Investment Q&A

• Savaria Corporation (SIS $21.05)
  • $21.05 P/E (TTM): 30.75X Cap: $1.51B
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Q: Hi Peter and Team,
My question is about Savaria's subscription receipts from the recent issue. When do you think sis.r will start trading or will they?
Many thanks,
NEM

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Read Answer Asked by Nancy on May 11, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Question relates to the current short position on Home Capital. With the recent 60% plus drop, I assume a lot of short covering occurred. With today's run up north of $10, I am wondering if the shorts are gearing up again. What do you think 5I and pls advise what % of float is shorted currently

As always, thanks!

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Read Answer Asked by Harry on May 11, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Is the HCG movement up speculation or is the situation improving for the company?
Thank You

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Read Answer Asked by Peter on May 11, 2017

• WSP Global Inc. (WSP $277.82)
  • $277.82 P/E (TTM): 45.26X Cap: $36.30B
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• Stantec Inc. (STN $146.13)
  • $146.13 P/E (TTM): 43.86X Cap: $16.75B
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Q: Could you comment on Stantec earnings? Is it time to dump this for WSP?

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Read Answer Asked by Brian on May 11, 2017

• Sylogist Ltd. (SYZ $8.20)
  • $8.20 Cap: $191M
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• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.58X Cap: $619M
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Q: Please your comments on reults of GUD & SYZ released today.Thanks for your normal great services & views

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Read Answer Asked by Peter on May 11, 2017

• Stantec Inc. (STN $146.13)
  • $146.13 P/E (TTM): 43.86X Cap: $16.75B
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Q: May you please comment on Stantec' earnings? What are your long terms views on the stock? Would you take advantage of today's' weakness to establish a full position in the stock ?

Thx

Karim

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Read Answer Asked by Karim on May 11, 2017

• Sylogist Ltd. (SYZ $8.20)
  • $8.20 Cap: $191M
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Q: NCIB for 10% of its public float.Please comment,Thanks for u normal great services & views

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Read Answer Asked by Peter on May 11, 2017

• Sylogist Ltd. (SYZ $8.20)
  • $8.20 Cap: $191M
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Q: Their quarterly earnings seemed ok despite the drop in share price (albeit on low volume). Would you be comfortable with me bringing this investment up to a full position from my current half position?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 11, 2017

• Aimia Inc. (AIM $3.16)
  • $3.16 Cap: $300M
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Q: I currently own AIM.PR.A. It is down 30% today and is under $10.

Simply, would you hold or sell this position?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 11, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: Good morning,
I am curious about HCG and its recent stock price rise.
If other banks/investors are taking a stake in this company by assuming responsibility for the mortgages within, how does this add value to HCG? I am assuming that the "insurers" are doing to collect the mortgage premiums.
Thanks
rick

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Read Answer Asked by Richard on May 11, 2017

• GreenSpace Brands Inc. (JTR)
  • P/E (TTM): -0.5X Cap: $2M
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Q: Can you explain what happened between Aumento Capital and Greenspace Brands?

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Read Answer Asked by CAMERON on May 11, 2017

• Miscellaneous (MISC)
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Q: A comment on your response to Ken today on defining a half/full position.You totally confused me with the short answer sent him. This link, perhaps, explains thing s more precisely:
https://seekingalpha.com/article/3361795-what-makes-a-full-position-or-half-position-in-a-dividend-growth-portfolio

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Read Answer Asked by Stephen on May 11, 2017

• Stantec Inc. (STN $146.13)
  • $146.13 P/E (TTM): 43.86X Cap: $16.75B
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Q: is the drop today significant? this seems like a very solid long term company. am I missing something? many thanks.

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Read Answer Asked by M.S. on May 11, 2017

• TELUS Corporation (T $22.75)
  • $22.75 P/E (TTM): 35.39X Cap: $34.76B
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Q: The Telus earnings release includes a statement that they raised the Q dividend 7.1% to .4925 (from .48). Looks to me like a 2.6% increase. Am I missing something here? Perhaps the 7.1% (incorrectly) includes a 2nd increase that they may make later this year (as they did in 2016)?? Thanks

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Read Answer Asked by Gary on May 11, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Spartan Energy Corp. (SPE $6.68)
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Q: Hi guys looking at spartan energy recent quarter it looks excellent they have roughly the same production as raging river but a little higher debt they are 2.40 and raging river at 8.00 what's gives here your insight please. Thanks Jamie

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Read Answer Asked by Jamie on May 11, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.01)
  • $80.01 P/E (TTM): 16.1X Cap: $14.06B
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Q: Can you explain the pullback in CCL.B today and would you consider this an enhanced buying opportunity?

Thanks!

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Read Answer Asked by Glen on May 11, 2017

• Costco Wholesale Corporation (COST $976.69)
  • $976.69 P/E (TTM): 56.78X Cap: $431.07B
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• Home Depot Inc. (The) (HD $395.62)
  • $395.62 P/E (TTM): 27.11X Cap: $397.35B
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Q: Your thoughts on HD? Are the other similar stocks you like better and why.

Thanks for your support.

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Read Answer Asked by Mark on May 11, 2017

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $166.78)
  • $166.78 P/E (TTM): 17.18X Cap: $9B
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Q: A curiosity: Canadian Tire beat all analysts estimates in sales, revenue( +7.6% and beat estimates) profits( up 26%), etc.... rep0rted this AM.... yet stock is down considerably....
how would you interpret this for going forward?
How do you see this company in short and long term?
Thanks

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Read Answer Asked by lyle on May 11, 2017

• Miscellaneous (MISC)
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Q: Peter; In your experience are there any comparable times , I.e. Nixon, as to what the market does during an impeachment? Thanks. Rod

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Read Answer Asked by Rodney on May 11, 2017

• Exco Technologies Limited (XTC $6.80)
  • $6.80 P/E (TTM): 9.74X Cap: $258M
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Q: Do you still feel confident in xtc as a long term hold? Do you think the dividend growth will continue?

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Read Answer Asked by Carla on May 11, 2017