Investment Q&A

Q: Hello Peter and Ryan,
I have a 3 percent weight for Stars Group. I was thinking of raising the weight to 5 percent as it seems that this company is on a great growth trajectory and their results seem to suggest they are on track for it. I am starting to think Knight Therapeutics is not going to move much. I am starting to wonder if too much confidence is being put on Mr. Goodman. He has a great reputation but at the moment the shareholder returns do not seem to matter much. I do plan to hang on to it as i have a large weighting and do not want to wake up one day and the stock just surges. but wanted your thoughts. Sorry, I know you have answered questions on Knight on this site. The results today did not seem to do much. Lastly, what are Savaria's estimates. Thank you

Q: Hi, Could you please comment on Savaria Earnings . Thanks

Q: Hi team,

Any thoughts or comments on morguard corps Q1 results?

Thanks

Q: At these current prices, which of these two would be the better company to have for a 4/5 year hold in your view and why?
Thank you for your always thoughtful insights.

Q: After the miss today, would this be a good time to add to a full position.

Thank you,

Bob

Q: Please comment on Stars Group earnings. Outlook for 2018 appears good ?
RAK

Q: Hi, Results seem to be pretty good. Could you please comment on the earnings release and the outlook . Thanks

Q: Do you have any additional insights into the reasoning for such a large miss? With the large backlog I would expect earnings to be more steady, so was a bit surprised. Did a couple of orders just not get filled before quarter end? Was the parts business below expectations? Is there anything beyond a one quarter concern? Thanks

Q: A follow up on the previous questions on NFI and OTEX.

In the case of New Flyer's eps miss, wasnt 11 of the 14 cent miss due to one time items?

I'm certain OTEX will have a miserable day. However, is the fact they still had eps growth over their comparable Q last year a mitigating factor, in your view?

Q: Please share your thoughts on GH's Q1 report. At a glance, it's looking like management found ways to reduce costs the past two years and now that revenues are showing growth the EBITDA is ballooning out faster than expected.

Q: hi Peter when does the PBH contract to provide sandwiches to Starbucks expire? what percent of revenues does it account for? thanks Richard

Q: Please comment on NFI's Q4, including how it stacked up against consensus estimates.

Q: with the latest earning report by Liquor Stores would be be okay buying today for a 3% position or just wait till next quarter to see if they are moving in the right direction?
Thanks

Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.

Q: This has done precious little since its split. I have a 2.5% position and now wonder if the long term thesis on CCL.B at a $60 cost justifies an additional investment to bring my holding up to 3.5%.
Thank you.

Q: Poor Q prompted a very low opening @ $8.78 leading to a $8.49 low(52 wk low),but have since rallied sharply to current $9.59(up 0.4) on 443k volume(much higher than 109k average) with buy volume twice more than sell volume.Very heartening.Your take please . Is it time to average down a bit on my 4% position @ $10.67 p/p,Appreciate u usual great services & views

Q: Please comment on the continued weakness of CCL.B . What is the reason for the big drop in price? Thanks

Q: Hi 5i Team,

Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?

Thank you!

Q: Would you buy more stock in TOY after their earnings report. My current position is 2% of my portfolio. Thank you.

Q: Please comment on Enbridge's recent asset sale. I am thinking about adding them to my portfolio and think that this can be a strong outperformer once the market starts to have a little more buy-in again. I am looking at both ENB and CGX and want to add one for a combination of both growth and income. I just feel both have been beaten down so much and are presenting great value right now. Would you prefer one of the other? Or do you think they are going to be in the dog house for a while longer? Thanks.