Investment Q&A

• iShares Diversified Monthly Income ETF (XTR $11.37)
  • $11.37 Fwd P/E: 12.2X Cap: $409M
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Q: Hello ! What is the benchmark of the income portfolio ?
Thanks, great work,
Martin

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Read Answer Asked by Martin on March 22, 2019

• BRP Inc. Subordinate Voting Shares (DOO $69.28)
  • $69.28 Cap: $5.06B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
  • $6.61 Fwd P/E: 20.66X Cap: $714M
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Q: Can you comment on earnings?

Thanks

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Read Answer Asked by Clarence on March 22, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.61)
  • $6.61 Fwd P/E: 20.66X Cap: $714M
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Q: Your comments on earnings ?
Thanks!

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Read Answer Asked by Denis on March 22, 2019

• TFI International Inc. (TFII $125.91)
  • $125.91 Fwd P/E: 20.34X Cap: $10.57B
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Q: How tied to the price of oil is the profitability of TFII,
Thank You
Peter

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Read Answer Asked by Peter on March 22, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: Is there more to report on PHO after call? Any surprises, good or bad?

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Read Answer Asked on March 22, 2019

• Knight Therapeutics Inc. (GUD $6.08)
  • $6.08 Fwd P/E: 60.2X Cap: $605M
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Q: I hate lawsuits. Been holding Knight at a huge loss waiting for the big payday. I know you do not act as a financial advisor but would YOU hang on to your knight shares? Lawsuits take forever unless this Medison guy settles. This will distract from business at hand. Yes, no? Thanks for your views and sage advice.

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Read Answer Asked by Helen on March 21, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: Please comment on earnings. Thanks

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Read Answer Asked by Jerry on March 21, 2019

• Boyd Group Income Fund (BYD.UN)
  • Fwd P/E: 47.0X
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Q: Q4 looked solid. Did you see anything negative?

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Read Answer Asked by sandy on March 21, 2019

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 Fwd P/E: 49.85X Cap: $783M
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Q: If BCI earnings are out can you comment please

Sheldon

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Read Answer Asked by Sheldon on March 21, 2019

• BRP Inc. Subordinate Voting Shares (DOO $69.28)
  • $69.28 Cap: $5.06B
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Q: good day team i just picked up some doo it is down considerably today,is there news on this company or fear of what earnings might be this Friday ,,,thanks Norm

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Read Answer Asked by Norman on March 21, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: Earnings expectations for photon? Revenue and eps.

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Read Answer Asked by Cory on March 21, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.65)
  • $80.65 Fwd P/E: 16.67X Cap: $14.25B
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Q: Is now a good entry point to initiate a position in CCL?

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Read Answer Asked by Dean on March 20, 2019

• BRP Inc. Subordinate Voting Shares (DOO $69.28)
  • $69.28 Cap: $5.06B
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Q: According to Morningstar.ca, DOO appears to have negative equity every year since 2014 on the balance sheet (except for 2017). Should investors worry about this?

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Read Answer Asked by Alfred on March 20, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.99)
  • $153.99 Fwd P/E: 92.35X Cap: $199.78B
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• Savaria Corporation (SIS $19.53)
  • $19.53 Fwd P/E: 28.3X Cap: $1.39B
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Q: Gentlemen Good Morning,
3 stocks on TFSA have TSGI 36%PF (-46%), SIS 25%PF (-18%), SHOP 39%PF (+79%)
I thinking to sell 50% of SHOP and buying equal $, TSGI & SIS
Your thoughts please.
Thank You
Best regards

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Read Answer Asked by Djamel on March 20, 2019

• CAE Inc. (CAE $41.01)
  • $41.01 Fwd P/E: 32.55X Cap: $13.13B
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Q: Do you see an upside for CAE to benefit if additional training is determined to be required for pilots flying the Boeing 737 MAX 8 planes in the future or does Boeing internally provide the training? Thanks

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Read Answer Asked by Gordon on March 20, 2019

• VersaBank (VBNK $15.96)
  • $15.96 Fwd P/E: 12.57X Cap: $518M
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Q: Versabank is calling in its subordinated debentures to the tune of $10,000,000. What does this mean?
Will this give versabank better returns through capital growth and dividends?

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Read Answer Asked by Helen on March 20, 2019

• Alimentation Couche-Tard Inc. (ATD $69.10)
  • $69.10 Fwd P/E: 18.59X Cap: $65.51B
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Q: comments please on the quarter??

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Read Answer Asked by blake on March 20, 2019

• Methanex Corporation (MX $47.39)
  • $47.39 Fwd P/E: 11.64X Cap: $3.19B
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Q: Is the news about the activist shareholder M&G a positive for the stock? What are you feelings about these companies that try to "unlock value" from stocks? eg. MX, GUD, etc. Is it about short-term vs. long term gains?

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Read Answer Asked by Mike on March 19, 2019

• Income Portfolio (Income)
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Q: Your income portfolio has very interesting companies. My question is which of these companies would be considered dividend growers and is it true that dividend grower over time have outperformed growth stocks...thanks for the great service ...Gene

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Read Answer Asked by gene on March 19, 2019

• NFI Group Inc. (NFI $17.95)
  • $17.95 Cap: $2.13B
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Q: If you did not own this, would you buy it today or would you wait for things to settle? Are there other stocks within this sector that you would purchase in lieu of NFI. What is their payout ratio?
Thanks for your service

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Read Answer Asked by Ozzie on March 19, 2019