Investment Q&A

• Real Matters Inc. (REAL $6.35)
  • $6.35 Cap: $479M
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Q: Hi team,
Real has been a falling knife since the last earnings release. I own it in 2 different accounts and are down 20-30% on them.Should I continue to hold out for better days, or should I sell one of my positions and replace it with something else? My plan was to hold for long term as it seems like a good company with good growth prospects. If you do suggest selling part of my position , what would be your top stock to buy today either US or cnd for growth to replace it with ? Thanks
Shane

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Read Answer Asked by Shane on December 09, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Can you get into a bit more detail on their latest earnings? I feel the stock is getting down to a more interesting entry level...thanks!

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Read Answer Asked by Michael on December 09, 2020

• Knight Therapeutics Inc. (GUD $6.04)
  • $6.04 Cap: $602M
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Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul

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Read Answer Asked by Paul on December 08, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $20.72)
  • $20.72 P/E (TTM): 26.59X Cap: $2.10B
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Q: Hi 5i
Current thoughts on Toy ? They seem to be a long way from where they used to be with hottest products at Christmas (thinking Hatchimals), but now having less impact on parents pocketbooks.
Is that a fair assessment or am I misjudging their potential?
Thanks
Mike

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Read Answer Asked by mike on December 07, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Any comment on People’s three acquisitions, and your outlook on the company going forward?

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Read Answer Asked by Tia on December 07, 2020

• Knight Therapeutics Inc. (GUD $6.04)
  • $6.04 Cap: $602M
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Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??

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Read Answer Asked by JAIME on December 07, 2020

• WSP Global Inc. (WSP $245.31)
  • $245.31 P/E (TTM): 36.33X Cap: $31.91B
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Q: Hi all:
Can you recommend a Canadian infrastructure
stock (other than Brookfield Infrastructure) that
has U.S. exposure.
Thank you: Jerry

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Read Answer Asked by Jerry on December 07, 2020

• NFI Group Inc. (NFI $13.80)
  • $13.80 Cap: $1.63B
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Q: NFI closed up $2 last Friday. Is there a reason for this ? Joe

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Read Answer Asked by Joseph on December 07, 2020

• Descartes Systems Group Inc. (The) (DSG $127.07)
  • $127.07 P/E (TTM): 48.71X Cap: $9.95B
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Q: Recently in a trading range. After strong Q,it went up sharply,but dropped back almost the same amount the next day.Any reasons? Is it timely to start a position? Txs for u usual great services & advices,

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Read Answer Asked by Peter on December 07, 2020

• Constellation Software Inc. (CSU $3,292.94)
  • $3,292.94 P/E (TTM): 75.41X Cap: $69.79B
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Q: I hold CSU shares in a taxable account at a purchase cost of $80 per share ( Thank you 5i ). Will the spin off of Tropicus shares be deemed as a disposition by the CRA and subject to capital gains tax ?

Thanks, Tim.

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Read Answer Asked by tim on December 07, 2020

• WSP Global Inc. (WSP $245.31)
  • $245.31 P/E (TTM): 36.33X Cap: $31.91B
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Q: Thank you for this recommendation years ago. Stay safe

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Read Answer Asked by Alan on December 04, 2020

• WSP Global Inc. (WSP $245.31)
  • $245.31 P/E (TTM): 36.33X Cap: $31.91B
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Q: One of your portfolio stocks I do not own. I am impressed with their purchase and the possibilities as a result. I am mostly comfortable with the price but looking for a little reassurance, or not, as to buying a half position today.

Thanks

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Read Answer Asked by Stephen on December 04, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Can you help to explain the news yesterday of "BloombergSen Inc. Files Early Warning Report in Respect of Great Canadian Gaming Corporation" , How will it impact the acquisition of GC and to the stock price overall?

Thanks,

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Read Answer Asked by Adam on December 04, 2020

• Constellation Software Inc. (CSU $3,292.94)
  • $3,292.94 P/E (TTM): 75.41X Cap: $69.79B
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Q: When will the Tropicus spin-off will take place or more specifically what date will the number of CSU shares will be counted for th1.8598 distribution?

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Read Answer Asked by Yves on December 04, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.71)
  • $15.71 Cap: $2.15B
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Q: Your answered on Lspd that you will trim at 7.5%, what price range will be? Many thanks

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Read Answer Asked by Hue on December 04, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.71)
  • $15.71 Cap: $2.15B
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Q: If you were the CEO today of LSPD, what would be your plan for the 2021 and from 2022 to 2025?
Clayton

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Read Answer Asked by Clayton on December 04, 2020

• goeasy Ltd. (GSY $130.74)
  • $130.74 P/E (TTM): 9.4X Cap: $2.07B
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Q: Hi Team,

Are you able to explain the news out of gsy this afternoon? Positive/negative?

Thanks!

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Read Answer Asked by David on December 03, 2020

• WSP Global Inc. (WSP $245.31)
  • $245.31 P/E (TTM): 36.33X Cap: $31.91B
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Q: Your thoughts on WSP's recent acquisition...
Thanks.
Robert

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Read Answer Asked by Robert on December 03, 2020

• Descartes Systems Group Inc. (The) (DSG $127.07)
  • $127.07 P/E (TTM): 48.71X Cap: $9.95B
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Q: Can I please have your thoughts and analysis on Descartes recently announced earnings. Thank You.

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Read Answer Asked by Brian on December 03, 2020

• Real Matters Inc. (REAL $6.35)
  • $6.35 Cap: $479M
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Q: Just a note regarding those posters worried about the share price decline, it is noted today that the Company bought back approx 1M shares since November 10. Spent about 20M.

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Read Answer Asked by Kelly on December 03, 2020