Investment Q&A

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: If someone own NFI and has only a 1.5% weight noticed that in your portfolio only 1.7% would you be comfortable buying more or is this considered a small weight and see what happened for the next quarter or 2 before adding?

Thanks

Upvote 0

Read Answer Asked on January 20, 2020

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi,

Do you have any concerns about GSY..I saw cbc marketplace video on goeasy/ easyhome...they seem to be operating like a loan shark with interest rates which are barely legal...Wondering if you could give your thoughts and/ or suggest an alternative. Thanks.

Regards

Shyam

Upvote 0

Read Answer Asked by Shyam on January 20, 2020

• Questor Technology Inc. (QST)
  • View QST Profile
  • View Questions on QST
  • View Reports on QST

Q: This is more an observation rather than a question. On January 10th 2020 the Wall street Journal had a piece on the harmful practice of flaring natural gas. It referred to only one company and that was Questor. The CEO was referred to twice and also quoted.

Upvote 0

Read Answer Asked by Murray on January 20, 2020

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Peter; With the recent cold snaps and heavy snow would this not benefit Boyd more than usual. I live in the Vancouver area and ICBC has had over 14,000 accident claims in the past three days - and now NL is getting plus many US
regions.
Rod

Upvote 0

Read Answer Asked by Rodney on January 20, 2020

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: in your report you down graded NFI. So is the dividend safe for a dividend investor. What would indicate the dividend was going to be cut.

Upvote 0

Read Answer Asked by Ross on January 20, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Hello! I often see BAM.A mentioned as being the more growth-oriented stock versus BEP.UN being the more income-oriented stock. Historically, this has been the case. However, last year, BEP.UN showed more growth than BAM.A. With the growing interest in renewable energy (both from a media coverage perspective and also, I think, from actual industry development/momentum), do you feel BEP.UN's outperformance against BAM.A last year is a trend to continue into the future?

Upvote 0

Read Answer Asked by Laxmyharan on January 17, 2020

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon

Upvote 0

Read Answer Asked by Sharon on January 17, 2020

• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Missed the boat on this one when it was at its low but am looking at initiating a position. Should I buy now or wait till earnings at the end of the month?
What are the expected earnings and what are the analysts ratings about this company?
Thanx as always, Gary

Upvote 0

Read Answer Asked by Gary on January 17, 2020

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Your thoughts on Magna's press release today and what that means for stock price growth and dividend growth?

Thanks...Steve

Upvote 0

Read Answer Asked by Stephen on January 17, 2020

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: comments please on the latest acquisition? Thx

Upvote 0

Read Answer Asked by blake on January 17, 2020

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Comments please on the announcement from Magna today with regard to guidance? Thx

Upvote 0

Read Answer Asked by blake on January 17, 2020

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q:

Good afternoon,

On your assessment of GoEasy as undervalued, I purchased a position in the company just under two months ago. I am pleased that it is up almost 13% since then. Do you still consider it undervalued? If so, at what price would the value be reasonable?

Upvote 0

Read Answer Asked by Ken on January 17, 2020

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I own enbridge and have done well on it. I struggle to hold it as psychologically long term we are moving away from fossil fuels and have been thinking of going into BIP. So ENB will have to move away from their reliance on FF transportation and into other projects. What are your thoughts on this longer term theory. Do you think shorter term, say 5 - 10 years, this theory is irrelevant?
Thanks.

Upvote 0

Read Answer Asked by Jordan on January 16, 2020

• Macro Enterprises Inc. (MCR)
  • View MCR Profile
  • View Questions on MCR

Q: Hi,

I've held MCR since the highs of 2014 and have been patient - very patient. But I'm wondering now whether I should sell at a loss and re-deploy the cash. It's a small position that I'm left with and I'm still generally over-weight the energy sector.

Thanks,

Upvote 0

Read Answer Asked by Robert on January 16, 2020

Q: Brookfield group tend to buy out the remaining interest in a company in which they already have a partial interest. Is it possible for you to identify those companies and list the percentage of interest owned by Brookfield?

Thanks.

Liping

Upvote 0

Read Answer Asked by Liping on January 15, 2020

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hello, I have a portion of my investments in MG and would like your opinion on their recent performance. The recent reports I have read do not exude confidence. Would you hold is it time to move on? Thank you for your answer.

Upvote 0

Read Answer Asked by Bruce on January 15, 2020

• TMX Group Limited (X)
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Any idea why the strong performance last few days?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on January 15, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Please comment on BEP.UN's offer to acquire TerraForm. Is this a good purchase for them from both a price and business perspective? What impact will it have going forward?

Upvote 0

Read Answer Asked on January 15, 2020

• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX

Q: Can I have your thoughts on Methanex at this point.
Thank you, Peter

Upvote 0

Read Answer Asked by Peter on January 15, 2020

• iShares Russell 2000 Growth ETF (IWO)
  • View IWO Profile
  • View Questions on IWO
• iShares Russell 2000 ETF (IWM)
  • View IWM Profile
  • View Questions on IWM
• iShares Russell 2000 Value ETF (IWN)
  • View IWN Profile
  • View Questions on IWN

Q: Happy New year Peter & Ryan!

Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?

I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)

Thanks!

Upvote 0

Read Answer Asked by Elliott on January 15, 2020