Investment Q&A

• Knight Therapeutics Inc. (GUD)
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Q: Knight seems to be anxious to acquire the rights to ThetapeuticMD's new products as they have agreed to many success payments plus a $20M investment. Is this an exciting deal?

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Read Answer Asked by Steven on August 02, 2018

• Enercare Inc. (ECI)
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Q: I hold 2000 shares of ECI with a significant unrealized capital gain in a taxable account. I read in an RBC report that the offering of exchangeable shares "intent would be to provide a taxfree rollover" . Could you provide some explanation of how this would work. Thanks.

Ross

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Read Answer Asked by Ross on August 02, 2018

• Enercare Inc. (ECI)
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Q: If you don't choose to tender, will the stocks automatically be sold? if you aren't choosing to tender, should you wait or sell now? Sorry. I've no idea how this thing works: i was just stunned to see how much my ECI had gone up!

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Read Answer Asked by M.S. on August 01, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I have a question about Shopify. I am down about 10% on the company. Would you be add more at current price level? How fast this company will growth in your view. Thank you!

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Read Answer Asked by Nick on August 01, 2018

• Western Forest Products Inc. (WEF)
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• Alcanna Inc. (CLIQ)
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Q: Hello,

Current portfolio is well balanced. Two sectors that are eligible for tops ups are materials and consumer discretionary. If you had to pick between wef and cliq for a long term hold, which would you choose to buy first?

Regards,

Robert

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Read Answer Asked by Robert on August 01, 2018

• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin

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Read Answer Asked by Fooklin on July 31, 2018

• Kinaxis Inc. (KXS)
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Q: Can you tell me why there was a big drop in the share price of Kinaxis yesterday?

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Read Answer Asked by William James (Jim) on July 31, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can we get comments on earnings and what to expect from markets today

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Read Answer Asked on July 31, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: "Valentine's Day"for many market darlings including the FAANG & its can.equivalent,the DOCKS(per Ryan).Amongst the wreckage,PHO stood out as a winner,up 5.46%.Premarket today PBH announced purchase of 62.6% of Yorkshire Valley Farms.But it dropped 3.45% today.Your take. Is this a good time to start a position?.Txs for u usual great services & views Peter Hodson on maket call,Aug 3

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Read Answer Asked by Peter on July 31, 2018

• Constellation Software Inc. (CSU)
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Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.

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Read Answer Asked by Jason on July 31, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Any thoughts on the recent drop for TSGI? Is it still a good stock to hold?

Thanks!

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Read Answer Asked by micheal on July 30, 2018

• Reliq Health Technologies Inc. (RHT)
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Q: When does reliq report their earnings.

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Read Answer Asked by don on July 30, 2018

• Photon Control Inc. (PHO)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks

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Read Answer Asked by rajeev on July 30, 2018

• Photon Control Inc. (PHO)
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Q: Your comments on PHO's new arrangement with Crown Photonics, thanks

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Read Answer Asked by Joe on July 30, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

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Read Answer Asked by Peter on July 30, 2018

• Stars Group Inc. (The) (TSGI)
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• Celestica Inc. (CLS)
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• Western Forest Products Inc. (WEF)
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• Magna International Inc. (MG)
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Q: What companies you would consider as value in your balanced model portfolio ?

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Read Answer Asked by Terry on July 30, 2018

• Dollarama Inc. (DOL)
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Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

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Read Answer Asked by Rudy on July 30, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Looking at mirroring your beport for a 5-10 year hold. Do you remain comfortable with stock choices? Are you looking at making changes.

Thanks for the service

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Read Answer Asked by Kevin on July 30, 2018

• Dollarama Inc. (DOL)
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Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

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Read Answer Asked by Terry on July 30, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: Thoughts on Q?

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Read Answer Asked by Tom on July 27, 2018