Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: when do you cry uncle on tsgi, i started nibbling at 30. now
26, if your thesis is correct then this stock is beyond cheap.
55 to 26 , makes no sense.
and gsy not quite the same as it is still up on the year, but beyond cheap.
so would you be addng here dave

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Read Answer Asked by david on October 29, 2018

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: Hi folks
SYZ is happily holding its own during this massacre. Why would this be when most every other stock is feeling the pain. ?
THANKS to all for keeping us calm at this juncture. I have 10% in cash from mid summer shaving of my winners and on the watch for some of my favourites. Thanks to you.

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Read Answer Asked by El-ann on October 29, 2018

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: In your Aug /17 report on Savaria you indicated it was at 22 times forward earnings and at it's most oversold in 5 years. At 80 cents (2019 earnings est.) the p/e would be under 21 . Would the same logic apply now? Is this a good entry point and are you still sanguine about the growth story?
Your considered opinion is appreciated.
Mike

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Read Answer Asked by michael on October 29, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.27)
  • $5.27 P/E (TTM): 23.35X Cap: $228M
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Q: Is this a good time to take a long term position in Andrew Peller?

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Read Answer Asked by Gary on October 29, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: With the forward P/E of TSGI currently under 8 times I am wondering how this compares to the historic P/E.
Thanks Mike

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Read Answer Asked by michael on October 29, 2018

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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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 $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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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 $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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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 $22.78)
  • $22.78 P/E (TTM): 15.78X Cap: $1.25B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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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 $8.80)
  • $8.80 Cap: $498M
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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 $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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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 $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
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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 $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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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 $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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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 $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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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 $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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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 $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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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 $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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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