Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.77B
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Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.

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Read Answer Asked by Peter on August 17, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Do you have any concerns with Cormarks downgrade of Great Canadian Gaming? I hold the position that GC has good management that would analyze all scenarios before making decisions on the GTA bundle or any other investment. The share performance over the last 5 years speaks for itself and I see the dip as a buying opportunity for long term shareholders.

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Read Answer Asked by Gooding on August 17, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Is there any reason why Cormark has just cut the tarteg for GC from $49 to $44 this
morning?

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Read Answer Asked by Herm on August 17, 2018

• Knight Therapeutics Inc. (GUD $6.06)
  • $6.06 Cap: $611M
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Q: Knight just bought about 4M shares of TherapeuticsMD @ $5.10. Oppenheimer just raised their target (I know!) to $14 and another to $15 which would provide Knight with a $36-$40M profit.
Would you buy TXMD and do you think Knight will get Canadian/Israeli rights to their recently-approved 12 month birth control product?

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Read Answer Asked by Steven on August 17, 2018

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Can you please give us your thoughts on their latest quarter. Bouncing around a bit after what I thought looked like more of the same steady growth for them.

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Read Answer Asked by kelly on August 17, 2018

• Vermilion Energy Inc. (VET $12.69)
  • $12.69 Cap: $1.98B
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Q: These oil stocks look to be at lows. Would you recommend a buy. I have virtually no oil stocks at present and am looking for an entry. Do you recommend others?

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Read Answer Asked by Greg on August 17, 2018

• Dollarama Inc. (DOL $198.34)
  • $198.34 P/E (TTM): 43.46X Cap: $53.91B
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Q: Is it a buy as it bottomed out.Thanks

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Read Answer Asked by Gilles on August 17, 2018

• Agnico Eagle Mines Limited (AEM $223.70)
  • $223.70 P/E (TTM): 28.45X Cap: $118.57B
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Q: hi folks:

I sooooooo want to buy AEM as my only potential gold asset

please comment on company's health and current price action (which seems excessive)

thanks

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Read Answer Asked by Robert on August 17, 2018

• Sun Life Financial Inc. (SLF $82.77)
  • $82.77 P/E (TTM): 20.7X Cap: $45.97B
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• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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• NFI Group Inc. (NFI $13.01)
  • $13.01 Cap: $1.57B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.77B
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• Magna International Inc. (MG $64.40)
  • $64.40 P/E (TTM): 12.99X Cap: $18.83B
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• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 61.33X Cap: $4.04B
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• Knight Therapeutics Inc. (GUD $6.06)
  • $6.06 Cap: $611M
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• Savaria Corporation (SIS $20.93)
  • $20.93 P/E (TTM): 25.13X Cap: $1.51B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.05)
  • $19.05 P/E (TTM): 25.57X Cap: $1.96B
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Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael

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Read Answer Asked by Michael on August 17, 2018

• Agnico Eagle Mines Limited (AEM $223.70)
  • $223.70 P/E (TTM): 28.45X Cap: $118.57B
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Q: I purchased AEM during the recent fall in price, but now down 15%. It's a small position, I'm considering buying at the lower price to reduce the average cost. Your recent comments seem positive, a turn around is possible. Can you pls comment regarding buying at current level.
Thanks.

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Read Answer Asked by Dan on August 17, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi, Stars Group share price has declined over 25%, in a short period, since added to Balanced Portfolio and is trading at its low. Now that the quarterly results are also out of the way, what would you summarize as the main reasons for this continued softness and overhang. Could you also please list the catalysts in the near term which could help lift the stock price and possible time timeline for these to materialize. Thank You

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Read Answer Asked by rajeev on August 17, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hi Guys,

I have 1/2 position in each of GC and TSGI. Is this a good time to go to a full position? Which company of the two would you prefer both on a short and long term basis?

thanks

Chris

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Read Answer Asked by Chris on August 17, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: GC had an unusual up day yesterday after reporting, but it's back to being hammered, down almost 5% today. Why is this stock so hated?

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Read Answer Asked by John on August 16, 2018

• goeasy Ltd. (GSY $117.80)
  • $117.80 P/E (TTM): 8.81X Cap: $1.92B
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Q: Could you tell me how goeasy and refresh financial are affiliated and does refresh financial effect goeasys bottom line.

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Read Answer Asked by don on August 16, 2018

• Methanex Corporation (MX $48.06)
  • $48.06 P/E (TTM): 11.97X Cap: $3.79B
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Q: MX closed -5.53% today, at $90.70. Do you know why the share price decreased? Was this news the catalyst? " Methanex Secures Natural Gas Supply For Chilean Operations Through 2020" Is this a buying opportunity?

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Read Answer Asked by Helen on August 16, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hello,
Do you still think that TSGI is cheap based on its reduced guidance?

Thanks

Victor

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Read Answer Asked by Victor on August 16, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Hi,
I have just reviewed your answers to recent questions concerning this company and there is very little doubt about your very negative views. Can you be more forthright about your reasons? Should I still sell?
Thanks, Bryn

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Read Answer Asked by david on August 15, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi, I am just wondering whether I should sell TSGI. I bought it around $48 and then again at $46 for a full position. What's your stance on it as I am down 25% almost?

Many Thanks!

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Read Answer Asked by anoop on August 15, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $19.05)
  • $19.05 P/E (TTM): 25.57X Cap: $1.96B
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Q: Given that TOY has been drifting down from the $58 level at beginning of July and is now approaching the $50 level which looked like some resistance in June; do the technicals show any indication of being oversold or are there any buy indicators showing. Is this a good price to be adding at considering that a toy season is coming.
Clarence

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Read Answer Asked by Clarence on August 15, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $53.85)
  • $53.85 P/E (TTM): 21.95X Cap: $27.57B
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: I follow your balanced equity portfolio. I have not sold SJ. I have not added RHT, TECK.B and WEF. Should I wait and sell SJ. Is this a good time to buy the rest. Please give me the order I should purchase. T as always Steve

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Read Answer Asked by Stephen on August 15, 2018