Investment Q&A

Q: What is your opinion of Dolarama's purchase of Dollarcity? Is this a meaningful deal in your opinion?

Q: I bought CSU in 2012. I made some share transfers for philanthropic purposes in 2015 and 2017, but still have a return of over 1300%. I am trying to decide whether to take some profits or to hold. I would appreciate your advice.

Q: Hi,
Is the Volaris acquisition significant ? The press release mentions neither the name of the acquired european company nor the cost involved. Any idea what it might be ?

Thank you

Q: Hi, Could you please put together a few reasons why the stock has pulled back from recent $45 level and now gravitating back towards 52 week lows of $35 - $37. In all your comments, you have all the positives to say about the company and suggested that Toys r'us bankruptcy issues are temporary and amazon being no threat to the company. However, market does not appear to think so. Someone on the BNN also mentioned that Hatchimals are also not selling well. During past 2 years, stock has been lagging from a high of $59 to a low of $35. Expectations of future growth and patience has not exactly helped and some of 5i favorites like, TSGI,TCL.a,SIS continue to test new lows. The point is, captital is not infinite and tough decisions to sell, without waiting too long may provide an opportunity to reallocate capital to 5i names with more clarity and positive momentum. This strategy helped when we liquidated full position in TSGI and 65% each in TCL.a and SIS, over time and used funds for LSPD, RPI.un etc. Does this sound like a fair approach ? With this perspective, is it worthwhile to hold on to TOY while market is saying otherwise ? Thanks

Q: I have a buy order for Covalon at $3.89 since Q2 2019 earnings and stock doesn't seem to be hitting below $4. If company don't see one time charges in Q3 2019, I am assuming they will be profitable. I don't want to miss this opportunity but stock over $4 seems expensive to me. Management is great since insiders hold over 50% of stock. Should I pull a trigger over $4 or wait for the price to come down? My time frame is 12 months.

Q: I have held a full position on SHOP since it was trading at high 50s and had sold 1/3 of my holdings at $150. I am thinking of selling half of remaining shares and would like to get your thoughts on this.
Cheers,

Q: can you update on this company.
Latest result?would you add to it?

Q: Do you think Boyd Group has much upside potential considering that it has done so well over the last few years. Would you consider it a strong buy?

Regards,
James

Q: Hi Peter, A question was asked about which stocks you see doubling and the answer was that you dont necessarily see a doubling but a potential moving higher of the stock and you mentioned SHOP, KXS etc. Based on past questions you seemed bullish on LSPD. Any reason you did not include LSPD in that list of stocks?

Thanks,

Q: Hi, Parkland Fuel share price has retreated this week, since company announced the private offering of USD$500 mln Unsecured Notes isuue.
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks

Q: What are the fixed income funds in your income portfolio?
What are some fixed income stocks that have had favourable returns?
Can one hold U.S. funds in a TFSA?

Q: Good timing to intiate a position ? Thanks.

Q: Hey,
I’m down 20% on Photon right now, it makes up just over 2% of the account it’s in and around .5% of total portfolio. I held through it’s great run up last then watched it fall lower than I started. Are you confident enough in another future run to look at the price now as a good chance to average down? Or is it too speculative and I should just hold now and be patient.
Thanks

Q: Please shortly comment on announcement this morning on filing of Ibsrela.Txs for u usual great services & views

Q: After a good run from $71.45 on May 8 to $84.57(6/19),it then took a dip to $79.09(6/26-down $2.74).Any reasons? Is it timely to start a position here,& what %? Txs for u usual great services & views

Q: Hi group are BYD.UN and CSU both showing some weakness due to falling US dollar ( I think ?) - (please do not tell me how much they are up on the year- I already know that) . My question is it a good time to add or wait until the US dollar stops dropping. Do you have an opinion on US dollar weakness going fwd. Thanks

Q: good morning to you all thanks as always for your insight please let me know if you would recommend buying SHOP in the present context or should we wait till the dust settles ?
thanks again

Q: i know there is negative momentum, and the chart looks horrible, but at what price is it too good to be true for a longer term investor? Any reason for the current selling?

Q: Any reason for the recent weakness of TOY? It was $37.85 on 4/1/19 & now $38.34.Rumour that bankrupt U.S. Toy r us have plans to restart.How much is Toy's write off on Toy r us & what's is outstanding? Is this a entry point? Txs for u usual great services & views

Q: Hi there, is today’s sell off in Shopify merely profit taking or do you think there is something else going on? I’m sure it’s an easy target for profit taking but I have read more and more reports saying the valuation is far too stretched. Any thoughts on this? Thanks!