Investment Q&A

• RB Global Inc. (RBA $138.13)
  • $138.13 P/E (TTM): 50.35X Cap: $25.42B
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• XPEL Inc. (XPEL $47.22)
  • $47.22 P/E (TTM): 27.5X Cap: $1.28B
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• ON Semiconductor Corporation (ON $51.09)
  • $51.09 P/E (TTM): 65.25X Cap: $20.21B
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• Ollie's Bargain Outlet Holdings Inc. (OLLI $123.17)
  • $123.17 P/E (TTM): 35.68X Cap: $7.54B
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• e.l.f. Beauty Inc. (ELF $79.07)
  • $79.07 P/E (TTM): 53.64X Cap: $4.54B
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• Kinsale Capital Group Inc. (KNSL $380.57)
  • $380.57 P/E (TTM): 18.91X Cap: $8.95B
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• SPS Commerce Inc. (SPSC $81.89)
  • $81.89 P/E (TTM): 37.36X Cap: $3.14B
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• Weatherford International plc (WFRD $76.76)
  • $76.76 P/E (TTM): 13.48X Cap: $5.23B
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Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

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Read Answer Asked by Curtis on October 30, 2023

• Nerdy Inc. Class A (NRDY $1.32)
  • $1.32 Cap: $234M
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Q: Could we have your opinion on NRDT.US as a viable holding.

Thanks

Thomas

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Read Answer Asked by Thomas on October 30, 2023

• Rogers Sugar Inc. (RSI $6.04)
  • $6.04 P/E (TTM): 12.43X Cap: $780M
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Q: RSI which has steadily dropped this year. Should I continue to hold RSI or sell and harvest tax?
Thanks

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Read Answer Asked by Paul on October 30, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $169.04)
  • $169.04 P/E (TTM): 25.66X Cap: $2.06B
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Q: Nice call on Hammond Power. I have a position in this company. Would you add to it today after the nice gain?

Upvote 1

Read Answer Asked by Les on October 27, 2023

• Moneta Gold Inc. (ME)
  • Cap: $76M
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Q: Could you comment on Moneta Gold and their project update on Oct 19th. National Bank has initiated coverage at Outperform at $3.00/share which is far above the current share price. Your last answer from July 2022 indicated the company had some solid shareholders and is this still the case?

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Read Answer Asked by mike on October 27, 2023

• Propel Holdings Inc. (PRL $24.41)
  • $24.41 P/E (TTM): 11.41X Cap: $988M
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Q: Is it just me or is Propel Holdings trading at quite a ridiculously low p/e for it's growth? What do you think is causing this? Thanks.

Upvote 1

Read Answer Asked by Michael on October 27, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $169.04)
  • $169.04 P/E (TTM): 25.66X Cap: $2.06B
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Q: The 3rd q numbers came out.comments please.The stock still seems undervalued.

Upvote 0

Read Answer Asked by Murray on October 27, 2023

• Aecon Group Inc. (ARE $28.89)
  • $28.89 P/E (TTM): 272.8X Cap: $1.72B
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Q: Thoughts on earnings and future prospects please. Is this stock worth keeping long term. I am down significantly.
Thanks

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Read Answer Asked by satish on October 26, 2023

• AirIQ Inc. (IQ $0.49)
  • $0.49 Cap: $15M
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Q: While most microcap tech stocks have been trending down for 2 years now, despite some companies showing financial strength, AirIQ's stock price has been trending upward and hitting new highs. What can we learn from AirIQ?

Upvote 1

Read Answer Asked by Charles on October 26, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.

Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.

Today Worldline SA is being cut in half. Worldline is a several billion dollar company.

Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC

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Read Answer Asked by John on October 25, 2023

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $17.67)
  • $17.67 P/E (TTM): 10.51X Cap: $759M
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Q: Hi, I'm interested in Dream Unlimited Corp as a long term investment, and would appreciate your thoughts on this company. Also, held as the entity DRM:CA (vs DIR:UN:T, for example), would this be eligible for the dividend tax credit and thus best held in a non-registered account? Thank you

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Read Answer Asked by Anthony on October 25, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.23)
  • $14.23 P/E (TTM): 19.18X Cap: $393M
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Q: hi,
can I get your latest financial analysis of Corby please. is there any growth? is the balance sheet fine? is the dividend sustainable?payout ratio? I have held for a long time, and capital keeps going down, and dividend up to worrisome levels. can you rank as buy, sell, hold.

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Read Answer Asked by chris on October 25, 2023

• InMode Ltd. (INMD $14.36)
  • $14.36 Cap: $991M
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Q: is inmode down just because its an israeli company or are there other reasons.
at 20 bucks it seems like a great buying opportunity. dave

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Read Answer Asked by david on October 25, 2023

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 109.16X Cap: $862M
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Q: So…….everyone selling ECN ahead of reporting…….pure coincidence, right?

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Read Answer Asked by Danny on October 25, 2023

• Amneal Pharmaceuticals Inc. (AMRX $12.41)
  • $12.41 P/E (TTM): 626.0X Cap: $3.93B
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Q: Amneal Pharmaceuticals spiralled downward in October 2018, and has been essentially flatlining in the $4-$5 range since 2020. In the generic pharma business, one would think this should be doing somewhat better than it is. Any signs of a recovery on this one? Thanks.

Upvote 1

Read Answer Asked by Sylvia on October 25, 2023

• Largo Inc. (LGO $1.38)
  • $1.38 Cap: $114M
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• Ceragon Networks Ltd. (CRNT $1.98)
  • $1.98 Cap: $181M
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Q: Peter and His Wonder Team
I realize I am trying to compare apples to oranges in two different sectors... but I would like your opinion which is always objective and rational. If you had to sell one of these stocks...which one would it be? Or do you think they both have upside potential...I am down on both? With respect I thank you!

Upvote 0

Read Answer Asked by Ernest on October 24, 2023

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: What is your assessment of CNE. Why is it falling so much?

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Read Answer Asked by Irwin on October 24, 2023

• Dye & Durham Limited (DND $3.19)
  • $3.19 Cap: $218M
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Q: Would you consider the company a buy at today's close or simply a value trap?

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Read Answer Asked by Rick on October 24, 2023

• Lumine Group Inc. (LMN $29.71)
  • $29.71 P/E (TTM): 117.54X Cap: $8.03B
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Q: Any idea as to what caused the drop today? I'm not seeing any news.

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Read Answer Asked by Kyle on October 24, 2023

• ECN Capital Corp. (ECN $3.06)
  • $3.06 P/E (TTM): 109.16X Cap: $862M
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Q: I have read your comments on ECN. But with the debentures (ECN.DB.B) yielding over 9% and the preferreds (ECN.PR.C) over 13% someone hold my hand!

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Read Answer Asked by Dennis on October 24, 2023