Investment Q&A

• Knight Therapeutics Inc. (GUD $5.91)
  • $5.91 Cap: $589M
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Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman

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Read Answer Asked by Adam on March 14, 2019

• Premium Brands Holdings Corporation (PBH $99.70)
  • $99.70 P/E (TTM): 67.69X Cap: $4.45B
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Q: Now that the quarterly results are out, what is the buy argument vs the sell argument when it comes to PBH?

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Read Answer Asked by Geoffrey on March 14, 2019

• Kinaxis Inc. (KXS $163.60)
  • $163.60 P/E (TTM): 99.12X Cap: $4.59B
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Q: I still see considerable upside here looking out 1-2 years. What are the biggest risks facing the company?

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Read Answer Asked by James on March 14, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: Comments on NFI results? Where do these results leave your updated opinion. I believe I saw a nice dividend increase but would like your take.

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Read Answer Asked by Tim on March 14, 2019

• Knight Therapeutics Inc. (GUD $5.91)
  • $5.91 Cap: $589M
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Q: Please comment on quarterly results when you get a chance.

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Read Answer Asked by Geoffrey on March 14, 2019

• Sylogist Ltd. (SYZ $5.67)
  • $5.67 Cap: $132M
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Q: I didn’t see Syz in any of the portfolios, is it removed from the list? Thanks

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Read Answer Asked by Hue on March 14, 2019

• K-Bro Linen Inc. (KBL $35.04)
  • $35.04 P/E (TTM): 21.07X Cap: $455M
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Q: Hello,
Could you please comments on earnings and valuation of KBL. Do you still think it is expensive?
Thanks
Victor

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Read Answer Asked by Victor on March 14, 2019

• Premium Brands Holdings Corporation (PBH $99.70)
  • $99.70 P/E (TTM): 67.69X Cap: $4.45B
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.82)
  • $18.82 P/E (TTM): 24.91X Cap: $1.89B
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Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.42)
  • $85.42 P/E (TTM): 18.58X Cap: $14.77B
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• Winpak Ltd. (WPK $44.90)
  • $44.90 P/E (TTM): 14.57X Cap: $2.72B
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Q: Which would you prefer at this time and why? Thanks.

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Read Answer Asked by Michael on March 14, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $81.81)
  • $81.81 P/E (TTM): 31.19X Cap: $2.76B
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Q: Could I have your views on the latest earnings for this company. Would this company be a buy at this time, even though it is closely tied to the oil patch?

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Read Answer Asked by Jacques on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI $81.81)
  • $81.81 P/E (TTM): 31.19X Cap: $2.76B
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Q: Can you please comment on the earnings from Badger.
In light of the pop on the stock today, would you consider
it expensive now?

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Read Answer Asked by James on March 13, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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Q: You have mentioned strong earnings growth expected from GC however in the company section earnings are estimated at $2.43 in 2020 compared to $3.14 in 2019. Do you have some other numbers that you are expecting?
Thanks
Mike

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Read Answer Asked by michael on March 13, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: I wished I'd asked this a couple weeks ago when I first came across this. NFI profile on 5i and TMX Money shows EPS last 12 months as $4.00. The company numbers are $2.75, y/e 2017=$3.06 and y/e 2016 $2.10. Can you shed any light on this discrepancy?
Expected EPS today I have $0.85. What do you have?

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Read Answer Asked by KEITH on March 13, 2019

• FirstService Corporation (FSV $225.55)
  • $225.55 P/E (TTM): 53.86X Cap: $10.31B
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Q: What will be the impact on FSV of yesterday's announcement to end the dual voting structure through FSV acquiring Mr. Hennick's interest in the company by paying about $422 million in cash and shares? I can't determine the earnings lift if any and am interested in dilution effect. Thank you.

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Read Answer Asked by Keith on March 13, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

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Read Answer Asked by Phil on March 13, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

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Read Answer Asked by Brad on March 13, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

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Read Answer Asked by Victor on March 13, 2019

• Premium Brands Holdings Corporation (PBH $99.70)
  • $99.70 P/E (TTM): 67.69X Cap: $4.45B
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Q: With the quarterly misses from PBH, are you still excited about this company and recommending it or should I sell and use the funds in another recommended name in a similar space?

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Read Answer Asked by S on March 13, 2019

• MTY Food Group Inc. (MTY $40.33)
  • $40.33 P/E (TTM): 28.05X Cap: $921M
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Q: Morning guys:
Is it time to buy back into this stock.?
Thx
Mark

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Read Answer Asked by Mark on March 13, 2019

• NFI Group Inc. (NFI $16.62)
  • $16.62 Cap: $1.97B
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Q: Hi, been looking at nfi for a while ,I did buy it originally for a steady dividend stock with a little growth?? Did not work out the way I thought ,not sure why?
Question is to sell, or to buy more within a 6% holding because it is down so low.
I’am at a point of selling all or topping off, which way would you go for the next 3 years.
Thanks

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Read Answer Asked by Brad on March 12, 2019