Investment Q&A

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: STN down 5%, WSP up 5% - were their respective quarterly reports that bad and that good? Is it an opportunity to buy STN and sell WSP, or perhaps the reverse? What is your favorite between these companies now that their prices have had big changes today?

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Read Answer Asked by David on August 04, 2016

• Stantec Inc. (STN)
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Q: Good morning,
Great appearance on Market Call yesterday!
Stantec's earnings. Any red flags I can't see in the press release? Today might be a good day to start a half position for a long term holding ... Your comments please ...
Thank you!

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Read Answer Asked by Rod on August 04, 2016

• Inspira Financial Inc. (LND)
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Q: Inspira just reported and initiated a 5.5% dividend. This was a shock.
What do you think?
Thanks.

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Read Answer Asked by Steven on August 04, 2016

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: I have a 5% position in WSP and 2% in BOS and Im looking to add some industrial exposure. Would you add STN (has pulled back after today's quarterly results) or something else? Thanks, Neil

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Read Answer Asked by Neil on August 04, 2016

• Cascadia Minerals Ltd. (CAM)
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Q: Hi Team,
Following Canam last quarterly results or what look like a possible exit (or at least major repositioning) from the "Heavy Structural" Market and after the significant drop in the share price today in addition to the drop since the 32 millions hit announcement, it seems to me a good buying point to initiate a small position at the moment, what is your opinion towards taking a position in the company.

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Read Answer Asked by Michel on August 04, 2016

• Gibson Energy Inc. (GEI)
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• Veresen Inc. (VSN)
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Q: How would you compare VSN and Gei going forward ?

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Read Answer Asked by terrance on August 04, 2016

• Tier One Capital LP (TLP.UN)
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Q: Hi Peter and Ryan,

Was wondering if you could comment on Tier 1 Capital LP. Very small company, but was curious about your thoughts on the company's performance and the management team.

Thanks again.

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Read Answer Asked by Aaron on August 04, 2016

• Amerigo Resources Ltd. (ARG)
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Q: Could I have your outlook on Amerigo Resources / ARG on TSX.

I would like to average down to recover losses.

Thank you.

Albert

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Read Answer Asked by ALBERT on August 04, 2016

• Nemaska Lithium Inc. (NMX)
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• FMC Corporation (FMC)
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• Albemarle Corporation (ALB)
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Q: In general, what do you think of the lithium space going forward and is there a particular company, Canada or US that you see as opportunistic.
Thanks
Guy R.

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Read Answer Asked by Guy R. on August 04, 2016

• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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Q: Any thoughts on Stingray's results and dividend increase? Thanks

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Read Answer Asked by David on August 04, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi, Could you please comment on CCL earnings. Thanks

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Read Answer Asked by rajeev on August 04, 2016

• Covalon Technologies Ltd. (COV)
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Q: Can you please comment on the recent Saudi contract win. And the company now, in general.

Thanks

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Read Answer Asked by Scott on August 04, 2016

• BLVD Centres Corporation (BLVD)
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Q: Hi Guys,

The latest financials came out as fairly decent however CXV has now lost another member of senior management. What do you make of all the uncertainty that follows this company in terms of leadership? I am well underwater in this company and would like to know what your thoughts are regarding continuing to hold this stock? Is it worth the wait or should I pursue other opportunities?

Joel

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Read Answer Asked by Joel on August 04, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: This group currently is 16 % of an otherwise diversified portfolio (mostly ETFs representing global diversification), worth BAM (4%), BEP (4%), BIP (8%). BIP holding since its original spinoff. I am loath to trim any of these performers (isn't that a bit like pulling the flowers and watering the weeds?) - Long term comparative charts indicate that they are fairly correlated, however, so is my weighting in this group too big ?
Your team has the patience of saints !
Bob Nykolaishen

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Read Answer Asked by Bob on August 04, 2016

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• WSP Global Inc. (WSP)
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Q: Peter, could you please recommend 5 Dividend {low volatility} stocks for a long {3-5 years} term hold.

Thanks Valter

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Read Answer Asked by Valter on August 04, 2016

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
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Q: Is this a good entry point for Shaw Communications?

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Read Answer Asked by hugh on August 04, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I would appreciate your thoughts and analysis on Brookfield Renewable's earnings. Is it a good long term investment? Thank You.

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Read Answer Asked by Brian on August 04, 2016

• Milestone Apartments Real Estate Investment Trust (MST.UN)
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Q: Hi Peter, Ryan, and Team,

Today, would you be a buyer of MST.UN? The RSI chart would indicate that it's close to the "oversold" category. It would be for my RRIF which contains a well-diversified mix of mainly your recommendations. The only other "real estate" holdings are a position in each of FCR and IIP.UN, and no direct participation in the US market.

Thanks, as always.

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Read Answer Asked by Jerry on August 04, 2016

• Stamps.com Inc. (STMP)
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Q: Stamp.com, NASDAQ:STMP

I appreciate your opinion on this company. It seems to me that it has good earning growth, and many analyst have strong buy recommendation but shares have not been doing well recently. If I sell this company at a loss would you recommend any similar company with a better risk reward prospect? Thanks

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Read Answer Asked by Saad on August 04, 2016

• TSO3 Inc. (TOS)
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Q: Hi Peter;
please comment on TOS's earnings.
Thanks,
Ron

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Read Answer Asked by Ron on August 04, 2016