Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY $18.52)
  • $18.52 Cap: $1.85B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: On November a question was asked to buy a 1/2 or full position in TOY and your reply was to buy but didn't mention to buy only 1/2 or full position so what would be best 1/2 or full position? If already owned is a full position okay or would you reduce it to 1/2
Thanks

Upvote 0

Read Answer Asked on November 13, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI

Q: Lots of picking on this company from others and I want to ad more? ANY reason not to? Thx James

Upvote 0

Read Answer Asked by JAMES on November 13, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $18.52)
  • $18.52 Cap: $1.85B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales

Upvote 0

Read Answer Asked by Peter on November 13, 2017

• CAE Inc. (CAE $37.51)
  • $37.51 P/E (TTM): 31.52X Cap: $12.07B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: How was the earning call by CAE on Nov 10?
Thanks

Upvote 0

Read Answer Asked on November 13, 2017

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: May we have your opinion on HWO's earnings and prospects going forward, and any other related or unrelated thoughts?
Thanks, Peter

Upvote 0

Read Answer Asked by Peter on November 10, 2017

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
  • View HWO Profile
  • View Questions on HWO

Q: Hi, can you comment on HWO's quarterly results? The stock seems to be selling off.

Upvote 0

Read Answer Asked by Craig on November 10, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • View ITC Profile
  • View Questions on ITC

Q: Do you still like ITC? Is it a good time to add to a position?

Upvote 0

Read Answer Asked by Michael on November 10, 2017

• Covalon Technologies Ltd. (COV $1.97)
  • $1.97 P/E (TTM): 64.33X Cap: $54M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: When does COV report?

Upvote 0

Read Answer Asked by Paul on November 10, 2017

• NFI Group Inc. (NFI $19.53)
  • $19.53 Cap: $2.32B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Market seems to be giving NFI a good beat down, do you feel it is justified?

Upvote 0

Read Answer Asked by Edgar on November 10, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.39)
  • $5.39 P/E (TTM): 17.67X Cap: $574M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Comments on earnings please?

Upvote 0

Read Answer Asked by blake on November 10, 2017

• Knight Therapeutics Inc. (GUD $7.53)
  • $7.53 Cap: $738M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I know you don't have a crystal ball but GUD keeps going down while patience is advised. At what point (price) does the stock hit a bottom if no acquisition occurs. I've never seen a stock like this one.

How do you feel after latest earnings?

Upvote 0

Read Answer Asked on November 10, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $88.89)
  • $88.89 P/E (TTM): 19.24X Cap: $15.37B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Which of these two companies present the better buying opportunity at this time?

I already have a 1/2 position in CCL.B, and no position in BYD.UN.

Upvote 0

Read Answer Asked by Paul on November 10, 2017

• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: When do expect GC will start to benefit from its deal with Ontario government??

Upvote 0

Read Answer Asked by Mike on November 10, 2017

• WSP Global Inc. (WSP $219.88)
  • $219.88 P/E (TTM): 28.97X Cap: $29.64B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• NFI Group Inc. (NFI $19.53)
  • $19.53 Cap: $2.32B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Savaria Corporation (SIS $28.64)
  • $28.64 P/E (TTM): 28.76X Cap: $6.53B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul

Upvote 0

Read Answer Asked by Paul on November 10, 2017

• Covalon Technologies Ltd. (COV $1.97)
  • $1.97 P/E (TTM): 64.33X Cap: $54M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Any reason for the price increase? When do they report?

Upvote 0

Read Answer Asked by Paul on November 10, 2017

• TELUS Corporation (T $17.47)
  • $17.47 P/E (TTM): 24.22X Cap: $26.74B
  • View T Profile
  • View Questions on T

Q: comments please on the quarter?

Upvote 0

Read Answer Asked by blake on November 10, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: I have just started a position in PHO and what maximum weight would you recommend? I noticed it your monthly report your holding in PHO is 6.18%.
Thanks

Upvote 0

Read Answer Asked on November 10, 2017

• Open Text Corporation (OTEX $29.83)
  • $29.83 P/E (TTM): 13.34X Cap: $7.47B
  • View OTEX Profile
  • View Questions on OTEX

Q: Based on what metrics the stock is cheap? Globe and Mail indicates a trailing PE 56.66.

Upvote 0

Read Answer Asked by Liping on November 09, 2017

• NFI Group Inc. (NFI $19.53)
  • $19.53 Cap: $2.32B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Hi Peter and team
you recently commented to reduce TOY which reported strong results. NFI just took a large hit after their results.
Would you adjust NFI as well??
thanks, Peter

Upvote 0

Read Answer Asked by Linda on November 09, 2017

• NFI Group Inc. (NFI $19.53)
  • $19.53 Cap: $2.32B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Comment on earnings? The market certainly didn't like them. Down more than 4% now.

Upvote 0

Read Answer Asked by John on November 09, 2017