Investment Q&A

Q: Lost a 450 million army contract today. Looks like favortism towards US company. Thoughts Please?

Q: Good Morning
KXS seems to be recovering lately. Could you comment on the "contractual breach" that caused the decline. Did KXS actually lose the customer and revenue and if so, why.
Also, could you comment on the insider selling and the insiders stake in the company

Thank You

Q: Byd,un been in a downward spiral since recent $103 high.Any reason?Thanks for u normal great services & views Any reason for the welcomed 7.46% increase in price of HWO today Is it time to add to my 1% position(p/p$6.11)thanks for u usual great services & opinions

Q: Just an fyi, Netflix has a documentary called "The Great Canadian Toy Story" which goes behind the scenes of toy manufacturer Spin Master.

Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

Q: We have done well with this stock over the years, sold earlier in the year when it was over $50. Is it time to get back in?
Thanks a lot
John Follis

Q: Headline in the financial page of Vancouver Sun on Sep 11---"Poker face:The online gambling co formerly known as Amaya Ltd will face questions Monday at a hearing in front of the OSC which is investigating insider trading allegations",Is this TSGI.If it is,please expand & its effect o TSGI.Thanks for u usual great services & views

Q: How do you think the hurricane destruction of the Caribbean will affect BNS? I know that they have operations there but how much revenue/business comes from that area of the world? Do you think it is worth holding off buying for the moment or do you expect the hurricane to not have a material impact?

Q: I own a 3/4 position in SIS. Is it too late to raise it to a full position now that it's up 8 percent today? Do you think it will pull back a bit?

Q: I am a little confused by a comment I read in the financial press which suggested that insurance company stocks may actually be poor buys now because rising interest rates lower the value of their significant bond portfolios. I thought that rising interest rates would aid insurance companies by making their long term liabilities more manageable.

Is this the same type of comment that is voiced by some talking heads complaining about current rising interest rates hurting the economy while you point out that rising rates means the economy is improving, a viewpoint that is confirmed by most data and the continually rising market itself.

So is the comment on rising rates being bad for insurance companies simply a comment from some guy who is trying to be different just to stand out or is there validity in this thinking?

Appreciate your insight.

Paul F.

Q: Hello , can you please comment on yesterday's announcement from Andrew Peller acquiring 3 more wine companies with some exclusive brand names. What do you think of the dept levels and the potential of revenue down the road.

Thanks

Q: Hi, After announcing a blowout quarter, stock has been drifting lower for past few weeks.The looming bankruptcy of Toys R'us has been cited as one of the reasons. Toys R'us being one of the major retailer of Spin Master products, what is the likely impact, in your view, Spin Master sales, in near term. How would the company cope with this ?

On a different note, S & P Dow Jones group announced addition of Spin Master to TSX Composite as at Sep/18 closing. What is the approximate expected demand of TOY shares for this event ? Thanks

Q: Reading the press release regarding SIS increasing its dividend, the president stated "Considering the aging population and its desire to age at home, we expect continued growth of over 10% in our lift division over the next five years and we maintain our objective to generate revenue of some $500 million by the end of 2021," concluded Mr. Bourassa.
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?

Q: Seems like a positive announcement?

Q: Holding AVO for the last few years has been trying my patience. Thankfully, it hit a 52 week high today. Would you support selling it for a (11.4%) profit and moving on to another growth stock, or sticking with it for a while? Can you suggest some more reliable growth stocks?

Q: I'm looking to add a staple to my non-registered account in addition to ECI. How would you compare rpi.un and kbl at today's price? And what price would you upgrade rpi.un from a C+ as per August Coverage Summary?
Many thanks

Q: with 2 fairly good quarters would you reenter this stock now for a long term hold? Thx

Q: Tricon has a number of properties in Houston, and also in south Florida and along the Florida and Carolina coasts. How much effect will the recent storms have on them, in your opinion?
Also, housing starts have dropped for the last 3 months in the US-what is the effect of that on TCN?
Thanks
Thanks

Q: On Aug 9,TSGI reported results that beat expected eps & Rev.On 8/14 GSO that it is selling all its shares @ $23.50.Since then its price has declined.This maybe stirring ghosts of past issues esp.relating to the past ceo,D.Baazov.Later it was reported that it has 10.9m shares shorted on TSx,i.e. 9.4% of float---high--though low in US.Is Baazov on the board of directors & what is his current shareholding?Please provide background on the new major shareholder.I think he is Chinese by the name of HO who owns some 16%.Is he from Hong Kong or China? Is he related to Mr Stanley Ho,the gambling tycoon from Hong Kong?.Thanks for u usual great services & views

Q: I know you do not like this company but do you think there is a trading opportunity as the shares have dropped considerably lately and trade at low levels with a significant dividend yield (about 5.0%).