Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: i am curious on your answer on the stars group question on whether to sell now for tax losses, you say even if tsgi had
good earnings it is unlikely it would rise 20%, well why not, it has been beaten down so bad a 5.00 rise does not seem unreasonable. dave

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Read Answer Asked by david on November 05, 2018

• High Liner Foods Incorporated (HLF)
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Q: I’m down approx. 25%. Is the dividend safe? Should I buy, hold or sell? Thanks

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Read Answer Asked by David on November 05, 2018

• Exco Technologies Limited (XTC)
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Q: I already own this company. What is your thoughts on adding to my position?

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Read Answer Asked by David on November 05, 2018

• Enbridge Inc. (ENB)
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Q: I have a question about 891

Why would Enbridge suspend the DRIP if they weren't offering anything 'extra' (as in an extra % to those who took part) to take part in it?

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Read Answer Asked by Gregory on November 05, 2018

• Stars Group Inc. (The) (TSGI)
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Q: which stock would you recommend for exposure to newly legalized sports gambling?

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Read Answer Asked by Mark on November 05, 2018

• Stars Group Inc. (The) (TSGI)
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Q: I have capital gains for the year and I am looking at selling the losers to help reduce the tax hit. I have a loss on TSGI and I am wondering if/when I should sell. I like the company and would want to replace the stock after the 30 day period. Given the next earnings report is Nov 7 is it better to sell before or after that date or is timing even worth considering?
Thanks
Mike

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Read Answer Asked by michael on November 05, 2018

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I haven't kept up with news in Brookfield Renewable but see it has really declined. I had been looking for an entry point. Is this it? Yield seems great and it is very oversold. Was there a reason for the decline? Is now a good time to start a position? I Have a 5% weighting in AQN presently.

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Read Answer Asked by Tim on November 05, 2018

• MagnaChip Semiconductor Corporation (MX)
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Q: I am wanting to add to my position in Magna but wondering if the company could be impacted by the Stronach family feud?

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Read Answer Asked by Lloyd on November 05, 2018

• Boyd Group Income Fund (BYD.UN)
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Q: I purchased Boyd a couple months ago at the top of the chart. It has been all weakness since and is down ~$10. Is there any reason to get out of it now based on the weakness? Did I just time it wrong? Or, alternatively, should I be adding more at these levels?
Thanks,
DG

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Read Answer Asked by dean on November 05, 2018

• Stella-Jones Inc. (SJ)
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Q: SJ was up nicely this morning on a quarterly report that I thought looked good in terms of the forward view. Then at around 10:30, it just came off the rails. Did you listen to the conference call? Was there something there that set it off? Thanks

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Read Answer Asked by Darcy on November 05, 2018

Q: What do you think of absolute result.
It looks like they are steadily going forward and the results are good.
What is your opinion adding here?and what do you see in their results numbers.....could you analyze them.

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Read Answer Asked by Josh on November 05, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers

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Read Answer Asked by Seamus on November 05, 2018

• Savaria Corporation (SIS)
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Q: What percentage of Savaria's sales are paid for by insurance versus out of the user's pocket? I'm curious if you would expect them to fair better in an economic downturn then other companies in the industrial's sector. Also who would you say our their biggest competitors?

Thanks!

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Read Answer Asked by Dennis on November 05, 2018

• Tricon Residential Inc. (TCN)
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Q: I'm getting weary waiting for this stock to:
A- give a dividend increase
B- appreciate in price.

Either I move on (recommend something) or I hold. Help me on this decision.
Greg

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Read Answer Asked by Greg on November 02, 2018

• Parkland Corporation (PKI)
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Q: Can you please advise for the big drop in PKI? I will appreciate any comments on their recent reporting of results.
Thanks

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Read Answer Asked by Terry on November 02, 2018

• Altus Group Limited (AIF)
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Q: Hi Peter, Ryan, and Team,

The last question about AIF was on August 8. We are down about $2700 on 572 shares in an otherwise balanced portfolio. What is your current opinion? Is it a sell or hold?

Thanks in advance for your assistance.

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Read Answer Asked by Jerry on November 02, 2018

• BCE Inc. (BCE)
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Q: markets seemed to like the numbers. does 5i have any additional comments Thx

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Read Answer Asked by blake on November 02, 2018

• Park Lawn Corporation (PLC)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John

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Read Answer Asked by john on November 02, 2018

• Parkland Corporation (PKI)
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Q: why pki selling off, a bought more when it was down 5 for a brief second, earnings seemed fine. dave

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Read Answer Asked by david on November 02, 2018

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike

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Read Answer Asked by michael on November 02, 2018