Investment Q&A

• Stella-Jones Inc. (SJ $85.38)
  • $85.38 P/E (TTM): 14.08X Cap: $4.58B
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Q: Stella Jones seemed to bounce back from its CEO-departure-triggered price-drop, but has retraced, today, below Monday's 'panic' level; is there some other issue now at work? I would have thought low-growth concerns were already priced-in.

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Read Answer Asked by John on July 18, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $38.84)
  • $38.84 Cap: $25.68B
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Q: I noticed you have the above mentioned stock rated highly. I see that in the symbol it is listed as a Unit, and dividends are payed in U.S. Funds. My question is ….does this qualify for a dividend for the dividend tax credit here in Canada?

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Read Answer Asked by Chris on July 18, 2019

• TFI International Inc. (TFII $129.88)
  • $129.88 P/E (TTM): 23.06X Cap: $10.35B
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Q: TFII @ $38.26 down 1.71(4.3%) today.Is this related to DJT down 3.6% & CSX in US down sharply(think some 10%) today? Hope it is not co specific.Any news? Thanks for u usual great services & views

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Read Answer Asked by Peter on July 18, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
  • $15.83 Cap: $2.12B
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Q: This morning announced acquisition of Ikentoo,details of which will be provided @ Q earnings on Aug 8.Positive impact so far as It is now $40.43 up $1.53.Please comment & your thoughts on upcoming Q.Thanks for your great recommendation on LSPD & u usual great advices & services

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Read Answer Asked by Peter on July 17, 2019

• Knight Therapeutics Inc. (GUD $6.04)
  • $6.04 Cap: $600M
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Q: Is it time to sell gud and move on. It has done nothing in the last 2 years and seems very stagnant.

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Read Answer Asked by Stephen on July 17, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I am planning on picking up some Boyd this week for my granddaughter's account. Do you know of any reason why it declined over 3% today?
Hopefully this just makes a good stock cheaper???

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Read Answer Asked by Elliott on July 17, 2019

• NFI Group Inc. (NFI $13.71)
  • $13.71 Cap: $1.62B
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Q: NFI started the day with a big stumble, is the delivery news that bad? Is this time for bottom fishing and "invest the money you can afford to lose" - so to speak.

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Read Answer Asked by Victor on July 16, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Could you please tell me your best guess on how much FCR shares would be worth when it is converted to a trust. When do you expect this to happen,

Thanks

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Read Answer Asked by Saad on July 16, 2019

• Stella-Jones Inc. (SJ $85.38)
  • $85.38 P/E (TTM): 14.08X Cap: $4.58B
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Q: Hello,
Do you have any idea why Stella-Jones says CEO Brian McManus is to step down in October? No reason was cited according to what I read. Investors didn't like the news. Any suggestions on how to react as a shareholder?
Thank you, Michael

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Read Answer Asked by Michael on July 16, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.78)
  • $83.78 P/E (TTM): 18.76X Cap: $14.91B
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• goeasy Ltd. (GSY $129.02)
  • $129.02 P/E (TTM): 9.99X Cap: $2.07B
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Q: Been a while since a question on one of these but they keep grinding higher. Is this just good momentum or shares are getting the right valuations? Do you know when they report earnings next?

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Read Answer Asked by Sal on July 16, 2019

• Premium Brands Holdings Corporation (PBH $99.13)
  • $99.13 P/E (TTM): 66.8X Cap: $4.33B
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Q: In a June 5 article Gordon Pape spoke highly of PBH and made note that the company maybe in the process of signing a deal with Walmart. The stock has been recovering nicely since the CPP investment. Have you heard or come across a potential deal with Walmart or is this pure speculation?

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Read Answer Asked by Sal on July 16, 2019

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Further to earlier Q,Fabrice Taylor reported that new investors led the Bitove family have taken over CLIQ plus ACB's 25%@ $15.What is the % of Bitove? Txs for u usual great services & views

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Read Answer Asked by Peter on July 16, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: I currently own PHO and down quite a bit and my weight is now only 1.50 % would you be comfortable buying enough to bring to a 2% weight or best to wait until we see this sector moving again?
Thanks

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Read Answer Asked on July 16, 2019

• MTY Food Group Inc. (MTY $37.64)
  • $37.64 P/E (TTM): 26.36X Cap: $860M
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Q: I have a small position in MTY. May I get your analysis of the latest quarterly results. Is MTY worth keeping? I am a growth oriented investor.
Thanks.

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Read Answer Asked by tim on July 15, 2019

• Winpak Ltd. (WPK $43.62)
  • $43.62 P/E (TTM): 13.91X Cap: $2.62B
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• Richards Packaging Income Fund (RPI.UN $28.10)
  • $28.10 P/E (TTM): 15.63X Cap: $319M
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Q: Goodmorning
We have wpk in our TFSA what are your thoughts of selling it and replacing it with rpi for better growth and higher dividend?
M

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Read Answer Asked by Marcel on July 15, 2019

• Stella-Jones Inc. (SJ $85.38)
  • $85.38 P/E (TTM): 14.08X Cap: $4.58B
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Q: I've been watching Stella lately, and am wondering with the drop today (on news of the CEO resigning, I think), would this be an opportunity to add to an existing position - Thanks as ususual...

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Read Answer Asked by Ron on July 15, 2019

• Stella-Jones Inc. (SJ $85.38)
  • $85.38 P/E (TTM): 14.08X Cap: $4.58B
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Q: Views on departure go CEO. How significant is this?

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Read Answer Asked on July 15, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
  • $15.83 Cap: $2.12B
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Q: LSPD slided close to $4 from July 5 to 9(c $38.18) after reaching 443.105 H. Its CEO appeared @8.45am ET today on BNN & this appears to have a positive impact(current $39.98 + $1.80) Your thoughts of the interview.Is it OK to add some more(thanks to for rec @ $28.12,I bought @ $28.72(2.5% pos. & now it is 4%))? Txs for u usual great services & views

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Read Answer Asked by Peter on July 11, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
  • $15.83 Cap: $2.12B
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Q: Raymond James has $33 price target for Lspd, but the stock price right now is in $40. Your thoughts please.? Would you buy at current price? Thanks

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Read Answer Asked by Hue on July 11, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Even with good news that Star Group, Akwesasne enter N.Y. Sports betting deal but why stock price still drifting lower? Your thoughts please, thanks

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Read Answer Asked by Hue on July 11, 2019