Investment Q&A

• Constellation Software Inc. (CSU $2,651.30)
  • $2,651.30 P/E (TTM): 62.06X Cap: $59.54B
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• ATS Corporation (ATS $39.79)
  • $39.79 Cap: $3.92B
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• Kinaxis Inc. (KXS $146.06)
  • $146.06 P/E (TTM): 88.32X Cap: $4.09B
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• goeasy Ltd. (GSY $128.26)
  • $128.26 P/E (TTM): 9.43X Cap: $2.06B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.82)
  • $15.82 Cap: $2.14B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $110.83)
  • $110.83 P/E (TTM): 972.23X Cap: $9.29B
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Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

Upvote 0

Read Answer Asked by Harpinder on April 14, 2022

• Ivor Exploration Inc. (IVOR)
  • P/E (TTM): -276.3X
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Q: IVOR ... your opinion on buying at this point

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Read Answer Asked by Bob on April 13, 2022

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $23.36)
  • $23.36 P/E (TTM): 11.33X Cap: $1.94B
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Q: Hi Peter
Will the city of Montreal opt-in decision significantly affect TCL ? If the stock drops further on this news, is it worth buying at this level?

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Read Answer Asked by Greyhair on April 13, 2022

• Copperleaf Technologies Inc. (CPLF $11.99)
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Q: Any news that would account for the sell-off in Copperleaf over the past couple days ?

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Read Answer Asked by William on April 13, 2022

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What has RHT signed since last Oct.? With the cash flow starting to kick in this month what do you think of the stock moving forward.?
Would appreciate your view. Thanks in advance.

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Read Answer Asked by John on April 13, 2022

• Xebec Adsorption Inc. (XBC $0.51)
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Q: How much value does this $113.5M contract add to XBC's value.
Also in what amount of time will that contract be delivered in?

Their revenue for all of 2021 was $126M so isn't this huge?
Thanks

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Read Answer Asked by Herm on April 13, 2022

• Profound Medical Corp. (PRN $10.45)
  • $10.45 Cap: $318M
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• WELL Health Technologies Corp. (WELL $4.09)
  • $4.09 Cap: $1.06B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?

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Read Answer Asked by Bob on April 13, 2022

• Voxtur Analytics Corp. (VXTR $0.01)
  • $0.01 Cap: $3M
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• NowVertical Group Inc. (NOW $0.32)
  • $0.32 Cap: $28M
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Q: Please provide insights which of these companies is a good investment. Thanks

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Read Answer Asked by Imtiaz on April 13, 2022

• MediaValet Inc. (MVP $1.70)
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Q: Hi,

I've held MVP for about 2 years - I am just above break even now on this name. Do you think its worthwhile holding to see if this mini rally continues, or should I move on?

thanks as always for your opinion.

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Read Answer Asked by Brad on April 13, 2022

• Decisive Dividend Corporation (DE $7.23)
  • $7.23 P/E (TTM): 25.29X Cap: $140M
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Q: What do you think of this company now. Is it worth taking a small position for income and some growth.

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Read Answer Asked by don on April 13, 2022

• Questor Technology Inc. (QST $0.44)
  • $0.44 Cap: $12M
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Q: It seems the last Federal Budget would be great for them and yet the shares are going backwards, why?

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Read Answer Asked by Jean on April 13, 2022

• Pollard Banknote Limited (PBL $19.26)
  • $19.26 P/E (TTM): 19.22X Cap: $521M
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Q: Pollard bank note is down at 52 week lows. It has come off sharply from its highs, which were probably way too high. Someone last week on Market Call, I think it was Tcascy, said that labor was up because PBL was so busy they had to have people work lots of overtime and because of that they added another shift so next quarters earnings should look much better. Sounds plausible but I have not been able to check if that is true. What does 5i know and what is your opinion of PBl in general? I have started a small position but not sure if I should add if it takes another leg down.

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Read Answer Asked by Paul on April 13, 2022

• Waterloo Brewing Ltd. (WBR $4.01)
  • $4.01 P/E (TTM): 141.39X
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Q: Thoughts on the quarter from WBR? Would you be a buyer in the current environment?
Thanks
Rob

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Read Answer Asked by Robert on April 11, 2022

• Jervois Global Limited (JRV)
  • Cap: $27M
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• Nickel 28 Capital Corp. (NKL $1.04)
  • $1.04 Cap: $90M
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• Flagship Communities Real Estate Investment Trust (MHC.U $20.15)
  • $20.15 P/E (TTM): 14.06X Cap: $507M
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Q: I have relatively small speculative positions in these three companies and I am considering adding to them to reach the 1% level each. They have appreciated in price nicely. May I have your opinion on these three stocks?
With appreciation,
Ed

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Read Answer Asked by Ed on April 11, 2022

• Definity Financial Corporation (DFY $70.51)
  • $70.51 P/E (TTM): 21.73X Cap: $8.57B
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Q: Any new thinking on Definity…?Seems to be acting very well.Kim

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Read Answer Asked by Kim on April 11, 2022

• Diversified Royalty Corp. (DIV $3.89)
  • $3.89 P/E (TTM): 22.88X Cap: $653M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.31)
  • $14.31 P/E (TTM): 19.81X Cap: $404M
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• Rogers Sugar Inc. (RSI $6.16)
  • $6.16 P/E (TTM): 13.02X Cap: $790M
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Q: Happy Friday to all.

Your thoughts on these three stocks in terms of income, sustainability and growth potential.

Thanks very much and have a great weekend.

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Read Answer Asked by Dave on April 11, 2022

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
  • $0.04 Cap: $7M
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Q: CJR.B .. has made some meaningful contracts lately ... your assessment of buying at these levels ..thx

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Read Answer Asked by Bob on April 11, 2022

• Roots Corporation (ROOT $3.15)
  • $3.15 Cap: $123M
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Q: The daily volume (float) of shares bought/sold seems small. Does it make sense for management to be buying back shares reducing the float even more? What plans do you think Searchlight Capital Partners have for Roots...a creeping privatization?
Thanks,
Jim

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Read Answer Asked by James on April 11, 2022

• DGTL Holdings Inc. (DGTL $0.05)
  • $0.05 P/E (TTM): 0.44X
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Q: Are you able to provide any comment on recent price movement on DGTL?

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Read Answer Asked by Sebastian on April 11, 2022

• Goodfood Market Corp. (FOOD $0.27)
  • $0.27 Cap: $29M
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Q: I would appreciate an updated outlook on Goodfood Markets. I note that the convertible debentures FOOD.PR.A (maturity Mar. 2027) have dropped 25% in the past 6 weeks. Does this indicate a serious risk of bankruptcy within 5 years?

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Read Answer Asked by Gregory on April 11, 2022