Investment Q&A

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Could you deepen your thoughts please. This year, earnings will be close to $1.50 ( 7x earnings). Next year, will be half of that. And the year after, still going lower. How can this be a value buy, what do you see that I don't?
Thanks

Upvote 0

Read Answer Asked by Daniel on October 31, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Could you please advise the next quarterly reporting date.

Thx

Upvote 0

Read Answer Asked by Robert on October 30, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Hi I am wondering if there will be an effect on TSGI from the deal between the NHL and MGM on sports betting information.
Regards
Kathy

Upvote 0

Read Answer Asked by Kathy on October 30, 2018

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: The price for BEP has been dropping for the last 6 weeks and is now approaching its 52 week low. Are you aware of any news causing this decline or is it just due to rising interest rates?

Upvote 0

Read Answer Asked by Albert on October 30, 2018

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Csu missed expected EPS & REV,but still doing well even in downmarket .Any reason(s).Is this a sign to start a position? Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on October 30, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Is there any negative consequence to TSGI if Democrats take the house/senate (in terms of regulatory hurdle)?

Upvote 0

Read Answer Asked by Rajendra on October 29, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: What % of toy's manufacturing or supply chain is located in China? What % of sales are US based? In your opinion given tariffs will current weakness in TOY continue longer than other companies? Greg

Upvote 0

Read Answer Asked by Greg on October 29, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: What would be your top picks to add to today among: AEM, ATD.B, CCL.B, SIS, TOY, TSGI, FAH.U, FIH.U

Very long time horizon.

Upvote 0

Read Answer Asked by Chris on October 29, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: when do you cry uncle on tsgi, i started nibbling at 30. now
26, if your thesis is correct then this stock is beyond cheap.
55 to 26 , makes no sense.
and gsy not quite the same as it is still up on the year, but beyond cheap.
so would you be addng here dave

Upvote 0

Read Answer Asked by david on October 29, 2018

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Hi folks
SYZ is happily holding its own during this massacre. Why would this be when most every other stock is feeling the pain. ?
THANKS to all for keeping us calm at this juncture. I have 10% in cash from mid summer shaving of my winners and on the watch for some of my favourites. Thanks to you.

Upvote 0

Read Answer Asked by El-ann on October 29, 2018

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: In your Aug /17 report on Savaria you indicated it was at 22 times forward earnings and at it's most oversold in 5 years. At 80 cents (2019 earnings est.) the p/e would be under 21 . Would the same logic apply now? Is this a good entry point and are you still sanguine about the growth story?
Your considered opinion is appreciated.
Mike

Upvote 0

Read Answer Asked by michael on October 29, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Is this a good time to take a long term position in Andrew Peller?

Upvote 0

Read Answer Asked by Gary on October 29, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: With the forward P/E of TSGI currently under 8 times I am wondering how this compares to the historic P/E.
Thanks Mike

Upvote 0

Read Answer Asked by michael on October 29, 2018

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Are there fundamental or other reasons why this stock has lost about 20% of its value in the past 5 weeks? Does NAFTA II negatively impact it? I notice the CEO is also president and chairman. Does this pose a risk at this stage, or would do so if the firm got a lot bigger?
I enjoyed the seminar last week. Refreshing !

Upvote 0

Read Answer Asked by TOM on October 29, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: hi Peter. do you still forecast eps for 2019 of $2.51? if you do TSGI now has a P/E of 10.73. and for a growth stock would appear to be a great buy at these levels. would TSGI now be considered by you as a value stock or a falling knife? thanks as always for your insight. Richard

Upvote 0

Read Answer Asked by richard on October 29, 2018

• A&W Revenue Royalties Income Fund (AW.UN)
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: ROE for AW.UN? TD Webbroker shows ROE +20.89. MorningStar shows ROE +21.54, roughly the same. 5i 's Company "Financial site" shows ROE -15.21. What gives?

Upvote 0

Read Answer Asked by LARRY on October 26, 2018

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: tfii continues to get hammered even on a good day like today, is this a sell, volume is substantial,excellent earnings,i am close to letting it go. dave

Upvote 0

Read Answer Asked by david on October 26, 2018

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Can I please have your comments and analysis of Constellations recently announced earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on October 26, 2018

• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Of Kinaxis and Enghouse, which would you favour for a longer term hold in a TFSA? Thank you!

Upvote 0

Read Answer Asked by James on October 25, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Would you take the cash or the drip for KWH.UN ? Thanx Robbie

Upvote 0

Read Answer Asked by Robert on October 25, 2018