Investment Q&A

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income
• iShares Diversified Monthly Income ETF (XTR $11.74)
  • $11.74 P/E (TTM): 19.12X Cap: $364M
  • View XTR Profile
  • View Questions on XTR

Q: you'd just respond to martin on benchmark of income portfolio is XTR.
My sense is that not a good benchmark with more than 45% of fixed income product (xfr, xhb) plus 4% HY and 4% pref (reflecting well your investment in cpd and xhy). Please comments

Upvote 0

Read Answer Asked by BENOIT on March 25, 2019

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS

Q: Hi,
I see Onex has submitted a bid to purchase Gluskin Sheff for $14.25 per share.
Are you able to tell me if shareholders will still get their dividend next 1/4, or is it up in the air until they either declare it, and is there much of a chance at a special dividend coming this up coming 1/4.
Thanks

Upvote 0

Read Answer Asked by Greg on March 25, 2019

• Knight Therapeutics Inc. (GUD $6.14)
  • $6.14 Cap: $612M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: To take Goodman's "grandchildren" analogy to heart, then, ... I'm assuming he's telling us to bail if we don't have grandkids? : /

What if our grandkids are already taken care of, and we'd like to see better results now?

Five years seems to be an awfully long time for compost to ferment, in my mind. I'm an organic gardener, so no disrespect intended here. ; )

Your thoughts, please, on his silly analogy. This slow-burning genius seems to be fizzling out, like a dud firecracker. Surely investors deserve a little something for being so patient -- maybe even a little respect.

Upvote 0

Read Answer Asked by Sylvia on March 25, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Hello There,

Company posted financials on 21Mar; by the sound of it look good, but the stock is getting negative vibe.

How do you think company did?

Thanks
Jabs

Upvote 0

Read Answer Asked by Jabs on March 25, 2019

• iShares Diversified Monthly Income ETF (XTR $11.74)
  • $11.74 P/E (TTM): 19.12X Cap: $364M
  • View XTR Profile
  • View Questions on XTR

Q: Hello ! What is the benchmark of the income portfolio ?
Thanks, great work,
Martin

Upvote 0

Read Answer Asked by Martin on March 22, 2019

• BRP Inc. Subordinate Voting Shares (DOO $89.84)
  • $89.84 Cap: $6.56B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.35)
  • $6.35 P/E (TTM): 20.45X Cap: $677M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Can you comment on earnings?

Thanks

Upvote 0

Read Answer Asked by Clarence on March 22, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.35)
  • $6.35 P/E (TTM): 20.45X Cap: $677M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Your comments on earnings ?
Thanks!

Upvote 0

Read Answer Asked by Denis on March 22, 2019

• TFI International Inc. (TFII $120.28)
  • $120.28 P/E (TTM): 22.18X Cap: $9.85B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: How tied to the price of oil is the profitability of TFII,
Thank You
Peter

Upvote 0

Read Answer Asked by Peter on March 22, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Is there more to report on PHO after call? Any surprises, good or bad?

Upvote 0

Read Answer Asked on March 22, 2019

• Knight Therapeutics Inc. (GUD $6.14)
  • $6.14 Cap: $612M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

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.

Upvote 0

Read Answer Asked by Helen on March 21, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Please comment on earnings. Thanks

Upvote 0

Read Answer Asked by Jerry on March 21, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Q4 looked solid. Did you see anything negative?

Upvote 0

Read Answer Asked by sandy on March 21, 2019

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
  • View BCI Profile
  • View Questions on BCI
  • View Reports on BCI

Q: If BCI earnings are out can you comment please

Sheldon

Upvote 0

Read Answer Asked by Sheldon on March 21, 2019

• BRP Inc. Subordinate Voting Shares (DOO $89.84)
  • $89.84 Cap: $6.56B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

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

Upvote 0

Read Answer Asked by Norman on March 21, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Earnings expectations for photon? Revenue and eps.

Upvote 0

Read Answer Asked by Cory on March 21, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.74)
  • $87.74 P/E (TTM): 19.74X Cap: $15.15B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Is now a good entry point to initiate a position in CCL?

Upvote 0

Read Answer Asked by Dean on March 20, 2019

• BRP Inc. Subordinate Voting Shares (DOO $89.84)
  • $89.84 Cap: $6.56B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

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?

Upvote 0

Read Answer Asked by Alfred on March 20, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
  • $204.92 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $22.52)
  • $22.52 P/E (TTM): 26.07X Cap: $1.61B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

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

Upvote 0

Read Answer Asked by Djamel on March 20, 2019

• CAE Inc. (CAE $37.06)
  • $37.06 P/E (TTM): 28.62X Cap: $11.91B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

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

Upvote 0

Read Answer Asked by Gordon on March 20, 2019

• VersaBank (VBNK $16.59)
  • $16.59 P/E (TTM): 17.83X Cap: $533M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

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?

Upvote 0

Read Answer Asked by Helen on March 20, 2019