Investment Q&A

Q: Wow, Boyd continuing to get crushed. Sure, people may be driving their cars less these days and therefore less car accidents, but once life returns to normal, I can't rally see Boyd's business taking that big of a longterm hit. Down nearly 50% from its ATHs. What are your thoughts why this one got hit so much?

Q: Please comment on Chairman's message this morning.Appears to have a negative impact-18% haircut.You still think it will recover in time despite a drop of some 66% over 1year,Thanks for u usual great services & views

Q: Realizing that you don't have a crystal ball can you suggest how safe you think the dividends are for DIV, FRU and A&W?
I am seeking dividends in a registered account and if the dividends from the above companies are threatened or cut I guess the stock price would would really collapse. I am thinking I could sell and replace them with a much safer dividend ETF like FDV (or anthing you suggest). On the other hand, if you think they might be
Ok, they sure are paying one heck of a dividend right now and if the stock price could recover in due course I would just be as well off continuing to hold.

Q: Hi,

Your opinion on KBL ? I would have thought it to hold up well as a much needed service. But it seems to be really getting hit hard today. Appreciate your perspective.

Q: goeasy just put out a shareholder update, it seems very positive.
can you comment
dave

Q: There still has to be trucking at this time-Do you feel TFII would be a buy

Q: PKI: is starting to look good "for long-term hold" at some point; however, my concern is their dividend (low P.R.) and debt (very high): if things get worse they will need to conserve cash and worry about debt. repayment putting the dividend at risk, I would think?

Comments please.

Q: You have been very bullish on GSY, and even continue to recommend it highly. I currently hold 1.6% of my portfolio in GSY (down 50%) and am keen to add more given your strong feelings. However, I also note that you recently mentioned it has negative cash flow...can you expand on this, how they manage this, and how one can still be bullish on a high-growth company with negative cash flow? I'm also showing debt at ~ 2x market cap with a 6.5% dividend? The market thinks this is all unsustainable, convince me otherwise please!

Cam

Q: Is there any reason for ENGH decline, it was holding up pretty good.

Q: Whats expected from savaria next week? Thx

Q: Hi there,

GSY has been brutally beaten down. Is it worth stepping into at $32? If one had no position in it, would you recommend a full position here, quarters, thirds? How would you proceed with buying it here?

Thanks!

Q: I’m struggling with why you would think GSY would do well in a recession. They serve sub prime customers with very little discretionary disposable income. Wouldn’t you expect these customers to be most impacted by unemployment, lost wages etc which would then drive late payments and then eventually loan losses. Initially I would expect GSY would take a similar approach to banks by deferring payments for customers to limit losses but eventually they will need to take them. New business will be impacted with branch closures, not to mention their leasing business, historically the reliable cash cow will be impacted as well without the foot traffic. Given the adjustment that big banks have taken to their stock prices over the last 3 weeks. GSYs massive drop looks warranted to me.

Q: Hi Peter and Staff

In a recession how will PEO business be effected ? Any debt concerns?

Thanks for all you do
Dennis

Q: Hi Peter and Staff

PKI has been beaten up by market more than TSX - A couple of days ago you ranked it 4th or 5th of 5 options given .

Should we consider it unfairly ravaged or does it deserve it ?

Thanks for all you do
Dennis

Q: Hi,
Much like LSPD in my previous question, I didn't ever except to see GSY down from $80 to $21. I took a small portion in GSY at around $27.60.

I read other comments on GSY , but just thought if you had anything new to say, it would be much appreciated.

Thanks,

Q: Why does Tricon seem to be falling more then other similar REITs? I would have thought this type of business is a lot more defensive or relatively more resistant to turmoil of this nature... people still gotta pay their rent? Thanks

Q: In light of your response about GUD having as much cash as their market cap, would you consider this a reasonable risk - reward tradeoff to enter a position at its current price ($5.13 as writing this question). Thanks and stay well.

Q: If not already asked....opinion on Q4/19 results & guidance on Photon Control...Q1/20 pre-lim revenue looks great. Did 5i listen in on conference call today?? Thanks as always, jb Piedmont QC PS: everyone stay safe & healthy

Q: Hi.

Never in my wildest dreams could I have imagined LSPD at $11.03 and closing at $12. Is this the beginning of the end of a company like LSPD if the coronavirus issue continues to persist?

Thanks

Q: Is there any company specific reason why GSY is down 27% today (so far) after major falls in price over the previous few days. Is this a serious buy opportunity?