Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $97.05)
  • $97.05 Cap: $7.11B
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Q: BRP down 7% this morning-any news to account for this ?
Thank you
Karim

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Read Answer Asked by Karim on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $74.96)
  • $74.96 P/E (TTM): 18.37X Cap: $69.39B
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Q: hello again, just heard on BNN some speculation of ATD maybe merging with MRU or something along those lines...

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Read Answer Asked by Silvia on September 27, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
  • $221.00 P/E (TTM): 68.41X Cap: $287.58B
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Q: I would appreciate your comments concerning the press release SHOP issued last night regarding HubSpot. Thank you, Peter

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Read Answer Asked by Peter on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $74.96)
  • $74.96 P/E (TTM): 18.37X Cap: $69.39B
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Q: Any ideas on what's driving ATD.B down today? Thanks

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Read Answer Asked by Darcy on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $74.96)
  • $74.96 P/E (TTM): 18.37X Cap: $69.39B
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Q: Good morning team, Any reason for such a drop in ATD.B??

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Read Answer Asked by Silvia on September 27, 2017

• Superior Plus Corp. (SPB $7.04)
  • $7.04 P/E (TTM): 62.14X Cap: $1.56B
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• Evertz Technologies Limited (ET $13.84)
  • $13.84 P/E (TTM): 15.45X Cap: $1.04B
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Q: I am looking to buy either ET or SPB for a long term hold. I am primarily interested in dividends and dividend growth. Which would be better?
Jane

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Read Answer Asked by Jane on September 27, 2017

• Great Plains Metals Corp. (GPS $0.10)
  • $0.10 Cap: $5M
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Q: Hi BSM Tech had a 4% drop today. Any news or insight?

Thank You

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Read Answer Asked by Stephen on September 27, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Since mid year ZCL's S/P has been eroding. Is there a seasonality trend causing this or something else?

Carl

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Read Answer Asked by Carl on September 26, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What are you thoughts on Freshii after their revised outlook?
Thank you

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Read Answer Asked by Alex on September 26, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Any change in your position given the announcement of new clinical trials. Thanks

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Read Answer Asked by Brian on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
  • $221.00 P/E (TTM): 68.41X Cap: $287.58B
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Q: Alibaba is seeking to enter the space that SHOP presently occupies.

Can you give me your opinion on SHOP as it relates to the new entrant to this space - BABA.

As always thanks for your opinion.

Clayton

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Read Answer Asked by Clayton on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
  • $221.00 P/E (TTM): 68.41X Cap: $287.58B
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Q: I have a double on SHOP. Should I hold or sell half?

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Read Answer Asked by Dennis on September 26, 2017

• Premium Brands Holdings Corporation (PBH $101.71)
  • $101.71 P/E (TTM): 86.05X Cap: $4.54B
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• Savaria Corporation (SIS $22.78)
  • $22.78 P/E (TTM): 25.67X Cap: $1.63B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Hello Peter & co, I am going to start a half position in TWO out of Savaria, ZCL and Premium Brands Hldgs. This will be for long-term positions in a TFSA. Based on current info and prices, please advise which two you would favour. Thank you.

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Read Answer Asked by James on September 26, 2017

• NFI Group Inc. (NFI $15.52)
  • $15.52 Cap: $1.84B
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Q: Further to Ebrahim's question, TSX shows NFI to be Consumer Cyclical. That's where I have it in my portfolio but would change that to Industrial if need be.

Thank you,

Geoff

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Read Answer Asked by Geoffrey on September 25, 2017

• Covalon Technologies Ltd. (COV $1.74)
  • $1.74 P/E (TTM): 30.51X Cap: $47M
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• Methanex Corporation (MX $54.44)
  • $54.44 P/E (TTM): 12.24X Cap: $4.21B
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• Agnico Eagle Mines Limited (AEM $232.76)
  • $232.76 P/E (TTM): 27.78X Cap: $117.01B
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Hi 5i,

For a 3-5 year hold what would your choice be between the following companies:

1) Methanex vs Agnico Eagle

2) Covalon Technologies vs Intrinsyc Technologies

Much appreciated as always,

Jon

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Read Answer Asked by Jonathan on September 25, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: As an add on to my earlier CRH question. Can you also comment on the lack of growth from Q3 last year to this upcoming Q3 even though they had many acquisitions. Is this due to the decrease in cases caused by the Hurricanes? More importantly 20% drop in Ebitda, what does the cause of this appear to be?

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Read Answer Asked by Adam on September 25, 2017

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hi there,

I recently added a full position in GC following suit with the BE Model Portfolio. With the news breaking today regarding BC Casinos, do you still consider GC a buy or is it now a hold/sell based on the headline risks?

Thanks for your guidance!

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Read Answer Asked by Michael on September 25, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hi,

What is your opinion on Trevali? I purchased it recently .
Hoping to get perhaps $2.00 a share out of it before exiting. I've never had great success with the miners.

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Read Answer Asked by Scott on September 25, 2017

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Hi there,

Does the article below have any effect on the outlook of GC?
http://www.cbc.ca/news/canada/british-columbia/shelved-2016-casino-report-flagged-money-laundering-concerns-ag-says-on-it-now-1.4302713

Thank you!

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Read Answer Asked by Michael on September 25, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: As a Canadian listed company with a US business, how are the dividends treated if held in a taxable account. (I was unable to find this on their website) thank you..gary

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Read Answer Asked by Gary on September 25, 2017