Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.37)
  • $88.37 P/E (TTM): 19.28X Cap: $15.22B
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• Surge Energy Inc. (SGY $6.56)
  • $6.56 P/E (TTM): 16.54X Cap: $649M
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Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?

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Read Answer Asked on November 07, 2018

• Evertz Technologies Limited (ET $13.79)
  • $13.79 P/E (TTM): 16.31X Cap: $1.04B
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Q: Evertz acquired a private company but the news release was without details. Can you add anything here; price, size, number of employees? What about the acquired technology? Is this what the stock needs to move?

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Read Answer Asked by Harry on November 07, 2018

• NFI Group Inc. (NFI $15.75)
  • $15.75 Cap: $1.87B
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Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

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Read Answer Asked by Victor on November 07, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $20.80)
  • $20.80 P/E (TTM): 26.6X Cap: $2.09B
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Q: Please comment on TOY results. Thanks

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Read Answer Asked by Imtiaz on November 07, 2018

• Great Canadian Gaming Corporation (GC $44.98)
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Q: Any significant points come out of the CC in addition to the Q3 press release?

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Read Answer Asked by sandy on November 06, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: thoughts on what the newest developments in Russia's market will have on TSGI?

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Read Answer Asked by james on November 06, 2018

• Alaris Equity Partners Income Trust (AD.UN $21.23)
  • $21.23 P/E (TTM): 5.72X Cap: $962M
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Q: alaris just reported could i have your thoughts.

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Read Answer Asked by don on November 06, 2018

• Dollarama Inc. (DOL $199.35)
  • $199.35 P/E (TTM): 42.04X Cap: $54.57B
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Q: I am writing to following up on some of your recent comments regarding this stock after the release of the Spruce Point report. To what extent are you concerned with accounting irregularities regarding Dol's opaque arrangement with Dollar City? Could Dol be using sales to Dollar City as a way of hiding loses or artificially inflating the books? Are you also concerned with the patent infringement lawsuits, including the one mentioned about the pencils that have been sold since 2002? How do you react to the allegations that the market is saturated and may face increasing competition from Amazon and hence, Dol does not deserve it's lofty valuation? Thank you.

Jason

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Read Answer Asked by Jason on November 06, 2018

• High Arctic Energy Services Inc. (HWO $0.84)
  • $0.84 Cap: $10M
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Q: Can you please comment on earnings? I believe I read that they report nov 5. Thanks

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Read Answer Asked by Kevin on November 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
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Q: GC seems to have had
a solid and better than expected Q3.
Do you see anything negative?

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Read Answer Asked by sandy on November 06, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: i am curious on your answer on the stars group question on whether to sell now for tax losses, you say even if tsgi had
good earnings it is unlikely it would rise 20%, well why not, it has been beaten down so bad a 5.00 rise does not seem unreasonable. dave

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Read Answer Asked by david on November 05, 2018

• Kinaxis Inc. (KXS $175.48)
  • $175.48 P/E (TTM): 101.03X Cap: $4.77B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.80)
  • $20.80 P/E (TTM): 26.6X Cap: $2.09B
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Q: For a two to five year hold roughly, which of these two companies have better upsude potential, disregarding risk, thanks?

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Read Answer Asked by Pat on November 05, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: I have capital gains for the year and I am looking at selling the losers to help reduce the tax hit. I have a loss on TSGI and I am wondering if/when I should sell. I like the company and would want to replace the stock after the 30 day period. Given the next earnings report is Nov 7 is it better to sell before or after that date or is timing even worth considering?
Thanks
Mike

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Read Answer Asked by michael on November 05, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Alimentation Couche-Tard Inc. (ATD $75.49)
  • $75.49 P/E (TTM): 19.53X Cap: $69.88B
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Q: I would like to buy eiher ATD.b or PKI. Which would you suggest for a better investment, and growth in the next few years.
Thanks for your help.

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Read Answer Asked by Shirley on November 05, 2018

• MagnaChip Semiconductor Corporation (MX $2.76)
  • $2.76 Cap: $99M
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Q: I am wanting to add to my position in Magna but wondering if the company could be impacted by the Stronach family feud?

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Read Answer Asked by Lloyd on November 05, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: I purchased Boyd a couple months ago at the top of the chart. It has been all weakness since and is down ~$10. Is there any reason to get out of it now based on the weakness? Did I just time it wrong? Or, alternatively, should I be adding more at these levels?
Thanks,
DG

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Read Answer Asked by dean on November 05, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.37)
  • $88.37 P/E (TTM): 19.28X Cap: $15.22B
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• Premium Brands Holdings Corporation (PBH $100.37)
  • $100.37 P/E (TTM): 68.07X Cap: $4.48B
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Q: Hi Peter, Ryan,

For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie

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Read Answer Asked by Jerry on November 05, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers

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Read Answer Asked by Seamus on November 05, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: What is the reason that there are no ratings for some of the companies in your portfolios? In this case, what make them the candidates to be in there?

Thanks in advance!
Jane

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Read Answer Asked by Jane on November 05, 2018

• NFI Group Inc. (NFI $15.75)
  • $15.75 Cap: $1.87B
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• TFI International Inc. (TFII $152.55)
  • $152.55 P/E (TTM): 28.29X Cap: $12.24B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.28)
  • $36.28 P/E (TTM): 20.61X Cap: $856M
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Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

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Read Answer Asked by Andrew on November 05, 2018