Investment Q&A

• Park Lawn Corporation (PLC)
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Q: Comments on Park Lawn's Q3? Thanks

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Read Answer Asked by Jeff on November 13, 2020

• Parkland Corporation (PKI)
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Q: PKI is down quite a bit today and I don't see any news on it. Any idea why it is down so much?

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Read Answer Asked on November 12, 2020

• Welltower Inc. (WELL)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• CAE Inc. (CAE)
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• Northland Power Inc. (NPI)
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• TMX Group Limited (X)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Real Matters Inc. (REAL)
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• Xebec Adsorption Inc. (XBC)
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Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?

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Read Answer Asked by Rick on November 12, 2020

• Real Matters Inc. (REAL)
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Q: Hi,
REAL is reporting 4th quarter earnings on November 20th.
What are the expectations in terms of revenue growth , EPS etc?

Thanks

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Read Answer Asked by ilie on November 12, 2020

• Great Canadian Gaming Corporation (GC)
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Q: It’s been reported that one of the big shareholders will vote against Apollo's offer. What do you think will happen? A higher offer or a failed deal?

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Read Answer Asked by Liping on November 12, 2020

• Sylogist Ltd. (SYZ)
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Q: Hi guys
Any thoughts on the company's new CEO Bill Wood? Do you know him, and with the hire does this say anything about the direction the company is going?

Thanks

Stuart

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Read Answer Asked by Stuart on November 12, 2020

• Kinaxis Inc. (KXS)
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Q: Hey Peter & Team

Any reasons for the recent fall off? Would now be a good time to take on some shares?

Thanks for all you do

gm

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Read Answer Asked by Gord on November 12, 2020

• NFI Group Inc. (NFI)
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Q: Please comment on their 3rd quarter report. I can't make hide nor hair out of it!
Thanks,
Jim

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Read Answer Asked by James on November 12, 2020

• WELL Health Technologies Corp. (WELL)
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Q: Hi Team,

Please comment on the Q out of WELL.

Thanks!

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Read Answer Asked by David on November 12, 2020

• Photon Control Inc. (PHO)
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Q: What was revealed on PHO's financial results conference call that caused the stock to pullback/stall after putting out what appeared to be a strong report?

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Read Answer Asked by Preston on November 12, 2020

• Savaria Corporation (SIS)
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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)
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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

• Boyd Group Services Inc. (BYD)
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Q: Please comment on earnings

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Read Answer Asked by Terry on November 11, 2020

• Great Canadian Gaming Corporation (GC)
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Q: With the $39 offer from Appollo would you suggest selling the stock now or is there a chance for a higher bid?

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 11, 2020

• WELL Health Technologies Corp. (WELL)
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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

• Kinaxis Inc. (KXS)
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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)
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• Clearwater Seafoods Incorporated (CLR)
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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

• Premium Brands Holdings Corporation (PBH)
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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)
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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)
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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