Investment Q&A

• MEDIFAST INC (MED $10.83)
  • $10.83 P/E (TTM): 31.52X Cap: $120M
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• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Ultra Clean Holdings Inc. (UCTT $31.75)
  • $31.75 Cap: $1.34B
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• Celsius Holdings Inc. (CELH $48.69)
  • $48.69 P/E (TTM): 434.09X Cap: $12.39B
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• Mitek Systems Inc. (MITK $10.49)
  • $10.49 P/E (TTM): 53.03X Cap: $466M
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Q: Top 5 CDN and top 5 US small caps gauged on anticipated growth with 5-year minimum hold, ranked in one list, 1st-10th.
Thank you,
Ian.

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Read Answer Asked by Ian on April 19, 2021

Q: Hi Gang
Great job you guys do
Been with you guys a long time
Can you give me your top 5 small caps with good future upside for next two yrs all Canadian
Thanks Mike B

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Read Answer Asked by Mike on April 19, 2021

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Zargon Oil & Gas Ltd. (ZAR $0.05)
  • $0.05 Cap: $1M
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Q: I have small positions in each; both underwater for a long time. Any point in hanging on?

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Read Answer Asked by Jean on April 19, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.28B
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Q: Article today about TouchBistro and Toast- sound like competitors to LSPD-
what is the competitive landscape for this - anyone the leader and anyone a likely
takeout?

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Read Answer Asked by Scott on April 19, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: MRS looks interesting. Can you paint 2 different scenarios for the company going forward. First is a positive one where things go as the company hopes they will and the second where things don't pan out. What might be expected in each - revenue and earnings-wise and what impact might it have on stock price. I'm trying to assess the best and worst case scenarios.

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Read Answer Asked on April 19, 2021

• Trimble Inc. (TRMB $81.55)
  • $81.55 P/E (TTM): 53.47X Cap: $18.85B
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Q: What is your recommendation on this company as a infrastructure investment. Would it be a good company to invest in?

Thank you.

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Read Answer Asked by Donna on April 19, 2021

• Mastercard Incorporated (MA $580.34)
  • $580.34 P/E (TTM): 36.01X Cap: $510.57B
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• Visa Inc. (V $357.56)
  • $357.56 P/E (TTM): 33.97X Cap: $681.32B
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Q: Based on today's Valuation would you choose $V or $MA for a 1 to 3 year hold.


Thanks Valter

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Read Answer Asked by Valter on April 19, 2021

• Baylin Technologies Inc. (BYL $0.27)
  • $0.27 Cap: $42M
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Q: Hello,

BYL stock price was cut almost in half during the past couple of month.
Do you have any insight as to why and what is your outlook on the company currently?

Thank you

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Read Answer Asked by Timour on April 19, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO $4.78)
  • $4.78 Cap: $10.91B
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Q: Your thoughts on prospects for short-term gain with NIO's depressed price? Understand they have been suffering with production problems relating to battery and chip supply but are expectations for a recovery in the next 6-8 months?

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Read Answer Asked by Ted on April 19, 2021

Q: I am looking at buying BAM.a shares for a LIRA account, 15-year horizon. I already own BIP.un and BEP.un in a cash account, total would represent about 12% of equity portfolio. Is this too much? Within BAM, what is the proportion of revenues that BIP and BEP represent? Thanks

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Read Answer Asked by Martin on April 19, 2021

• MSCI Inc. (MSCI $586.96)
  • $586.96 P/E (TTM): 35.84X Cap: $44.10B
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Q: How does MSCI look to you today? What challenges does it face ?

Thanks,
Mark

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Read Answer Asked by Mark on April 19, 2021

Q: Six months ago I asked for your six safest equities in terms of lowest downside with highest likelihood of at least a 5% annual return (3 Cdn and 3 US). You answered BRK.B VZ WMT and SLF BCE and BAM.A. Same question now please. And I asked a question about a week ago on ELAN and your answers are always swiftly provided so wondering if that one fell through the cracks possibly. Appreciate the great assist - Ken

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Read Answer Asked by Ken on April 19, 2021

• JPMorgan Chase & Co. (JPM $334.61)
  • $334.61 P/E (TTM): 16.11X Cap: $909.34B
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• Morgan Stanley (MS $187.75)
  • $187.75 P/E (TTM): 18.64X Cap: $296.46B
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• Wells Fargo & Company (WFC $96.39)
  • $96.39 P/E (TTM): 15.68X Cap: $302.54B
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Q: Good morning. I hold some WFC as a value play. Your thoughts? Would you prefer another US financial. Could you rank MS, JPM, GS, BAC, C, WFC as a preferred holding.

Thanks, M

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Read Answer Asked by Mark on April 19, 2021

• WSP Global Inc. (WSP $260.42)
  • $260.42 P/E (TTM): 37.4X Cap: $33.11B
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• Bird Construction Inc. (BDT $29.74)
  • $29.74 P/E (TTM): 17.2X Cap: $1.62B
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Q: Could you compare the prospects of Bird Construction to WSP Global?

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Read Answer Asked by Ian on April 19, 2021

• Lam Research Corporation (LRCX $206.96)
  • $206.96 P/E (TTM): 40.85X Cap: $244.62B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you

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Read Answer Asked by Kristelle on April 19, 2021

• Primoris Services Corporation (PRIM $128.93)
  • $128.93 P/E (TTM): 29.68X Cap: $7.05B
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Q: Thoughts on PRIM:US?

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Read Answer Asked by Colin I on April 19, 2021

• The Boeing Company (BA $229.84)
  • $229.84 Cap: $173.40B
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• General Motors Company (GM $82.18)
  • $82.18 P/E (TTM): 15.6X Cap: $77.56B
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• Honeywell International Inc. (HON $204.94)
  • $204.94 P/E (TTM): 20.64X Cap: $127.66B
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• Lockheed Martin Corporation (LMT $522.04)
  • $522.04 P/E (TTM): 27.68X Cap: $118.37B
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• Northrop Grumman Corporation (NOC $610.61)
  • $610.61 P/E (TTM): 21.07X Cap: $87.24B
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• RTX Corporation (RTX $190.40)
  • $190.40 P/E (TTM): 38.45X Cap: $252.41B
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Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

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Read Answer Asked by Tristan on April 19, 2021

Q: Favorite renewable energy producer? With the sell off in battery, lithium, charging station companies, etc, do you see legitimate growth opportunities in this space currently? Please deduct credits as appropriate.
Thanks

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Read Answer Asked by Terry on April 19, 2021

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $68.25)
  • $68.25 P/E (TTM): 8.83X Cap: $2.85B
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Q: Thoughts on the Cogeco quarter and prospects going forward.

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Read Answer Asked by Robert on April 19, 2021

Q: I have watched AT Acuityads continue to drop and for some reason that doesn’t make sense to. Do you consider this a hold buy or sell at this point and why. Thanks for your help.
Garry

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Read Answer Asked by Garry on April 19, 2021