Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Magna International Inc. (MG $72.35)
  • $72.35 P/E (TTM): 19.1X Cap: $20.95B
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Q: Regardless of size, safety or anything else, who has more growth over a three year period, thanks?

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Read Answer Asked by Pat on May 10, 2019

• Magna International Inc. (MG $72.35)
  • $72.35 P/E (TTM): 19.1X Cap: $20.95B
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Q: Would you buy Magna at this level? Can you please comments earning and valuation?

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Read Answer Asked by Yan on May 09, 2019

• Magna International Inc. (MG $72.35)
  • $72.35 P/E (TTM): 19.1X Cap: $20.95B
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Q: Why the large drop in Magna this morning?

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Read Answer Asked by Frank on May 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: If not asked already, comments on PHO earnings. Looks like a bad quarter. Recommendation on stock? Are you still high on it?

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Read Answer Asked on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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Q: Hi there,

Between the two, which do you think is a better stock to hold at the current moment?

Thanks!

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Read Answer Asked by Michael on May 09, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.19)
  • $5.19 P/E (TTM): 17.6X Cap: $562M
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Q: Please comment on FSZ earnings and how the National Bank sale of a significant stake in FSZ will impact shares in the short and medium term.
Thanks
Rob

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Read Answer Asked by Robert on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
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Q: What do you think of the Stars Group and Fox Sports partnership? The share dilution for STAR's shareholders is worrisome to me.

Thank you, Peter

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Read Answer Asked by Peter on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

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Read Answer Asked by Darcy on May 09, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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Q: Pls compare the numbers for these 2. Looking to buy just one.
Thanks

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Read Answer Asked by Joseph on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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Q: How bad is this earnings report... ie where do you think the stock opens tomorrow?

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Read Answer Asked by CAMERON on May 09, 2019

• goeasy Ltd. (GSY $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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Q: GSY just reported. It has been growing earnings at a rate of 24% per annum for the past 5 years, pays a 2.3% rising dividend and seems to have reasonably good management. Why is it not a $100 stock? No, seriously why is not a $100 stock?? I've owned it for a few years now and I'm not complaining. I've done very well with it. But I really don't get the valuation. What is the unspoken issue?
Thank you.

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Read Answer Asked by John on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
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Q: how do you view the news.
dave

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Read Answer Asked by david on May 08, 2019

• Dollarama Inc. (DOL $183.48)
  • $183.48 P/E (TTM): 41.43X Cap: $51.90B
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Q: hi

can I get your current thoughts on DOL as a growth stock fro medium to long (5 years) term investment.

thx Chris

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Read Answer Asked by chris on May 08, 2019

• Alaris Equity Partners Income Trust (AD.UN $20.04)
  • $20.04 P/E (TTM): 5.73X Cap: $919M
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Q: Your thoughts on the Quarterly numbers?

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Read Answer Asked by Stephen on May 08, 2019

• Knight Therapeutics Inc. (GUD $6.30)
  • $6.30 Cap: $615M
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Q: Can you provide comments/your take on what happened with the voting results. Does anything really change or is it the same slow approach going forward? I am even on the stock but have held it quite a while and it's been dead money. Time to move on?

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Read Answer Asked on May 08, 2019

• goeasy Ltd. (GSY $35.54)
  • $35.54 P/E (TTM): 2.78X Cap: $611M
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Q: GSY is reporting record 1st Q earnings. How did you find the earnings compared to estimates?
Thank you

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Read Answer Asked by Herm on May 07, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $17.49)
  • $17.49 P/E (TTM): 24.7X Cap: $1.78B
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Q: Hi, could you plesae post earning estimates for the results expected on May 8. Thanks

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Read Answer Asked by rajeev on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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Q: Your comment on the attached Bloomberg news item, please. GC took a near 8% 'hit' today. This skiers mi.
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474

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Read Answer Asked by RANDALL on May 07, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
  • $168.26 P/E (TTM): 138.45X Cap: $221.77B
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Q: Peter and Team:
I have done very well on SHOP (500%) and it now consists of almost 10% of my portfolio. I do not want to sell a winner, but was wondering if I should trim bit, put a stop loss order on it or ride the wave?
What are your concerns with "stops" in general.

Thanks
Phil

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Read Answer Asked by Phil on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
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Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.

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Read Answer Asked by Peter on May 07, 2019