Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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Q: I follow your Balanced Equity portfolio, and have new money to add, probably enough to add to 6-10 positions, which ones should I add to today?

Please do not include the following companies, since I am fully weighted/overweight in them: BNS, CSU, MG, MX, PBH, PKI, SIS, SU, WSP

When do you think you will be making the next BE portfolio change? If you are planning on selling an existing BE position, please do not recommend that I add to it at this time. Thank you.

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Read Answer Asked by Walter on March 14, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Hi, Could you please comment on the earnings release from this morning. Sounds upbeat !! What do you think of their plan to double Sales with higher margins over 5 years ? Do you believe, company is back on track after repeated misses ? Thanks

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Read Answer Asked by rajeev on March 14, 2019

• WSP Global Inc. (WSP)
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Q: With the news this morning that WSP is to pay 4 B in fines to the Quebec government is this time to sell??

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Read Answer Asked by Ernie on March 14, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman

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Read Answer Asked by Adam on March 14, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Now that the quarterly results are out, what is the buy argument vs the sell argument when it comes to PBH?

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Read Answer Asked by Geoffrey on March 14, 2019

• Kinaxis Inc. (KXS)
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Q: I still see considerable upside here looking out 1-2 years. What are the biggest risks facing the company?

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Read Answer Asked by James on March 14, 2019

• NFI Group Inc. (NFI)
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Q: Comments on NFI results? Where do these results leave your updated opinion. I believe I saw a nice dividend increase but would like your take.

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Read Answer Asked by Tim on March 14, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Please comment on quarterly results when you get a chance.

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Read Answer Asked by Geoffrey on March 14, 2019

• Sylogist Ltd. (SYZ)
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Q: I didn’t see Syz in any of the portfolios, is it removed from the list? Thanks

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Read Answer Asked by Hue on March 14, 2019

• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• Great Canadian Gaming Corporation (GC)
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Q: You have mentioned strong earnings growth expected from GC however in the company section earnings are estimated at $2.43 in 2020 compared to $3.14 in 2019. Do you have some other numbers that you are expecting?
Thanks
Mike

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Read Answer Asked by michael on March 13, 2019

• NFI Group Inc. (NFI)
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Q: I wished I'd asked this a couple weeks ago when I first came across this. NFI profile on 5i and TMX Money shows EPS last 12 months as $4.00. The company numbers are $2.75, y/e 2017=$3.06 and y/e 2016 $2.10. Can you shed any light on this discrepancy?
Expected EPS today I have $0.85. What do you have?

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Read Answer Asked by Keith on March 13, 2019

• NFI Group Inc. (NFI)
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Q: I am down 30 percent at this point. I believe in the company and product. In your answer to Wes this morning you cited competition as a threat. Who is the potential competition in North America,and what are your thoughts on adding to a position at this time (regardless of weighting)
Thanks
Phil

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Read Answer Asked by Phil on March 13, 2019

• NFI Group Inc. (NFI)
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Q: Thanks for the fast response on NFI , my question was for a sell or hold+recommendation for 3 years.
If I read between the lines I take it as a sell.
Thanks

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Read Answer Asked by Brad on March 13, 2019

• NFI Group Inc. (NFI)
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Q: What triggers today's rather substantial drop in NFI out of the blue?

In late February my CIBC daily TA report warned that NFI could drop down to the $26.75 to $28.25 level in about a month or so. Do you have any other TA reports to support that may be this is where this name is heading? Thanks.

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Read Answer Asked by Victor on March 13, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: With the quarterly misses from PBH, are you still excited about this company and recommending it or should I sell and use the funds in another recommended name in a similar space?

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Read Answer Asked by S on March 13, 2019

• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Our portfolio largely follows your balanced model, and I see we're somewhat overweight in Consumer Non Cyclical. If you were to lighten up on one of these three, which would it be?

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Read Answer Asked by Jim on March 13, 2019

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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Q: Hello Team,
I a significant amount of cash to deploy in my RRSP and also in my TFSA.

I would like to build a mixed portfolio (50% income/50% growth) and would like to know what would your best 4 picks from each categories (income portfolio/growth portfolio) at this moment.

Would you have the same picks for the RRSP and the TFSA.

Thanks in advance!

Michel

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Read Answer Asked by Michel on March 12, 2019

• Great Canadian Gaming Corporation (GC)
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Q: I noticed a drop in price last week of 0vrer 10% is this just profit taking or is there a p;roblem

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Read Answer Asked by Dale on March 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: How much more upside do you see in this name (Shopify) and now does it being added to the index bode for near term upside? To what extent will it rally with ETFs and what not accumulating it through index funds? Thank you.

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Read Answer Asked by Jason on March 12, 2019