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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In regard to Stantec's and the sale of their construction business do you think this sale should "fix" some of the drags on earnings the last few years? Overall how does this this position the company going forward? Do you think they need a infrastructure program to lift the stock price? And finally I they still quite tied to the oil and gas industries and is that weigh over the stock?

Thanks so much for your advice over the past three years - you have made me a much better investor.

Stuart
Read Answer Asked by Stuart on November 13, 2018
Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks
Read Answer Asked by david on November 12, 2018
Q: Do you do a detailed competitive analysis when you research a company? If so, can you provide such for NFI. My specific concerns are the new plants being added to the US that will compete with NFI, 2 that will be online by next year:
- Novabus' new North American assembly plant
- Gillig is in the process of building a new plant in California
An additional 3 new entrants have announced their intention to enter the NA market

Thanks
Read Answer Asked by Darcy on November 12, 2018
Q: Using low end of guidance @ $2.18 the shares are trading at below 11x P/E. Globeinvestor chart is showing RSI in oversold territory (unless I am reading wrong or using incorrect data - which could be a possibility :)).
The long term debt is still pretty high but if we are to believe mgmt.'s story the shares are cheap. I've been picking away and I'm at half a position with an ACB of around $30. Would you suggest buying the other half position with the share price currently at $23.01 as I am writing this question? Or continue to average in during the tax loss selling season?
Read Answer Asked by Richard on November 12, 2018
Q: I own shares of KXS. It’s been a bit of a wild ride. Today the stock is around $68, a price it last reached about 12 months ago. With this reset on the price the mkt seems to be saying its future potential as an investment is equal to or worse than it was a year ago; that despite a year of operations, the company is not stronger today than it was a year ago. While I would be hesitant to buy more until the share price decline stops, the risk/reward for KXS for a longer term investment is becoming more compelling. Your views?
Read Answer Asked by Marc on November 12, 2018
Q: desjardins in keeping goeasy as a buy, said it noticed and i quote some credit deterioration in its portfolio, what exactly does that mean, does it mean its loan portfolio is taking on bigger risks that is had previously, i thought gsy customers were always very high risk, thats what makes gsy so profitable and gives it ,its incredible return on capital.and how can desjardins see this, i looked and could not see anything. dave
Read Answer Asked by david on November 12, 2018
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