Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.92)
  • $79.92 P/E (TTM): 17.33X Cap: $14.16B
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Q: Hi Peter & team,
Assuming you had a chance to listen in the Conf. call....what is your take? Would you be inclined to sell (I would break even) and buy later or just hold?
Thanks!

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Read Answer Asked by Silvia on November 08, 2017

• Savaria Corporation (SIS $20.48)
  • $20.48 P/E (TTM): 27.16X Cap: $1.46B
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Q: Can you please comment on SIS earnings?
Thank you
Karim

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Read Answer Asked by Karim on November 08, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.26X Cap: $18.39B
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• Heartbeam Inc. (BEAT $1.37)
  • $1.37 Cap: $46M
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Q: Good Morning.

With recent results:
BEAT, Buy, Sell or Hold?
AVO, Buy, Sell or Hold?

Thanks, cathy

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Read Answer Asked by Catherine on November 08, 2017

Q: Gentlemen.
I did not find the 5I all Covered companies list (summary)
Thanks
Best regards

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Read Answer Asked by Djamel on November 08, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: Do you know when RRX is to report their quarter? (my online account shows Nov 7th, however I think that's wrong)

Is there any consensus numbers for RRX? Thanks!

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Read Answer Asked by Darcy on November 08, 2017

• Miscellaneous (MISC)
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Q: My question is about at what percentage level of a total portfolio do you trim a half position. If you suggest trim a full position at 7 or 8% of a total portfolio, what percentage do you trim a half position? Is "the rule of thumb" still at 7 or 8% of a total portfolio or do you suggest a lower percentage?......Tom

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Read Answer Asked by Tom on November 08, 2017

• GreenPower Motor Company Inc. (GPV $4.39)
  • $4.39 Cap: $15M
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Q: I see that GreenPower Adopted a Shareholder Rights Plan.
Could you explain what this means for a novis investor?

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Read Answer Asked by Richard on November 08, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Hi there, thank you for the quick response to my question. Quick follow up, could this be a great opportunity to buy more for a quick trade, if SC/NYX settle with WH in next two days? What down side risks do you see for share price here for a quick trade? Thanks!

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Read Answer Asked by Hussein on November 08, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.67)
  • $128.67 P/E (TTM): 17.62X Cap: $29.73B
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Q: Please comment CGI 's results. I am a long time holder and wondering if it's a hold or I could buy more. Thank you

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Read Answer Asked by André on November 08, 2017

• WSP Global Inc. (WSP $283.35)
  • $283.35 P/E (TTM): 45.48X Cap: $36.55B
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Q: comments on earnings please?

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Read Answer Asked by blake on November 08, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: HI,
Maybe my math in not accurate but if WH pays 3.67$ for 40.7M shares, this would result in about 150M cash (or about 1$ / share). if this is wright, would not this be positive for the share price? or my math is wrong?

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Read Answer Asked by Nick on November 08, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Hi there, can you please provide further clarification to your response on NYX today. Why would William Hill want to block the take over? Would it not just hurt their holding in NYX? Unless they want to hold out for more cash for their preferred shares then what the take over offer is for? Would that not push the share price possibly higher, not lower, on speculation for a higher bid from Scientific? Somewhat confused here with the share price reaction. Can you tell if William Hill has increased their holding in NYX recently for a possible move on NYX themselves, shaking out weak holders today with this move? Thanks!

PS: the new site upgrades looks great!

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Read Answer Asked by Hussein on November 08, 2017

• Ag Growth International Inc. (AFN $38.97)
  • $38.97 Cap: $752M
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Q: I'm 84 and invest for income with some growth. We have full positions on 23 holdings in our joint account, with a value of over $900G. I'm considering trimming some of the loftier positions and taking a half position in AFN for income and growth. It is a rather small company but seems to have good prospects in Asia. Can I have your comments on AFN. Thanks, Ted

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Read Answer Asked by Edward on November 08, 2017

• Ag Growth International Inc. (AFN $38.97)
  • $38.97 Cap: $752M
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Q: Hi guys,
I am thinking of investing in this company. What do you think of this company? The dividend is great but is it sustainable?
Thank you
Jane

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Read Answer Asked by Jane on November 08, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.03)
  • $22.03 P/E (TTM): 19.49X Cap: $2.26B
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Q: Now that they have reported good 3rd quarter earnings and with Xmas approaching would this be a good time to buy an half or full position?

Thank you,

Bob

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Read Answer Asked by Robert on November 08, 2017

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: Please comment on the latest quarter. Buy, sell or hold? Can you suggest a same sector replacement with stronger momentum but pays a dividend? Thanks

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Read Answer Asked by Richard on November 08, 2017

• NYX Gaming Group Limited (NYX $2.39)
  • $2.39 Cap: $258M
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Q: Why the adverse market reaction to NYX today?

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Read Answer Asked by Mike on November 08, 2017

• Sylogist Ltd. (SYZ $8.04)
  • $8.04 Cap: $177M
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• Savaria Corporation (SIS $20.48)
  • $20.48 P/E (TTM): 27.16X Cap: $1.46B
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• DIRTT Environmental Solutions Ltd. (DRT $0.69)
  • $0.69 P/E (TTM): 17.42X Cap: $132M
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• Altus Group Limited (AIF $59.95)
  • $59.95 P/E (TTM): 7.12X Cap: $2.63B
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Q: Do you have a small cap replacement suggestion for DRT in a TFSA ? Thank you

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Read Answer Asked by Paul C. on November 08, 2017

• KP Tissue Inc. (KPT $9.50)
  • $9.50 P/E (TTM): 21.45X Cap: $95M
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• Roland Mineral Enterprises Corp. (RME $0.22)
  • $0.22 Cap: $32M
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Q: Hello
Can you comment on RME and KPT 3rd quarter earnings?

Also for RME can you give me the cash flow to debt ratio you often refer to?

Thank you
Stephane

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Read Answer Asked by Stephane on November 08, 2017

• Algoma Central Corporation (ALC $16.87)
  • $16.87 P/E (TTM): 6.6X Cap: $683M
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Q: Please comment on ALC's latest earnings. Revenue appears to be up but earnings lower possibly due to one time items which boosted earnings in 2016.
Thank you,
Jim

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Read Answer Asked by James on November 08, 2017