Investment Q&A

• Kinaxis Inc. (KXS $170.55)
  • $170.55 P/E (TTM): 100.77X Cap: $4.77B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.57)
  • $204.57 P/E (TTM): 78.92X Cap: $255.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Real Matters Inc. (REAL $5.98)
  • $5.98 Cap: $445M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.92)
  • $15.92 Cap: $2.18B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What companies on your radar have the strongest balance sheets? Thanks.

Upvote 0

Read Answer Asked by Patrick on August 28, 2020

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Knight Therapeutics Inc. (GUD $6.16)
  • $6.16 Cap: $609M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• Rackspace Technology Inc. (RXT $1.11)
  • $1.11 Cap: $272M
  • View RXT Profile
  • View Questions on RXT

Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.28)
  • $78.28 P/E (TTM): 42.06X Cap: $686M
  • View XIT Profile
  • View Questions on XIT
• TD Global Technology Leaders Index ETF (TEC $52.80)
  • $52.80 P/E (TTM): 31.22X Cap: $3.38B
  • View TEC Profile
  • View Questions on TEC

Q: What do you think about having a combination of these ETF's for a North American tech weighting? Any other suggestions?

Upvote 0

Read Answer Asked by Michael on August 28, 2020

• H&R Real Estate Investment Trust (HR.UN $9.94)
  • $9.94 Cap: $2.74B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Chartwell Retirement Residences (CSH.UN $20.64)
  • $20.64 P/E (TTM): 90.73X Cap: $6.24B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Alaris Equity Partners Income Trust (AD.UN $19.11)
  • $19.11 P/E (TTM): 5.2X Cap: $871M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

Upvote 0

Read Answer Asked by Paul on August 28, 2020

• AltaGas Ltd. (ALA $44.02)
  • $44.02 P/E (TTM): 17.29X Cap: $13.16B
  • View ALA Profile
  • View Questions on ALA

Q: td webroker alert on Wednesday show ala as a long term sell with a $10.00 target price. Is this justified

Upvote 0

Read Answer Asked by kenneth on August 28, 2020

• BlackBerry Limited (BB $6.02)
  • $6.02 Cap: $3.55B
  • View BB Profile
  • View Questions on BB

Q: I would appreciate your comments on BB.
Clayton

Upvote 0

Read Answer Asked by Clayton on August 28, 2020

• WELL Health Technologies Corp. (WELL $3.94)
  • $3.94 Cap: $992M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Hi team,
Any new information out there attributing to the 6% sell-off in WELL today. Seems a bit more than normal fluctuations.
Thanks again
Dave

Upvote 0

Read Answer Asked by Dave on August 28, 2020

• Salesforce Inc. (CRM $230.82)
  • $230.82 P/E (TTM): 34.45X Cap: $222.29B
  • View CRM Profile
  • View Questions on CRM

Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $28.39)
  • $28.39 Cap: $899M
  • View FLGT Profile
  • View Questions on FLGT

Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $160.62)
  • $160.62 P/E (TTM): 20.95X Cap: $368.83B
  • View BABA Profile
  • View Questions on BABA

Q: Hello. Any idea as what happened with the proposed split.

Upvote 0

Read Answer Asked by Margot on August 28, 2020

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
  • View BSO.UN Profile
  • View Questions on BSO.UN

Q: Hi 5i,
This fund managed by BAM currently yield over 19 %. I have bought a very small position thinking to add more to my RRIF. Is the yield save? It is trade at a very thin volume. Would you kindly give me your opinion please, thanks!

Upvote 0

Read Answer Asked by Alec on August 28, 2020

• Knight Therapeutics Inc. (GUD $6.16)
  • $6.16 Cap: $609M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: GUD is continuously languishing below its 50 days and 200 days moving average. For the past 3+ years, I am holding a substantive position of GUD due to its low valuation, high cash, no debt and a reputable management (Paladin Labs).
Please advise if keep on holding can be further justified ? any red flags or possible being taken private?

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $120.41)
  • $120.41 P/E (TTM): 16.47X Cap: $26.35B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A

Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

Upvote 0

Read Answer Asked by David on August 28, 2020

• Enbridge Inc. (ENB $67.33)
  • $67.33 P/E (TTM): 25.66X Cap: $147.25B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $76.13)
  • $76.13 P/E (TTM): 23.5X Cap: $78.81B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $54.10)
  • $54.10 P/E (TTM): 18.92X Cap: $31.60B
  • View PPL Profile
  • View Questions on PPL
• AltaGas Ltd. (ALA $44.02)
  • $44.02 P/E (TTM): 17.29X Cap: $13.16B
  • View ALA Profile
  • View Questions on ALA
• Keyera Corp. (KEY $43.44)
  • $43.44 P/E (TTM): 18.16X Cap: $10.07B
  • View KEY Profile
  • View Questions on KEY

Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 28, 2020

• Urbanfund Corp. (UFC $0.85)
  • $0.85 P/E (TTM): 13.23X Cap: $46M
  • View UFC Profile
  • View Questions on UFC

Q: It has been a while since your last (very thorough) look at Urbanfund. Can you provide your perspective on the reliability of their dividend and future prospects? Many thanks.

Upvote 0

Read Answer Asked by David on August 28, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
  • View WIR.UN Profile
  • View Questions on WIR.UN

Q: Hello
WIR.UN trades on the TSX but pays its dividend in US dollars. Will this dividend by subject to the 15% withholding tax in a non-registered or TFSA account?
thanks

Upvote 0

Read Answer Asked by Mary on August 28, 2020

• Cargojet Inc. Common and Variable Voting Shares (CJT $72.50)
  • $72.50 P/E (TTM): 9.75X Cap: $1.08B
  • View CJT Profile
  • View Questions on CJT

Q: Are you aware of a reason for Cargojet's 3.7% drop today? Thank You.

Upvote 0

Read Answer Asked by Brian on August 28, 2020

• Bragg Gaming Group Inc. (BRAG $3.00)
  • $3.00 Cap: $75M
  • View BRAG Profile
  • View Questions on BRAG

Q: Pls update your comments on Brag after their numbers being released.
Thx

Upvote 0

Read Answer Asked by Bill on August 28, 2020

• BRP Inc. Subordinate Voting Shares (DOO $88.57)
  • $88.57 Cap: $6.41B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Could you please give your opinion of DOO's latest quarter?

Upvote 0

Read Answer Asked by Tristan on August 28, 2020