Investment Q&A

• NFI Group Inc. (NFI $15.25)
  • $15.25 Cap: $1.82B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Premium Brands Holdings Corporation (PBH $93.18)
  • $93.18 P/E (TTM): 45.67X Cap: $4.15B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 27.47X Cap: $1.50B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $19.40)
  • $19.40 P/E (TTM): 17.04X Cap: $1.95B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I'm looking to add 3 new positions to my TFSA. Which 3 Stocks would you recommend.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on August 10, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
  • View ZCL Profile
  • View Questions on ZCL

Q: Please provide your opinion on Q2 results.

Thanks.

Upvote 0

Read Answer Asked by Brian on August 10, 2018

• Knight Therapeutics Inc. (GUD $5.89)
  • $5.89 Cap: $582M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Please comment on earnings. Thanks.

Upvote 0

Read Answer Asked by Chris on August 10, 2018

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL

Q: IPL reported their earnings today what do you think of them.

Upvote 0

Read Answer Asked by don on August 10, 2018

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
  • View Questions on IPL
• Algonquin Power & Utilities Corp. (AQN $8.12)
  • $8.12 Cap: $6.21B
  • View AQN Profile
  • View Questions on AQN

Q: May i please get your opinion on the latest quarterly results for Inter Pipeline and Algonquin Power. Thank you very much.

Upvote 0

Read Answer Asked by Donald on August 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: TCN is nearing a retest of its all time high. Whats your assessment including the latest earnings and guidance ? Thank you.

Upvote 0

Read Answer Asked by Paul on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.11)
  • $77.11 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Hi, Could you please comment on CCL earnings release. CC just ended and there was this constant chatter about every single raw material price going higher and impacting profitability. Innovia seems to have taken the most impact with $35 mln in the hole. Price increases to Innovia customers may only happen in 2019. Silver Line :CEO did mention that profitability of the company still fairly reasonable in H1, even with high raw material costs, any price increases will bode strongly for the results in H2 and beyond. Thanks

Upvote 0

Read Answer Asked by rajeev on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.11)
  • $77.11 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Can you please comment on $CCL.B Earnings and how the Market might react.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.11)
  • $77.11 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.00)
  • $5.00 P/E (TTM): 21.91X Cap: $217M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Can I get you to comment on CCL.b's earnings and grade it on a scale from 1 to 10 (10 being the best).

Can I get you to comment on Andrew Peller's earnings and assess their growth profile and debt on the balance sheet?

Thanks.

John

Upvote 0

Read Answer Asked by john on August 10, 2018

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
  • View Questions on ITC

Q: ITC reported earnings late Thursday. Seemed good across the board. Could you provide an assessment and what the future for the stock might hold. Is it getting close to making believers of skeptics?

Upvote 0

Read Answer Asked on August 10, 2018

Q: Can you please discuss tax treatment of distributions in TFSA, RRSP and investment accounts.
Thanks for your service,
Stebe

Upvote 0

Read Answer Asked by Steve on August 10, 2018

• American Hotel Income Properties REIT LP (HOT.UN $0.39)
  • $0.39 Cap: $30M
  • View HOT.UN Profile
  • View Questions on HOT.UN

Q: Could you please comment on the latest results. Thank you

Upvote 0

Read Answer Asked by Ian on August 10, 2018

• Cipher Pharmaceuticals Inc. (CPH $14.93)
  • $14.93 P/E (TTM): 24.34X Cap: $377M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH

Q: CPH has showed some recent strength lately. That being said, is it time to switch out of the name and take advantage of the price pull back that COV is experiencing?

Upvote 0

Read Answer Asked by WAYNE on August 10, 2018

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
  • View CIX Profile
  • View Questions on CIX

Q: What is your outlook on CIX?

I'm baffled why the stock price is down when they're ahead of the revenue estimate and they're putting in place a $1B stock repurchase plan.

Would you buy this stock today or there are another stock in this space that your would prefer?

Upvote 0

Read Answer Asked by Maurice on August 10, 2018

• Covalon Technologies Ltd. (COV $2.05)
  • $2.05 P/E (TTM): 26.5X Cap: $56M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: I just want to say that I appreciate your professionalism and level headed advice. I was able to sit and buy COV on the dip and now am sitting up 14%. Thank you and keep up the great work!

Upvote 0

Read Answer Asked by Brandon on August 10, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI

Q: What are your plans regarding the takeover of ECI...selling or waiting it out? Sold all of mine and bought or topped up positions in TCL, PBH. Thinking about topping up CGX...we'll see what it's quarter looks like tomorrow.

What are your plans regarding the 6.67% cash position in the Income portfolio? In the past you have indicated you are not keen on having large cash positions.

Thanks...Steve

Upvote 0

Read Answer Asked by Stephen on August 10, 2018

• Dollarama Inc. (DOL $176.51)
  • $176.51 P/E (TTM): 39.51X Cap: $49.11B
  • View DOL Profile
  • View Questions on DOL
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.11)
  • $77.11 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Descartes Systems Group Inc. (The) (DSG $134.17)
  • $134.17 P/E (TTM): 56.45X Cap: $11.40B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Which one would you pick today?

Thanks for all your support,
Mark

Upvote 0

Read Answer Asked by Mark on August 10, 2018

• Covalon Technologies Ltd. (COV $2.05)
  • $2.05 P/E (TTM): 26.5X Cap: $56M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: What are you recommending to do with Covalon Technologies.? Will the Saudi problems affect this stock? It went down a lot to begin with, seems a little better today?
Thanks, Mary

Upvote 0

Read Answer Asked by Mary on August 09, 2018

• Parkland Corporation (PKI $38.79)
  • $38.79 P/E (TTM): 23.02X Cap: $6.78B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: With regard to Zack's comment about McCreath shorting PKI, the question should be read again. McCreath was shorting TFII at about $33 a few months ago, like I said.

Upvote 0

Read Answer Asked by james on August 09, 2018

• Constellation Software Inc. (CSU $3,813.79)
  • $3,813.79 P/E (TTM): 96.25X Cap: $81.32B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: You recently made a comment about CSU taking a big hit? I wasn’t aware of this. When did this happen, how much did it decline and why? Is it still a buy?

Upvote 0

Read Answer Asked by Carla on August 09, 2018