Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.94B
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Q: Your analysis of earnings and dividend cut / future of DOO

Thanks

Sheldon

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Read Answer Asked by Sheldon on March 20, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Hi Peter and Staff

In a recession how will PEO business be effected ? Any debt concerns?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on March 20, 2020

• Parkland Corporation (PKI $38.64)
  • $38.64 Fwd P/E: 34.5X Cap: $6.68B
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Q: Hi Peter and Staff

PKI has been beaten up by market more than TSX - A couple of days ago you ranked it 4th or 5th of 5 options given .

Should we consider it unfairly ravaged or does it deserve it ?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on March 20, 2020

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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Q: Hi,
Much like LSPD in my previous question, I didn't ever except to see GSY down from $80 to $21. I took a small portion in GSY at around $27.60.

I read other comments on GSY , but just thought if you had anything new to say, it would be much appreciated.

Thanks,

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Read Answer Asked by ilie on March 19, 2020

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: In light of your response about GUD having as much cash as their market cap, would you consider this a reasonable risk - reward tradeoff to enter a position at its current price ($5.13 as writing this question). Thanks and stay well.

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Read Answer Asked by Steven on March 19, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: If not already asked....opinion on Q4/19 results & guidance on Photon Control...Q1/20 pre-lim revenue looks great. Did 5i listen in on conference call today?? Thanks as always, jb Piedmont QC PS: everyone stay safe & healthy

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Read Answer Asked by John on March 19, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
  • $17.23 Cap: $2.33B
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Q: Hi.

Never in my wildest dreams could I have imagined LSPD at $11.03 and closing at $12. Is this the beginning of the end of a company like LSPD if the coronavirus issue continues to persist?

Thanks

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Read Answer Asked by ilie on March 19, 2020

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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Q: Is there any company specific reason why GSY is down 27% today (so far) after major falls in price over the previous few days. Is this a serious buy opportunity?

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Read Answer Asked by David on March 19, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
  • $174.36 Fwd P/E: 104.25X Cap: $226.21B
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Q: How much cash to they have??

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Read Answer Asked by Bill on March 19, 2020

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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Q: Do you see the regulators changing the rules for what non prime lenders can charge to help Canadians and essentially the client base of GSY and how would that impact on the company and the stock. Why do you think the stock sold off so much today?

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Read Answer Asked by Aleem on March 19, 2020

• Air Canada Voting and Variable Voting Shares (AC $20.99)
  • $20.99 Fwd P/E: 4.87X Cap: $6.77B
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• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.94B
  • View DOO Profile
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• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
  • View GSY Profile
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Q: GSY: From 80,6$ to 36,5$.
Possibility of ±120% if going back to higher price

DOO: From 75,4$ to 29,3$
Possibility of ±157% if going back to higher price

AC: From 52,7$ to 15,5$
Possibility of ±240% if going back to higher price

1) Which one have the most chance at getting back to the higher price the fastest?
2) For a 12-18 month time frame, which one could recover faster?

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Read Answer Asked by Olivier on March 18, 2020

Q: Hi,
As of today, your Balanced Portfolio is down around 34% ytd.
The TSX is down around 30%

Is this relative difference what you would have expected?

Thanks!

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Read Answer Asked by Darcy on March 18, 2020

• Exchange Income Corporation (EIF $65.57)
  • $65.57 Fwd P/E: 26.63X Cap: $3.36B
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Q: 43% drop day to $13 from $46 1yr high. Airline exposure.Can we continue to hold,p/p $44 .Txs for u usual great services &advice

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Read Answer Asked by Peter on March 18, 2020

Q: Bam seems to getting especially hard hit in this selloff. Is there are company specific issues that may be the cause of this? Kim

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Read Answer Asked by Kim on March 18, 2020

• Exchange Income Corporation (EIF $65.57)
  • $65.57 Fwd P/E: 26.63X Cap: $3.36B
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Q: Does the dividend of EIF consider safe to you?

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Read Answer Asked by Olivier on March 18, 2020

• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 245.9X Cap: $4.48B
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Q: Could you please comment on Boyd's earnings release.

Thank you, Peter

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Read Answer Asked by Peter on March 18, 2020

• TELUS Corporation (T $22.31)
  • $22.31 Fwd P/E: 28.49X Cap: $33.77B
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Q: What happened to Telus today? Did I miss something?

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Read Answer Asked by Kat on March 18, 2020

• Parkland Corporation (PKI $38.64)
  • $38.64 Fwd P/E: 34.5X Cap: $6.68B
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• TFI International Inc. (TFII $121.12)
  • $121.12 Fwd P/E: 19.82X Cap: $10.32B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Premium Brands Holdings Corporation (PBH $90.51)
  • $90.51 Fwd P/E: 33.42X Cap: $4.06B
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Q: Which companies in your balanced equity portfolio have a poor balance sheet and could be in trouble in this environment.
Thanks

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Read Answer Asked by Stephen on March 18, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: What do you think of Pho have held for along time and underwater thinking of averaging down thoughts?

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Read Answer Asked by Jo-Anne on March 18, 2020

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.94B
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Q: In Feb DOO was 75 today its 31. I guess this question is irrelevant at this point but why is down by 60% in basically 1 month?

Sheldon

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Read Answer Asked by Sheldon on March 18, 2020