Investment Q&A

Q: Are the EPS estimates on the 5i company profile pages accurate? I noticed a significant difference between the SHOP EPS estimates provided in answers and the EPS estimates on the 5i company profile page for SHOP.

Here's the example:
Question Asked by Kerri on January 22, 2020
5I RESEARCH ANSWER:
SHOP Feb 12; $0.24 EPS; $481M revenue.

I'm guessing this is the estimate for QTR1 (12/19)

5i Company profile page for SHOP
Current Estimate
QTR1 (12/19) -0.21,
QTR2 (03/20) -0.30
FY1 (12/19) -1.24

Why so different?

Q: Hi guys I know you are probably a bit sick of answering questions about Sylogist but just trying to get my head around how they operate. During the last year the company stated "the Company repurchased a total of 191,900 common shares at an average price of $12.81 for a total cost of $2.5 million." So with no debt and 53 million of cash on hand why wouldn't Mgmt. buy the bulk of the shares that are now being offered up at below $9 a share. IN other words if the shares had value at $12.81 wouldn't the shares be even a more prudent purchase now? Also I show a Return on Equity of above 30% yet the shares are trading for what they were 5 years ago. How does one square that? Has the P/E multiple come down that much, and if so why?

One strange idea that runs through my head is this company does so little to support the share price (e.g. also no press releases) maybe this is intentional so that Mgmt. is buying up shares at these much lower values?

Much thanks to any insights you may to give.
Stuart

Q: is there any new information about wsp?

Q: Hi, 5i team
I have been trying to follow your balanced portfolio but I haven’t bought TOY yet. I guess I was hoping to see some huge drop of the price to get in. Due the big sell off today, do you recommend to initiate a full position today? Do I need to wait a couple of days until the dust settles?
Thanks in advance!

Q: Could you please comment on Savaria 2020 outlook. Thanks. Zoran

Q: Hi 5i
I know COV was removed from your portfolio but if you still held it (as I decided to do) ... how much more time would you give it to "show me" a reason to continue to hold it?
Is there any optimism left for this one?

Thanks
Mike

Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce

Q: Can you explain why a section 85(1) deferred tax rollover is not available to shareholders of BYD.un?

Q: If someone own NFI and has only a 1.5% weight noticed that in your portfolio only 1.7% would you be comfortable buying more or is this considered a small weight and see what happened for the next quarter or 2 before adding?

Thanks

Q: It would appear that although this is a solid company it is down about 5% at the moment. One analyst did downgrade it to hold. The criticisms of the company seem to be the pay structure (transparency) and minimal growth due to an M&A slowdown. Both of these concerns speak to management. Are you able to provide any information on the management team? Are they strong, experienced with a stake in the company? At this time I am thinking it is a good buying opportunity despite its lack of momemtum.

Appreciate your insight.

Paul F.

Q: Hi,

Do you have any concerns about GSY..I saw cbc marketplace video on goeasy/ easyhome...they seem to be operating like a loan shark with interest rates which are barely legal...Wondering if you could give your thoughts and/ or suggest an alternative. Thanks.

Regards

Shyam

Q: Comment on earnings please

Q: Hi Peter and 5i:
May I have your opinion about the MG Outlook statement today. The EPS growth will come from share buybacks for the foreseeable future (3 years)? 5i went to half position in September 2019 in Balanced portfolio. Would you still hold MG going forward at a half position? MG has had nice dividend increases and do you anticipate this would continue?
Thank you for stellar advice. Thank you.

Q: Peter; With the recent cold snaps and heavy snow would this not benefit Boyd more than usual. I live in the Vancouver area and ICBC has had over 14,000 accident claims in the past three days - and now NL is getting plus many US
regions.
Rod

Q: in your report you down graded NFI. So is the dividend safe for a dividend investor. What would indicate the dividend was going to be cut.

Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon

Q: Your thoughts on Magna's press release today and what that means for stock price growth and dividend growth?

Thanks...Steve

Q: comments please on the latest acquisition? Thx

Q: SYZ is interesting. Would you start a position or add to existing based on earnings?

Q: I'm surprised that at 1 PM eastern time, that there have been no questions about BAD on a day the stock is up 4.2%. So here goes: the only news so far is of a dividend of 57 cents per share. No news of 4th quarter results yet. Is this enough to move the stock over 4%? According to Scotia iTrade, earnings are on a downward trend with 4th quarter expected at 29 cents and 1st quarter at 25 cents. I'm not sure why I would buy BAD at this point.

Many of the fundamentals are better than the industry but how important is that if there is still limited capital gains available for now. The stock is trying to break above the 20 day and 50 day MAs and is bouncing off a support established last February. But so far, momentum indicators lack enthusiasm.