Investment Q&A

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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Q: Any specific reason for Enbridge's decline today?
Thanks.

John

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Read Answer Asked by john on June 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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Q: What is happening to Shopify today?

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Read Answer Asked by Sharon on June 03, 2019

• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.55B
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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

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Read Answer Asked by Shyam on June 03, 2019

• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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Q: can you comment on their first quarter earning? If owned what % would be the maximum you would hold?
Thanks

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Read Answer Asked on June 03, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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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

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Read Answer Asked by michael on June 03, 2019

• Western Forest Products Inc. (WEF $11.06)
  • $11.06 Cap: $116M
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Q: Is there a bottom for this company ?

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Read Answer Asked by Marios on June 03, 2019

• Western Forest Products Inc. (WEF $11.06)
  • $11.06 Cap: $116M
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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?

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Read Answer Asked by Jeff on June 03, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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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?

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Read Answer Asked by Reg on May 31, 2019

• BRP Inc. Subordinate Voting Shares (DOO $98.23)
  • $98.23 Cap: $7.17B
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Q: Thoughts on DOO earnings release?

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Read Answer Asked by Michael on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO $322.47)
  • $322.47 P/E (TTM): 22.39X Cap: $12.67B
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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

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

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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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

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Read Answer Asked by Peter on May 30, 2019

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
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Q: Anything to comment regarding the conference call?

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Read Answer Asked by Cusi on May 29, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Are these companies still a hold or is it time to move on?

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Read Answer Asked by Lyle on May 29, 2019

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.44)
  • $28.44 P/E (TTM): 16.18X Cap: $669M
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Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

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Read Answer Asked by Peter on May 29, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What do you think of Tsgi news this morning?

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Read Answer Asked by Hue on May 29, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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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

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Read Answer Asked by Doug on May 29, 2019

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 24.25X Cap: $53M
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Q: Please comment on earnings. Thanks

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Read Answer Asked by Imtiaz on May 29, 2019

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
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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

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Read Answer Asked by Marty on May 28, 2019

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $118.79B
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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

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Read Answer Asked by Daniel on May 28, 2019

• CAE Inc. (CAE $36.53)
  • $36.53 P/E (TTM): 27.04X Cap: $11.77B
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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

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Read Answer Asked by Peter on May 28, 2019