Investment Q&A

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Covalon Technologies Ltd. (COV $1.80)
  • $1.80 P/E (TTM): 22.88X Cap: $49M
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• NFI Group Inc. (NFI $12.88)
  • $12.88 Cap: $1.56B
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• Knight Therapeutics Inc. (GUD $6.01)
  • $6.01 Cap: $599M
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• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
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Q: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco

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Read Answer Asked by Marco on November 08, 2017

• Premier American Uranium Inc. (PUR $0.68)
  • $0.68 Cap: $46M
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Q: Is this stock now after it earning release a buy / hold/sell if you own this stock?

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Read Answer Asked on November 08, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.20)
  • $20.20 P/E (TTM): 26.53X Cap: $2.03B
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Q: Thanks for the great service! I thought Toy was going to be reporting today and since it is down today, just wondering if the downward trend in sympathy with the Toys R Us situation or if the report has been delayed.

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Read Answer Asked by Meghan on November 07, 2017

• Premier American Uranium Inc. (PUR $0.68)
  • $0.68 Cap: $46M
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Q: Please comment on earnings
Thanks

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Read Answer Asked by Dan on November 07, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.20)
  • $20.20 P/E (TTM): 26.53X Cap: $2.03B
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Q: Please comment on earnings
Thanks

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Read Answer Asked by Dan on November 07, 2017

• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
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Q: Has there been some news on Savaria I haven't heard? It's been down five straight sessions now, losing almost 7%.

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Read Answer Asked by John on November 07, 2017

• Methanex Corporation (MX $53.62)
  • $53.62 P/E (TTM): 13.34X Cap: $4.14B
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Q: Massive oil rally going on, yet MX has been a timid responder. What will be the drivers needed to propel this stock.
I understand that you hold it for materials exposure, but do you see the same level of growth ahead as you see for other stocks in the BE?
Thanks
Karim

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Read Answer Asked by Karim on November 07, 2017

• NFI Group Inc. (NFI $12.88)
  • $12.88 Cap: $1.56B
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• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
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• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.98B
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Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram

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Read Answer Asked by Sriram on November 07, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: What is the consensus for Q3 revenue and net income ?
thx

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Read Answer Asked by sandy on November 07, 2017

• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
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Q: what are the market expectations of SIS for the third quarter?
Thanks
Sriram

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Read Answer Asked by Sriram on November 07, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Still trying to wrap my head around the reasoning for giving PTG the boot from growth port.,but keeping ITC!!!

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Read Answer Asked by terry on November 07, 2017

• NFI Group Inc. (NFI $12.88)
  • $12.88 Cap: $1.56B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Altus Group Limited (AIF $54.36)
  • $54.36 P/E (TTM): 6.4X Cap: $2.34B
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Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!

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Read Answer Asked by Linda on November 07, 2017

• Covalon Technologies Ltd. (COV $1.80)
  • $1.80 P/E (TTM): 22.88X Cap: $49M
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Q: Please let me know what are the prospects for COV
Thank you

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Read Answer Asked by Calin on November 07, 2017

• Exco Technologies Limited (XTC $6.78)
  • $6.78 P/E (TTM): 11.05X Cap: $257M
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Q: What is your current view on XTC? I am underwater and wondering if I should cut my losses or hold on.

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Read Answer Asked by Arthur on November 07, 2017

• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
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• goeasy Ltd. (GSY $123.61)
  • $123.61 P/E (TTM): 8.9X Cap: $1.98B
  • View GSY Profile
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
  • View ZCL Profile
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Q: Now that the growth of ZCL has slowed, do you have any suggestions for other growth stocks with a decent and growing dividend?

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Read Answer Asked by Andrew on November 07, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.73)
  • $83.73 P/E (TTM): 18.3X Cap: $14.55B
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Q: What has caused the big drop in CCL.B stock the past few days Thank You Bob

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Read Answer Asked by Robert on November 06, 2017

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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Q: Hi,

Saw that you listed your top 5 growth stock to a subscriber.

What would be your top 5 (in order if possible) in each of the Balanced and the Income Portfolios.

Thanks.

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Read Answer Asked by Larry on November 06, 2017

• NFI Group Inc. (NFI $12.88)
  • $12.88 Cap: $1.56B
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Q: Hi 5i,

Can you please provide the quarter date and numbers?

Thanks

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Read Answer Asked by David on November 06, 2017

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
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Q: Happy to see you finally invest some of the cash sitting in the income portfolio. Regarding your addition of GS, can you add more detail of what you liked in GS earning release that prompted you to invest, and any forward looking statements in their release.

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Read Answer Asked by Curtis on November 06, 2017

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: thanks for putting covalon in the growth, i knew you would the way you answered previous questions on it.
it is a huge holding for me.
what is the rational for cutting pivot, echelon has it as a top pick for this quarter with a 6.00 target. will their earnings be poor, it seems like you know something , is the divvy safe. dave

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Read Answer Asked by david on November 06, 2017