Investment Q&A

Q: DOO or DOL

Q: About 2 million shares sold mostly slightly below the $47 ask price the first day. Is this positive or negative as far as knowing if the sale is going well. I'm concerned about further downward pressure on the share price.

Q: BRP has retracted somewhat and I think could fall further to $59 or $60 range. Considering that "BRP competes with some formidable brand names, such as Polaris and Honda in the snowmobile and ATV sectors, which have higher sales and deeper pockets for advertising and promotional spending." Also as a consumer cyclical and with the present uncertainties around NAFTA, do you think this is a possible volatile stock along the lines of TSGI, The Stars Group ( personally now down 36% and have learned some painful lessons)? Or does it's position as part of a conglomerate give it some protection?

Thanks Always. Stephen

Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.

In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"

Q: Thinking of a switch from CLIQ to DOO to claim a 15% loss.
Do you think CLIQ is going to move much in 30 days ?
If I am right DOO should bounce back on a very short term.
Short term overdone move in the stock price ?
Thanks,
Denis

Q: Regarding your comments to Kuldar this morning, while my inclination is that the shares should normalize at some point, would you hold or seek other opportunities? (I invest with a focus on momentum, safety, earnings / sales, management, etc.)
Thank you

Q: Hello, Is this a good time to start picking on DOO if so what would be a reasonable price? Thanks.

Shyam

Q: Im news that did not DOO too goot for the share price.

Why does the market not like this news?

announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering

Q: I am modeling a portfolio after your balanced portfolio (with the occasional stock from your growth portfolio as a replacement) and already hold your other suggestions in the industrial and consumer area. Looking at adding one of the above 4 stocks this week. (DOO would be in place of MG if chosen). What would be your suggestion and why? Thanks!

Q: Please comment on their Q2

Q: Did DOO crush earnings or what?

Q: Hi 5I team, which one of the above has higher growth and lower risk? thanks.

Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks

Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.

Q: Polaris, the US recreational vehicle version of BRP has been on my radar, how does its valuation compare to BRP, and would you consider it a stronger or weaker than brp

Q: What are your views on the escalating global tariffs and how they may affect the real fundamentals for DOO and also how may affect possible negative perception for future global sales of DOO products? .

Q: These three securities listed above have all come off in a short period of time by 10% or more - do you know if there is a problem with any of them? Thanks Dennis

Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?

Q: DOO is in the 5iR growth portfolio...and if I was to add it to my growth portfolio in the near term, what weighting would you suggest?
For ZZZ, would be included in a balanced portfolio or income portfolio as current yield in 2.3% and with forecasted growth? And if I was to add it to my balanced or income portfolio in the near term, what weighting would you suggest? ......Thanks....Tom

Q: What are your top picks in CD and CS
Thanks