Investment Q&A

• Revolve Group Inc. Class A (RVLV)
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Q: Could you explain why, you would or would not, add to a partial position in Revolve, now, as a reopening play?

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Read Answer Asked by Greg on March 28, 2022

• Canopy Growth Corporation (WEED)
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• Tilray Brands Inc. (TLRY)
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Q: Hi,

Does there seem if it is a good time to buy Tilray or Canopy?
Which one would be a better buy and why?
Thank you
Ed

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Read Answer Asked by Edward on March 28, 2022

• Magellan Aerospace Corporation (MAL)
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Q: Could you comment on MAL's quarter versus expectations, conference call, and what you think their prospects for the next two years are ? Thanks Garth

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Read Answer Asked by Garth on March 25, 2022

• Mitek Systems Inc. (MITK)
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Q: After today's announcement (Mitek purchases HooYu) I am considering bringing my holding up to a full position. Could you speak to this acquisition, also update on the progress Mitek is making in market advantages and profitability? Is it a buy currently?

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Read Answer Asked by Harry on March 25, 2022

• Costco Wholesale Corporation (COST)
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Q: Hi gang, my question has to do with Costco's valuation. Can you please give me your quick and dirty evaluation for a long term hold? Also I'm seeing different p/e numbers, your page shows 27 while G&M shows 44. As for dividend, they seem to do a special dividend every few years, what is your view of a pending one soon.

Thx.

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Read Answer Asked by Christopher on March 25, 2022

• Hardwoods Distribution Inc. (HDI)
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Q: could I get your opinion on the above company please and thank you

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Read Answer Asked by Cam on March 25, 2022

• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

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Read Answer Asked by David on March 24, 2022

• Elevance Health Inc Com (ANTM)
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• Gentex Corporation (GNTX)
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Q: I was having a discussion about these two companies with an investment partner that was quite excited about them. Looking for feedback. Good time to buy?

Thanks

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Read Answer Asked by Ron on March 24, 2022

• Knight Therapeutics Inc. (GUD)
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Q: Results out this morning. I know this is one for our "grandchildren) but I've been patient for over 4 years ... time to move on ??

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Read Answer Asked by Randy on March 24, 2022

• Restaurant Brands International Inc. (QSR)
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• Open Text Corporation (OTEX)
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• Exchange Income Corporation (EIF)
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Q: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,

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Read Answer Asked by Stephen R. on March 24, 2022

• Toast Inc. Class A (TOST)
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Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?

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Read Answer Asked by sam on March 23, 2022

• Apple Inc. (AAPL)
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• Costco Wholesale Corporation (COST)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Visa Inc. (V)
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• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• WSP Global Inc. (WSP)
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• Kinaxis Inc. (KXS)
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• Savaria Corporation (SIS)
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Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.

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Read Answer Asked by Michael on March 22, 2022

• Dollarama Inc. (DOL)
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Q: I own Dollarama shares.

If China in sanctioned by the West for supporting Russia would this leave companies like Dollarama vulnerable, as they source lots of Chinese products for their stores?

Thanks

Kim

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Read Answer Asked by kim on March 21, 2022

• Verisk Analytics Inc. (VRSK)
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Q: What is your view on Verisk (VRSK)

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Read Answer Asked by Nick on March 21, 2022

• Canopy Growth Corporation (WEED)
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• High Tide Inc. (HITI)
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Q: Could you give me your opinion on the 2 stocks mentioned above. If picking one of the two, which would you prefer?
Thanks.

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Read Answer Asked by Michael on March 21, 2022

• Meta Platforms Inc. (META)
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• Magna International Inc. (MG)
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• Roku Inc. (ROKU)
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• Shopify Inc. Class A Subordinate (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry

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Read Answer Asked by HARRY on March 21, 2022

• FedEx Corporation (FDX)
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• Crocs Inc. (CROX)
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Q: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you

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Read Answer Asked by Karim on March 18, 2022

• K-Bro Linen Inc. (KBL)
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Q: Any comments on K-Bro's 2021 results?

Thanks!

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Read Answer Asked by Robert on March 18, 2022

• FirstService Corporation (FSV)
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Q: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.

However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?

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Read Answer Asked by James on March 18, 2022

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
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• Neighbourly Pharmacy Inc. (NBLY)
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• Pet Valu Holdings Ltd. (PET)
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Q: Could you please compare these 3 stocks and would you rank them for. a 3 to 5 year hold? Thank you.

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Read Answer Asked by Steve on March 18, 2022