Investment Q&A

• Alimentation Couche-Tard Inc. (ATD)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

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Read Answer Asked by Ray on January 06, 2020

• Great Canadian Gaming Corporation (GC)
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Q: My question is about GC. Am reviewing my TFSA positions and am trying to decide whether to continue to hold or move on to something else. Short term seems to be "dead money" but longer term may see return to good growth. I am okay waiting for 3-5 yrs, but not if there is little growth over that time frame. What level of comfort do you have with the management team's near term execution and capex returns? The money laundering issues have seemed to die down somewhat. Do you think that there could be a take-over because of the current valuation?
Thanks

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Read Answer Asked by Rudy on January 06, 2020

• Gildan Activewear Inc. (GIL)
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• Descartes Systems Group Inc. (The) (DSG)
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• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Happy New Year. What do you expect from bad and gil in the coming year? Are you ok with starting a position in bam and dsg today or would you wait for a pullback? T Steve

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Read Answer Asked by Stephen on January 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: BNN just had an analyst on who is shorting LSPD because of another round of insider selling coming up near future he also stated that LSPD is vastly overpriced and is high risk. Are you still recommending this stock if so why?

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Read Answer Asked by Terence on January 06, 2020

• TFI International Inc. (TFII)
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• Savaria Corporation (SIS)
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Q: I currently hold TFII in my portfolio and am considering a switch to SIS for a long term hold. Which of the these two look best over the next 2 or 3 years to you? Is it worth a change?

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Read Answer Asked by Lyle on January 06, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?

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Read Answer Asked by Lyle on January 06, 2020

• Boyd Group Income Fund (BYD.UN)
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Q: This stock had a great run in 2019. I missed buying it then although it was a great recommendation back around March. Given the appreciation in the stock would you still recommend to Initiate a position at these levels. Has the p/e expanded a lot in the last 12 months

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Read Answer Asked by Aleem on January 06, 2020

• NFI Group Inc. (NFI)
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• Boyd Group Services Inc. (BYD)
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Q: In a TFSA account (growth oriented) would exchange NFI for BYD for a 3 to 5 years time frame? Thank you.

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Read Answer Asked by Yves on January 06, 2020

• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A)
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Q: Happy new Year.

I always thought CCL paid their dividends in US dollars but it is not on your list of companies. Can you confirm the currency they pay in?

Thanks

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Read Answer Asked by kelly on January 06, 2020

• TFI International Inc. (TFII)
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Q: I have a losing position in TFI in my TFSA. I'm thinking of adding to it. What is your opinion? Or would it be better just to add money to BIP?

Happy New Year :)

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Read Answer Asked by christianne on January 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: When would it be a wise decision to also list on the US Nasdaq platform rather than only on the TSX exchange. There are financial costs and other issues that must be taken into consideration but also being listed in the US would improve the stock price.
Clayton

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Read Answer Asked by Clayton on January 03, 2020

• Savaria Corporation (SIS)
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Q: I have a relatively small position in SIS. Would you have any issues adding to SIS at these levels?

Thanks Ken

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Read Answer Asked by Ken on January 03, 2020

• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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• Boyd Group Services Inc. (BYD)
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Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks

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Read Answer Asked by Dennis on January 03, 2020

• Enghouse Systems Limited (ENGH)
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Q: There wasn't much info given on Enghouse's purchase of Dialogic. They acquired it for 1 times sales which seems low. Do you know if the low on that metric is offset by something like low or no profitability, slowing sales, etc?

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Read Answer Asked by sandy on January 03, 2020

• Leon's Furniture Limited (LNF)
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Q: LNF is nearing its 52 week high. Is it at an entry point or would it be better to wait for a pull back? Thanks.

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Read Answer Asked by Brian on January 03, 2020

• Chartwell Retirement Residences (CSH.UN)
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• Savaria Corporation (SIS)
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Q: I have two small positions in CSH.UN (1.3%) and SIS (1.0%), and I wanted to consolidate the invested capital into one holding. I consider them both to be investments within the healthcare space, which is part of the reason for consolidating these two holdings. I am strongly leaning towards selling CSH.UN and buying more SIS. Does this sound reasonable, or is there another option worth considering?

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Read Answer Asked by Domenic on January 02, 2020

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.

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Read Answer Asked by cliff on January 02, 2020

• Bank of Nova Scotia (The) (BNS)
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• Kinaxis Inc. (KXS)
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Q: So my 19-year-old son just opened up his first investment account today. We were wondering what you thought would be a great first Canadian equity pick for the long haul.

Thanks!

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Read Answer Asked by Robert on January 02, 2020

• Enghouse Systems Limited (ENGH)
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Q: Would you recommend this stock for a growth investor and is this a good entry point?

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Read Answer Asked by Aleem on January 02, 2020

• Kinaxis Inc. (KXS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello,
If you were to buy LSPD or KXS today in a TFSA which one would you choose?
Thank u

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Read Answer Asked by Josette on December 30, 2019