Investment Q&A

• Gamehost Inc. (GH)
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Q: I have held a small position in GH since Feb. It has behaved well and I like the dividend.

Could you provide a sense of what implications the wildfire in Fort McMurray might have for GH going forward. Currently the stock is down about 8% on the news. Is there an outcome that would lead to a sell recommendation. At this time, the Boomtown Casino has been spared but is vulnerable as is the rest of the town. (Fortunately no loss of lives to date but big property losses).

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Read Answer Asked by David on May 04, 2016

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: May I have your comments on AW.UN's Q1 results. Thanks.

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Read Answer Asked by Brian on May 03, 2016

• Bank of Nova Scotia (The) (BNS)
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Q: Can you comment on BNS and the large short position that is currently out there, as well as the $375-million pre-tax restructuring charge announced on Monday? How do you feel the stock will perform in short term. I would like to take a position in it but am wondering when to do it.

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Read Answer Asked by Ben on May 03, 2016

• goeasy Ltd. (GSY)
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Q: What are your thoughts on the goeasy earnings report? Is today's sell off more market sentiment related or more related to the details of the earnings report?

Thanks,

John

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Read Answer Asked by john on May 03, 2016

• Black Diamond Group Limited (BDI)
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Q: Hi Peter,

Could you provide your insights on the latest earning results. Do you see things improving?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on May 03, 2016

• Gildan Activewear Inc. (GIL)
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Q: I would like your thoughts on $GIL, Gildan Activewear. I currently have a very small position and I'm planing on increasing it to around 2% of my Portfolio.

Thanks Valter.

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Read Answer Asked by Valter on May 03, 2016

• Cineplex Inc. (CGX)
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Q: Your thoughts on quarterly earnings?

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Read Answer Asked by John on May 03, 2016

• Stars Group Inc. (The) (TSGI)
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Q: Hi Peter Concerning the current class action law suit, is there anything I should be doing as a shareholder. The news releases keep saying "shareholder alert". Is it time to sell.
Thanks.
Cam

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Read Answer Asked by Cam on May 03, 2016

• Sylogist Ltd. (SYZ)
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Q: Is there anything go account for the welcome lift in Sylogist shares today ? I do note very low volume.

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Read Answer Asked by Douglas on May 02, 2016

• Cineplex Inc. (CGX)
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Q: Buy this in Non-reg a/c,Tfsa or Rsp.What are your expectations of results tomorrow.The last few days are voliate.Appreciate your usual great services & views.

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Read Answer Asked by Peter on May 02, 2016

• Prism Medical Ltd. (PM)
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Q: Could you comment on Prism Medical's Q1 results?

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Read Answer Asked by Darren on May 02, 2016

• Trimac Transportation Ltd. (TMA)
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Q: Any thoughts on the offer?

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Read Answer Asked by Gregory on May 02, 2016

• Home Capital Group Inc. (HCG)
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Q: when HCG did the dutch auction, where did the $150 million come from to buy back shares? did the company use cash on hand or issue debt or shares?

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Read Answer Asked by blake on May 02, 2016

• Avigilon Corporation (AVO)
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Q: Hi Peter and team

Seeking Alpha has just published a sell recommendation on AVO. Could I please have your view on it and its possible affect on the stock price. It seems to rehash old news like executive departures but also gets into improper accounting practices.
Thanks, Gerry

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Read Answer Asked by Gerry on May 02, 2016

• Magna International Inc. (MG)
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Q: Hello, Does MG benefit significantly from the low Canadian dollar in sales of its products to its foreign customers? MG reports on May 5th - any buzz on their earnings? Thanks so much!

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Read Answer Asked by Heather on May 02, 2016

• Exco Technologies Limited (XTC)
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Q: I currently own shares in XTC and I am considering adding more. I am hoping you can give me the opposing argument. RBC shows 2017 est earnings of $1.59 which means forward p/e 8.7. There is zero debt, and earnings growth of 28% 2015-2017 (0.96-1.59). Why would I consider selling rather than buying?
As usual, many thanks for your considered response.
Mike

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Read Answer Asked by michael on April 29, 2016

• Constellation Software Inc. (CSU)
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Q: Good Morning Guys, great job, I love the service and have been a customer from your very first day in business. In regards to CSU how closely do you consider technical analysis? I read some info this morning that is somewhat concerning. Long term trendline reversal, 50 day MA crossing below the 200 day, then the 200 day rolling over and going negative. Key support is $428, a break below that could suggest $267. Any thoughts? Thanks

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Read Answer Asked by Chris on April 29, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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Q: Given the pull back on these two do you consider this a decent entry point/ Which would be your preference? Would selling puts on either be a good strategy?

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Read Answer Asked by gary on April 29, 2016

• DH Corporation (DH)
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Q: Hi I hold a large position in this stock and am still up 50% My thinking is to exit the position and move on as the the market seemed to lose its faith in this company .
What would you recommend as a replacement with a reasonable safe dividend
Stan

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Read Answer Asked by Stan on April 29, 2016

• Descartes Systems Group Inc. (The) (DSG)
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Q: What do you think of dsg going forward 2 years or so. Thanks

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Read Answer Asked by Peter on April 29, 2016