Investment Q&A

• Constellation Software Inc. (CSU $2,288.91)
  • $2,288.91 P/E (TTM): 56.14X Cap: $48.50B
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• Topicus.com Inc. (TOI $93.38)
  • $93.38 P/E (TTM): 853.4X Cap: $7.78B
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• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Upvote 13

Read Answer Asked by JEFF on April 08, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.93)
  • $12.93 P/E (TTM): 30.19X Cap: $3.79B
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Q: Do you feel comfortable establishing a position in this REIT now?

Upvote 6

Read Answer Asked by David on April 05, 2024

• Alimentation Couche-Tard Inc. (ATD $75.74)
  • $75.74 P/E (TTM): 19.32X Cap: $70.11B
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Q: Can you please explain how support levels are determined. Reviewing comments from numerous web sites as well comment from BNN the support level for ATD is mid 60's and then watch out.
I have been a holder of ATD since 2016 and decided to sell the majority of my holdings because of current market conditions.
Just wondering if I jumped the gun on this one.
Your comments would be appreciated
Rick

Upvote 1

Read Answer Asked by Rick on April 05, 2024

• Toronto-Dominion Bank (The) (TD $130.20)
  • $130.20 P/E (TTM): 11.04X Cap: $222.27B
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• Enbridge Inc. (ENB $67.27)
  • $67.27 P/E (TTM): 25.24X Cap: $146.73B
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• Sun Life Financial Inc. (SLF $87.84)
  • $87.84 P/E (TTM): 21.79X Cap: $48.96B
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• WSP Global Inc. (WSP $268.50)
  • $268.50 P/E (TTM): 40.45X Cap: $35.06B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• TMX Group Limited (X $46.99)
  • $46.99 P/E (TTM): 31.16X Cap: $13.07B
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• North West Company Inc. (The) (NWC $50.94)
  • $50.94 P/E (TTM): 16.97X Cap: $2.42B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Leon's Furniture Limited (LNF $27.93)
  • $27.93 P/E (TTM): 11.1X Cap: $1.92B
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• Hydro One Limited (H $54.55)
  • $54.55 P/E (TTM): 24.85X Cap: $32.71B
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Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks

Upvote 17

Read Answer Asked by Nick on April 05, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $29.98)
  • $29.98 Cap: $11.71B
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Q: Hello, my question is about GLXY, back in November of 2021 the stock price was around $40 and Bitcoin was worth $75K, now that Bitcoin is around 92K GLXY is only $14-$15 a share. Was it just too much hype back in 2021 and it ran up too high or has anything changed since then. Thanks, would love to hear your invite as always!

Upvote 5

Read Answer Asked by Kevin on April 05, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.44)
  • $13.44 Cap: $1.82B
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Q: Given Lightspeed’s announcement of a 10% staff reduction and up to 10% share buyback, a Scotia analyst suggests it’s a buy, stating Canadian tech is quite undervalued. LSPD has lagged the tech rebound, and I’m interested in your take. Is Lightspeed doing enough to regain investor confidence such that we might see a material increase in the share price?

Upvote 6

Read Answer Asked by Warren on April 05, 2024

• TECSYS Inc. (TCS $24.11)
  • $24.11 P/E (TTM): 73.19X Cap: $355M
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Upvote 7

Read Answer Asked by Dennis on April 04, 2024

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.76)
  • $80.76 P/E (TTM): 30.11X Cap: $39.39B
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• Lundin Mining Corporation (LUN $36.49)
  • $36.49 Cap: $31.25B
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• Capstone Copper Corp. (CS $16.56)
  • $16.56 P/E (TTM): 28.17X Cap: $12.64B
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Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Upvote 3

Read Answer Asked by Brian on April 04, 2024

• Granite Real Estate Investment Trust (GRT.UN $87.00)
  • $87.00 P/E (TTM): 42.85X Cap: $5.27B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.93)
  • $12.93 P/E (TTM): 30.19X Cap: $3.79B
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Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.

Upvote 8

Read Answer Asked by Jerry on April 04, 2024

• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: What is the difference between these two companies? I own LMGIF:US but thought I was investing in Lumine - the CSU spinoff. What is usually being discussed in these questions seems to be LMN:CA. Can you clear this up for me?

Upvote 4

Read Answer Asked by Ron on April 03, 2024

• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark

Upvote 15

Read Answer Asked by Mark on April 03, 2024

• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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Q: I am thinking of selling my WELL stock for Tax Loss and repurchase after the 30 days. I don't know of a good proxy for WELL so just wondering if you believe this health stock with flat line for a while?

Upvote 2

Read Answer Asked by Blake on April 03, 2024

• Descartes Systems Group Inc. (The) (DSG $90.43)
  • $90.43 P/E (TTM): 42.27X Cap: $7.77B
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• goeasy Ltd. (GSY $126.48)
  • $126.48 P/E (TTM): 9.45X Cap: $2.02B
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• TECSYS Inc. (TCS $24.11)
  • $24.11 P/E (TTM): 73.19X Cap: $355M
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• Propel Holdings Inc. (PRL $24.70)
  • $24.70 P/E (TTM): 11.83X Cap: $972M
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Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.

Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?

Thanks


Sheldon

Upvote 10

Read Answer Asked by Sheldon on April 02, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.93)
  • $12.93 P/E (TTM): 30.19X Cap: $3.79B
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Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.

Upvote 6

Read Answer Asked by Peter on April 01, 2024

• Intact Financial Corporation (IFC $255.62)
  • $255.62 P/E (TTM): 21.12X Cap: $45.45B
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• Power Corporation of Canada Subordinate Voting Shares (POW $68.04)
  • $68.04 P/E (TTM): 14.59X Cap: $43.34B
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• Trisura Group Ltd. (TSU $42.37)
  • $42.37 P/E (TTM): 16.6X Cap: $2.01B
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• Definity Financial Corporation (DFY $65.70)
  • $65.70 P/E (TTM): 19.9X Cap: $7.98B
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Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?

Upvote 7

Read Answer Asked by John on April 01, 2024

• Galaxy Digital Inc. Class A common stock (GLXY $29.98)
  • $29.98 Cap: $11.71B
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• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: Thoughts on the volatility of these two companies share price?

Upvote 7

Read Answer Asked by Charles on April 01, 2024

• goeasy Ltd. (GSY $126.48)
  • $126.48 P/E (TTM): 9.45X Cap: $2.02B
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• TerraVest Industries Inc. (TVK $142.17)
  • $142.17 Cap: $3.08B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.04)
  • $191.04 P/E (TTM): 27.18X Cap: $2.27B
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• WELL Health Technologies Corp. (WELL $3.95)
  • $3.95 Cap: $1B
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• Haivision Systems Inc. (HAI $8.94)
  • $8.94 Cap: $243M
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• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.

Upvote 39

Read Answer Asked by Chris on March 28, 2024

• Royal Bank of Canada (RY $232.75)
  • $232.75 P/E (TTM): 15.99X Cap: $325.89B
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• Bank of Nova Scotia (The) (BNS $102.77)
  • $102.77 P/E (TTM): 25.26X Cap: $127.59B
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• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 16.3X
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• EQB Inc. (EQB $110.18)
  • $110.18 P/E (TTM): 16.43X Cap: $4.14B
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Q: Hello Team,

The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?

Upvote 8

Read Answer Asked by Adel on March 28, 2024

• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Upvote 10

Read Answer Asked by Adam on March 28, 2024

• Lumine Group Inc. (LMN $20.30)
  • $20.30 P/E (TTM): 82.95X Cap: $5.20B
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Q: I just wanted to thank you for bringing this stock to my attention it’s been good to me and I plan on holding it.

Jason

Upvote 24

Read Answer Asked by Jason on March 28, 2024