Investment Q&A

Q: Hi Peter & Team!
Please could you list some companies that have exceptional high quality management and own a reasonably high level of the outstanding shares. Thanks.
denzil

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Read Answer Asked by Denzil on June 02, 2016

• Redknee Solutions (RKN)
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Q: Redknee has had a jump in sp of over 15% in the past two days. Do you know of any significant news? What is your opinion of a smaller investment over a period of two years or more?

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Read Answer Asked by Jim on June 02, 2016

• Crown Capital Partners Inc. (CRWN)
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Q: Can you tell me what you think of this co. for a three year or more hold. Thanks

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Read Answer Asked by michael on June 02, 2016

• Solium Capital Inc. (SUM)
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Q: Could I please have an update on Solium Capital. What are the prospects going forward for this technology company? **Is it a strong takeover candidate? Management has been using profits to expand the business. Is this strategy paying off or should I simply invest my money elsewhere? Many thanks!

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Read Answer Asked by Paul W on June 02, 2016

• Magna International Inc. (MG)
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• Exco Technologies Limited (XTC)
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Q: Do you think it may be prudent to lighten up on the auto sector in an otherwise balanced portfolio? Given a choice which company would you let go MG or XTC?
Thank you

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Read Answer Asked by Marty on June 02, 2016

• Dollarama Inc. (DOL)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Stars Group Inc. (The) (TSGI)
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• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?

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Read Answer Asked by Mike on June 02, 2016

• Bank of Nova Scotia (The) (BNS)
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• Sun Life Financial Inc. (SLF)
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• Home Capital Group Inc. (HCG)
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Q: How would you rank these 3 for growth for a younger investor over the next few years if you had to choose only one?

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Read Answer Asked by Josh on June 02, 2016

• Gildan Activewear Inc. (GIL)
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• Cineplex Inc. (CGX)
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Q: I am needing to add to my Consumer Discretionary allocation. I have 2 equities at the moment and would prefer not to top up but rather add another. I currently own DHX & PBH. Perhaps provide two options if you could! One for growth and another for a balanced approach.

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Read Answer Asked by Patrick on June 02, 2016

• Opsens Inc. (OPS)
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Q: Your thoughts on Opsens Inc?
Thanks!

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Read Answer Asked by Jean-Bernard on June 01, 2016

• Imvescor Restaurant Group Inc. (IRG)
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Q: Hi, could you give me your view on Imvescor Restaurant Group Inc. please. Overvalued? Divvy safe?

I'm hoping for some growth and the dividend while I wait.

Thanks
Robert

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Read Answer Asked by Robert on June 01, 2016

• AirBoss of America Corp. (BOS)
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• ZCL Composites Inc. (ZCL)
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Q: I presently down 30% on BOS and see no end in sight. A swap to ZCL seems appealing, your opinion as always, is appreciated.

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Read Answer Asked by Rob on June 01, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: ANY REASON FOR THE 5% TUMLBE IN ANDREW PELLER TODAY?

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Read Answer Asked by Douglas on May 31, 2016

• POET Technologies Inc. (PTK)
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Q: Hi during most recent presentation , when asked about reverse split the CEO basically said they had been approved and would be doing it
If I decide to take a position would it be better to wait till after it occurs , or buy before it occurs .

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Read Answer Asked by David on May 31, 2016

• Velan Inc. Subordinate Voting Shares (VLN)
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Q: VLN seems to be showing signs of improvement. Do you think it is safe to step back in with a small position? Thanks!

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Read Answer Asked by Gregory on May 31, 2016

• Prism Medical Ltd. (PM)
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• Savaria Corporation (SIS)
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Q: Would prism be a logical acquisition for savaria? How complementary are they?

Regards,

Robert

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Read Answer Asked by Robert on May 31, 2016

• Miscellaneous (MISC)
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Q: Do Vanguard ETF's actually own the shares in their ETF's or is it some derivative that they use? If they don't own the shares, what risk does this present? I seem to recall that there was a difference between Blackrock and Vanguard in this regard. Is that true?

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Read Answer Asked by Maria on May 31, 2016

• Quarterhill Inc. (QTRH)
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Q: Could you please comment on $WIN, Wi-Lan. Is it a buy at current prices after such a large run up.

Thanks Valter.

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Read Answer Asked by Valter on May 31, 2016

• High Liner Foods Incorporated (HLF)
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Q: Would you be a buyer of HLF today? I know you prefer CLR. I currently own PBH and wondered if HLF/CLR would be good addition or would Loblaw be a better choice.

Thanks
Dolores

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Read Answer Asked on May 31, 2016

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: Please give me your thoughts on TCL.A. Comment on last quarter. Would you recommend purchasing here?

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Read Answer Asked by David on May 30, 2016

• Loblaw Companies Limited (L)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: I hold a small position in L currently up 53% and am in a position to double it or add ATD.B to my well diversified portfolio. My focus is dividends with some growth. What is your recommendation at this time?

Thank you for your valued opinion.

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Read Answer Asked by Martin on May 30, 2016