Investment Q&A

• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
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Q: Is there any clear explanation to Constellation Software's miss on their Q1 eps number?

Thanks

John

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Read Answer Asked by john on May 01, 2019

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: what are the estimates please?

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Read Answer Asked by blake on May 01, 2019

• Premium Brands Holdings Corporation (PBH $82.71)
  • $82.71 P/E (TTM): 56.27X Cap: $4.31B
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Q: Do you have estimates for upcoming quarter and what to look for that may indicate company is moving in the right direction ? Thx

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Read Answer Asked by blake on May 01, 2019

• Covalon Technologies Ltd. (COV $1.83)
  • $1.83 P/E (TTM): 61.0X Cap: $50M
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Q: Weak momentum in a strong market, no material news in months, no liquidity, yet a suggestion as an option for a growth stock today. Why the faith? I hold a position and am looking for a reason to be patient I suppose.

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Read Answer Asked by Charles on May 01, 2019

• Covalon Technologies Ltd. (COV $1.83)
  • $1.83 P/E (TTM): 61.0X Cap: $50M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Hello Sages,

Between PHO and COV which one do like for a double first and which one gets bought out first?

As well I took a position on ATS on the way down, and it has finally churned higher. If I were to sell, would you wait until after the quarterly release or let it go now. No rush, and no need for the cash, just making a trade.

Thanks,

KC

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Read Answer Asked by Kelly on May 01, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
  • $164.58 P/E (TTM): 130.1X Cap: $214.63B
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Q: now that it is over 11% of growt port when do you reduce

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Read Answer Asked by andrew on April 30, 2019

• Methanex Corporation (MX $83.13)
  • $83.13 P/E (TTM): 53.61X Cap: $6.42B
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Q: I currently own MX and under water. Would it be ok to buy more to bring it up to a 3.5% weight?
Thanks

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Read Answer Asked on April 30, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
  • $164.58 P/E (TTM): 130.1X Cap: $214.63B
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Q: Please comment on SHOP's earnings release issued this morning.

Thank you, Peter

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Read Answer Asked by Peter on April 30, 2019

• North West Company Inc. (The) (NWC $54.09)
  • $54.09 P/E (TTM): 18.46X Cap: $2.57B
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Q: What's happening with NWC? Bought this stock in Jan. to add a bit of stability (lower beta) to my portfolio but the stock is down 10%. Any ideas why? Thx Ron

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Read Answer Asked by Ronald on April 29, 2019

• ATS Corporation (ATS $39.52)
  • $39.52 Cap: $3.87B
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Q: I have just purchased this stock on April 25th in my TSFA. Do you think there will be continued growth.
Thank you

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Read Answer Asked by Don on April 29, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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Q: In the midst of trading,4/26,GC announced that it sold its subsidiary,Great American Gaming for US$56m to focus on its core growth markets.It closed @ $52.16 down 0.88 .Why? Thanks for u usual great services & views

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Read Answer Asked by Peter on April 29, 2019

• Sylogist Ltd. (SYZ $3.19)
  • $3.19 Cap: $74M
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Q: Hi, Could you please post earning estimates for Sylogist. Thanks

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Read Answer Asked by rajeev on April 29, 2019

• Knight Therapeutics Inc. (GUD $7.45)
  • $7.45 Cap: $730M
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Q: I don’t see a quick list of the current management beyond Goodman. Could you list? I want to fax my vote off today.

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Read Answer Asked by Kim on April 26, 2019

• CAE Inc. (CAE $36.73)
  • $36.73 P/E (TTM): 31.39X Cap: $11.81B
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Q: Hi Ryan any reason for the big decline in CAE today/
There is no news that I know od
Kid Regards
Stan

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Read Answer Asked by Stan on April 26, 2019

• Knight Therapeutics Inc. (GUD $7.45)
  • $7.45 Cap: $730M
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Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks

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Read Answer Asked by Luc on April 26, 2019

• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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Q: Good morning 5i,
TFII is one of the few growth stocks which has grown for me recently. I have about one percent too high a weighting in the industrial sector and I would like to buy Boyd Group. i am therefore thinking of selling TFII. I figure it may not go too much after the good news announced yesterday and it might be a good time to take a profit. Or, would I be better to hold it and find another way to get the money to buy Boyd?
thanks

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Read Answer Asked by joseph on April 25, 2019

• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 40.0X Cap: $12.73B
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Q: I have a 1/2 position at $48.00 (as per Balanced Portfolio). Is it time to go to a full position after their quarterly, if yes then average down or wait?

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Read Answer Asked by Stephen on April 25, 2019

• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
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Q: Your thoughts on CSU? It's the largest holding in the Balanced mandate, is expectation to trim at these levels? What's your outlook?
Thank you

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Read Answer Asked by Shawn on April 25, 2019

• Kinaxis Inc. (KXS $143.27)
  • $143.27 P/E (TTM): 42.99X Cap: $3.96B
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Q: Hi Gang, owned the above for a couple of years and purchased at 81$, do you think the earnings on May 1st could be a catalyst to move this up. Thank you
Anthony

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Read Answer Asked by Anthony on April 25, 2019

• Methanex Corporation (MX $83.13)
  • $83.13 P/E (TTM): 53.61X Cap: $6.42B
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Q: Please comment on the quarter.

Thank you!

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Read Answer Asked by David on April 25, 2019