Investment Q&A

Q: is there so much fall out for tcn with the brexit?
I think tcn would not be affected at all,or you see it different?
Is it a good buy?

Q: Are there any real world scenarios where the Brexit negatively impacts Winpak's business over the long term?

Also, I heard a rumour, that as a result of the Brexit, no one is ever allowed to walk into a Tim Horton's again or order a Whopper (QSR). Can you confirm? ;)

Q: Good Morning,
Please shed some light on price weakness. Buy, hold, sell?

Q: Given the reality of the Brexit there seems to be a lot of currency movements. Is CXI a large enough company and do they participate in currency markets in such a way as to benefit from the increased number of transactions?

Q: I bought a little Magna on Friday. It got me thinking the tire companies should have steady sales no matter if people buy Ford, GM, Tesla, etc. or even just maintain old cars but they dropped on Friday as well. What are your thoughts. Is there a company you like?

Q: Saw BNN market Call with Ryan on Friday and another good, informative performance. I noticed when they listed 'holdings' for PBH, it showed a positive tick mark for guest position, household member and guest firm/affiliates. Only investment banking showed no involvement. I was surprised to see this as 5I sells itself as conflict free and I have never seen any possible conflict before. Comments please.

thanks

Q: Do you find reasonable to buy the stock now, after this selloff?

Q: I am looking for a stock that will benefit from the pending infrastructure spending. I have a several year horizon. Would you recommend one of these, or something else. Many thanks.

Q: As it's about a year and one half since your last evaluation of DH, what's your take on it now? Do you see any impediments to share valuation going forward? Is this perhaps a good time to add to portfolio?

Q: BPF.un. It has up ticked and I am just curious if there is any news?

Q: Could you comment on the latest earnings, and how the value compares to say Vail Resorts in the US. Would this be a good entry point with the stock down from it's high. Thanks.

Q: Your thoughts on the large drop in rail traffic and how it might effect SJ and future revenue.

Q: Considering purchasing for income and some growth. Could you comment on the high p/e of 46 and the potential going forward.

Q: CSU has been flat this year. Is the high growth that we have seen in previous years over? What kind of expectations do you have for this stock going forward?

Q: Hello again team,

One of the companies I have been absolutely smoked on is PHM. Currently I hold it, and I see that in previous questions that it is likely trading under fair value but with concerns of further losses. With the recent quarter being as messy as it was I am stuck in two modes of thought. 1) Wait for a quarter with business write offs removed to show more clarity on the situation. 2) Swap the stock with something for fewer issues. I am considering DHX media and TIO Networks. I found DHX interesting after reading the research report in regards to opening up more channels for distribution. Do you have a fcff, or RI (Residual Income Model) stock price valuation on the three companies and which do you prefer at this moment? Do you also have separate models / option pricing models for DHX in regards to opening up a youtube channel, netflix, or China subsidiary? Do you have any thoughts on which options provide the greatest benefit?

Thank you, looking forward to any feedback that you can provide.

Q: I have a question about 1170. The price has been going down, and there seems to be heavier trading today. Is there any news? Do you still like it?

Q: I have held DHX for some years waiting patiently for some growth or takeover to increase the value of my portfolio. My patience is starting to match the performance of the stock. I know you like the stock, could you reiterate those reasons or suggest two or three others that would offer growth potential.

Q: Hi, Sylogist continues to buy back its stock significantly under new NCIB, most recent being 99,700 shares for $9.99 on June 17. I know it's a solid vote of company's confidence in its own stock being undervalued. So, is it a good strategy to add to my position alongside the company at current levels $10. My second question is if Sylogist prefers using its cash chest to buy its own stock, does it indicate that new acquisitions are not near the horizon ? Thanks

Q: Do you have any information on why there is such high volume on SLF today? Thank you.

Q: Good morning Peter and Team,

I have some personal (negative) experience with an engineering consulting firm owned by WSP. What would be your best choice(s) as an alternative to WSP in the engineering/infrastructure space?

Thanks as always for your valued advice.