on November 10, 2022

• Upstart Holdings Inc. (UPST)
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Q: Hi,
I think UPST was down on every possible metric in its earnings report. Did you see anything at all positive? Do you still see it as a Hold?
Thanks

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Read Answer Asked by Dave on November 10, 2022

• Amazon.com Inc. (AMZN)
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Q: AMZN is down significatly today. Is there any news to explain the drop. Would you buy it at today's price

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Read Answer Asked by Lakis on November 10, 2022

• goeasy Ltd. (GSY)
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Q: Wanting to top up my GSY holding. Do you believe tax loss selling will drive the price lower as we reach the end of the year? (I feel I may have missed the boat as its gone up 10% in the last couple of weeks.) Thanks.

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Read Answer Asked by Maureen on November 10, 2022

• Lockheed Martin Corporation (LMT)
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• RTX Corporation (RTX)
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Q: Which stocks do you recomend for the defence sector?

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Read Answer Asked by Nizar on November 10, 2022

• WELL Health Technologies Corp. (WELL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Digital Turbine Inc. (APPS)
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• Upstart Holdings Inc. (UPST)
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Q: I have significant losses in these companies. I don't need tax losses.

Should I average down on these companies or is there any of these companies that I should sell and move on?

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Read Answer Asked by Timothy on November 10, 2022

• Edwards Lifesciences Corporation (EW)
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Q: Can I get your opinion on Edward Sciences. I have done well with all of my health stocks except this one (down by about 42%).

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Read Answer Asked by BRYAN on November 10, 2022

• Goodfood Market Corp. (FOOD)
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Q: Any news to excite me about Good Foods symbol FOOD

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Read Answer Asked by Del on November 10, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• Crocs Inc. (CROX)
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• Fox Factory Holding Corp. (FOXF)
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Q: In your reply to Shane you said "we think an investor who chooses the right stocks, and can do nothing for three years, is going to see some very hefty returns when this thing turns"; please elaborate and give me a few names. Thanks.

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Read Answer Asked by K on November 10, 2022

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: With their stellar 3rd quarter report, does this soften your negativity towards this company? Or is it still one of your most unfavourite stocks?

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Read Answer Asked by Dr Lorraine on November 10, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: I noticed in a recent answer, you suggested SE as a current buy recommendation. I’m down over 75% on this one but have been wondering about adding to my position. Are there particular growth drivers that you foresee for it, over a longterm (years) hold? Thank you.

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Read Answer Asked by Anthony on November 10, 2022

• American Tower Corporation (REIT) (AMT)
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• AvalonBay Communities Inc. (AVB)
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• Welltower Inc. (WELL)
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• Realty Income Corporation (O)
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• Prologis Inc. (PLD)
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• Public Storage (PSA)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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• Tricon Residential Inc. (TCN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• Choice Properties Real Estate Investment Trust (CHP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Digital Realty Trust Inc. (DLR)
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• Federal Realty Investment Trust (FRT)
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• Spirit Realty Capital Inc. (SRC)
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Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.

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Read Answer Asked by Mark on November 10, 2022