Investment Q&A

Q: My question is regarding Alcanna and possible private liquor revenue opportunities coming from Ontario. The Ford goverment has made bullish comments on some alcohol sales privatization in the future, the budget is releasing April 11th. Alcanna would clearly be a benefactor in this because of their expertise in the field. From their recent M&D " Should any other jurisdiction in Canada permit the private retailing of alcohol on a basis similar to Alberta which would allow an appropriate return on capital, such as Ontario, we would anticipate opening stores in that jurisdiction" Today there was a bloomberg article quoting regarding Ontario's budgetplans. "Ontario's finance minister says the province will be moving ahead with an expansion of beer and wine sales into corner stores, big box stores and more grocery stores, promising the move will cut prices and prevent any potential privatization of the LCBO." Do you see this benefiting Alcanna at all or would this be a negative in my case if I had been hoping for some potential good news and growth in Ontario for liquor sales? I know you like the company and does this change anything for you?

Q: In reference to your answer to Roy on March 29. While I appreciate your answer to the question asked, it leaves me as an existing stockholder wondering if you are implying a sell recommendation above $15.00
Hope you understand my thought on this.
Thanks
John

Q: Put in an order to SIS this am. It ran away from me. Based on valuation what would you consider a fair bid for this stock?

Q: It looks like Methanex was buying back shares consistently up to early December and not since. Do you think they will restart this in the near term or do you think they are preserving $ for their capex program? Thanks.

Q: Hello, wondering what the impact may be to Shop shares in regards to the new stock option taxation change? Thoughts? Thanks

Q: Which companies are KXS' key competitors and what competitive advantages might KXS or its competitors have over each other?

Q: $17.28p/p, now 3.5% position. Positive market response to Q results even though missed estimated eps. Is it time for me to add? Thanks for u usual great services & views

Q: Morning guys:
I owned this in the past. Would this be a good entry point now for a long term hold.
Thx
Mark

Q: HI how money is this company putting into upgrades of their property's... they seem to be putting a lot of money into building out, and machines etc. from what I have seen. Their customer base are baby Boomers, which is not a grow group.

Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?

Q: Earnings commentary please and thank you.


Sheldon

Q: Can you summarize what if anything we should take away from TSGI's guidance yesterday? It seems like it was designed to encourage the market but didn't quite have the desired effect. Was there anything new there and if so did it validate the decision a lot of us have made to hold?

Q: Please comment on results and going forward.EPS missed estimates again Thanks for u usual great services & views

Q: As a follow up to my earlier question about GSY. I see their Free Cash Flows are highly variable over the past few years and were negative (-228 million) in 2018. With negative cash flows, how do they cover their dividend, and what is they payout ratio?

C.

Q: Hi,

With the takeover of GS, I'm looking for a new name in the world of Canadian Finance. I can't find a company that pays the great divy (with special) that GS did, so I'm looking for some growth. With the recent pullback of GSY, would you support moving my cash into GSY as a within-sector replacement?

When did GSY last raise their divvy and did they give a reason why?

Cam

Q: GSY seems to be having a few bad days. With so much recent good news ,dividend rising, by 38% and increasing the number of share buybacks to 8%, this falloff seems surprising. Am I missing something here?

Q: this is a comment on questions about CDN companies and US dividends:
At NBDB I transferred Magna shares from CDN RRSP to US RRSP. The shares were journaled from MG to MGA. I get US dividends. No exchange fees. Dividend exactly what it is suppose to be.
Question to 5i: any possible downside of holding US shares instead of CDN shares?

Q: Bought a year ago at $55.00 and now down quite a bit. I own 1000 shs and was thinking of adding another 1000 shs - just > dividend substantially & plenty of contracts. At 2000 SHS would be a very small % of total portfolio.

Q: I own 6800 shares of Knight at an average cost of $8.10. This amounts to about 2% of my portfolio. I could sell it all, sell half or do nothing. What do you see for Knight in the next 5 years. Should I be looking elsewhere? Thank You.

Q: Just read that New York City Transit has awarded NFI with a contract for 15 low floor sixty-foot battery-electric, zero-emission, heavy-duty transit buses. Is this a substantial order?

NFI always makes this type of announcements and that seldom move the share price, but this one seem to have a positive effect on it today. Especially the announcement was made after closing, interesting. Your take? Thanks.