Investment Q&A

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi Peter & Ryan,

Can I have your quick take away on MDA's quarterly #'s?

Thanks,

J.

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Read Answer Asked by JAIME on July 31, 2014

• Stella-Jones Inc. (SJ $82.70)
  • $82.70 P/E (TTM): 13.73X Cap: $4.56B
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Q: On july 29 your comment to john about stella jones - you said there are supply issues - can you please explain what the supply issues are? Are they having trouble getting the wood to make the r/r ties and poles ? Or are they having trouble getting the product to the customer?
thanks-ed

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Read Answer Asked by ED on July 31, 2014

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi, what's your assessment of MDA earnings released today? Share price has been declining almost everyday for past 2 weeks. Do you expect it to stabilize after earnings or move lower? Thanks

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Read Answer Asked by rajeev on July 31, 2014

• Cineplex Inc. (CGX $11.43)
  • $11.43 Cap: $725M
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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 $5.60)
  • $5.60 Cap: $130M
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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 $11.43)
  • $11.43 Cap: $725M
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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 $67.00)
  • $67.00 P/E (TTM): 28.75X Cap: $2.26B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $70.54)
  • $70.54 Cap: $5.34B
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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 $3,970.35)
  • $3,970.35 P/E (TTM): 96.41X Cap: $84.13B
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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 $82.70)
  • $82.70 P/E (TTM): 13.73X Cap: $4.56B
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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 $82.70)
  • $82.70 P/E (TTM): 13.73X Cap: $4.56B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $157.58)
  • $157.58 P/E (TTM): 41.58X Cap: $17.97B
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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 $72.57)
  • $72.57 P/E (TTM): 22.33X Cap: $11.22B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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