Investment Q&A

• K-Bro Linen Inc. (KBL)
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Q: Hi, 5i
Could you confirm the gross margin appearing on your data providerP&l
78%!
...Better than cosmetics, is it for real?
Tanks

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Read Answer Asked by claude on August 14, 2019

• CAE Inc. (CAE)
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Q: What are your thoughts on CAE's earnings, announced this morning?

Thanks.

John

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Read Answer Asked by john on August 14, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Comments please on Fiera's most recent quarter. What is holding the stock back? How concerned should I be about their debt level?
Thanks

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Read Answer Asked by Robert on August 14, 2019

• NFI Group Inc. (NFI)
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Q: comments on the quarter please?

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Read Answer Asked by blake on August 14, 2019

• Park Lawn Corporation (PLC)
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Q: I see PLC just released results which fell short of analyst expectations. Had a quick look through the latest financials and noticed increase in revenue and net income, decrease in long term debt levels however this looked to be funded by a share issue. I get that PLC is acquisitive and doesn't have the cash flow to fund all of the acquisitions. But does the constant issuance of shares concern the team at 5i? I guess stock performance to date indicates market is not worried about it. Any concerns with starting a position held in a TFSA?

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Read Answer Asked by Richard on August 14, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Am I likely to pay more for subscribing to new issue or should I wait and buy on the open market after the price is announced

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Read Answer Asked by hal on August 14, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I currently own TOY and wondered if you think it ok to increase position to a 3% weight at this time? I have a long time before retiring
Thanks

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Read Answer Asked on August 14, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Do you feel Stars Group is a worthwhile add to my portfolio at it's current price?

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Read Answer Asked by Ian on August 14, 2019

• Great Canadian Gaming Corporation (GC)
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Q: Morning guys:
Please comment on this story’s latest results
Thx mark

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Read Answer Asked by Mark on August 14, 2019

• Park Lawn Corporation (PLC)
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Q: Thanks for your insights regarding Park Lawn. Just for clarification, you mentioned PLC earned 14 cents per share. I thought they earned 19 cents adjusted.

Thanks again for your help.

John

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Read Answer Asked by john on August 14, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Hi, Could you provide your analysis of the results. Revenue seems to be solid but any reasons for EBITDA/EPS below estimates ? Thanks

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Read Answer Asked by rajeev on August 14, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: PBH beat expected Rev.& eps resulting in initial $96 H(vs $91.33 c 8/12),$90.03 L & $90.92 C.Why the reversal? Is it timely to initial a position?or you prefer others like AQN.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 14, 2019

• Sylogist Ltd. (SYZ)
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Q: I currently own SYZ for a 3% weight would you consider this weight good enough or buying more up to 4% ok?
Thanks

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Read Answer Asked on August 14, 2019

• Knight Therapeutics Inc. (GUD)
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Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?

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Read Answer Asked by Mike on August 14, 2019

• Sylogist Ltd. (SYZ)
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Q: Comments on SYZ earnings please. On the surface, they seem underwhelming although increase in dividend. What's your take on market reaction? Do you still rate it as a top growth choice?

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Read Answer Asked on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi there,

I recently reduced my positioning in Shopify and was thinking to move some of it into LSPD position. I currently already hold a smaller position in LSPD and was wondering how much a percentage weighting of a portfolio you be comfortable with in LSPD.

Thanks!

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Read Answer Asked by Michael on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: The stock is down around 8 per cent mid day as a result of the share sale - was a price announced for this and do you think this would be a good time to start a position. Thx

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Read Answer Asked by Aleem on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: with lspd down 4-5 dollars would you start nibbling or wait for pricing of secondary. dave

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Read Answer Asked by david on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What is the pricing for secondary, thanks

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Read Answer Asked by Hue on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi there, would you be comfortable bringing a portfolio weighting to 5% in this name on today’s weakness?

Thanks!

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Read Answer Asked by Michael on August 13, 2019