Investment Q&A

• Kinaxis Inc. (KXS $122.01)
  • $122.01 P/E (TTM): 76.06X Cap: $3.45B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.17)
  • $146.17 P/E (TTM): 92.54X Cap: $208.73B
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• Real Matters Inc. (REAL $6.30)
  • $6.30 Cap: $487M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.58)
  • $11.58 Cap: $1.65B
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Q: What companies on your radar have the strongest balance sheets? Thanks.

Upvote 0

Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Knight Therapeutics Inc. (GUD $5.90)
  • $5.90 Cap: $588M
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Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT $0.40)
  • $0.40 Cap: $101M
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $59.59)
  • $59.59 P/E (TTM): 57.34X Cap: $636M
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• TD Global Technology Leaders Index ETF (TEC $49.82)
  • $49.82 P/E (TTM): 31.1X Cap: $3.28B
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Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

Upvote 0

Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $10.51)
  • $10.51 Cap: $2.98B
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• Chartwell Retirement Residences (CSH.UN $21.12)
  • $21.12 P/E (TTM): 95.09X Cap: $6.44B
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• Alaris Equity Partners Income Trust (AD.UN $22.05)
  • $22.05 P/E (TTM): 6.1X Cap: $1.01B
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Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $43.70)
  • $43.70 P/E (TTM): 16.75X Cap: $12.80B
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Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

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Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB $4.61)
  • $4.61 Cap: $2.79B
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Q: I would appreciate your comments on BB.
Clayton

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Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $1.01B
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Q: Hi team,
Any new information out there attributing to the 6% sell-off in WELL today. Seems a bit more than normal fluctuations.
Thanks again
Dave

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $181.39)
  • $181.39 P/E (TTM): 25.83X Cap: $173.34B
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $22.72)
  • $22.72 Cap: $710M
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $158.54)
  • $158.54 P/E (TTM): 21.68X Cap: $379.46B
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Q: Hello. Any idea as what happened with the proposed split.

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Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
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Q: Hi 5i,
This fund managed by BAM currently yield over 19 %. I have bought a very small position thinking to add more to my RRIF. Is the yield save? It is trade at a very thin volume. Would you kindly give me your opinion please, thanks!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $5.90)
  • $5.90 Cap: $588M
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Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.60)
  • $99.60 P/E (TTM): 14.73X Cap: $21.98B
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Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

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Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB $70.62)
  • $70.62 P/E (TTM): 26.48X Cap: $152.58B
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• TC Energy Corporation (TRP $83.43)
  • $83.43 P/E (TTM): 24.87X Cap: $86.05B
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• Pembina Pipeline Corporation (PPL $59.29)
  • $59.29 P/E (TTM): 20.48X Cap: $34.49B
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• AltaGas Ltd. (ALA $43.70)
  • $43.70 P/E (TTM): 16.75X Cap: $12.80B
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• Keyera Corp. (KEY $50.75)
  • $50.75 P/E (TTM): 36.17X Cap: $11.25B
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Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.92)
  • $0.92 P/E (TTM): 5.75X Cap: $49M
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Q: It has been a while since your last (very thorough) look at Urbanfund. Can you provide your perspective on the reliability of their dividend and future prospects? Many thanks.

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Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X
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Q: Hello
WIR.UN trades on the TSX but pays its dividend in US dollars. Will this dividend by subject to the 15% withholding tax in a non-registered or TFSA account?
thanks

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $96.15)
  • $96.15 P/E (TTM): 12.92X Cap: $1.46B
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Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

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Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG $2.55)
  • $2.55 Cap: $66M
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Q: Pls update your comments on Brag after their numbers being released.
Thx

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Read Answer Asked by Bill on August 28, 2020

• BRP Inc. Subordinate Voting Shares (DOO $104.15)
  • $104.15 Cap: $7.88B
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Q: Could you please give your opinion of DOO's latest quarter?

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Read Answer Asked by Tristan on August 28, 2020