Investment Q&A

• Vermilion Energy Inc. (VET)
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Q: You commented earlier that the mkt may not like the earnings miss, thus the pressure on the stock.
I was under the impression oil/gas stocks are valued on a cash flow basis. Vet cash flow improved this Q.
None the less Vet seems to be going out of business , my only hope may be that they
sign a deal to grow cannabis

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Read Answer Asked by Leon on October 25, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on October 25, 2018

• Crius Energy Trust (KWH.UN)
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Q: Would you take the cash or the drip for KWH.UN ? Thanx Robbie

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Read Answer Asked by Robert on October 25, 2018

• Celestica Inc. (CLS)
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Q: got a half position on cls, would you think it is the right time to add the other half now after the big drop

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Read Answer Asked by Tony on October 25, 2018

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Does cnq have any exposure to the 2 future lng projects in B.C. and which of the above mentioned would you recommend for a 5 year hold and why? Thanx.

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Read Answer Asked by Steve on October 25, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: What did u think of the Q?

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Read Answer Asked by Tom on October 25, 2018

• Constellation Software Inc. (CSU)
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Q: Good morning team,

Just a few quick questions regarding CSU's guidance for 3Q. Did they comment on it in June and if yes did they increase or decrease it? By how much? And what it the street consensus for 3Q quarter? Given its incredible unusual fall, would you be a buyer today or would you wait until their ER. I am trying to be cute and buy before the possible jump which I think should happen after they beat again.

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Read Answer Asked by Saeed on October 25, 2018

Q: Yesterday in your Webinar, you said "Sell the losers!"
I am down 44% in TSGI, 48% in VET and 35% in WEF. So are you! These stocks remain in your Portfolios.
Please help me understand what constitutes " A Loser" Thanks,

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Read Answer Asked by Penny on October 25, 2018

• Visa Inc. (V)
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Q: What’s happening with Visa? Should t it be rebounding better? Good time to add?

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Read Answer Asked by John on October 25, 2018

• Stuart Olson Inc. (SOX)
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Q: Do you think Earnings report on Nov. 6 will help the stock any or should I dump it now?

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Read Answer Asked by John on October 25, 2018

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B)
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Q: Your opinion on this company particularly on its dividend sustainability.

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Read Answer Asked by Stanley on October 25, 2018

• CAE Inc. (CAE)
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Q: CAE is part of your top picks, yet today it is still dropping like an anchor, should I still keep this position
Thanks for the info

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Read Answer Asked by James on October 25, 2018

• Tourmaline Oil Corp. (TOU)
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• Vermilion Energy Inc. (VET)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you

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Read Answer Asked by Les on October 25, 2018

• Vermilion Energy Inc. (VET)
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Q: COMMENTS ON THE QUARTER PLEASE ?

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Read Answer Asked by JOSEPH on October 25, 2018

• Methanex Corporation (MX)
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Q: Hi team,
Would you pls. comment on MX earnings results. Would you buy now, considering it's a cyclical stock? BTW....what's MX seasonality?
Thx!

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Read Answer Asked by Silvia on October 25, 2018

• Align Technology Inc. (ALGN)
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Q: Hello team,

Why such a huge drop despite the their good earning and revenue YOY? Buy opportunity or time to sell?

Thanks a lot as always!

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Read Answer Asked by Saeed on October 25, 2018

• Celestica Inc. (CLS)
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Q: Could I please have your take on Celesticas earnings and outlook.

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Read Answer Asked by Helen on October 25, 2018

Q: Hi Peter and good people,
What behaviour and/or level of the VIX would indicate the washout has occurred?
Thanks,
Mike

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Read Answer Asked by Mike on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Understanding that volatility goes hand in hand with Shopify, will the quarterly results that came out this morning have a settling effect or will it have the opposite effect? They had a clear revenue beat but are there negatives that will cause LT concerns?

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Read Answer Asked by Geoffrey on October 25, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment on shopify earning thx Kim

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Read Answer Asked by Kim on October 25, 2018