Investment Q&A

• goeasy Ltd. (GSY $137.18)
  • $137.18 P/E (TTM): 10.19X Cap: $2.20B
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Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?

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Read Answer Asked by James on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $111.75)
  • $111.75 P/E (TTM): 46.23X Cap: $12.88B
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Q: Thanks for comments on ATZ, do you think this is likely a temporary set back in the markets? Fundamentals seem strong, and would appear to be a solid buying opportunity.

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Read Answer Asked by Steven on May 03, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $111.75)
  • $111.75 P/E (TTM): 46.23X Cap: $12.88B
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Q: Can you comment on the just released ATZ results on May 2?

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Read Answer Asked by Kim on May 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ $111.75)
  • $111.75 P/E (TTM): 46.23X Cap: $12.88B
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Q: What is expected after the bell? What will you be looking for specifically - how they are managing inventory? Thanks

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Read Answer Asked by Gunther on May 02, 2023

• Dye & Durham Limited (DND $2.99)
  • $2.99 Cap: $200M
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Q: what's your current opinion on DND ? Thank you.
Fooklin

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Read Answer Asked by Fooklin on May 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.11)
  • $209.11 P/E (TTM): 89.47X Cap: $272.11B
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Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad

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Read Answer Asked on May 02, 2023

• H&R Real Estate Investment Trust (HR.UN $10.31)
  • $10.31 Cap: $2.84B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.49)
  • $37.49 P/E (TTM): 100.08X Cap: $5.91B
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• Granite Real Estate Investment Trust (GRT.UN $76.08)
  • $76.08 P/E (TTM): 37.54X Cap: $4.60B
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• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.42)
  • $12.42 P/E (TTM): 28.98X Cap: $3.64B
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Q: Your thoughts on H & R as a long term hold for income, thanks

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Read Answer Asked by Ken on May 02, 2023

• Capital Power Corporation (CPX $60.92)
  • $60.92 P/E (TTM): 21.44X Cap: $9.47B
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Q: Can I get an update on the earnings released today? The last q&a in March seemed negative but the report this morning seems to be a marked improvement.
Thank you.

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Read Answer Asked by Martin on May 02, 2023

• WELL Health Technologies Corp. (WELL $3.72)
  • $3.72 Cap: $977M
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Q: I've lost alot of money on this stock but it is gaining back some ground.
What is the outlook for this stock? Is it a good time to purchase more?

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Read Answer Asked by Brenda on May 02, 2023

• Kinaxis Inc. (KXS $173.12)
  • $173.12 P/E (TTM): 102.96X Cap: $4.85B
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Q: What are the expectations for eps & revenue for Q on May 3.Is this a good time to buy and what is a good enty point? Txs for U usual great services & views

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Read Answer Asked by Peter on May 02, 2023

• Savaria Corporation (SIS $20.90)
  • $20.90 P/E (TTM): 24.77X Cap: $1.49B
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Q: Long Time Holder of Savaria since you first covered. Holding Long Term. Last month strong uptick on SIS. Any news or reason

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Read Answer Asked by Barry on May 02, 2023

• Agnico Eagle Mines Limited (AEM $240.91)
  • $240.91 P/E (TTM): 29.78X Cap: $121.10B
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Q: I noticed that you have increased AEM to a 4.0% weight. If someone is just starting to buy some now would you say it is best to start at a 2% weight and then increase or buy 4% now?

Thanks

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Read Answer Asked on May 01, 2023

• Toronto-Dominion Bank (The) (TD $116.96)
  • $116.96 P/E (TTM): 9.93X Cap: $199.67B
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Q: Tonight, I saw on TV that TD has become the target of short sellers.
Is this something to be worried about?

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Read Answer Asked by John on May 01, 2023

• Ecolab Inc. (ECL $272.86)
  • $272.86 P/E (TTM): 39.59X Cap: $77.93B
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• Xylem Inc. New (XYL $139.41)
  • $139.41 P/E (TTM): 36.26X Cap: $33.94B
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• Stantec Inc. (STN $133.54)
  • $133.54 P/E (TTM): 31.85X Cap: $15.32B
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• American Water Works Company Inc. (AWK $131.00)
  • $131.00 P/E (TTM): 22.86X Cap: $25.56B
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Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

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Read Answer Asked by Ian on May 01, 2023

• WSP Global Inc. (WSP $245.77)
  • $245.77 P/E (TTM): 36.56X Cap: $32.09B
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Q: Hi - with WSP release date coming up May10th, what would be your expectations around the coming year? Do you think there is a strong chance that they at least re-affirm the current year expectations? Or do you worry that they are going to be the next in line to lower expectations? Or (crossing fingers) are you confident that their business outlook/backlog is strong? Thank you as always!

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Read Answer Asked by Doug on April 28, 2023

• goeasy Ltd. (GSY $137.18)
  • $137.18 P/E (TTM): 10.19X Cap: $2.20B
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Q: Can you tell us when GSY reports, and what the numbers might be.
Also, can you tell us if GSY is expected to increase earnings this year and next, or is this too difficult to accurately forecast with the changes from the budget.
Thanks

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Read Answer Asked by Greg on April 27, 2023

• TFI International Inc. (TFII $124.41)
  • $124.41 P/E (TTM): 22.58X Cap: $10.23B
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Q: Hi Folks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,

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Read Answer Asked by JOHN on April 27, 2023

• TFI International Inc. (TFII $124.41)
  • $124.41 P/E (TTM): 22.58X Cap: $10.23B
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Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?

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Read Answer Asked on April 26, 2023

• TFI International Inc. (TFII $124.41)
  • $124.41 P/E (TTM): 22.58X Cap: $10.23B
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Q: Can you give us a recap of their earnings and most importantly outlook.

Thanks

Sheldon

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Read Answer Asked by Sheldon on April 26, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.49)
  • $37.49 P/E (TTM): 100.08X Cap: $5.91B
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• Granite Real Estate Investment Trust (GRT.UN $76.08)
  • $76.08 P/E (TTM): 37.54X Cap: $4.60B
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• InterRent Real Estate Investment Trust (IIP.UN $13.20)
  • $13.20 Cap: $1.84B
  • View IIP.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.42)
  • $12.42 P/E (TTM): 28.98X Cap: $3.64B
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Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

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Read Answer Asked by JAMES on April 25, 2023