Investment Q&A

• NFI Group Inc. (NFI $14.28)
  • $14.28 Cap: $1.70B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $97.50)
  • $97.50 P/E (TTM): 46.49X Cap: $4.35B
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• Savaria Corporation (SIS $22.13)
  • $22.13 P/E (TTM): 28.58X Cap: $1.57B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.68)
  • $20.68 P/E (TTM): 17.69X Cap: $2.08B
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Q: I'm looking to add 3 new positions to my TFSA. Which 3 Stocks would you recommend.

Thanks Valter

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Read Answer Asked by Valter on August 10, 2018

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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Q: Please provide your opinion on Q2 results.

Thanks.

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Read Answer Asked by Brian on August 10, 2018

• Knight Therapeutics Inc. (GUD $5.84)
  • $5.84 Cap: $581M
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Q: Please comment on earnings. Thanks.

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

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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
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• Algonquin Power & Utilities Corp. (AQN $7.82)
  • $7.82 Cap: $6B
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Q: May i please get your opinion on the latest quarterly results for Inter Pipeline and Algonquin Power. Thank you very much.

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

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Read Answer Asked by Paul on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.42)
  • $77.42 P/E (TTM): 17.11X Cap: $13.30B
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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

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Read Answer Asked by rajeev on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.42)
  • $77.42 P/E (TTM): 17.11X Cap: $13.30B
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Q: Can you please comment on $CCL.B Earnings and how the Market might react.

Thanks Valter

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Read Answer Asked by Valter on August 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.42)
  • $77.42 P/E (TTM): 17.11X Cap: $13.30B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.97)
  • $4.97 P/E (TTM): 21.65X Cap: $216M
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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

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Read Answer Asked by john on August 10, 2018

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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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?

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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

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Read Answer Asked by Steve on August 10, 2018

• American Hotel Income Properties REIT LP (HOT.UN $0.32)
  • $0.32 Cap: $25M
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Q: Could you please comment on the latest results. Thank you

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Read Answer Asked by Ian on August 10, 2018

• Cipher Pharmaceuticals Inc. (CPH $14.74)
  • $14.74 P/E (TTM): 22.96X Cap: $374M
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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?

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Read Answer Asked by WAYNE on August 10, 2018

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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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?

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Read Answer Asked by Maurice on August 10, 2018

• Covalon Technologies Ltd. (COV $2.25)
  • $2.25 P/E (TTM): 28.62X Cap: $62M
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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!

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Read Answer Asked by Brandon on August 10, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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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

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Read Answer Asked by Stephen on August 10, 2018

• Dollarama Inc. (DOL $182.60)
  • $182.60 P/E (TTM): 40.33X Cap: $50.38B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.42)
  • $77.42 P/E (TTM): 17.11X Cap: $13.30B
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• Descartes Systems Group Inc. (The) (DSG $124.03)
  • $124.03 P/E (TTM): 52.3X Cap: $10.64B
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Q: Which one would you pick today?

Thanks for all your support,
Mark

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Read Answer Asked by Mark on August 10, 2018

• Covalon Technologies Ltd. (COV $2.25)
  • $2.25 P/E (TTM): 28.62X Cap: $62M
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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

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Read Answer Asked by Mary on August 09, 2018

• Parkland Corporation (PKI $39.98)
  • $39.98 P/E (TTM): 21.03X Cap: $6.97B
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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.

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Read Answer Asked by james on August 09, 2018

• Constellation Software Inc. (CSU $3,584.85)
  • $3,584.85 P/E (TTM): 89.98X Cap: $75.96B
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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?

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Read Answer Asked by Carla on August 09, 2018