Investment Q&A

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Real Matters Inc. (REAL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen

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Read Answer Asked by Maureen on August 10, 2020

• Fulgent Genetics Inc. (FLGT)
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Q: Hello guys:
I know this name had a great quarter and lots of momentum at this point, would you guys own this name?
Thx for your great work and being prompt at asking our questions for us retail investors .
Mark

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Read Answer Asked by Mark on August 10, 2020

• Teladoc Health Inc. (TDOC)
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• WELL Health Technologies Corp. (WELL)
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• Livongo Health Inc. (LVGO)
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• 1Life Healthcare Inc. (ONEM)
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Q: looking for a US/Cdn company in the tele-medicine space. Not ones with a pricey valuation like TDOC. Do you have any recommendations.

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Read Answer Asked by Howie on August 10, 2020

• Miscellaneous (MISC)
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Q: As Tech stocks have gone much higher do you think that new money should go to different sectors such as REIT,ENERGY AND FINANCE or more towards tech,
What sector you see has more potential now?

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Read Answer Asked by Nizar on August 10, 2020

• Docebo Inc. (DCBO)
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Q: Peter; I read your answers re DCBO but is there any news for the parabolic rise in last week or so. Getting scary - not complaining but wondering if there any rumours etc out there to account for the jump.Thanks Rod

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Read Answer Asked by Rodney on August 10, 2020

• Knight Therapeutics Inc. (GUD)
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Q: what is expected from GUD on Thursday? Thx

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Read Answer Asked by blake on August 10, 2020

• Glu Mobile Inc. (GLUU)
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• StoneCo Ltd. (STNE)
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• Cloudflare Inc. Class A (NET)
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Q: To my pleasant surprise, Stone has had a good ‘run’. How would you assess this stock and the other stated small caps for future potential?
Thank you, as always!

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Read Answer Asked by Sigrid on August 10, 2020

• BlackLine Inc. (BL)
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• Cloudflare Inc. Class A (NET)
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Q: Can you please give me your thoughts on BL & NET earnings.

Thanks for the great service
Hector

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Read Answer Asked by Hector on August 10, 2020

• Cloudflare Inc. Class A (NET)
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on August 10, 2020

• Trisura Group Ltd. (TSU)
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Q: Good Morning: I have done quite well on Trisura and expect to take some money off the table. May I have your thoughts on its safety and growth potential from this point?

Thank you

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Read Answer Asked by Martin on August 10, 2020

• Mosaic Company (The) (MOS)
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• Nutrien Ltd. (NTR)
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Q: Which one would you prefer today?
Thank you

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Read Answer Asked by francois on August 10, 2020

• Fastly Inc. Class A (FSLY)
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Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.

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Read Answer Asked by Ben on August 10, 2020

• Sylogist Ltd. (SYZ)
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• Bank of Montreal (BMO)
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• Constellation Software Inc. (CSU)
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• Stella-Jones Inc. (SJ)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• MTY Food Group Inc. (MTY)
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• DIRTT Environmental Solutions Ltd. (DRT)
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Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.

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Read Answer Asked by Lois on August 10, 2020

• Badger Infrastructure Solutions Ltd. (BDGI)
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• Kinaxis Inc. (KXS)
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• Real Matters Inc. (REAL)
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Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?

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Read Answer Asked by Curtis on August 10, 2020

• ARC Resources Ltd. (ARX)
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Q: Hi, I would appreciate if you can provide your thoughts about ARC resources.
Thanks,

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Read Answer Asked by Harpinder on August 10, 2020

• Alcoa Corporation (AA)
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Q: Can you please explain your view on the impact of US aluminum tariffs as they apply to Alcoa and Rio Tinto stocks. If the aluminum distribution south to one of the major users, what precautions might one consider?
Are there ancillary "fallout" repercussions on other stocks that might be a concern going forward?

Thank you as always

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Read Answer Asked by Peter on August 10, 2020

• Prologis Inc. (PLD)
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• WPT Industrial Real Estate Investment Trust (WIR.U)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Cencora Inc. (COR)
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Q: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!

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Read Answer Asked by James on August 10, 2020

• BlackLine Inc. (BL)
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Q: Please comments Q results. Is it a buy or hold now ?
Thanks

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Read Answer Asked by Luc on August 10, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Looking for a few safe, Canadian, preferred shares - ideally yielding over 5%. Thank you.

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Read Answer Asked by Toge on August 10, 2020

• MSC Industrial Direct Company Inc. (MSM)
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Q: Wondering what your thoughts are on this company as a value pick for long term dividend growth. How does it stack up against other industrial equity picks (I need to balance out my portfolio with some industrials) like ITW, etc.

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Read Answer Asked by Thomas on August 10, 2020