Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers

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Read Answer Asked by Seamus on November 05, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: What is the reason that there are no ratings for some of the companies in your portfolios? In this case, what make them the candidates to be in there?

Thanks in advance!
Jane

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Read Answer Asked by Jane on November 05, 2018

• NFI Group Inc. (NFI $13.21)
  • $13.21 Cap: $1.56B
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• TFI International Inc. (TFII $119.96)
  • $119.96 P/E (TTM): 22.46X Cap: $9.77B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.11)
  • $28.11 P/E (TTM): 16.18X Cap: $661M
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Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

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Read Answer Asked by Andrew on November 05, 2018

• BCE Inc. (BCE $32.77)
  • $32.77 P/E (TTM): 4.89X Cap: $30.34B
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Q: markets seemed to like the numbers. does 5i have any additional comments Thx

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Read Answer Asked by blake on November 02, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: why pki selling off, a bought more when it was down 5 for a brief second, earnings seemed fine. dave

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Read Answer Asked by david on November 02, 2018

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: GC reporting Monday...thoughts?

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Read Answer Asked by Andrew on November 02, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: If not asked already, your thoughts on PKI's earnings and outlook for future.

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Read Answer Asked on November 02, 2018

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: As a follow up to a question on CLS, which stocks in the three portfolios are on your "intensive care list" for monitoring, or do you keep a close eye on all the holdings?

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Read Answer Asked by Kelly on November 02, 2018

• Methanex Corporation (MX $49.44)
  • $49.44 P/E (TTM): 11.96X Cap: $3.76B
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Q: Is this a good time to take a position in this company
Al - Mississauga

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Read Answer Asked by Al on November 02, 2018

• Dollarama Inc. (DOL $199.23)
  • $199.23 P/E (TTM): 43.73X Cap: $55.03B
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Q: How much stock do insiders hold in the company.
Garry

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Read Answer Asked by garry on November 02, 2018

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Premium Brands Holdings Corporation (PBH $91.39)
  • $91.39 P/E (TTM): 62.52X Cap: $4.04B
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Q: I would appreciate your thoughts on the weak price performance of PBH stock. PKI by contrast is much stronger although the metrics of PBH are at least comparable. For example both have high debt over 120% of equity. Both have forward earnings growth over 30% and both trade on a forward PE below the 5 year low PE. The big difference is the price action. PKI trades close to median price that analysts estimate for next year whereas PBH is well below those estimates. I am assuming you prefer the good price momentum of PKI and, all being equal, you would go with PKI despite the apparent better value in PBH? Your thoughts would be appreciated.
Mike

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Read Answer Asked by michael on November 01, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: For your model portfolio percentage returns, did you include the dividends as part of the returns?

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Read Answer Asked by Jane on November 01, 2018

• Celestica Inc. (CLS $454.67)
  • $454.67 P/E (TTM): 46.74X Cap: $52.23B
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Q: Would it be the right time to drop CLS and what would you replace it with ?

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Read Answer Asked by Sébastien on November 01, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $19.87)
  • $19.87 P/E (TTM): 25.56X Cap: $1.98B
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Q: Can you give me the lowdown on Toy I am under water and need your thoughts also when do they report. Thanks

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Read Answer Asked by Jo-Anne on November 01, 2018

• Open Text Corporation (OTEX $47.23)
  • $47.23 P/E (TTM): 17.42X Cap: $11.84B
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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 $85.02)
  • $85.02 P/E (TTM): 13.82X Cap: $4.62B
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• TFI International Inc. (TFII $119.96)
  • $119.96 P/E (TTM): 22.46X Cap: $9.77B
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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 $94.85)
  • $94.85 P/E (TTM): 18.08X Cap: $116.65B
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• Dollarama Inc. (DOL $199.23)
  • $199.23 P/E (TTM): 43.73X Cap: $55.03B
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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 $21.34)
  • $21.34 P/E (TTM): 24.45X Cap: $1.52B
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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