Investment Q&A

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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Q: Can you comment on PBH's recently accounced acquisition of Skilcor food products ?
Thank you
Karim

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Read Answer Asked by Karim on September 28, 2017

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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Q: I added ENB recently on your comments.On BNN yesterday it was said that they are heavily in debt,not enough cash flow to pay their dividend and might have to go to the equity market for cash diluting stock value.
Is this true? what is their recent payout ratio?
Thanks Kim

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Read Answer Asked by Kim on September 28, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Do you think we are at or close to the bottom? Would buying now put me in a position to have a substantial gain in 2 years lets say? Thanks

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Read Answer Asked by Tyler on September 28, 2017

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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Q: Please discuss share price issues in terms of the cost per share. Using CSU as a specific example, their price is nudging $700, which effectively means that an investor either has to have a rather large portfolio in order to buy in blocks of 100 shares and stay within reasonable "position" limits, or buy only part blocks, say 5 or 10 shares. Is there any real downside to buying such small partial blocks? What would make management NOT split the shares when certain levels are reached (such as my NA shares did not too long ago)?

Thanks for your continuing education!

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Read Answer Asked by Lotar on September 28, 2017

• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.74B
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Q: Do you have any knowledge about BRP's dividend? What are the prospects for future dividend increases?

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Read Answer Asked by David on September 27, 2017

• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.74B
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Q: DOO (BRP)

433 million bought deal----any deeper thoughts on how this affects DOO?

thanks joe

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Read Answer Asked by joe on September 27, 2017

• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.74B
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Q: BRP down 7% this morning-any news to account for this ?
Thank you
Karim

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Read Answer Asked by Karim on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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Q: hello again, just heard on BNN some speculation of ATD maybe merging with MRU or something along those lines...

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Read Answer Asked by Silvia on September 27, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I would appreciate your comments concerning the press release SHOP issued last night regarding HubSpot. Thank you, Peter

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Read Answer Asked by Peter on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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Q: Any ideas on what's driving ATD.B down today? Thanks

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Read Answer Asked by Darcy on September 27, 2017

• Alimentation Couche-Tard Inc. (ATD $73.13)
  • $73.13 P/E (TTM): 19.4X Cap: $68.35B
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Q: Good morning team, Any reason for such a drop in ATD.B??

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Read Answer Asked by Silvia on September 27, 2017

• Superior Plus Corp. (SPB $7.87)
  • $7.87 P/E (TTM): 32.61X Cap: $1.79B
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• Evertz Technologies Limited (ET $12.35)
  • $12.35 P/E (TTM): 15.18X Cap: $927M
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Q: I am looking to buy either ET or SPB for a long term hold. I am primarily interested in dividends and dividend growth. Which would be better?
Jane

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Read Answer Asked by Jane on September 27, 2017

• Great Plains Metals Corp. (GPS $0.08)
  • $0.08 Cap: $2M
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Q: Hi BSM Tech had a 4% drop today. Any news or insight?

Thank You

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Read Answer Asked by Stephen on September 27, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Since mid year ZCL's S/P has been eroding. Is there a seasonality trend causing this or something else?

Carl

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Read Answer Asked by Carl on September 26, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What are you thoughts on Freshii after their revised outlook?
Thank you

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Read Answer Asked by Alex on September 26, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Any change in your position given the announcement of new clinical trials. Thanks

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Read Answer Asked by Brian on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: Alibaba is seeking to enter the space that SHOP presently occupies.

Can you give me your opinion on SHOP as it relates to the new entrant to this space - BABA.

As always thanks for your opinion.

Clayton

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Read Answer Asked by Clayton on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I have a double on SHOP. Should I hold or sell half?

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Read Answer Asked by Dennis on September 26, 2017

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.19X Cap: $1.54B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Hello Peter & co, I am going to start a half position in TWO out of Savaria, ZCL and Premium Brands Hldgs. This will be for long-term positions in a TFSA. Based on current info and prices, please advise which two you would favour. Thank you.

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Read Answer Asked by James on September 26, 2017

• NFI Group Inc. (NFI $14.94)
  • $14.94 Cap: $1.83B
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Q: Further to Ebrahim's question, TSX shows NFI to be Consumer Cyclical. That's where I have it in my portfolio but would change that to Industrial if need be.

Thank you,

Geoff

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Read Answer Asked by Geoffrey on September 25, 2017