Investment Q&A

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

Q: Hello,

Has anything changed on the fundamentals since your last report on Magna? It is looking really attractive price wise..I am looking to initiate a full position. Your thoughts and advice much appreciated. Thanks. Shyam

Upvote 0

Read Answer Asked by Shyam on June 03, 2019

• High Arctic Energy Services Inc. (HWO)
  • View HWO Profile
  • View Questions on HWO

Q: can you comment on their first quarter earning? If owned what % would be the maximum you would hold?
Thanks

Upvote 0

Read Answer Asked on June 03, 2019

• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: In your comments you thought the year over year comparisons would start to look better in 2019 as money laundering switched focus to housing. However analysts estimates have come down from $3.00 a share 90 days ago to $1.50 for 2020.
Do you consider the estimates low or were you considering something else in your earlier response?
Thanks Mike

Upvote 0

Read Answer Asked by michael on June 03, 2019

• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF

Q: Is there a bottom for this company ?

Upvote 0

Read Answer Asked by Marios on June 03, 2019

• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF

Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?

Upvote 0

Read Answer Asked by Jeff on June 03, 2019

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

Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?

Upvote 0

Read Answer Asked by Reg on May 31, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Thoughts on DOO earnings release?

Upvote 0

Read Answer Asked by Michael on May 30, 2019

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

Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

Upvote 0

Read Answer Asked by Danny-boy on May 30, 2019

• Alcanna Inc. (CLIQ)
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

Q: Since announcement of acquisition of 28 bankrupt Solo liquor stores + inventory before market opened on 5/27,it has risen sharply ($5.32 on 5/26,currently $6.18-yes it is up 0.27 in this poor N.A.markets). Is it on a recovery path & time to buy some?Thanks for u usual great services & views

Upvote 0

Read Answer Asked by Peter on May 30, 2019

• Covalon Technologies Ltd. (COV)
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Anything to comment regarding the conference call?

Upvote 0

Read Answer Asked by Cusi on May 29, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: Are these companies still a hold or is it time to move on?

Upvote 0

Read Answer Asked by Lyle on May 29, 2019

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI

Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

Upvote 0

Read Answer Asked by Peter on May 29, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: What do you think of Tsgi news this morning?

Upvote 0

Read Answer Asked by Hue on May 29, 2019

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

Q: I would like to start a position in Boyd and I know you guys are positive on its growth. My question is do you think this valuation is ok for a 3-5 year hold tyo get in at?

Thanks, Doug

Upvote 0

Read Answer Asked by Doug on May 29, 2019

• Covalon Technologies Ltd. (COV)
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Please comment on earnings. Thanks

Upvote 0

Read Answer Asked by Imtiaz on May 29, 2019

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you

Upvote 0

Read Answer Asked by Marty on May 28, 2019

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: The bank just reported. Your analysis will be appreciated. That doesn't look good to me, not a huge miss but still. Any positive?
Thanks

Upvote 0

Read Answer Asked by Daniel on May 28, 2019

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Could you please give me an update on your thoughts on CAE Inc? It has been on run lately, is it still a buy rating? Thank you, Peter

Upvote 0

Read Answer Asked by Peter on May 28, 2019

• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: Would it be a good time to add GC to my TFSA? How is its debt level?

Upvote 0

Read Answer Asked by Dean on May 27, 2019

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Good day,

I currently have 15K$ in KXS, PHO, SIS, PBH, TSGI, TOY, DOL, PXT.
Are any of these stocks I mentioned worth dumping at this point?
Also, I have 10K$ in cash that I would like to invest, what would you recommend from the three portfolios as medium risk?

Upvote 0

Read Answer Asked by Enzo on May 27, 2019