Investment Q&A

• Questor Technology Inc. (QST)
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Q: Hi,

If I understand correctly, 5I isn't very bullish on the oil and gas sector now; however, it seems like you have high expectations from QST. I can see the appeal that QST can have regarding environmentally conscious needs, but wouldn't the companies they serve have to start doing better before QST would see huge growth?

thanks as always for your insights,
Brad

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Read Answer Asked by Brad on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Would it be better for tax purpouses to sell my BEP.UN.LP shares and purchase the new Canadian Shares?
Thank You
Bill

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Read Answer Asked by Bill on November 13, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: I'm wrestling over ATD, CCL and SAP. What are your thoughts? Which would you recommend for overall return over a 5year timeframe?

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Read Answer Asked by Iain on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: When BEP.UN trades with the new listing will the two listings be trading at the same price. They will both be trading essentially the same assets yet traded by different investor groups. Will this work as an arbitrage trade. Just Curious.
Thanks, Peter

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Read Answer Asked by Peter on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: The payout ratio is about 100% of AFFO. What is your view as to the sustainability of the distribution including guidance for increases? Is this level of payout consistent with peers?

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Read Answer Asked by Carl on November 13, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Your thoughts on Boyd's results please.

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Read Answer Asked by bill on November 13, 2019

• CCL Industries Inc (CCLA)
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Q: Can u please comment on earnings and if they suck is it worth holding on? Have owned this stock for sometime, should have sold it a long time back for more and feel its time to move on unless u can give me compelling reasons to do otherwise. Thx

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Read Answer Asked by Patrick on November 13, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: comments please on the quarter?

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Read Answer Asked by blake on November 13, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Please comment on Q today.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 13, 2019

• NFI Group Inc. (NFI)
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Q: comments on the quarter please?

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Read Answer Asked by blake on November 13, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: What happens to the dividend after the stock split. Will it increase by a factor of 4to remain equal?

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Read Answer Asked by Valdis on November 12, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: BEP is forming new canadian company. I hold shares of BEP>UN. Should we hold or bail. What they are doing sounds complicated to me.

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Read Answer Asked by Burke on November 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?

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Read Answer Asked on November 12, 2019

• Kinaxis Inc. (KXS)
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Q: Hi there,

KXS looks like it's finally breaking out after a period of consolidation. It currently represents a 3.5% weighting in my portfolio. Is now a good time to bring it to a full weighting of 5%?

Thanks!

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Read Answer Asked by Michael on November 12, 2019

• Open Text Corporation (OTEX)
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Q: To add to a portfolio would you buy OTEX today or would you wait to see where it settles?

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 11, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: "This will allow more investors (those that can't buy trust units) to buy shares. We view it as a positive move. Shareholders will get one new share for every four held. "

What does this mean for someone like me who was just about to get into the stock , do I wait for this to wash out or do i get in now , also timeline of the "split" ?

I thought splits always went the other way 4 for 1 not 1 for 4 .. ?

For a regular retail investor in TFSA and my RSP the wording on the release is a bit confusing to say the least .

Thanks for any additional info .
Chris N

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Read Answer Asked by Chris on November 11, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: BEP.UN: just announced a new structure involving the shares such that it becomes Canadian listed vs current structure of a limited partnership and the stock is up a fair bit on the news. We have owned this one for quite a while in a registered account. Can you explain this new proposal and whether this is still a hold?

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Read Answer Asked by James on November 11, 2019

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Hi there, now that it's been a few days since the Q results, would you take a new position in Badger or would you wait to see how the price continues to settle into next week? Usually how long is a good "cooling off" period between a sell off and when the price settles in?

Thanks!

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Read Answer Asked by Michael on November 11, 2019

• Open Text Corporation (OTEX)
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Q: Please comment on Carbonite acq.

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Read Answer Asked by Larissa on November 11, 2019

• Chartwell Retirement Residences (CSH.UN)
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Q: Comments on Chartwell's latest quarter please. It appears to be a 2020 story, which probably means late 2020 and into 2021 before the occupancy numbers start to improve. For those of us who hold CSH, what do you advise...buy more, hold as is or move on to something else? What are your plans for CSH within the income portfolio...you already have a 4.5% allocation...will you be topping it up or are you at your maximum allocation.

Thanks...Steve

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Read Answer Asked by Stephen on November 11, 2019