Investment Q&A

• Parkland Corporation (PKI)
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Q: Do you think Parkland with eventually be reclassified to consumer staples similar to couche-tard if they keep purchasing convenience stores? Would they have to divest their distribution business in order for this to happen?

Thanks,
Jason

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Read Answer Asked by Jason on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Time to purchase?

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Read Answer Asked by mike on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Hi there, further to my earlier question - I saw on Market Call Tonight and that report was from the same short sellers that discussed CXR. Considering where CXR is today, should we be concerned about the future share price of HCG?

Thanks!

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Read Answer Asked by Michael on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Home Capital was once a 5%+ weighting in the Balanced Equity portfolio; now it is under 2%. Are you more inclined to add to the position here or cut and run, particularly since the P/F now has 23 positions and your stated preference is for 20? Also referencing the seeking alpha report is this a case of where there's smoke, there's fire?

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Read Answer Asked by Jeff on August 24, 2016

• Avigilon Corporation (AVO)
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Q: You mentioned in a previous answer that AVO would not get a premium valuation for a very long time. I was wondering if you can elaborate more on this? Is this because of the lowering of prices and also the dept increase?

From what I gather they are trying to increase their market share (which I think is currently 2%).

Thank You,
Andrew

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Read Answer Asked by Andrew on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: HCG getting clobbered again. Can't see any reason. Can you?

Sheldon

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Read Answer Asked by Sheldon on August 23, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Is this not a Canadian company? I hold it in my TFSA and my bank has it listed as a foreign holding. Am I subject to witholding taxes, then?

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Read Answer Asked by M.S. on August 23, 2016

• Questor Technology Inc. (QST)
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Q: Your thoughts on Q2 2016 results.

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Read Answer Asked by David on August 23, 2016

• Parkland Corporation (PKI)
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Q: Hi there,

I saw Parkland Fuel had a great gap up today. At this price level would you comfortable starting a 5% position or would you wait for a pullback - and if so, at what price do would you consider starting a position?

Thanks!

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Read Answer Asked by Michael on August 23, 2016

• Parkland Corporation (PKI)
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Q: I don't understand the relationship between atd.b, parkland fuel and cts. Why was Psrkland up 18 per cent? Do they own cts? Is Parkland worth keeping? I own it.

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Read Answer Asked by Helen on August 23, 2016

• DH Corporation (DH)
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Q: The guest on BNN Market Call Tonight - John Kim - mentioned on the show that DH is planning some kind of a media event for the public to go over DH's fin tech business. This is supposed to give this business more clarity and transparency on its operations.

If true, can you tell us more about this "event", in terms of timing and content? I think, if the company can cast a positive light on this business, this maybe the much needed catalyst to pull the DH share price from its recent death spiral.

Thanks.

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Read Answer Asked by Victor on August 23, 2016

• Parkland Corporation (PKI)
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Q: Is it time to sell?

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Read Answer Asked by Rachel on August 23, 2016

• Stars Group Inc. (The) (TSGI)
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Q: David Einhorn has taken a 3% plus position in AYA according to morningstar. Is Einhorn an activist like Carl Icahn?

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Read Answer Asked by blake on August 22, 2016

• Morguard Corporation (MRC)
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Q: Just to update MRC briefly, can you tell me your thoughts on it currently and going forward? The last report in 2015 was quite positive.

Does it rank in your top 5 REIT Reccos for growth and income, and what are those Top 5?

Thanks

Sheldon

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Read Answer Asked by Sheldon on August 22, 2016

• Sylogist Ltd. (SYZ)
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Q: In a recent answer to a question on syz, esl and csu you said
" SYZ and ESL have historically always had high multiples. Keep in mind also that both have large cash balances which if excluded would lower earnings valuations ".
Can you clarify how large cash balances affect earnings multiples?
How would this be calculated for example with SYZ? ie how much would their current cash balance lower their P/E?

Thanks, as always, for a great service.

Rob

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Read Answer Asked by Robert on August 22, 2016

• Parkland Corporation (PKI)
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Q: Would you comsider trimming PKI if today's movement causes it's weighting in the BE portfolio to increase fairly significantly?

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Read Answer Asked by Andie on August 22, 2016

• Parkland Corporation (PKI)
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Q: How does this recent deal in purchasing Assets affect PKIs outlook? Will it tilt the valuation metric towards a growth by acquisition model? I am thinking of the valuation as compared to ATD. The deal looks sizeable to PKI.

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Read Answer Asked by Gerald on August 22, 2016

• Parkland Corporation (PKI)
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Q: What happening with Parkland . Big jump this morning

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Read Answer Asked by David on August 22, 2016

• High Liner Foods Incorporated (HLF)
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Q: Hi Team, I held hlf last year and every quarter my frustration increased, all of this to say that this company can't seem to report 2 good quarters in a row. Now that the hurd seems to be piling into the stock again, I am thinking of shorting the stock around $25 or slightly below. What do you think?

I am also thinking of a pair-trade long pbh if I can pick it up around 56-58.

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Read Answer Asked by Eric on August 22, 2016

• DH Corporation (DH)
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Q: So what is the debt of this company and how large is short position and what is the main reason that it is being shorted, earnings are fine, paying down debt, not over priced, but overall these shorts have everybody convinced that this is not a stock to own, so should a person wait till the next earnings period to buy this stock. Thanks.

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Read Answer Asked by eugene on August 22, 2016