Investment Q&A

Q: Hi Peter/Ryan,
Savaria will be reporting after the bell.
How confident are you in a good quarter?
I think you like it.
Thnak you.

Q: Hi, do you think Questor will benefit from the new agreement to reduce methane and is that why it is jumping up today? Thank you

Q: could I have your thoughts on the latest financials. Is the initial big move today short covering?

Q: Could you please comment on KBL's earning release. Is it a buy? Thanks

Q: Near all time high. Potential double top. Is the valuation reasonable. Any reason not to hold on? Best, Don

Q: Good Afternoon Peter, Ryan, and Team,
After reading the research report on WSP Global with WSP given a "B" grade I would be curious as to what Stantec's grade would be if the company was reevaluated today. The last research report from 2014 gave STN an "A" grade. Thank you. DL

Q: Finally a nice 25 cent move today but do not see any news. Please advise if you have ideas. Thanks

Q: Now that liq has cut their dividend and dropped again is it possibly a buy sooon?Thanks Don

Q: Is the reaction to the news about the CEO retiring over-blown or is this a material change which may affect my decision to own.

Q: My daughter has started building her TFSA portfolio and does expect to need the money in the forceable future. At present she owns BNS, CCL.B, CSU, ESL, ENB, SJ and T. She can fund the purchase of another company as she continues to build her portfolio. I was thinking Magna might be a good choice but would like your advice on which company might be best at this time, including giving her balance. Thank you for your advice.

Q: Recently the share price has been on a tear. Perhaps in overvalued territory and time to take profits?

Q: Hi there - with the recent run up on the stock price, would you think it is okay to buy in here (closed at 52-week high of $26.88), or would you wait for a pull back? If so, what would be a good entry point. Thanks!

Q: can I have your comments on pbh results.
Stan

Q: From some recent comments I suspect I have too high a percentage in oil and gas shares (15% directly in oil and gas companies and 8% in services, including pipelines, of which 5% is TransCanada (TRP)), I was contemplating making a shift to other sectors. I was thinking of purchasing some Enghouse (ESL) or CGI Group (GIB.A) for my TFSA account replacing some oil stock. I noticed that last summer you strongly preferred ESL over GIB.A due to better management and no debt despite some poorer metrics i.e. price to cash flow, PE ratio, etc. You have included this name in your model Balanced portfolio with an A- valuation thus is a very strong recommendation. Does your opinion still remain the same at present? Also, I have noted that recently there have been price reductions in some tech stocks, which you have partially explained by sector rotation. If this is an issue should I wait for drops to completely occur or purchase now. If now and your opinion is still very high on ESL, I will plan to purchase some Enghouse shares. CGI Group (GIB.A) shares constituting approximately 0.5% of my family’s stocks (9 different accounts) were purchased two years ago for my TFSA account. Would you also recommend selling my GIB.A and consolidating in ESL. Thank you very much.

Q: Hello Peter,

Can you comment on ESL year end release

Thanks
Kevin

Q: Could you comment on tricon's latest quarter. I have a half position (down 20%).Good time to add to get full position?

Q: Hello, I just read your updated report on NAL. What percentage of their revenue comes from the oil sector ? Considering they are reducing their workforce, would it be difficult for them to grow again when the market turns ? What oil price do they need to get their business going again (rough estimate if possible) ? thank you, just looking for general comments.

Q: Thanks for your updated report on WSP. It looks like they are doing a great job with their recent acquisition. I'm wondering what your team's thoughts are of STN vs. WSP. Is there one you would prefer for the long term?

Q: Hi 5i, there's been a close to 4% rise in today's share price. Any reasons for this bump up?

Q: How likely is it that Parkland will issue new stock to cover the costs associated with the acquisition of gas stations and "On The Run" convenience stores from Imperial Oil? Thanks!