Investment Q&A

• Savaria Corporation (SIS)
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Q: Are there fundamental or other reasons why this stock has lost about 20% of its value in the past 5 weeks? Does NAFTA II negatively impact it? I notice the CEO is also president and chairman. Does this pose a risk at this stage, or would do so if the firm got a lot bigger?
I enjoyed the seminar last week. Refreshing !

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Read Answer Asked by TOM on October 29, 2018

• Stars Group Inc. (The) (TSGI)
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Q: hi Peter. do you still forecast eps for 2019 of $2.51? if you do TSGI now has a P/E of 10.73. and for a growth stock would appear to be a great buy at these levels. would TSGI now be considered by you as a value stock or a falling knife? thanks as always for your insight. Richard

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Read Answer Asked by richard on October 29, 2018

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: ROE for AW.UN? TD Webbroker shows ROE +20.89. MorningStar shows ROE +21.54, roughly the same. 5i 's Company "Financial site" shows ROE -15.21. What gives?

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Read Answer Asked by LARRY on October 26, 2018

• TFI International Inc. (TFII)
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Q: tfii continues to get hammered even on a good day like today, is this a sell, volume is substantial,excellent earnings,i am close to letting it go. dave

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Read Answer Asked by david on October 26, 2018

• Constellation Software Inc. (CSU)
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Q: Can I please have your comments and analysis of Constellations recently announced earnings. Thank You.

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Read Answer Asked by Brian on October 26, 2018

• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: Of Kinaxis and Enghouse, which would you favour for a longer term hold in a TFSA? Thank you!

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Read Answer Asked by James on October 25, 2018

• Crius Energy Trust (KWH.UN)
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Q: Would you take the cash or the drip for KWH.UN ? Thanx Robbie

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Read Answer Asked by Robert on October 25, 2018

• Constellation Software Inc. (CSU)
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Q: Good morning team,

Just a few quick questions regarding CSU's guidance for 3Q. Did they comment on it in June and if yes did they increase or decrease it? By how much? And what it the street consensus for 3Q quarter? Given its incredible unusual fall, would you be a buyer today or would you wait until their ER. I am trying to be cute and buy before the possible jump which I think should happen after they beat again.

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Read Answer Asked by Saeed on October 25, 2018

• CAE Inc. (CAE)
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Q: CAE is part of your top picks, yet today it is still dropping like an anchor, should I still keep this position
Thanks for the info

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Read Answer Asked by James on October 25, 2018

• FirstService Corporation (FSV)
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Q: Can I please have the consensus opinion on First Service soon to be announced earnings. Thank You.

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Read Answer Asked by Brian on October 25, 2018

• Constellation Software Inc. (CSU)
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Q: What is the consensus for Q3 revenue, adjusted EBITDA and adjusted eps?

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Read Answer Asked by sandy on October 24, 2018

• TFI International Inc. (TFII)
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Q: So why did TFII drop, after good numbers and a dividend increase?

Thanks, Walter

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Read Answer Asked by Kurt W on October 24, 2018

• Constellation Software Inc. (CSU)
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Q: CSU is currently down 24% from it high - would u consider it a buy now?
Could u give 3 to 5 dividend stocks to buy and hold for the next 5 years?
Thank you.

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Read Answer Asked by George on October 24, 2018

• Magna International Inc. (MG)
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Q: Further to my recent question on Magna - Do you or do you not consider Magna a buy at the current price and why? Thanks Jim

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Read Answer Asked by jim on October 24, 2018

• Alcanna Inc. (CLIQ)
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Q: What do you think is holding back shares of Alcanna. Pays good dividend, all over the news on how they are in the green following 1st week of marijuana legalization.

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Read Answer Asked by Anthony on October 24, 2018

• Magna International Inc. (MG)
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Q: Magna is cyclical, they say. Do you think it is near the bottom of this cycle? I originally bought at 48, reduced at 71, is it time to top up again? Thanks Jim

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Read Answer Asked by jim on October 24, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: What do you think of Fiera selling mutual fund business to Canoe?

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Read Answer Asked by fwb181 on October 23, 2018

• Stantec Inc. (STN)
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Q: I have a position in Stantec, held it for many years and it is slightly underwater. I am considering selling it and moving on. My question is does the recent pop in the stock price mean there is likely to be positive momentum such that I should hold for a period of time, or just do a strategic thing, and sell it now?.......Tom

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Read Answer Asked by Tom on October 23, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Can you provide some re-assurance on Stars Group. If you liked it above $45, do you really like at $29+?

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Read Answer Asked by Darcy on October 23, 2018

• TFI International Inc. (TFII)
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Q: TFII reported strong numbers and increased dividend. There is a halt on the ticker. Can you provide comments on earnings and what they should mean going forward. Also, any idea why the halt?

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Read Answer Asked on October 23, 2018