Investment Q&A

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: One of my largest holdings, sold some today, still have a lot.
Some analysts target is 3.00-3.50.
Stock had had a great run, where do you see it by year end.
I know you hate those kind of questions but I am a trader and momentum investor. Dave

Upvote 0

Read Answer Asked by david on June 13, 2018

• Covalon Technologies Ltd. (COV)
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: is COV still a good entry point or expensive at current price? Thanks

Upvote 0

Read Answer Asked by Hue on June 12, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shop seems less volatile and very strong recently. Do you have any idea why?
Thank You for the generous service you provide. Peter

Upvote 0

Read Answer Asked by Peter on June 12, 2018

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: I have a half position in Photon - up 30%- would you top up @ $2.25 ?? Thanks Jim

Upvote 0

Read Answer Asked by jim on June 11, 2018

• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: Could you help me understand the reason that DOL is interested in buying back shares while also proposing a 3:1 stock split. Isn’t that counter-productive?

Upvote 0

Read Answer Asked by Jeff on June 08, 2018

• Reliq Health Technologies Inc. (RHT)
  • View RHT Profile
  • View Questions on RHT

Q: Does Reliq have direct competitors and how difficult would it be for another company to design a similar business?

Upvote 0

Read Answer Asked by Peter on June 08, 2018

• Alcanna Inc. (CLIQ)
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

Q: I am intrigued with Alcanna. However, Scotia has EPS expectations of only 15cents for F2019 leaving it's current forward PE at above 60. It also have negative cash flow which means they are funding the dividend by debt. What are your expectations? Is the valuation pricing in growth from renos and cannabis past F2019. I can't seem to convince myself that holding this through 2019 is worth it especially at this valuation. Please give me your thoughts and provide buy-side analysis. Thanks.

Upvote 0

Read Answer Asked by Jordan on June 08, 2018

• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Is there any reason for the close to 4% drop of atd.b today ?
Thanks

Upvote 0

Read Answer Asked by Terry on June 08, 2018

• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: Would you advise adding to a half position in DOL at this point in time (long term holding) or would you suggest waiting a few quarters? Thank-you.

Upvote 0

Read Answer Asked by Stephen on June 07, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: I do not have any gaming company in my portfolio.
I want to buy TSGI or GC to my portfolio. What is your suggestion (TSGI orr GC) and why?

Andrew

Upvote 0

Read Answer Asked by Andrzej on June 07, 2018

• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

Upvote 0

Read Answer Asked by Michael on June 07, 2018

• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: Could you please comment on Dollarama results. Thanks

Upvote 0

Read Answer Asked by rajeev on June 07, 2018

• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: Good afternoon guys:
I already asked a question about Dollarama, but with the recent price increase the last few days, would it still be good to buy at the current level. Apparently a 3 to 1 stock split is in the works. Could you please comment?
Thank you
Mark

Upvote 0

Read Answer Asked by Mark on June 07, 2018

• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: My impression is that 5i has been quite bullish on ECN over time - so the recent price surge triggered additional research, only to find that 2018 and 2019 revenue estimates were well below current levels, -40%, which is a potential significant disconnect with respect to price appreciation for that period. Do you concur and what would be the impact of continuing rate rises.

Upvote 0

Read Answer Asked by Mike on June 06, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please

Upvote 0

Read Answer Asked by Terry on June 06, 2018

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Upvote 0

Read Answer Asked by Pat on June 06, 2018

• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: https://globalnews.ca/news/4250949/calls-mount-for-probe-of-wynne-government-casino-contracts-that-smelled-of-backroom-deals/

Can you comment on GC going forward based on this article?

Upvote 0

Read Answer Asked by Kenny on June 06, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Shop is have quite a good run up. Are you aware of any reasons for this?
Thanks
John

Upvote 0

Read Answer Asked by John on June 05, 2018

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: What would you suggest would be a good price to buy BNS, after BofA and Merril Lynch downgraded to neutral.
Thanks!

Upvote 0

Read Answer Asked by Silvia on June 05, 2018

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: A couple years ago, on your suggestion. I purchased some shares of CSU. for my wife's portfolio. At the time they were pretty cheap.. They now represent 23% of her total account. I find it hard to sell any as they keep going up, but if they ever took a nosedive, I would likely have to live in a tent in our back yard.. Would you suggest I sell some or hang on for a while longer? I notice you are suggesting them frequently as a good buy.

Upvote 0

Read Answer Asked by Ken on June 05, 2018