Investment Q&A

• Kinaxis Inc. (KXS)
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Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.

Harvey

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Read Answer Asked by Harvey on August 10, 2017

• Sun Life Financial Inc. (SLF)
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Q: Can you please comment on the earnings for $SLF. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Intrinsyc Technologies Corporation (ITC)
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Q: Can you please comment on the earnings for $ITC. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Exco Technologies Limited (XTC)
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Q: Is this a buy for a three year time frame or do you think confidence is gone from the name?

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Read Answer Asked by Carla on August 10, 2017

• Premium Brands Holdings Corporation (PBH)
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Q: Hi, could you please post street estimates for Revenue, EPS and EBITDA, for this quarter. Thanks

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Read Answer Asked by rajeev on August 10, 2017

• Knight Therapeutics Inc. (GUD)
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Q: GUD. GUD seems to have reached a turning point today, do you agree ?

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Read Answer Asked by Serge on August 10, 2017

• NFI Group Inc. (NFI)
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Q: Hi Peter;
please comment on NFI"s New Flyer Industries latest results.
Thanks,
Ron

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Read Answer Asked by Ron on August 10, 2017

• Pivot Technology Solutions Inc. (PTG)
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Q: i read your answer on pivots earnings.
you have it in the growth portfolio.
is the stock still a buy.
echelon had it as a top pick until year end
with about a 6 dollar target. dave

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Read Answer Asked by david on August 09, 2017

• Photon Control Inc. (PHO)
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Q: When does photon report earnings.

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Read Answer Asked by don on August 09, 2017

• CRH Medical Corporation (CRH)
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Q: why do you say crh has to have management changes , because management missed guidance, lots of companies miss guidance and you do not call for mgmt changes, kinaxis missed guidance, pivot missed guidance the list goes on and on. dave

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Read Answer Asked by david on August 09, 2017

• CRH Medical Corporation (CRH)
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Q: Hi folks:

hate to beat a dead horse, but do we still hold .Down close to 60 percent at the moment. I bought this for the long run but my goodness this stock is frustrating!

Thank you.

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Read Answer Asked by Mark on August 09, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Cineplex Inc. (CGX)
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• Kinaxis Inc. (KXS)
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Q: Hi, would you take this opportunity to begin a position in these names after missing earnings? Can you rank current opportunity for long term growth. Thanks

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Read Answer Asked by Jordan on August 09, 2017

• Pivot Technology Solutions Inc. (PTG)
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Q: Can I please get your comments on Pivot's latest results. Thanks

Dave

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Read Answer Asked by David on August 09, 2017

• Open Text Corporation (OTEX)
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Q: Is there any reason for 4% drop in open text?? Seems like the recent earnings was decent.

FJ

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Read Answer Asked by Febin on August 09, 2017

• ECN Capital Corp. (ECN)
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Q: Thoughts on the quarter please.

Thanks.

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Read Answer Asked by Joe on August 09, 2017

• Kinaxis Inc. (KXS)
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• Savaria Corporation (SIS)
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Q: I thought I was reasonably patient and comfortable with a reasonable amount of volatility . . . but it is still disconcerting to see a 12% drop in both KXS & SIS in the first two months after adding them to my TFSA! And KXS looks to be even more in free-fall this morning.
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?

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Read Answer Asked by Lotar on August 09, 2017

• Stella-Jones Inc. (SJ)
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Q: Pleaase coment on the quarter?
Thx

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Read Answer Asked by blake on August 09, 2017

• Superior Plus Corp. (SPB)
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Q: I currently have 3% weight on SPB and down 11% so I was thinking of adding more to make it 4% weight,what are your thoughts are this?

Thanks

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Read Answer Asked on August 09, 2017

• NFI Group Inc. (NFI)
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Q: After holding this stock for the last 4 years I am thinking of taking what is left of my CRH holdings and replacing them with NFI, this will bring it to a full position.

What do you think?

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Read Answer Asked by Peter on August 09, 2017

• Income Portfolio (Income)
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Q: There is 9.86% cash in the Income Portfolio. I know you are a big believer in not having large amounts of cash sitting idle. When do you expect to put this cash to work? Thanks for the great work! Steve

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Read Answer Asked by Stephen on August 08, 2017