Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.42)
  • $85.42 P/E (TTM): 18.58X Cap: $14.77B
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• Winpak Ltd. (WPK $44.90)
  • $44.90 P/E (TTM): 14.47X Cap: $2.72B
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Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

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Read Answer Asked by Roy on August 07, 2020

• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 97.17X Cap: $4.59B
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Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

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Read Answer Asked by John on August 07, 2020

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Please comment on Richard's Packaging earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi, could you please comment on Parkland earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020

• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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Q: CSU's Q2 seems to be a miss, especially the EPS.
Please give your opinion on it and if it changes how you feel about the company.

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Read Answer Asked by sandy on August 07, 2020

• Badger Infrastructure Solutions Ltd. (BDGI $81.81)
  • $81.81 P/E (TTM): 32.13X Cap: $2.76B
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Q: Hi team

I have a small position, it was losing money (hoping to generate some dividends with hope of a small capital gain)
now
this stock is shooting up like a rocket
I am aware that in the last quarter
earnings beat expectations (was suppose to be a loss)

would you say there is enough momentum to keep on going for another 5-10%?
was there a tremendous amount of short position from those hedge fund managers?
looking for reasons to keep on holding it or sell to take a small profit

Buy more, hold or sell?

thanks !
Michael

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Read Answer Asked by Michael on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: I got into PHO a couple of years back when it was doing well and sold it at a loss after the shares performed poorly for awhile. How would you contrast the situation now to then for someone (like me) who doesn't want to be burned twice?

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Read Answer Asked by Rick on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Does Photon need PR help? I get being cautious but their release could have been worded in a much better light. I’m also trying to reconcile how their guidance seems to diverge with other companies in the semi industry. I understand that q1 benefited from a large forex gain and covid inventory hoarding from customers, but most semiconductor companies have provided continued strong out looks for the remainder of the year and into 2021. Any worries here? Thanks

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Read Answer Asked by Scott on August 06, 2020

• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X
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Q: Comments on quarter? Thanks

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Read Answer Asked by Jeff on August 06, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $18.82)
  • $18.82 P/E (TTM): 24.59X Cap: $1.89B
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Q: TOY is up quite a lot this morning, what is your outlook? Thanks for this important service! Have a great day!

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Read Answer Asked by patricia on August 06, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: How do the results look ? Thanks,

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Read Answer Asked by Paul on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Your thoughts on Photon's quarterly results.

Thanks.
G

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Read Answer Asked by Geoffrey on August 06, 2020

• Real Matters Inc. (REAL $7.26)
  • $7.26 Cap: $539M
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Q: Hi Team,

After its recent gains would you still be comfortable starting a position at these levels or wait for some weakness?

Thanks

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Read Answer Asked by Keith on August 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.24)
  • $16.24 Cap: $2.20B
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Q: Good morning. Could you please comment on LSPD's results? Thank you!

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Read Answer Asked by Adam on August 06, 2020

• Maple Leaf Foods Inc. (MFI $26.03)
  • $26.03 P/E (TTM): 16.07X Cap: $3.25B
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• Premium Brands Holdings Corporation (PBH $99.70)
  • $99.70 P/E (TTM): 67.82X Cap: $4.45B
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Q: Which do you prefer?

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Read Answer Asked by GRAHAM on August 06, 2020

• Badger Infrastructure Solutions Ltd. (BDGI $81.81)
  • $81.81 P/E (TTM): 32.13X Cap: $2.76B
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Q: Your thoughts on their 1/4ly earnings, thanks.

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Read Answer Asked by Greg on August 05, 2020

• WSP Global Inc. (WSP $272.19)
  • $272.19 P/E (TTM): 40.71X Cap: $35.54B
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• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 97.17X Cap: $4.59B
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Q: Please comment the Q2 reports for both companies and compare with What the street was expecting.
Thank you for your wise suggestions.

Yves

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Read Answer Asked by Yves on August 05, 2020

• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 97.17X Cap: $4.59B
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Q: What do you think of latest quarter.

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Read Answer Asked by don on August 05, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.24)
  • $16.24 Cap: $2.20B
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Q: Should there be any concern with Lightspeed CEO being sued for stealing the code he used for starting company from previous employer? Article says he has been trying to settle for a few years or get case dismissed with no success.

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Read Answer Asked by Neil on August 05, 2020

• Stella-Jones Inc. (SJ $88.70)
  • $88.70 P/E (TTM): 14.54X Cap: $4.87B
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Q: thoughts on their quarter please? Thx

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Read Answer Asked by blake on August 05, 2020