Investment Q&A

• Income Portfolio (Income)
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Q: I have been reviewing your Income Portfolio. We have decided to bring all of the assets remaining with an Investment Company over to our non-registered account. Tired of paying the high fees and realizing that the rate of return is less than what we have been achieving ourselves over the past 5 years, in part due to the advice received through all the questions and answers on various topics we are able to read each day!
Considering the markets today, would you invest in the Income Portfolio in total ? Over what period of time? What changes you would make? Your thoughts are greatly appreciated.

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Read Answer Asked by diane joan on October 03, 2018

• Open Text Corporation (OTEX)
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Q: I noticed that insiders sold $51,322,547 worth of stock in the last 60 days. That would amount to well over a million shares in my opinion. Should I sell too?
Doug

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Read Answer Asked by Doug on October 03, 2018

• Crius Energy Trust (KWH.UN)
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Q: WONDERING WHY THE DIV YEILD IS SO HIGH FOR THIS COMPANY.
IS IT SAFE? DO YOU EXPECT ANY SIGNIFICANT GROWTH HERE.
I SEE IT IS IN YOUR INCOME PORTFOLIO SO YOU MUST SEE SOMETHING IN IT. DO YOU PLAN ON REMOVING IT OR TRIMMING THE HOLDING IN THE NEAR FUTURE?
THANKS

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Read Answer Asked by JEFF on October 03, 2018

• Park Lawn Corporation (PLC)
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Q: PLC has been in a freefall since hitting a high in latter August. Are these latest acquisitions causing a debt concern. Any comments?

Carl

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Read Answer Asked by Carl on October 03, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Dropped from a high of 59.00. Today they announced a strategic partnership with internet giant Alibaba in China.
Has been dropping and I would think @this time of year it should gaining re Christmas season. Is there some warning signs here, and would indicate there may be problems coming down the PIPE

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Read Answer Asked by Rick on October 03, 2018

• Valener Inc. (VNR)
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Q: Can I get your current thoughts on VNR, buy or sell?

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Read Answer Asked by Nino on October 02, 2018

• Bank of Nova Scotia (The) (BNS)
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Q: Hi Whats the story on the fine market sure did not like the news is there more to come ?
it time to exit
Kind Regards
Stan

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Read Answer Asked by Stan on October 02, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: Transcontinental or CCL.B? At current valuations which stock is more attractive? Would you consider them in the same industry, more or less?

Thanks.

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Read Answer Asked by Kelly on October 01, 2018

• VersaBank (VBNK)
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Q: VB finally showing signs of life again. I noticed insiders have been buying heavily lately with one of them buying 3/4 million in one transaction. Can you please tell me what the total insider ownership is? Also your take on the stock. Thanks

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Read Answer Asked by Scott on October 01, 2018

• NFI Group Inc. (NFI)
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• Magna International Inc. (MG)
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Q: Hi Peter/Ryan,

I was holding off buying MG and NFI because of NAFTA disagreements. Now that it is a done deal is it a good time to buy these stocks or future recession may have a bigger impact on the auto sector. They are trading close to 52 week low. Magna has dropped by almost $10 since July.
Appreciate your advice.

Thanks
Ninad

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Read Answer Asked by Ninad on October 01, 2018

• Enbridge Inc. (ENB)
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Q: I have 7% of my portfolio in ENB. Should I be concerned about dividends and further erosion in capital? For 2 to 5 years, should I hold it or sell it partially or in full? In case of selling, what should I replace with - a good dividend player with a moderate capital appreciation at medium risk? Thank you.

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Read Answer Asked by KAM on October 01, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Premium Brands is down over .10%, is it time to Sell now?

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Read Answer Asked by Herbert on October 01, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks

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Read Answer Asked by William on October 01, 2018

• Stars Group Inc. (The) (TSGI)
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Q: What are your thought s on Keith Richards analysis of the directions of this stock?

How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.

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Read Answer Asked by fwb181 on October 01, 2018

• Bank of Nova Scotia (The) (BNS)
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Q: I was reviewing your model portfolios and noticed that you do not hold any bank stocks. Is there a reason why?

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Read Answer Asked by Thomas on October 01, 2018

• goeasy Ltd. (GSY)
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Q: Why GSY is dropping today?

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Read Answer Asked by Marios on September 28, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Which companies in your BE and Growth portfolios would you consider to be both a value stock at this time, and low, or preferably no debt. Thanks very much.

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Read Answer Asked by Kim on September 28, 2018

• goeasy Ltd. (GSY)
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Q: Would the stock price of GSY drop if the yield curve flattens? If so, would this be a serious correction? Would all companies in the financial sector be affected ? Thank you.

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Read Answer Asked by Richard on September 28, 2018

• Superior Plus Corp. (SPB)
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Q: what gives...down14% today....potential share delusion; the reason?

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Read Answer Asked by Henry on September 28, 2018

• Savaria Corporation (SIS)
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Q: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John

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Read Answer Asked by john on September 27, 2018