Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can we get comments on earnings and what to expect from markets today

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Read Answer Asked on July 31, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: "Valentine's Day"for many market darlings including the FAANG & its can.equivalent,the DOCKS(per Ryan).Amongst the wreckage,PHO stood out as a winner,up 5.46%.Premarket today PBH announced purchase of 62.6% of Yorkshire Valley Farms.But it dropped 3.45% today.Your take. Is this a good time to start a position?.Txs for u usual great services & views Peter Hodson on maket call,Aug 3

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Read Answer Asked by Peter on July 31, 2018

• Constellation Software Inc. (CSU)
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Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.

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Read Answer Asked by Jason on July 31, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Any thoughts on the recent drop for TSGI? Is it still a good stock to hold?

Thanks!

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Read Answer Asked by micheal on July 30, 2018

• Reliq Health Technologies Inc. (RHT)
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Q: When does reliq report their earnings.

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Read Answer Asked by don on July 30, 2018

• Photon Control Inc. (PHO)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks

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Read Answer Asked by rajeev on July 30, 2018

• Photon Control Inc. (PHO)
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Q: Your comments on PHO's new arrangement with Crown Photonics, thanks

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Read Answer Asked by Joe on July 30, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

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Read Answer Asked by Peter on July 30, 2018

• Stars Group Inc. (The) (TSGI)
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• Celestica Inc. (CLS)
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• Western Forest Products Inc. (WEF)
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• Magna International Inc. (MG)
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Q: What companies you would consider as value in your balanced model portfolio ?

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Read Answer Asked by Terry on July 30, 2018

• Dollarama Inc. (DOL)
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Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

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Read Answer Asked by Rudy on July 30, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Looking at mirroring your beport for a 5-10 year hold. Do you remain comfortable with stock choices? Are you looking at making changes.

Thanks for the service

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Read Answer Asked by Kevin on July 30, 2018

• Dollarama Inc. (DOL)
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Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

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Read Answer Asked by Terry on July 30, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: Thoughts on Q?

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Read Answer Asked by Tom on July 27, 2018

• Constellation Software Inc. (CSU)
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Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

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Read Answer Asked by john on July 27, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Trevali Mining Corporation (TV)
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Q: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil

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Read Answer Asked by Phil on July 27, 2018

• Alimentation Couche-Tard Inc. (ATD)
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Q: ATD.B has been range trading for about two years now. As fundamentalists, do you see a breakout above $68 soon? Should we hang in and hope?

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Read Answer Asked by Fred on July 27, 2018

• ECN Capital Corp. (ECN)
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Q: Any particular reason for the activity on Ecn

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Read Answer Asked by Roy on July 27, 2018

• Covalon Technologies Ltd. (COV)
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Q: COV market cap is only 188M but the stock price is $9 today. Is COV over value at current price? Thanks always

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Read Answer Asked by Hue on July 27, 2018

• Constellation Software Inc. (CSU)
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Q: Please comment on CSU's Q2.

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Read Answer Asked by sandy on July 27, 2018

• Constellation Software Inc. (CSU)
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Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

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Read Answer Asked by Michael on July 27, 2018