Investment Q&A

• Inter Pipeline Ltd. (IPL)
  • View IPL Profile
  • View Questions on IPL

Q: Hi there,

I am seeing the IPL is experiencing shutdowns due to the fires. Might the short term impact here be reason to exit a position and rebuy at a lower price or should the impact to the stock price not be that great?
Would it make sense to switch to PPL or perhaps a producer such as CPG or CJ that is differently affected?

Upvote 0

Read Answer Asked by Tim on May 05, 2016

• DIRTT Environmental Solutions Ltd. (DRT)
  • View DRT Profile
  • View Questions on DRT

Q: Can you please comment on latest earnings and what it means going forward.

Upvote 0

Read Answer Asked on May 05, 2016

• Black Diamond Group Limited (BDI)
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

Q: Peter; Obviously a major rebuilding of Ft.MCMurray will be occurring ,AKA Slave Lake. Which companies would most benefit relative to geographical location to FMc. Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on May 05, 2016

• Veresen Inc. (VSN)
  • View VSN Profile
  • View Questions on VSN

Q: Could you comment on the financial report from VSN that came out after the market closed. Thanks.

Upvote 0

Read Answer Asked by George on May 05, 2016

• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META

Q: I am interested in building a position in Facebook (~$12000) for a long (5 yrs plus) and would like to hear your ideas on the best strategy to do so. It is nice when a stock like this pulls back to get in at a cheaper price. Not sure this will happen any time soon with FB. How do you buy a stock like this? Do you recommend averaging in (in 2 or 3 increments), waiting for a pullback, or just buying at the current share-price?

Upvote 0

Read Answer Asked by David on May 05, 2016

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Parkland was up over 4% Wednesday on their current results. What are your comments on their results and do you see any upside from here say in 2016? I own it. Thank you.

Upvote 0

Read Answer Asked by James on May 05, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Hi, could you please comment on CCL Industries earnings and outlook. Looks like a nice beat on Revenue as well as EPS. Currency appears to have a material impact to benefit the results. Thanks

Upvote 0

Read Answer Asked by rajeev on May 05, 2016

• Premier American Uranium Inc. (PUR)
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: Pure Technologies is up 12% today. Any reason for it? is it because of the quarterly release? if so, your take on the result. Thanks for the great service.

Upvote 0

Read Answer Asked by Ron on May 05, 2016

• Gildan Activewear Inc. (GIL)
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Maxar Technologies Inc. (MAXR)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Good morning, what are your thoughts on Gildans and Mda current results. Fid they beat estimates.

Upvote 0

Read Answer Asked by Luca on May 05, 2016

• Maxar Technologies Inc. (MAXR)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi, could you please comment on MDA earnings, backlog and outlook. Thanks

Upvote 0

Read Answer Asked by rajeev on May 05, 2016

• AirBoss of America Corp. (BOS)
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS
• DIRTT Environmental Solutions Ltd. (DRT)
  • View DRT Profile
  • View Questions on DRT

Q: Peter and Team:

I am currently down about 30% on both of these in a diversified portfolio. I was thinking of selling one and using funds to top up the remainder. (Spring Cleaning). Could you please suggest which has more upside potential vs downside risk. Or should I just wait on both as I have a very long timeframe.

Thank you always for a great service and improved site.

Phil

Upvote 0

Read Answer Asked by Phil on May 05, 2016

• Agnico Eagle Mines Limited (AEM)
  • View AEM Profile
  • View Questions on AEM

Q: Hello, I sold Goldcorp the other day, and I want to replace it with Agnico. What would you feel would be a decent entry point now? I always seem to get burned by taking positions to soon, only to lose 20+% days later. Or do you feel there is a better up and coming gold company at this time?
Thanks,

Upvote 0

Read Answer Asked by Patrick on May 05, 2016

• Russel Metals Inc. (RUS)
  • View RUS Profile
  • View Questions on RUS

Q: Hi Peter and Team,
What is your view on Russel Metal's first qtr result.
Would you think the situation of the steel sector is improving? What about their cash flows, still solid to support the dividend pay out?
Is it time to gradually build up a small position of this stock?
Thanks as always.
Pui

Upvote 0

Read Answer Asked by Pui on May 05, 2016

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

Q: Please comment on their results announced today. What will be the safest growth stocks at this point with minimum downside. Thanks

Upvote 0

Read Answer Asked by Imtiaz on May 05, 2016

• Home Capital Group Inc. (HCG)
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: I would appreciate your take on the first quarter earnings miss. They have had several misses in a row, but I am encluraged by the growth in originations (finally). I would appreciate your thoughts.
Thanks,

Upvote 0

Read Answer Asked by Hans on May 05, 2016

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi, could you please comment on Kinaxis earnings and its guidance for 2016. Do you believe, this new addition to the Balanced Portfolio is meeting/beating your expectations and showing signs of a long runway of growth ahead of it (early days now). Thanks

Upvote 0

Read Answer Asked by rajeev on May 05, 2016

• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC

Q: How does the disaster (fire) in Ft McMurray affects the earnings and stock prices of IFC ?
thanks

Upvote 0

Read Answer Asked by Michael on May 05, 2016

• Hydro One Limited (H)
  • View H Profile
  • View Questions on H

Q: What do you think the ramifications are for Hydro One if the Ontario government stopped the privatization? Less shares flooding the market would seem to be beneficial, but would they be able to grow earnings sufficiently if they stayed public?

Upvote 0

Read Answer Asked by Alex on May 05, 2016

• Hydro One Limited (H)
  • View H Profile
  • View Questions on H

Q: What do you think the ramifications would be to existing shareholders if the current or a new Ontario government stopped the privatization of Hydro One?

Thanks,

Alex

Upvote 0

Read Answer Asked by Alex on May 05, 2016

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Premier American Uranium Inc. (PUR)
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: Both of these companies had a major pop on Wednesday. Can't see why, can you?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on May 05, 2016