Investment Q&A

• Great Canadian Gaming Corporation (GC)
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Q: Please comment on GC's quarter. Markets does Not seem to like.
Thanks
Karim

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Read Answer Asked by Karim on November 10, 2017

• NFI Group Inc. (NFI)
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Q: Just a few questions on the new NFI report. Your data on the website (love the new expanded info!) shows EPS estimates of $3.07 and $3.28 in 2017 and 2018. On my RBC research they show 2.48 and 2.57. Is it usual that analysts would differ so considerably in their estimates?
Also on the web site data you show NFI dividend growth of 4.30% over 5years but your recent report indicates growth of 7.9% over 5 years?
Based on the 3.07 3.28 earnings are expected to grow 7%. Does this include the expected margin expansion to 6.8%?
Many thanks.
Mike

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Read Answer Asked by michael on November 10, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Comments on earnings please?

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Read Answer Asked by blake on November 10, 2017

• Photon Control Inc. (PHO)
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Q: Any red flags from conference call? Still a top pick?

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Read Answer Asked by James on November 10, 2017

• Knight Therapeutics Inc. (GUD)
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Q: I know you don't have a crystal ball but GUD keeps going down while patience is advised. At what point (price) does the stock hit a bottom if no acquisition occurs. I've never seen a stock like this one.

How do you feel after latest earnings?

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Read Answer Asked on November 10, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Boyd Group Income Fund (BYD.UN)
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Q: Which of these two companies present the better buying opportunity at this time?

I already have a 1/2 position in CCL.B, and no position in BYD.UN.

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Read Answer Asked by Paul on November 10, 2017

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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Q: Is it now a good time to invest in MG or LNR？Which one would you pick and please explain. Thanks

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Read Answer Asked by Esther on November 10, 2017

• Stantec Inc. (STN)
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Q: How do you feel about Stantec's earnings? Did they beat on an adjusted earnings basis? Can you give a brief pro / con list regarding items like valuation, debt, growth prospects, management in comparison to its peers?

Thanks.

John

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Read Answer Asked by john on November 10, 2017

• Great Canadian Gaming Corporation (GC)
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Q: When do expect GC will start to benefit from its deal with Ontario government??

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Read Answer Asked by Mike on November 10, 2017

• High Liner Foods Incorporated (HLF)
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• Clearwater Seafoods Incorporated (CLR)
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Q: Please comment on HLF results. Thanks

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Read Answer Asked by Imtiaz on November 10, 2017

• Chartwell Retirement Residences (CSH.UN)
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Q: Can you please comment on the earnings for $CSH.UN. Thanks Valter

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Read Answer Asked by Valter on November 10, 2017

• NFI Group Inc. (NFI)
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Q: Comment on earnings? The market certainly didn't like them. Down more than 4% now.

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Read Answer Asked by John on November 09, 2017

• Tricon Residential Inc. (TCN)
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Q: How were the numbers? What's the outlook? Certainly a very nice move today!

Thank you.

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Read Answer Asked by Gerald on November 09, 2017

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: Please comment on Stantec earnings. Which do you prefer STN to WSP at this point? Thanks

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Read Answer Asked by Robert on November 09, 2017

• Constellation Software Inc. (CSU)
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Q: I am curious when CSU was acquired into the Balanced Equity portfolio. You show it as having a return of 508.75% since inception, the highest of all holdings. I have held it since April 28, 2015 and have a return of 51.67%. I try to mimic the Balanced Equity portfolio as much as I can but I know it can hardly be quite the same.

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Read Answer Asked by Fred on November 09, 2017

• NFI Group Inc. (NFI)
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Q: Hi, New Flyer is down after quarterly results. Would this be a good entry point?
Thanks
Phil

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Read Answer Asked by Philip on November 09, 2017

• Photon Control Inc. (PHO)
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• Knight Therapeutics Inc. (GUD)
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Q: Please comment on the results from these companies

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Read Answer Asked by Imtiaz on November 09, 2017

• Toronto-Dominion Bank (The) (TD)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• NFI Group Inc. (NFI)
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• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,

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Read Answer Asked by Julien on November 09, 2017

• Stars Group Inc. (The) (TSGI)
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Q: I would appreciate your observations regarding TSGI,s earnings release.
Thank you, Peter

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Read Answer Asked by Peter on November 09, 2017

• Magna International Inc. (MG)
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Q: You indicated that MG, like many other companies, will be or have bought back shares. Once the shares are repurchased what happens: a) do the shares reside with MG and can be resold at a later date? Or B) the shares deleted from the total pool of shares under MG? ie the share count is forever reduced. Or c) something else?
Many thanks.

Clayton

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Read Answer Asked by Clayton on November 09, 2017