Investment Q&A

Q: PBH has fallen from high of $120 and is rebounding around $80. MRU and L and EMP.A have performed well with L hitting new highs.

What is your thesis on PBH - is it overvalued with limited growth or is it superior to L, MRU and EMP.A. you hold PBH in BE portfolio is it still your preferred con staples holding if so why ?

Q: Can you explain what a bargain purchase gain is? When this one time gain is removed from the quarter, how does the quarter compare to last year' quarter? What impact should the overall results have on the stock price going forward?

Q: Would this be a good time to add CSH.UN as a long term hold.

Q: Hi, Could you please comment on Sylogist eranings. What is the impact of bargain purchase gain of $2.7 mln on reported earnings ? Thanks

Q: I bought shades at 41 when you were saying they were a good stock and you would pick this stock over gc what happened ? Do I hold on or sell? Please help

Q: Hi, Do you have estimates for revenue and EPS for Sylogist for the quarter and FY 2018 ? Company is now covered by Cormark and Acumen Capital. When are the results expected ? Thanks

Q: What do you think of Park Lawn at today's levels? P/E seems a little high - but does past and future growth prospects justify it? (TD has it currently at 67.2x). I see they have missed some quarterly estimates - reason to worry? The growth seems solid and I like the story....thanks for your thoughts.

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: Hi there, with the big drop today, would you be comfortable starting a position? Thanks!

Q: I think the future of NFI business looks bright, see following link:

https://www.statista.com/statistics/802526/us-public-buses-in-operation/

This statistic represents the overall number of buses and the number of electric buses in U.S. city fleets as of December 2017. In December 2017, American cities used about 65,000 public buses nationwide, 300 of which were electricity-powered.

I am significantly down on this stock. It is a long term hold and favourite of mine.

My gut says the market is wrong on this equity and I should buy more shares here. My brain say don't chase / average down. Start a new position in another equity altogether.

Looking for some veteran wisdom from you guys. I am sure you have been here before.

Your earliest response is appreciated, NFI is oversold!

Thanks

Q: Could you provide commentary regarding the outlook released today and how it might impact share price going forward.

Thanks

Q: Doo has had a wild ride , hitting a high of 70$ and back down to 35$, now its at 40$. What do you think of its future prospects?

Q: Do you have an estimate on when they will be reporting again? Has there been any significant insider buying at this price? What are the estimated figures they hope to be reporting?
thanks and keep up the good work.

Q: Hi guys what’s thinking on bpf 10 store expansion stock popped 5%
Kind regards Stan

Q: I read this morning that the U.S. Justice Department federal law bars all internet gambling, reversing its position from 2011. It is something new or as often a misinformation? If I don't misunderstand, that could have a serious impact on the futur of Stars Group. I thoughts please.
Thanks

Q: Greetings.

How much cash per share does Enghouse currently have?

Lastly, what would be the top 2 arguments against owning Enghouse?

Thanks.

John

Q: After close today,CLIQ announced the close of Liquor Retailers Alliance transaction & corporate structure.Your take please.Txs for u usual great services & views

Q: Could you please explain the process of and the reasons , including pros/cons, for the ENGH stock split that was announced later in December. What actually is going to happen - I don't understand exactly what they mean by doing it by way of paying a dividend ? Isn't a stock split usually done to increase the number of shares available .
I hold the stock and have been very happy with its performance but find this confusing and am not sure what I will end up with.
Many thanks, as always.

Q: Hi Peter, Ryan, and Team,

Across all accounts, our sector allocations need re-balancing. I'm trying to re-allocate money only in stocks that are already held. In the Consumer Discretionary space, should I add to GIL and/or MG today? (GIL is 2.75% and MG is 2.92% of the total portfolio)

Thanks as always for the timely advice.

Q: Greetings 5i Team.
We are adjusting our accounts and looking to place 6% of our equity allocation in the Cdn ‘industrials’ category. If you were to choose among the listed securities, which names would you prefer for each of a one, two, three, and four name selection?
Thankyou
Sam