Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.53)
  • $83.53 P/E (TTM): 19.22X Cap: $15.17B
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• NFI Group Inc. (NFI $18.10)
  • $18.10 Cap: $2.18B
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.40)
  • $17.40 P/E (TTM): 24.7X Cap: $1.78B
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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)
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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)
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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 $18.10)
  • $18.10 Cap: $2.18B
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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 $17.40)
  • $17.40 P/E (TTM): 24.7X Cap: $1.78B
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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)
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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)
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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)
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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)
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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 $14.98)
  • $14.98 P/E (TTM): 9.51X Cap: $441M
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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 $7.40)
  • $7.40 Cap: $284M
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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 $74.05)
  • $74.05 P/E (TTM): 28.29X Cap: $159.48B
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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)
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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)
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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 $43.59)
  • $43.59 Cap: $29.56B
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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 $2.77)
  • $2.77 Cap: $100M
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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)
  • P/E (TTM): 47.0X
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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 $90.28)
  • $90.28 P/E (TTM): 15.64X Cap: $5.14B
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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 $37.49)
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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