Investment Q&A

• Alithya Group inc. Class A subordinate voting shares (ALYA)
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Q: Is Alya plays into same space as CGI? Please comment current status of Alya? Debt, ownership, cash flows? Would you buy at current price ? Your thoughts please, thanks always.

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Read Answer Asked by Hue on March 14, 2019

• NFI Group Inc. (NFI)
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Q: Comments on NFI results? Where do these results leave your updated opinion. I believe I saw a nice dividend increase but would like your take.

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Read Answer Asked by Tim on March 14, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Please comment on quarterly results when you get a chance.

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Read Answer Asked by Geoffrey on March 14, 2019

• F5 Inc. (FFIV)
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• Salesforce Inc. (CRM)
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Q: Hi Peter, would you have information about this co. Would you buy FFIV or CRM? Thanks. Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• Chesswood Group Limited (CHW)
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Q: Good morning from warm Sri Lanka. Cheeswood Group results look positive to me. How about your thoughts?

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Read Answer Asked by Alan on March 14, 2019

• Sylogist Ltd. (SYZ)
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Q: I didn’t see Syz in any of the portfolios, is it removed from the list? Thanks

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Read Answer Asked by Hue on March 14, 2019

• Pollard Banknote Limited (PBL)
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Q: PBL reported on Wed Mar 13. They missed on both the top and bottom line. I know that you cannot judge a company on one quarter but I would appreciate you comments on this company going forward for a 1 to 2 year hold. They really did not give any specific guidance for 2019 except that they felt that the EBIDTA should return to the expected levels and that the trend should continue. I have a 5% position in this stock and I am wondering what to do. Your comments would be most appreciated. Thank you Ian.

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Read Answer Asked by Ian on March 14, 2019

• Pollard Banknote Limited (PBL)
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Q: Hi there, can I please get your opinion on PBL's Q results?

Thank you!

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Read Answer Asked by Michael on March 14, 2019

• K-Bro Linen Inc. (KBL)
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Q: Hello,
Could you please comments on earnings and valuation of KBL. Do you still think it is expensive?
Thanks
Victor

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Read Answer Asked by Victor on March 14, 2019

• Vermilion Energy Inc. (VET)
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• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Oil going up. Vet not going with the flow. Your thoughts. Wir.u for growth and dividend. Thanks

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Read Answer Asked by kenneth on March 14, 2019

• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi Peter, which company would you buy today. Time frame 2 years. Thanks Alnoor

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Read Answer Asked by Alnoor on March 14, 2019

• Bank of Nova Scotia (The) (BNS)
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• Inter Pipeline Ltd. (IPL)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Capital Power Corporation (CPX)
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• Chartwell Retirement Residences (CSH.UN)
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• Enerflex Ltd. (EFX)
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• Exchange Income Corporation (EIF)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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• True North Commercial (TNTUN)
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
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Q: Has a dividend investor I hold shares of the above in in my registered and non registered accounts.
I have cash over and above my fixed income position. This extra cash is earmarked for a new position in a dividend stock paying a 4 to 7% div with growth prospects and at fare value and tax efficient. Might be a tall order , appreciate your help.

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Read Answer Asked by Roy on March 14, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: Which would you prefer at this time and why? Thanks.

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Read Answer Asked by Michael on March 14, 2019

Q: Please clarify your recent mail out regarding a Market update and PORTFOLIO CHANGES. I did not see any portfolio changes in the email.

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Read Answer Asked by Marty on March 13, 2019

• HEXO Corp. (HEXO)
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Q: Hi just wondering with the news today would you sell buy or hold it is at what I bought it for now 7.94

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Read Answer Asked by Jo-Anne on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Could I have your views on the latest earnings for this company. Would this company be a buy at this time, even though it is closely tied to the oil patch?

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Read Answer Asked by Jacques on March 13, 2019

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Can you please comment on the earnings from Badger.
In light of the pop on the stock today, would you consider
it expensive now?

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Read Answer Asked by James on March 13, 2019

• Great Canadian Gaming Corporation (GC)
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Q: You have mentioned strong earnings growth expected from GC however in the company section earnings are estimated at $2.43 in 2020 compared to $3.14 in 2019. Do you have some other numbers that you are expecting?
Thanks
Mike

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Read Answer Asked by michael on March 13, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I notice in a recent question regarding your picks between GC, CSU, SHOP, you left SHOP out of your top choices? Why? I own a lot of it - about 4%.

"Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Asked by Karim on March 13, 2019
5I RESEARCH ANSWER:
ATD.B, GC, CSU,

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Read Answer Asked by Graeme on March 13, 2019

• Algonquin Power & Utilities Corp. (AQN)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

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Read Answer Asked by Pat on March 13, 2019