Investment Q&A

Q: Since their loss of a large contract and their last earnings report the stock has been trading poorly. With third quarter earnings coming up and the stock still trading poorly, do you thing this company could have other problems.
Thank you for your expertise.

Q: I know it is psychological and makes no difference but for some reason investors prefer to buy shares when it is perceived to be a low price. So Premium Brands at $100 a share would you see a company like this thinking of splitting their shares to make them seem more affordable to investors?

Q: Was wondering why the large volume lately and why this is seemingly under some pressure down?

Q: What is your opinion of AW.UN? I find their new marketing strategy designed to appeal to the millennials with antibiotic free natural foods, etc., appealing and I am considering investing in this company.

Q: Hi, TOY stock price has recently seen a nice rebound after a setback, when TOYs'rs bankruptcy talk surfaced several weeks ago. The news flow has also been fairly positive, lately. I read on a BB that TOYs'r us owe $22 mln to Spin Master. Any comments ? Thanks

Q: Any idea why stock price has slid so much over last 2 days?

Q: In response to your Sept. 29 comment on Parkland, I'm wondering if it's time to get out? I am still ahead, but it looks like it must have been dead money for some time. It's in a TFSA, so any losses would not be claimable. Your advice would be welcome, Thanks.

Q: Hi team, Any hope for DHX.B after the news release....worth holding?
Thanks!

Q: These companies were both recently rated as a B, which seems odd. DSG has a long track record of superior earnings growth, consistent growth over many years, predictable earnings, better management, better management credibility, stable executive suite, a deeper executive suite, major barriers to entry, a niche business.... This is not to say that AVO is a bad company, just seems not be of the same quality level as DSG. Does the high DSG valuation supersede all of these other factors? Appreciate your comments.

Q: In the report about parkland, you show a chart with a p/e ratio and something called a rh i am not familar with this could you please explain this chart. thanks

Q: Hi 5I
Could you provide an opinion on Pure please. Any news recently to justify the price movement or just the nature of small caps?

Thanks
Mike

Q: Peter, while I'm a buy-and-hold investor, there can come a time to lick one's wounds and move on. Do you think that this is that time for DHX (given your apt description of its latest results as "truly horrible"? Thank you.

Q: Can you comment on PBH's recently accounced acquisition of Skilcor food products ?
Thank you
Karim

Q: I added ENB recently on your comments.On BNN yesterday it was said that they are heavily in debt,not enough cash flow to pay their dividend and might have to go to the equity market for cash diluting stock value.
Is this true? what is their recent payout ratio?
Thanks Kim

Q: Have been waiting for CXI shares to do something for a couple of years now. Do you think ECN offers more potential at this point or should I at least wait until CXI reports near the end of the year given that the summer is their busy time and last quarter was very good.

Appreciate your insight.

Paul F.

Q: 3:05 PM 9/27/2017

I have been looking at Extendicare as a source of slow growth and a good dividend, but I have a number of questions about the company that you may be able to answer.

1. What happened in May 2013 when the company cut the monthly dividend from 7 cents to 4 cents? In the same year Revenue dropped from $2,037 million in 2012 to $784 million in 2013 and Operating Income was cut in half.

2. Morningstar shows Equity of $135 million and Debt of $533 million. Can you explain these figures as they relate to Market Cap of $823 million?

3. What is the actual current $ debt, and Debt/Cashflow, and is it unacceptably high?

4. What do you think of management and do you forsee any problems ahead for the company other than inflation and minimum wage increases.

5. Do you have any concerns about the company's ability to continue paying the 4 cent a month 5.2% dividend?

6. INK insider shows that there has been good net insider buying in the last year at EXE with the CEO almost doubling his holding to 240,000 shares with rights to an additionsl 197,000+ shares. In contrast I note that Directors at Sienna have sold nearly 200,000 shares of SIA in the last year. Does this hint at trouble at Sienna and better days ahead for Extendicare?

7. Would you consider EXE's dividend any more or less reliable that those of SIA or CSH.UN? I currently have a 1% position in EXE.

8. Would adding new Money to my 1% position in EXE for the dividend, be a complement to my positions in SIA [4%] and in CSH.UN [3%]?

Thank you very much............ Paul K.

Q: Sylogist and K-Bro Linen, two stocks have been quite boring for a while, do you know of any catalysts that could move these to the upside, possibly before the end of the year, thanks?

Q: Please discuss dividend distribution schedules, monthly vs quarterly, in the context of DRIPS ("synthetic" DRIPS, by the brokers or trading platforms, which typically deal only in whole shares). A DRIP investor would want a dividend payment & schedule that yields sufficient dividend to buy new shares with the dividend.

SIS, which I recently added to my TFSA, has just changed to monthly dividends -- with not enough dividend to DRIP monthly unless I add more SIS, putting my SIS holdings at an uncomfortably-high allocation. My KBL has been in the same situation, for quite some time now.

What influences management to go to monthly from quarterly distribution?

Q: Could you please comment on the latest news. Thanks

Q: I have been reviewing HNL's financials and I find it difficult to determine the company's cash and cash equivalents at the end of Q2. I am concerned about the solvency of the company, its ability to continue the dividend and its prospects given the Alberta political and general sector risks. May I please have your insight.
With appreciation