Investment Q&A

• Cineplex Inc. (CGX)
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Q: re CGX

Have announced they will release 2nd 1/4 earnings Aug 6. Do you have any idea what we can expect?

Thanks for all you do

Gord

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Read Answer Asked by Gord on July 30, 2014

• Sylogist Ltd. (SYZ)
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Q: Hi guys........syz really taking it in the chin today but I cannot find any news releases on it......any idea?

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Read Answer Asked by ron on July 30, 2014

Q: BDI - should we be concerned with the press release and decline?

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Read Answer Asked by Greg on July 30, 2014

• Cineplex Inc. (CGX)
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Q: Hi Team, does CGX look "interesting" at these levels. I took a small position already, time to add? Thanks.

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Read Answer Asked by Ray on July 30, 2014

Q: WIN Wi-lan of course! Numbers are in. Market likes. Whaddya think? Skip Q if already asked.

TIA

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Read Answer Asked by Gerald on July 30, 2014

Q: hnl, With the release of 2nd quarter 2014 results (released yesterday) below analyst expectations, what would you suggest, keep the stocks or sell it off now and wait for a turnaround in two quarters.

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Read Answer Asked by Vinod on July 30, 2014

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Hi Peter, if you had to choose one for long term growth, BAD or BDI?
Thanks Dave

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Read Answer Asked by Dave on July 30, 2014

• Stars Group Inc. (The) (TSGI)
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Q: re:AYA

Morning team

As follow up on your answer for Helen, are you able to give us an idea re: target price moving forward?

Thanks for all you do

Gord

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Read Answer Asked by Gord on July 30, 2014

• Stars Group Inc. (The) (TSGI)
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Q: I was looking for some more detail on your double down approach. My position in AYA has increased from 7%, to now 14% of my portfolio. I am ok with the risk of having a very concreated position as i regularly have positions over 10%. My question is what would you use as a trigger to purchase more AYA, or would you just let the market price increase and increase the position. Would you wait for a 25% gain and then by more or some other approach. As always great service.

Darcy

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Read Answer Asked by Darcy on July 30, 2014

• Maxar Technologies Inc. (MAXR)
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Q: MDA is now down about nearly 10% from its high and is nearly flat from last fall. This seems like a great buying op for a full position. If you agree I am going for it before tomorrows earning report. Please comment. Thanks.

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Read Answer Asked by Jim on July 30, 2014

• Constellation Software Inc. (CSU)
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Q: Thanks to your great service I have held CSU since mid 2012 and have been buying on the small pull backs. Currently at 6% weight. It has stalled or dropped over the last 6 months and have been patient because it has been such a good performer but is it time to move on with some or all?

Thanks again for your service

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Read Answer Asked by Dale on July 29, 2014

• Stella-Jones Inc. (SJ)
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Q: I have a full position in Russel Metals that includes a 25% gain, and I have a half position in Stella Jones that involves a 5% loss since purchase. I'm thinking of taking half off RUS and topping up SJ as it is cheaper on a PE basis and perhaps RUS has topped here. Would you make this move now, or after SL earnings, or not at all?

John

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Read Answer Asked by Charles on July 29, 2014

• Stella-Jones Inc. (SJ)
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Q: Good day...I hold mda, sj, bdi, and esl and have most of this year all are down 5 to 7% is this a worry at this time. All of these are in rsp so selling is not a tax issue...cheers

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Read Answer Asked by gene on July 29, 2014

• Stars Group Inc. (The) (TSGI)
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Q: With AYA having received regulatory approval does that mean all the hurdles have been crossed and the deal will actually close in September. I am thinking of adding to CF and was waiting to make sure that they would get their big payoff from the AYA deal. Thanks so much.

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Read Answer Asked by Helen on July 29, 2014

• Stantec Inc. (STN)
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Q: I am up 120% on my Stantec in two years. It's now at a PE of 24 and has been flat out for a while. is it time to be reducing/selling my 1000 shares? Thanks

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Read Answer Asked by Jeff on July 29, 2014

• Capital Power Corporation (CPX)
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Q: CPX - update on your opinion please after release of Q2.

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Read Answer Asked by Greg on July 28, 2014

• Stars Group Inc. (The) (TSGI)
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Q: Peter and Team,

It appears as though AYA Amaya Gaming has received regulatory approval for their acquistion of Rational Group. Are we "home free" here on a regulatory front?

I am holding this as I expect big things but would love any updates on your thoughts about Amaya.

Thanks!

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Read Answer Asked by Marc on July 28, 2014

• Stars Group Inc. (The) (TSGI)
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Q: Now that amaya has all regulatory spprovals for purchase of rational what is your target price or a better question where do you see it going from here. Dave

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Read Answer Asked by david on July 28, 2014

Q: Re DHX
ScotiaMacLeod has downgraded this stock and reaction to it is driving stock down (it has been drifting lower prior to this). Should one react to this, and do you have any comments. Thanks

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Read Answer Asked by Phyllis on July 28, 2014

Q: WPK (winpak) - your thoughts on results please. Thanks much!

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Read Answer Asked by Hussein on July 28, 2014