Investment Q&A

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: Hi,

I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,

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Read Answer Asked by Jim on November 07, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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Q: Concerning reply to recent CCL.B question you state: we will review everything in more detail but are comfortable after the conference call.

What does this mean 'comfortable' and when will you release your review?

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Read Answer Asked on November 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: anything further on the cc ??? markets continue to sell this down. Thx

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Read Answer Asked by blake on November 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: https://whalewisdom.com/stock/amygf
it looks like many hedge funds in q2 at least had bought into tsgi. is that a underlying bullish sign even as the company gets slapped around?

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Read Answer Asked by james on November 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: This morning you noted that TSGI had paid $300 m against debt. I am wondering how you calculated this. I see on the news release that they paid off the $100m on the credit line (after quarter end) and long term debt stands at $5.65B but I don't see mention of $300m? Are they making these payments because they are cash rich or because of some statutory requirement under the lending agreement?

Thanks
Mike

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Read Answer Asked by michael on November 07, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Tough to perform better than market when stocks get crushed like this. Are these turns or over-reaction?

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Read Answer Asked by Greg on November 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Please provide your thoughts on quarterly results vs expectations and do you maintain your position that TSGI should be a very good long term growth hold?

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Read Answer Asked by Geoffrey on November 07, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: The market seemingly loved the results at the open, but then ended the day down 6.5% on what appears to be significant volume. It looked like the contract extension addressed the important parts of the short report, but apparently not, given its performance today.

Is it time to move on, or continue to hold?

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Read Answer Asked by Warren on November 07, 2018

• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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Q: Kindly give us your take on the Q3 results just released. As well please comment on the guidance for the year and the sustainability of the dividend.

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Read Answer Asked by Victor on November 07, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Please comment on TOY results. Thanks

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Read Answer Asked by Imtiaz on November 07, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Any significant points come out of the CC in addition to the Q3 press release?

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Read Answer Asked by sandy on November 06, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: thoughts on what the newest developments in Russia's market will have on TSGI?

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Read Answer Asked by james on November 06, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: GC seems to have had
a solid and better than expected Q3.
Do you see anything negative?

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Read Answer Asked by sandy on November 06, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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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 $16.28)
  • $16.28 P/E (TTM): 6.19X Cap: $472M
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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 $6.60)
  • $6.60 P/E (TTM): 10.56X Cap: $253M
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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 $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $35.16)
  • $35.16 Cap: $23.13B
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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