Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi there,

Now that the company has IPO'd and the price looks like it's close up at around 19, would you be waiting here to enter into a position? If so, what would be a good entry point and how much of a weighting in a portfolio seems reasonable considering the risk.

Thanks!

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Read Answer Asked by Michael on March 09, 2019

• Questor Technology Inc. (QST)
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Q: Why did QST-T drop almost 10% on Tuesday?

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Read Answer Asked by Dean on March 05, 2019

• Jamieson Wellness Inc. (JWEL)
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Q: What do you think of JWEL's latest Fourth Quarter and full year 2018 results - would you buy at these levels. I bought it when it first went public - like the China exposure and the recent partnership with atop pharmacy chain in India - also their quality control is known for being very high as well - was thinking of adding more at these prices.

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Read Answer Asked by Karen on February 28, 2019

• Micron Technology Inc. (MU)
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Q: I like this stock and noted your comments that it may not move a lot until later in the year. What do you think about a straddle for the next few months. Thanks

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Read Answer Asked by gary on February 26, 2019

• Kraken Robotics Inc. (PNG)
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Q: Goodmorning

What are your thoughts on Kraken robotics as a speculative step into ROBOTICS?
Thks
Marcel

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Read Answer Asked by Marcel on February 22, 2019

• Questor Technology Inc. (QST)
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Q: if one was to buy QST what % weight would you recommend ?
thanks

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Read Answer Asked on February 22, 2019

• Martello Technologies Group Inc. (MTLO)
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Q: What do you think of this company ?

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Read Answer Asked by Sean on February 21, 2019

• Questor Technology Inc. (QST)
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Q: Do you see any news to explain the move today? If not, what do you think is driving it?

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Read Answer Asked on February 19, 2019

• Xebec Adsorption Inc. (XBC)
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Q: Can I please get your thoughts on this company? Thanks.

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Read Answer Asked by Marco on February 19, 2019

• WELL Health Technologies Corp. (WELL)
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Q: Can I please get your thoughts on this company. I see that the founder of TIO Networks is prominently involved so it caught my attention.

Thanks,

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Read Answer Asked by Scott on February 12, 2019

• Linamar Corporation (LNR)
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Q: You mentioned that last Friday Macquaria cut its recommendation on LNR on concerns about its power segment division. What are your thoughts ….. Do you have any similar concerns

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Read Answer Asked by John on February 12, 2019

• Miscellaneous (MISC)
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Q: Do you have any thoughts about lightspeed as a potential Canadian alternative or to compliment square once thier recently announced IPO is completed? Square has been a great investment for me.
Thanks for your always thorough and insitefull responses.

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Read Answer Asked by John on February 08, 2019

• Photon Control Inc. (PHO)
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• Bank of Nova Scotia (The) (BNS)
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• Stars Group Inc. (The) (TSGI)
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• Boyd Group Income Fund (BYD.UN)
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• Great Canadian Gaming Corporation (GC)
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• Open Text Corporation (OTEX)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !

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Read Answer Asked by Bryan on February 07, 2019

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Hi there, ATZ looks like it's becoming interesting with good growth. What are your thoughts and would you rate this a buy at today's prices? Thanks!

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Read Answer Asked by Michael on February 06, 2019

• Kraken Robotics Inc. (PNG)
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Q: Hi,
Can I get your opinion on Kraken Robotics?

Thanks

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Read Answer Asked by Scott on February 03, 2019

• Real Matters Inc. (REAL)
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Q: Recent results were disappointing, and your previous comments about the company are not good, yet the stock is seeing a nice bump up. Is there any information on the company to justify this rise.

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Read Answer Asked by David on February 03, 2019

• Algoma Central Corporation (ALC)
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Q: Algoma Central issue regarding cancelled order for ships has been resolved inter favour. Please comment on ALC going forward.

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Read Answer Asked by Marilyn on February 01, 2019

• Jamieson Wellness Inc. (JWEL)
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Q: Can you give me your present opinion on Jamieson?
Thanks,Peter

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Read Answer Asked by Peter on February 01, 2019

• Restaurant Brands International Inc. (QSR)
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Q: I picked up QSR just last week and I'm pleasantly surprised today that its SP popped by 9%+ today. Since I'm new to this name, why would a simple change in CEO would have such an impact on its SP? Is the previous CEO really that bad? Just curious.

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Read Answer Asked by Victor on January 24, 2019

• Constellation Software Inc. (CSU)
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• MTY Food Group Inc. (MTY)
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Q: MoneySense magazine just published this article listing 50 stocks. What is your opinion about these? Which would be your highest conviction recommendations, perhaps in different categories, such as income, growth, balanced? https://www.moneysense.ca/save/investing/stocks/50-top-canadian-stock-picks-for-2019-as-chosen-by-the-pros/

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Read Answer Asked by Helen on January 23, 2019