Investment Q&A

• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.78B
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Q: Would you buy Magna at this level? Can you please comments earning and valuation?

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Read Answer Asked by Yan on May 09, 2019

• Magna International Inc. (MG $56.86)
  • $56.86 Fwd P/E: 10.69X Cap: $16.78B
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Q: Why the large drop in Magna this morning?

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Read Answer Asked by Frank on May 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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Q: If not asked already, comments on PHO earnings. Looks like a bad quarter. Recommendation on stock? Are you still high on it?

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Read Answer Asked on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Hi there,

Between the two, which do you think is a better stock to hold at the current moment?

Thanks!

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Read Answer Asked by Michael on May 09, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $7.01)
  • $7.01 Fwd P/E: 22.03X Cap: $762M
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Q: Please comment on FSZ earnings and how the National Bank sale of a significant stake in FSZ will impact shares in the short and medium term.
Thanks
Rob

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Read Answer Asked by Robert on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What do you think of the Stars Group and Fox Sports partnership? The share dilution for STAR's shareholders is worrisome to me.

Thank you, Peter

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Read Answer Asked by Peter on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Any comments on TOY results. Just wondering why the EBITDA margins were so low and amortization/depreciation so high and if these are expected to continue or more of a one-time.

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Read Answer Asked by Darcy on May 09, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Pls compare the numbers for these 2. Looking to buy just one.
Thanks

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Read Answer Asked by Joseph on May 09, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: How bad is this earnings report... ie where do you think the stock opens tomorrow?

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Read Answer Asked by CAMERON on May 09, 2019

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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Q: GSY just reported. It has been growing earnings at a rate of 24% per annum for the past 5 years, pays a 2.3% rising dividend and seems to have reasonably good management. Why is it not a $100 stock? No, seriously why is not a $100 stock?? I've owned it for a few years now and I'm not complaining. I've done very well with it. But I really don't get the valuation. What is the unspoken issue?
Thank you.

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Read Answer Asked by John on May 09, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: how do you view the news.
dave

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Read Answer Asked by david on May 08, 2019

• Dollarama Inc. (DOL $187.74)
  • $187.74 Fwd P/E: 43.28X Cap: $52.04B
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Q: hi

can I get your current thoughts on DOL as a growth stock fro medium to long (5 years) term investment.

thx Chris

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Read Answer Asked by chris on May 08, 2019

• Alaris Equity Partners Income Trust (AD.UN $19.14)
  • $19.14 Fwd P/E: 4.67X Cap: $879M
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Q: Your thoughts on the Quarterly numbers?

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Read Answer Asked by Stephen on May 08, 2019

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: Can you provide comments/your take on what happened with the voting results. Does anything really change or is it the same slow approach going forward? I am even on the stock but have held it quite a while and it's been dead money. Time to move on?

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Read Answer Asked on May 08, 2019

• goeasy Ltd. (GSY $173.13)
  • $173.13 Fwd P/E: 11.53X Cap: $2.85B
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Q: GSY is reporting record 1st Q earnings. How did you find the earnings compared to estimates?
Thank you

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Read Answer Asked by Herm on May 07, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Hi, could you plesae post earning estimates for the results expected on May 8. Thanks

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Read Answer Asked by rajeev on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Your comment on the attached Bloomberg news item, please. GC took a near 8% 'hit' today. This skiers mi.
https://www.bnnbloomberg.ca/great-canadian-gaming-profit-hit-by-money-laundering-crackdown-1.1254474

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Read Answer Asked by RANDALL on May 07, 2019

• 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: Peter and Team:
I have done very well on SHOP (500%) and it now consists of almost 10% of my portfolio. I do not want to sell a winner, but was wondering if I should trim bit, put a stop loss order on it or ride the wave?
What are your concerns with "stops" in general.

Thanks
Phil

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Read Answer Asked by Phil on May 07, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Latest Q is ok with a Rev.beat & EPS miss.But stock is down sharply($3.83) to $45.01. Missed EPS the last 2 Qs & dropped from $56.32 high in early March.Please comment.Thanks for u usual great services & views.

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Read Answer Asked by Peter on May 07, 2019

• Suncor Energy Inc. (SU $53.31)
  • $53.31 Fwd P/E: 10.85X Cap: $65.44B
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Q: Results appears to be good,but dropped sharply afterwards.Is it due to sharp drop in oil price along with fall in N.Amercian markets?Any other news? It is prudent to add to my 2% position($42.59 p/p) Thanks for u usual great services & opinions

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Read Answer Asked by Peter on May 06, 2019