Investment Q&A

• iShares S&P/TSX Capped Energy Index ETF (XEG)
  • View XEG Profile
  • View Questions on XEG

Q: I hold mid 236 series f active energy income fund in my son's RDSP. I have purchase this fund when it was closed end and last year it was changed to open ended. Sponsor middlefield has said it would reduce portfolio management to 1%. My broker quote shows MER of 2.2% and yield of 5% is the same except distribution is by way of shares instead of cash. Would you endorse this fund for purchase.
Best Regards,
Harold

Upvote 0

Read Answer Asked by Harold on August 13, 2018

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Intrinsyc Technologies Corporation (ITC)
  • View ITC Profile
  • View Questions on ITC
• BSM Technologies Inc. (GPS)
  • View GPS Profile
  • View Questions on GPS
  • View Reports on GPS

Q: What would be your top picks in the small cap sector outside the TSXV

Upvote 0

Read Answer Asked by James on August 13, 2018

• iQIYI Inc. (IQ)
  • View IQ Profile
  • View Questions on IQ

Q: Hi Team,

I am down 20% on this stock. Could you please provide your view on the stock? Buy, hold or sale?

Thanks!
Nick

Upvote 0

Read Answer Asked by Nick on August 13, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
  • View LAS.A Profile
  • View Questions on LAS.A

Q: Questions:
(1) How would you rate Lassonde's earnings report? Is it a company worth holding taking into account their eps growth and debt profile?

(2) Do you see any red flags for the longer term regarding TSGI's eps growth. I'm surprised the market has such a negative view of the lowered eps guidance if most of it was a result of the higher share count. I would be interested in hearing your thoughts.

Thanks.

John

Upvote 0

Read Answer Asked by john on August 13, 2018

• Encanto Potash Corp. (EPO)
  • View EPO Profile
  • View Questions on EPO

Q: Hello, I am wondering if you have any new thoughts on EPO, they recently rolled their shares back and plan to be shovel ready in 2019, do you see this company as having potential? Thank you.

Upvote 0

Read Answer Asked by dennis on August 13, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
  • View GOOS Profile
  • View Questions on GOOS
• Roots Corporation (ROOT)
  • View ROOT Profile
  • View Questions on ROOT

Q: Your opinion on this company for a TFSA holding?
Greg

Upvote 0

Read Answer Asked by Greg on August 13, 2018

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I have some cash and want to add to / top up one of these positions.
How would you rank these in terms of long term growth opportunity to add to today.

Thank you

Upvote 0

Read Answer Asked by Kyle on August 13, 2018

• Rocky Mountain Dealerships Inc. (RME)
  • View RME Profile
  • View Questions on RME

Q: Your opinion on earnings? Seems as f they are prepared to sacrifice margin for volume and market share. Good strategy?

Upvote 0

Read Answer Asked by roland on August 13, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Your thoughts on the quarterly reports please.
Thanks as always

Upvote 0

Read Answer Asked by Daniel on August 13, 2018

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Please comment on results.

Upvote 0

Read Answer Asked by Jordan on August 13, 2018

• Pengrowth Energy Corporation (PGF)
  • View PGF Profile
  • View Questions on PGF

Q: Could you please comment on the most recent qtrly report of PGF. And are there any takaways from the replacement of the CEO and now his taking up a position at MEG. Thanks for your help as always.

Upvote 0

Read Answer Asked by Ian on August 13, 2018

• Netflix Inc. (NFLX)
  • View NFLX Profile
  • View Questions on NFLX
• The Intertain Group Limited Exchangeable Shares (ITX)
  • View ITX Profile
  • View Questions on ITX
• Viemed Healthcare Inc. (VMD)
  • View VMD Profile
  • View Questions on VMD

Q: HI again 5i (third try). We are a mid 70's couple needing to increase our monthly div. income slightly to satisfy our monthly RIF payout. Please suggest your best ideas to increase our low cash position and which monthly div. payers to add. We could take some profits or sell from among nflx, vmd, xhc, itx, vun, toy, iyt, zuh, atd.b, aem.
We have half positions in your income portfolio excluding cpd, cvd, plc, tcl.a, xhy.
We realize our fixed income is very low for our age group but with 10% of our 425k portfolio in slf and our 700k home adds some safety. Please deduct as many credits you see fit. Thanks so much.

Upvote 0

Read Answer Asked by Peter on August 13, 2018

• Great-West Lifeco Inc. (GWO)
  • View GWO Profile
  • View Questions on GWO

Q: I have held GWO for many years and although the Dividend has been great, the stock price never moves up. Do you have a suggestion on how I may better deploy this investment money?
Thank you,
Joseph Prospero

Upvote 0

Read Answer Asked by Joseph on August 13, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: I have been following your comments on TSGI as of late. This looks like a good day to step in and start accumulating?

Upvote 0

Read Answer Asked by Matt on August 13, 2018

• Pollard Banknote Limited (PBL)
  • View PBL Profile
  • View Questions on PBL
  • View Reports on PBL

Q: Could you please comment out its latest quarterly results. Thank you.

Upvote 0

Read Answer Asked by Ian on August 13, 2018

• Morneau Shepell Inc. (MSI)
  • View MSI Profile
  • View Questions on MSI

Q: As a follow up, how did earnings look to you?

Upvote 0

Read Answer Asked by Gregory on August 13, 2018

• iShares MSCI Israel ETF (EIS)
  • View EIS Profile
  • View Questions on EIS

Q: hi peter
is Israel is good emerging play for investing, if so is there an Israeli etf trades in usa
could you mention Israeli companies in hi tech area worth looking
I am not interested teva pharmaceutical the only company I know is soleredge I believe which trades in usa your opinion is always very helpful
thanks in advance

Upvote 0

Read Answer Asked by parmjit on August 13, 2018

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Polaris Inc. (PII)
  • View PII Profile
  • View Questions on PII

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

Upvote 0

Read Answer Asked by Vicki L on August 13, 2018

• Emera Incorporated (EMA)
  • View EMA Profile
  • View Questions on EMA

Q: Hi Peter, Ryan & Co.,
Emera is selling off this morning after reporting Q2 results yesterday. The company has also lowered its dividend growth guidance to 4% - 5% versus 8% previously. I currently hold a 3% weighting in my portfolio. Would this be a good time to add to my position? At today's price, I can lock in an almost 6% yield expected to grow 4% - 5% annually. This yield is significantly better than what I get on Fortis right now. Would I be taking on significantly more risk with Emera than Fortis?
Many thanks,
Brian

Upvote 0

Read Answer Asked by Brian on August 13, 2018

• Emera Incorporated (EMA)
  • View EMA Profile
  • View Questions on EMA

Q: hi, can i get your thoughts on EMA going forward. earnings? dividend increase? etc.

cheers, chris

Upvote 0

Read Answer Asked by chris on August 13, 2018