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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Currently own a 4% position of Dollarama and after the disappointment today was thinking of switching over to Covalon as a replacement. Looking out 3+ years would you look at this as a better long term strategy? Starting to worry the Dollar store space could get crowded in the coming years.
Read Answer Asked by Patrick on September 14, 2018
Q: Hi Group if your goal was to generate some cash for the coming (maybe?) downturn in equities what 10 holdings (in order) would you liquidate in the balanced portfolio. Thanks for your views they are very helpful in managing this market
Read Answer Asked by Terence on September 13, 2018
Q: BRP has retracted somewhat and I think could fall further to $59 or $60 range. Considering that "BRP competes with some formidable brand names, such as Polaris and Honda in the snowmobile and ATV sectors, which have higher sales and deeper pockets for advertising and promotional spending." Also as a consumer cyclical and with the present uncertainties around NAFTA, do you think this is a possible volatile stock along the lines of TSGI, The Stars Group ( personally now down 36% and have learned some painful lessons)? Or does it's position as part of a conglomerate give it some protection?

Thanks Always. Stephen
Read Answer Asked by Stephen on September 12, 2018
Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.

In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"
Read Answer Asked by Rick on September 12, 2018
Q: Hi team, this year For tax purposes I want to sell open text, PBH, Go Easy and Methanex and repurchase them in 30 days. I own most of the growth portfolio. My question is: what is a suitable time to do this? Should I wait after a possible nafta deal? Thank you!
Read Answer Asked by Jacques on September 11, 2018
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