Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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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 $5.77)
  • $5.77 Cap: $586M
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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 $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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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 $71.17)
  • $71.17 P/E (TTM): 20.75X Cap: $4.29B
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• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.94X Cap: $17.61B
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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 $153.23)
  • $153.23 P/E (TTM): 41.04X Cap: $17.47B
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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 $44.98)
  • $44.98 Cap: $2.59B
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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 $16.53)
  • $16.53 P/E (TTM): 7.45X Cap: $479M
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• Clearwater Seafoods Incorporated (CLR $8.24)
  • $8.24 P/E (TTM): 76.15X Cap: $536M
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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 $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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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 $14.94)
  • $14.94 Cap: $1.77B
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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 $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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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 $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 41.04X Cap: $17.47B
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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 $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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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 $14.94)
  • $14.94 Cap: $1.77B
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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 $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $586M
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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 $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.77B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.66X Cap: $1.93B
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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 $37.49)
  • $37.49 Cap: $6.60B
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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 $60.97)
  • $60.97 P/E (TTM): 10.94X Cap: $17.61B
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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

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
  • View CCL.B Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.66X Cap: $1.93B
  • View TOY Profile
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Q: These two stocks were rocket or V-shape movements today, Nov.8,2018. They were down big time and then they did recover. What is going on with these two, are there some Mutual and Index funds doing a lot of selling? Herbert

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Read Answer Asked by Herbert on November 09, 2017

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.94X Cap: $17.61B
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Q: May you please comment on MG's earnings?
Thanks
Karim

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Read Answer Asked by Karim on November 09, 2017

• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.77B
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Q: Could I get your thoughts on their earnings? Are analyst estimates pretty accurate at determining how much impact currency fluctuations will have on earnings for a company like NFI that has a lot of its business in the US?

Thanks.

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Read Answer Asked by Joe on November 08, 2017