Investment Q&A

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: Can you let me know what you think about OTEX quarterly earnings and as a long-term holding. Looks like low on revenue but a beat on EBITDA and EPS. Plus a $310M cash acquisition. Aftermarket down over 7% (of course)... is this an over-reaction in your opinion?

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Read Answer Asked by Darcy on November 01, 2018

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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Q: I follow your balanced equity portfolio. Should I sell SJ and buy TFI. Also do you see wcp bouncing back if oil goes up and there are more pipelines?

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Read Answer Asked by Stephen on November 01, 2018

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: Having read todays word from you on DOL, would you be buying at this time. Also would one be adding to BNS. Presently have a partial position but wondering about the next few years and loan defaults. Regards

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Read Answer Asked by Loretta on November 01, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Estimated EPS & Revenue please Reports on Nov 9..Missed majority of estimated EPS since Q1.Opened 5 weed stores in Nov.reportedly demand outstripped supply.Your comment please.Txs for u usual great services & views

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Read Answer Asked by Peter on November 01, 2018

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Sis had turned south since its announcement of 17% increase in Div.plus guidance for 2018 & 2019, & H $20.91 on Sep 20. Releasing Q results on Nov14 .Note that it missed estimated EPS 4 of last 6 Qs.Will it meets estimated EPS & Rev @ next report? Txs for u usual great services & views

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Read Answer Asked by Peter on November 01, 2018

• Income Portfolio (Income)
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Q: Loving your content! One question --- for an investor with a 20-year outlook who is using a tfsa, do you recommend dividend stocks and your income portfolio? Or are your income recommendations specifically for investors with short-term income goals and tax requirements.

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Read Answer Asked by kay on October 31, 2018

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: Spruce Point has written some quite negative things about Dollarama such as saturation of the market, more competition than expected or mentioned, buying back stock at inflated prices to line the pockets of upper management & buying the distribution centre in the east of Canada rather than building one in the west to enrich the family that began the business in 1992.I'm down a ton on this stock so I'd appreciate your comments on the above accusations. They value the stock at $25 with hopes at best of it going to $43.00. Thanks as always for your valued insights.

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Read Answer Asked by Dave on October 31, 2018

• Largo Inc. (LGO $2.09)
  • $2.09 Cap: $134M
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Q: sold off the last 2 days, is this cooperman selling kr the wind up of one of the arias funds, do you know anything about this. dave

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Read Answer Asked by david on October 31, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: TSGI reports Nov.7th. What will the market be looking for??? Thx

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Read Answer Asked by blake on October 31, 2018

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: When does DOL report next? It falls even on a good day.
Could the chart be telling us something?

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Read Answer Asked by claudette on October 31, 2018

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: Goid day, I'm interested in your opinion of dollarama. It's down a bit (I mean a ton) from its high. Think this is a good entry point?
Cheers

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Read Answer Asked by Seamus on October 31, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: can you comment on Toy's latest quarter. Looked decent enough but the markets don't seem to agree going into their peak season?

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Read Answer Asked by kelly on October 31, 2018

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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Q: What is happening here. Heard something about an activist investor shorting the stock. Please advise if this is an outright sell now.
Thanks Rick

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Read Answer Asked by Rick on October 31, 2018

• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
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Q: CAE has dropped substantially recently. Do you recommend averaging down at this lower level? Or is it just a hold?

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Read Answer Asked by Terry on October 31, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: Have this in a rrsp. Would you sell and then buy toy, csu or Wsp instead?

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Read Answer Asked by Thomas on October 31, 2018

• Methanex Corporation (MX $49.79)
  • $49.79 P/E (TTM): 10.08X Cap: $3.35B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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Q: Hi team,

Please comment in which company is the better value at these prices. Would hold it for 5 years.
Thank you

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Read Answer Asked by Rino on October 31, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: I currently have a full position in SHOP, with about a 20% loss. Would there be more or better potential to switch out of SHOP and invest in PHO or take a half position in both? I have a 6 to 8 year time horizon.
Thank you.

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Read Answer Asked by Ian on October 31, 2018

• Miscellaneous (MISC)
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Q: Hi guys:

Could you provide me a couple names that have been beaten up so much that it’s time to back up the truck for a 3 to 5 year hold.?

Thanks for your expertise
Mark.

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Read Answer Asked by Mark on October 31, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Can you tell me why it’s having lower lows recently should I buy more hold or sell Thanks

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Read Answer Asked by Jo-Anne on October 30, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Could you please advise the next quarterly reporting date.

Thx

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Read Answer Asked by Robert on October 30, 2018