Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.70)
  • $84.70 P/E (TTM): 18.76X Cap: $14.91B
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Q: Hi 5i,

My question concerns CCL. I bought in 2017 just before the 5-1 share split. I am now underwater , not counting dividends for what is approaching a five year hold. I do not dislike the Company, however am concerned that I am holding onto dead weight. While I realize the Company had tremendous growth leading up to the split, it seems that it is now rangebound. Can you offer any reassurance that this phase is consolidation and that there is more growth on the way?

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Read Answer Asked by Kelly on February 28, 2022

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.70)
  • $84.70 P/E (TTM): 18.76X Cap: $14.91B
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• ATS Corporation (ATS $35.04)
  • $35.04 Cap: $3.46B
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Q: Can I get your comments on CCL.B quarter. I am wondering if a switch to ATA automated tooling might be a better choice for growth.
Keith

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Read Answer Asked by Keith on February 28, 2022

• WELL Health Technologies Corp. (WELL $3.69)
  • $3.69 Cap: $944M
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• Topicus.com Inc. (TOI $128.51)
  • $128.51 P/E (TTM): 1065.55X Cap: $10.80B
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Q: Would you add TOI or WELL today? If so, why? thx

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Read Answer Asked by Chris on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.98)
  • $5.98 P/E (TTM): 24.24X Cap: $640M
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Q: Thoughts on the quarter for FSZ.
Thanks
Rob

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Read Answer Asked by Robert on February 28, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.98)
  • $5.98 P/E (TTM): 24.24X Cap: $640M
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Q: I know you have answered some questions recently on FSZ. Have your thoughts change after the results this morning (Feb 25) ? I have it for income so wondering if you think the hefty dividend is safe and thoughts for capital appreciation over the next 8-24 months ?

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Read Answer Asked by Randy on February 26, 2022

• TFI International Inc. (TFII $123.02)
  • $123.02 P/E (TTM): 22.58X Cap: $10.23B
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• BRP Inc. Subordinate Voting Shares (DOO $96.40)
  • $96.40 Cap: $7.09B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.16)
  • $28.16 P/E (TTM): 15.97X Cap: $662M
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• Tamarack Valley Energy Ltd. (TVE $7.80)
  • $7.80 Cap: $396M
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• Vitalhub Corp. (VHI $9.11)
  • $9.11 P/E (TTM): 184.9X Cap: $580M
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• WELL Health Technologies Corp. (WELL $3.69)
  • $3.69 Cap: $944M
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• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
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• Docebo Inc. (DCBO $20.76)
  • $20.76 P/E (TTM): 27.89X Cap: $591M
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• VersaBank (VBNK $12.13)
  • $12.13 P/E (TTM): 17.98X Cap: $390M
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Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony

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Read Answer Asked by Anthony on February 25, 2022

• Trisura Group Ltd. (TSU $40.53)
  • $40.53 P/E (TTM): 15.98X Cap: $1.91B
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Q: The price for Trisura has dropped more than 30% since the release of the quarterly report two weeks ago and does not seem to stop. Are there any other reasons for the current price drop other than the quarterly results? Would you recommend with the rationale this stock be a hold, sell or buy?

Thanks.

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Read Answer Asked by TC on February 25, 2022

• Kinaxis Inc. (KXS $173.41)
  • $173.41 P/E (TTM): 102.96X Cap: $4.85B
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Q: What are your thoughts on building a long term position in KXS? Any other companies you prefer in this space?

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Read Answer Asked by Gary on February 25, 2022

• BRP Inc. Subordinate Voting Shares (DOO $96.40)
  • $96.40 Cap: $7.09B
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Q: How comfortable would you feel initiating a position in DOO giventhe current market and its negative trend? It looks like a steal to me.
Thank you

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Read Answer Asked by Karim on February 25, 2022

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.98)
  • $5.98 P/E (TTM): 24.24X Cap: $640M
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Q: Thoughts on FSZ for income? The dividend looks fabulous but I know that people often say a high dividend is a red flag. How safe is this company? What are the risks?

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Read Answer Asked by Carla on February 24, 2022

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.79)
  • $19.79 Cap: $1.95B
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Q: I realize their past quarter wasn't very good, but it continues to drop a lot. Is there any news we aren't aware of? Is this a good buying opportunity?

thanks,
Paul

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Read Answer Asked by Paul on February 24, 2022

• Costco Wholesale Corporation (COST $911.11)
  • $911.11 P/E (TTM): 65.58X Cap: $404.88B
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• Alphabet Inc. (GOOG $316.64)
  • $316.64 P/E (TTM): 31.6X Cap: $3.79T
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• NVIDIA Corporation (NVDA $183.29)
  • $183.29 P/E (TTM): 50.43X Cap: $4.37T
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• JPMorgan Chase & Co. (JPM $309.27)
  • $309.27 P/E (TTM): 15.5X Cap: $840.96B
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• Walmart Inc. (WMT $111.00)
  • $111.00 P/E (TTM): 41.55X Cap: $889.21B
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• EPAM Systems Inc. (EPAM $190.70)
  • $190.70 P/E (TTM): 28.55X Cap: $10.51B
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• Revolve Group Inc. Class A (RVLV $25.03)
  • $25.03 P/E (TTM): 31.68X Cap: $1.78B
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• Digital Turbine Inc. (APPS $4.76)
  • $4.76 Cap: $527M
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• Celsius Holdings Inc. (CELH $41.73)
  • $41.73 P/E (TTM): 372.18X Cap: $10.98B
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• Palantir Technologies Inc. (PLTR $173.03)
  • $173.03 P/E (TTM): 561.5X Cap: $399.20B
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• eXp World Holdings Inc. (EXPI $11.08)
  • $11.08 Cap: $1.76B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?

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Read Answer Asked by James on February 24, 2022

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Can you tell me why Boyd Income Fund is doing so badly? Thank you.

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Read Answer Asked by Pat on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.73)
  • $15.73 Cap: $2.13B
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Q: Hard call but much appreciate any input. Paid 38.$ For LSPD now nearing32$ .Would you consider doubling down or hold ,sell and move on? Thanks Larry

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Read Answer Asked by Larry on February 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.73)
  • $15.73 Cap: $2.13B
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Q: What do you think about buying lightspeed right now?

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Read Answer Asked by Bernie on February 24, 2022

• Sylogist Ltd. (SYZ $5.42)
  • $5.42 Cap: $125M
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Q: Would you add to a half position today? Thanks.

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Read Answer Asked by Barbara on February 24, 2022

• Aritzia Inc. Subordinate Voting Shares (ATZ $111.66)
  • $111.66 P/E (TTM): 46.23X Cap: $12.88B
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Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.

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Read Answer Asked by Neeraj on February 24, 2022

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: The globeinvestor blurb on this company says it derives most of its revenue from the Philippines. Based on your report, I believe this is incorrect?
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?

Thanks in advance
John

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Read Answer Asked by john on February 23, 2022

• WSP Global Inc. (WSP $245.80)
  • $245.80 P/E (TTM): 36.56X Cap: $32.09B
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Q: This stock has had a 20% waterfall decline in the past few months. The extent of the decline on this stock in this sector has surprised me.

Another close $3 lower could technically take it $12 lower to the next support level.

What is your take and what do you suggest on this one? Step aside and wait?


Sheldon

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Read Answer Asked by Sheldon on February 22, 2022

• Constellation Software Inc. (CSU $3,302.03)
  • $3,302.03 P/E (TTM): 76.8X Cap: $70.34B
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Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?

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Read Answer Asked by Murray on February 22, 2022