Investment Q&A

Q: I missed the portfolio Analysis webinar. In one of the questions answers, you said you would post a link to it but I cannot find such a link. If you have posted it, can I have the link? If you have not, do you still plan to do so?
Thanks

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Read Answer Asked by Don on July 22, 2019

• Mastercard Incorporated (MA $559.95)
  • $559.95 P/E (TTM): 39.69X Cap: $514.50B
  • View MA Profile
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• Visa Inc. (V $332.56)
  • $332.56 P/E (TTM): 33.91X Cap: $659.07B
  • View V Profile
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Q: If to initiate a position now, between Visa or Mastercard which one would you prefer?

Thanks.

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Read Answer Asked by Lin on July 22, 2019

• Pengrowth Energy Corporation (PGF $0.06)
  • $0.06 Cap: $30M
  • View PGF Profile
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Q: PGF made a new low on the 16th before Mr Schulich started buying another 2M shares. Now he owns 30% of the company. Looking at the financials I cannot find any reason for the optimism surely there are many other oil/gas companies that are in much better position. Care to speculate on that?

Thanks, Peter

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Read Answer Asked by Peter on July 22, 2019

• NFI Group Inc. (NFI $18.25)
  • $18.25 Cap: $2.14B
  • View NFI Profile
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Q: What is the nature of the competition that NFI faces in NA? Is there a competitor that is ramping up in the US?

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Read Answer Asked by Kelly on July 22, 2019

• European Residential Real Estate Investment Trust (ERE.UN $2.48)
  • $2.48 Cap: $607M
  • View ERE.UN Profile
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Q: What is the new payout ratio with dividend change

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Read Answer Asked by wayne on July 22, 2019

Q: EGBN missed on revenue estimates, but still had revenue similar to last year. However, the stock plummeted to a 4 year low. Is there anything else going on with this Bank?
I know it was downgraded by some investment firms. Would this be a good entry point or should I stay away.

Thank you
Steve

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Read Answer Asked by Steve on July 19, 2019

• Paysign Inc. (PAYS $5.88)
  • $5.88 P/E (TTM): 64.73X Cap: $283M
  • View PAYS Profile
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Q: Following your comments on Paysigns (PAYS), I bought a small amount of it at the end of May. Since then, it has gone up a phenomenal 85% ! What is going on there ? At the present level, I am debating either to buy more to take advantage of my good fortune or sell before it turns as fast as it went up or simply put a stop loss. What would you do ?
A very grateful Montrealer,
Jacques

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Read Answer Asked by Jacques on July 19, 2019

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
  • View GC Profile
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Q: Will GC be affected by the mafia money laundering scheme in Ontario casinos?

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Read Answer Asked by christianne on July 19, 2019

• Brookfield Property Partners L.P. (BPY $18.59)
  • $18.59 Cap: $17.34B
  • View BPY Profile
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Q: Is there any way to convert BPY.UN to BPY without selling the shares in the same RSP account.

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Read Answer Asked by Rajendra on July 19, 2019

• RF Capital Group (RCG)
  • P/E (TTM): -5.1X Cap: $284M
  • View RCG Profile
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Q: I own preferred shares of GMP Capital. There is a transaction going on with GMP and Stifel Financial. What will be left of GMP? Would it be a suitable candidate for merger/takover? Thanks.

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Read Answer Asked by Denise on July 19, 2019

• Rapid7 Inc. (RPD $19.38)
  • $19.38 P/E (TTM): 50.43X Cap: $1.28B
  • View RPD Profile
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Q: Is now a good entry point for RPD or is there a better cyber security stock you would recommend?

Thanks!

Greg

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Read Answer Asked by Gregory on July 19, 2019

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
  • View NMX Profile
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Q: Kindly comment on the news that Nemaska Lithium : Announces CAD 600M Equity Investment Proposal from The Pallinghurst Group
This investment should see them get to production in 2020?
Cheers,
Bryan

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Read Answer Asked by Bryan on July 19, 2019

Q: Would sylogist and absolute make good merger candidates or are they too small to be of interest to anyone. I own both and wonder if I should dump absolute. The dividend is good but the stock goes nowhere. I am thinking I don’t really need both if in the same space.

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Read Answer Asked by Helen on July 19, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
  • View CHW Profile
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Q: Hi
Can you explain the recent drop in chesswood and would you continue to hold? Thanks. Clare

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Read Answer Asked by clara on July 19, 2019

• WELL Health Technologies Corp. (WELL $4.76)
  • $4.76 Cap: $1.18B
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Q: You comment on Well in 5I Video on 7/9 & in The Globe & Mail article today.(sparked a 4% increase today @ $1.56) Is it a good entry point now, aware of u comment for long term. Txs for u usual great services & services

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Read Answer Asked by Peter on July 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO $70.30)
  • $70.30 Cap: $5.13B
  • View DOO Profile
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Q: With BRP announcing preliminary results of the issuer bid, how will this affect the stock price.
Thanks

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Read Answer Asked by Herm on July 19, 2019

• High Liner Foods Incorporated (HLF $16.96)
  • $16.96 P/E (TTM): 6.35X Cap: $496M
  • View HLF Profile
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Q: This company has been going up nicely lately. Why? Do you see it as a buy now?

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Read Answer Asked by Ken on July 19, 2019

• Excellon Resources Inc. (EXN $0.26)
  • $0.26 Cap: $49M
  • View EXN Profile
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Q: Any recent positive news?

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Read Answer Asked by Gaston on July 19, 2019

• Thomson Reuters Corporation (TRI $249.61)
  • $249.61 P/E (TTM): 42.01X Cap: $111.43B
  • View TRI Profile
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Q: How do you think Thomson Reuters would perform in a downturn? Do you think is it is well valued at this point?
Thank You, Peter

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Read Answer Asked by Peter on July 19, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.88)
  • $16.88 Cap: $2.36B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: So things just don’t seem to be turning around for this company. Do you see any upside or is it time to take the loss and reinvest in a company with a more positive outlook like LSPD?

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Read Answer Asked by Dennis on July 19, 2019