Investment Q&A

• Savaria Corporation (SIS $22.97)
  • $22.97 P/E (TTM): 25.67X Cap: $1.63B
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Q: Please comment on latest Q results & going forward.Txs for u usual great services & views

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Read Answer Asked by Peter on November 12, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.45)
  • $86.45 P/E (TTM): 17.37X Cap: $15.08B
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Q: Can you comment on the latest acquisition by CCL ?

Thanks

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Read Answer Asked on November 12, 2020

• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.01B
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Q: I’m struggling to understand how these two stocks, as well as others in the same area, will do in a normal environment following Covid vaccines. Would appreciate your expert opinion.
Thanks as always for your incites.

Roy

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Read Answer Asked by Roy on November 11, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: Hello, after searching around I cannot find any commentary as to why you included this company in the portfolio . A brief explanation as to why you like it would be appreciated. Apologies if it just my incompetence in navigating the website. Thank you very much.

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Read Answer Asked by Adam on November 11, 2020

• Agnico Eagle Mines Limited (AEM $231.06)
  • $231.06 P/E (TTM): 27.78X Cap: $117.01B
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Q: With AEM drop could this be an opportunity to add or wait? Thanks for your valuable opinion.

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Read Answer Asked by Hali on November 11, 2020

• Kinaxis Inc. (KXS $173.59)
  • $173.59 P/E (TTM): 174.58X Cap: $4.85B
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Q: I bought some Kxs at $206. Since many are leaving the tech sector, is it safe to hold this position in KSX and do you foresee a long road back to the high? I want growth at a reasonable risk. Helen

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Read Answer Asked by Helen on November 11, 2020

• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 86.05X Cap: $4.54B
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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Q: Assuming that this is a done deal for PBH to acquire CLR, what is the prospect of PBH going forward? Would you recommend a PBH buy at this level? Thanks.

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Read Answer Asked by Victor on November 10, 2020

• Descartes Systems Group Inc. (The) (DSG $119.43)
  • $119.43 P/E (TTM): 52.3X Cap: $10.35B
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Q: DSG IS DOWN LAST 2 DAYS. Is it due to a purchase ? My buy was at $73.16.
Is it safe to hold ? Helen

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Read Answer Asked by Helen on November 10, 2020

• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 86.05X Cap: $4.54B
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Q: Hi guys as you know I have been a fan of pbh for years there acquisitions have always been extremely strategic
I am disappointed in this current acquisition into the seafood space which is been facing declining fish stock and First Nations conflicts on both coasts
Premium brands has made me a lot of money over the years
I will not exit my position but I don’t have to like it
Regards
Stan

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Read Answer Asked by Stan on November 10, 2020

• Kinaxis Inc. (KXS $173.59)
  • $173.59 P/E (TTM): 174.58X Cap: $4.85B
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Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?

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Read Answer Asked by Jeff on November 10, 2020

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Can you comment on the recent quarter please.

This stock keeps dropping over the last two weeks, what is going on here?

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Read Answer Asked by fwb181 on November 10, 2020

• Kinaxis Inc. (KXS $173.59)
  • $173.59 P/E (TTM): 174.58X Cap: $4.85B
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Q: Hello everyone, any news on Kinaxis today, dropped a large amount since last week, is it just profit taking, and rotation out of tech?

Thanks

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Read Answer Asked by L on November 10, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: What is your opinion on XBC's most recent quarter? Do you continue to like its prospects moving forward? Do you think with the recent pull back that this is a good point to start a position?

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Read Answer Asked by Justin on November 10, 2020

• CAE Inc. (CAE $42.41)
  • $42.41 P/E (TTM): 28.96X Cap: $13.42B
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Q: Hello 5i,
What is your opinion on CAE's most recent quarter?
Thank You,
Andrew

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Read Answer Asked by Andrew on November 10, 2020

• Premium Brands Holdings Corporation (PBH $101.79)
  • $101.79 P/E (TTM): 86.05X Cap: $4.54B
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Q: Thoughts on the Clearwater Seafoods acquisition? How accretive will it be?

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Read Answer Asked by Terry on November 10, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.42)
  • $221.42 P/E (TTM): 68.41X Cap: $287.58B
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Q: I had bought and sold some of my shopify stock. I am still holding 25 shares. What do you see happening to the shopify stock,Do you feel it is time to sell it?
Thank you

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Read Answer Asked by Audrey on November 10, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.42)
  • $221.42 P/E (TTM): 68.41X Cap: $287.58B
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Q: What happened to SHOP today?
Thanks

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Read Answer Asked by Kim on November 09, 2020

• WELL Health Technologies Corp. (WELL $4.05)
  • $4.05 Cap: $1.01B
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Q: Hi Team,

What do you think of the purchase by WELL this morning? Are they issuing shares to pay for the transaction?

Thanks!

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Read Answer Asked by David on November 09, 2020

• Knight Therapeutics Inc. (GUD $6.01)
  • $6.01 Cap: $603M
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Q: Knight releases Q3 earnings this Friday 13 Nov. Whats the expectations ? Any feelings wrt increasing exposure before Friday ? Thank you.

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Read Answer Asked by Paul on November 09, 2020

Q: Retired dividend-income investor. I see your Income Portfolio is sitting on 7% cash. Any plans to deploy soon or do you want to keep that cash for strategic reasons?

I'm sitting on 6% cash...just wondering whether to continue to deploy monthly on a steady state basis or hold?

Thanks...Steve

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Read Answer Asked by Stephen on November 09, 2020