Investment Q&A

• Superior Plus Corp. (SPB $7.34)
  • $7.34 P/E (TTM): 107.84X Cap: $1.59B
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Q: Further to your comments today about Superior, could you also provide the payout percentage and if you consider it a buy today as a new position. This would be more for income than growth. A couple other questions: where does most of their propane go - residential or commercial? How does propane fit into the current "green" initiatives relative to other hydrocarbons?
Thank-you

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Read Answer Asked by grant on April 23, 2021

• Knight Therapeutics Inc. (GUD $5.90)
  • $5.90 Cap: $584M
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Q: Hello 5i,

What is your take on the Knight Theraputics deal and thoughts on the stock in general? Is it a buy here?

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Read Answer Asked by James on April 23, 2021

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.03B
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Q: There is currently a lot of selling pressure with this stock. Is there a way to tell it could be a short attack and do you think it is.

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Read Answer Asked by Steve on April 23, 2021

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $131M
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Q: Hi, Do u think Sylogist can keep moving upwards with the recent momentum after not doing a whole lot for several years, thanks?

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Read Answer Asked by Pat on April 23, 2021

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.03B
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Q: Since its last financing @ $9.80(all paid by billionarie Mr K.S.Li & his rich friends),CRH has declined to current $7(near its other $6.75 financing partially funded by Mr Li) Have a 3.5% position,p/p $8.37.Add or hold.Please comment.Txs for u usual great views & services

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Read Answer Asked by Peter on April 23, 2021

• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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Q: hi guys i was wondering if you could explain in layman terms what is the reason for recent volatility .I realize they are selling debt but how does that facilitate shorting the stock

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Read Answer Asked by michael on April 23, 2021

• Kinaxis Inc. (KXS $168.37)
  • $168.37 P/E (TTM): 103.6X Cap: $4.67B
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Q: Supply chains seems to be a growing area of business focus. Managing them well may become even more important in the future given circumstances with the pandemic. Would you be able to provide some insight into Kinaxis' main competitors and where it stands in the field? How would you rank it? (Take multiple credits.)

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Read Answer Asked by Michael on April 22, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi,
There was mention in a response to a question about XBC that an updated report was in work. Can we expect a downgrade? What grade would it get if the report was released today?
Thanks

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Read Answer Asked by Marco on April 22, 2021

• Kinaxis Inc. (KXS $168.37)
  • $168.37 P/E (TTM): 103.6X Cap: $4.67B
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Q: KXS management has blamed the pandemic for delayed sales. Do you buy managements explanation or do you think there may be a more fundamental problem with their competitive positioning in their marketplace? Do you have a high degree of trust in management?

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Read Answer Asked by Joel on April 22, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 138.22X Cap: $298.07B
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Q: This morning, CITI analyst Tyler Radki rated SHOP as neutral and lowered the target price a bit. Can you comment on his reasoning and provide your current rating on the stock? Much depends on what SHOP reports next week (I believe). What could be the best and worst case scenarios?

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Read Answer Asked on April 21, 2021

• Magna International Inc. (MG $78.30)
  • $78.30 P/E (TTM): 14.94X Cap: $21.34B
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• Alimentation Couche-Tard Inc. (ATD $73.81)
  • $73.81 P/E (TTM): 20.03X Cap: $69.15B
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Q: Which do you see having better upside and safety for the next 2 to 3 years and why? Thank you.

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Read Answer Asked by Steve on April 21, 2021

• Stella-Jones Inc. (SJ $89.43)
  • $89.43 P/E (TTM): 14.12X Cap: $4.76B
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Q: Hello,
SJ is close to break is all time high established in December 2015. Could we please get your opinion on SJ current situation/valuation + future perspectives/growth potential for the next 2-3 years to come ?

Thank you

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Read Answer Asked by Luc on April 21, 2021

• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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Q: Is it possible that the pending issuance of the subscription receipts coincides with the large increase in shares shorted? Seems like some games are being played here.

Thx

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Read Answer Asked by Christopher on April 21, 2021

• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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Q: The Globe reported a big increase in GSY short interest today. Do you think that holders of the sub receipts are shorting as a tactical move, knowing they can cover when the sub receipts convert to shares? You often recommend GSY so I assume you would be OK buying into this (temporary) price decline.

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Read Answer Asked by David on April 20, 2021

• goeasy Ltd. (GSY $136.87)
  • $136.87 P/E (TTM): 9.57X Cap: $2.12B
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Q: what am i missing with goeasy.
last week it was up 22 dollars as the market loved their deal and the financing.
yesterday it was upgraded to top pick by an analyst with a 169 target.
today its down 10 bucks.
is it something to do with the cdn budget that i missed.
dave

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Read Answer Asked by david on April 20, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.28B
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Q: The management team has not changed, the company strategy has not changed and the company still has net cash to buy more POS companies to continue with their acquisition strategy. The only thing that has changed is people’s perception on what price they will pay for the price of owing LSPD shares. Am I missing anything?
Clayton

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Read Answer Asked by Clayton on April 20, 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

• Magna International Inc. (MG $78.30)
  • $78.30 P/E (TTM): 14.94X Cap: $21.34B
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Q: Magna has doubled in the last year and is at an all time high. I keep reading on this site that Mg is cheap with good upside. I am waiting for a pull back, but the stock keeps steadily climbing. Do you think another double is doable within the next 5 years and if so could you provide some data points to support this contention. Thank you

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Read Answer Asked by Richard on April 19, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.80)
  • $16.80 Cap: $2.28B
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Q: I know you guys like this stock, but two high volume days down has me wondering.
Thoughts pls.

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Read Answer Asked by Christopher on April 19, 2021

• WELL Health Technologies Corp. (WELL $4.17)
  • $4.17 Cap: $1.03B
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Q: With well health purchasing the shares of CRH do they retain the US listing used by CRH

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Read Answer Asked by Robert on April 19, 2021