Investment Q&A

• Crius Energy Trust (KWH.UN)
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Q: I am down approx. 30% on this stock. Would you continue to hold or move on? Thanks Clare

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Read Answer Asked by clara on November 15, 2018

• Descartes Systems Group Inc. (The) (DSG)
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Q: As a logistics company largely relying on international trade and the movement of goods, I'm surprised you did not comment specifically on the potential impact of US/China tarrifs on DSG (you did mention changes in global trade).

While obviously negative to DSG, are you able to quantify what the impacts of the tariffs might be?

Thx.

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Read Answer Asked by Cameron on November 15, 2018

• Birchcliff Energy Ltd. (BIR)
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Q: Despite a significant recent increase in the price of natural gas, Birchcliff's stock price has not substantially rebounded from its recent low value. Any explanation? Thanks!

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Read Answer Asked by Gregory on November 15, 2018

• Miscellaneous (MISC)
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Q: Hi Peter/Ryan

Looks like lots of stocks are at adjusted valuation now. I will appreciate if you can list couple dividend and bit growth sleep well stocks for RRSP account irrespective of industry.

Thanks

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Read Answer Asked by S on November 15, 2018

• Largo Inc. (LGO)
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• Savaria Corporation (SIS)
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Q: listened to the entire conference call and everything was as positive as can be, yet the stock is do, am i missing something.i think largo is minimum a 6.
savaria , is this beat down justified, i thought a 1.75 would be as far as it would go, but this is crazy.dave

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Read Answer Asked by david on November 15, 2018

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: ..what is your view on interest rates....with trade wars and the next presidential election now fully in sight, all the good news seems baked into markets. would you raise fixed income and/or utility allocations. what about moving into longer term bonds....thanks as always.

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Read Answer Asked by Curtis on November 15, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Q: Do you know what could have caused the large drop in Canadian Tire? I cannot find any news nor any negative uodates by analysts

THnaks

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Read Answer Asked by lyle on November 15, 2018

• Stars Group Inc. (The) (TSGI)
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Q: What’s the book value of tsgi?

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Read Answer Asked by Hue on November 15, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Good morning team,
What are your thoughts on the 3 acquisitions announced today? Would you add today?
Thx!

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Read Answer Asked by Silvia on November 15, 2018

• Savaria Corporation (SIS)
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• Crius Energy Trust (KWH.UN)
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Q: I am missing something with Savaria
Where is the big miss in the quarter. is it not expected with the acquisition of Garaventa, that the EBITDA would be affected. there 9 month numbers are up substantially, With the sell off today would you be a buyer now?
With Crius the sell seems warranted as they continue to disappoint. Are you willing to hold?

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Read Answer Asked by fwb181 on November 15, 2018

• ONEX Corporation Subordinate Voting Shares (ONEX)
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Q: Hi there

Any thoughts on why Onex has fallen so much since the summer?

Thanks

Stuart

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Read Answer Asked by Stuart on November 15, 2018

• Cematrix Corporation (CVX)
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Q: What is your take on CVX?
I kind of like the recent acquisition and last quarter.

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Read Answer Asked by Leo on November 15, 2018

• Sienna Senior Living Inc. (SIA)
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Q: May I please get your assessment of Sienna's latest quarterly results? Thanks!

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Read Answer Asked by Peter on November 15, 2018

• Groupon Inc. (GRPN)
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Q: Would like your thoughts on GRPN it is now at multi year lows would you consider this a good entry point and anything else you can add about the company ....thanks

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Read Answer Asked by Greg on November 15, 2018

• Photon Control Inc. (PHO)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOGL)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Boyd Group Income Fund (BYD.UN)
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• Kinaxis Inc. (KXS)
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• BMO MSCI China Selection Equity Index ETF (ZCH)
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Baidu Inc. (BIDU)
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Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie

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Read Answer Asked by Jerry on November 15, 2018

• NIO Inc. American depositary shares each representing one Class A (NIO)
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Q: This Chinese electric car assembler seems to defy market downturn. What is your opinion for holding a small position?
Thanks, Team!

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Read Answer Asked by Sigrid on November 15, 2018

• Miscellaneous (MISC)
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Q: Ryan; I’m going to implement the “ conservative “ portfolio as it suits both mine and my wife’s situation. My question is - in this volatile market would you just invest it all at once or step in over a few quarters? Thanks.
Rod

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Read Answer Asked by Rodney on November 15, 2018

• GreenSpace Brands Inc. (JTR)
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Q: Your thoughts on JTR would be appreciated.
I am a little concerned over the debt levels and lack of profitability.
Thanks for all you do.

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Read Answer Asked by Leo on November 15, 2018

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Q: Your comments on Chorus earnings and the drop in stock price, please. Buy, Hold or Sell? Thank you.

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Read Answer Asked by Kurt W on November 15, 2018

• CannTrust Holdings Inc. (TRST)
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Q: HI Peter
The numbers for the quarter were good from revenue but not profit, but the longer term numbers were good. Also, i would think for an emerging company, the revenues should be the focus, but I am assuming the market will bring it down like the rest of the cannibis stocks. What do you think of the numbers and do you think Canntrust looks good in comparison to others? Thanks

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Read Answer Asked by umedali on November 15, 2018