Investment Q&A

• Knight Therapeutics Inc. (GUD)
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Q: Considering the tone if the release this morning on Knight's Directors, I would take a wild guess it was commissioned by Jakobsohn.
Goodman put his pharmascience shares in a blind trust. This NR is no big deal...

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Read Answer Asked by Steven on April 17, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Today’s press release about Dr. Leblanc governance report , is negative. I don’t see the date he submitted his report. Would you know ?
Can you comment on this, do you still think J Goodman will win the proxy fight, and will he make any changes should he win.
Thanks,

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Read Answer Asked by Luc on April 17, 2019

• Exco Technologies Limited (XTC)
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Q: What is your opinion on this one? I have been in it for awhile in an RRSp account with a long term horizon. Do you think this company could turn the corner or even get bought by a bigger firm like LNR or MG?

Thanks

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Read Answer Asked by Kolbi on April 17, 2019

• NFI Group Inc. (NFI)
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Q: Hello

When did you introduce NFI to your income portfolio? It’s down over the past year. Do you still consider it a good buy for income and some growth ?

Thanks Daniel

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Read Answer Asked by Daniel on April 17, 2019

• Kinaxis Inc. (KXS)
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Q: Looking back two years KXS has been a good trading stock, not so good for buy and hold, I've held a core position and have done well trading some. Technically the chart is scaring me and am thinking my trading portion should be dumped?

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Read Answer Asked by Charles on April 17, 2019

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: I know you have responded to questions about this company in early March. Given the current price decline and 5% dividend would you consider it a reasonable buy for income and longer term share price increase? As you now they have paid a special dividend from time to time.

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Read Answer Asked by angus on April 17, 2019

• Stantec Inc. (STN)
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Q: Hi Everyone at 5i! What are your thoughts on Stantec as a long term , conservative investment? Could you suggest another similar company with greater growth potential please ?Cheers, Tamara

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Read Answer Asked by Tamara on April 17, 2019

• Kinaxis Inc. (KXS)
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Q: Up sharply,then pared gains at the end.Any reason.?Is this a good time to start a postion?Thanks for u usual great services & views

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Read Answer Asked by Peter on April 17, 2019

• NFI Group Inc. (NFI)
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Q: Can you share your thoughts on the update provided by New Flyer.
Thanks
John

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Read Answer Asked by John on April 16, 2019

• Acadian Timber Corp. (ADN)
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Q: ADN has been on a down trend as of late. What do you think is the cause for it and could I get your view on the stock

Thanks
Tova

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Read Answer Asked by Tova on April 16, 2019

• NFI Group Inc. (NFI)
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Q: Good Morning
Can you please clarify Sector for NFI Group. On your Model Portfolio sector is Industrials on Portfolio Analytics is Consumer Cyclical.
Thank You
Heather

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Read Answer Asked by Heather on April 15, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Regarding the price increase from $3 to $140, you say that it was expensive at $10 and is expensive at $140. You put it into the bal. port. at $97, why would you not have bought it earlier and what is the trigger point to buy it 7 or 8 years later at $97.00. Confused & Thank You.

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Read Answer Asked by eugene on April 15, 2019

• MTY Food Group Inc. (MTY)
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Q: Been watching this for a while and more interested now after the drop. However, the largest reason for me not buying is that they seem to be largely focused on the food courts in shopping malls and I'm concerned about mall traffic in general, but the US specifically.

Are you able to tell me:
1. How dependant they are on malls in both the US and Canada (perhaps what % of their operations or revenue come from these), and;
2. How the Papa John's acquisition diversivies them from these malls (or not), and;
3. Is my concern reasonable or am I just being silly.

Thx.

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Read Answer Asked by Cameron on April 15, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Is now a good time to start a position in byd.un taking into account the 32% rise in price since the beginning of the year?
Thanks, Michael

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Read Answer Asked by Michael on April 15, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Hi 5i! Although TSGI has somewhat stabilized in a 21$-25$ range, short interest almost doubled in march, from 4M to almost 8M at the end of the month. Also, the daily order book is constantly showing selling pressure and/or weak buying, with the number of sell orders being 3x the buy orders. I would appreciate your thoughts on this situation.
Thanks and have a good weekend!

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Read Answer Asked by Stéphane on April 12, 2019

• Gildan Activewear Inc. (GIL)
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• Ag Growth International Inc. (AFN)
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Q: Which of these 2 would you add right now ( full position). I am more of a balanced equity follower but starting to shift a bit more toward income. 5 year window.

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Read Answer Asked by Tom on April 12, 2019

• Photon Control Inc. (PHO)
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Q: Good Morning,
Any comments on the new CEO appointment announced this morning for Photon?
Thanks

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Read Answer Asked by Chris on April 12, 2019

• Savaria Corporation (SIS)
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Q: What is Savaria up to this morning? Can you explain what they are now offering? It seems similar to another announcement that aggravated investors in the past few weeks but with a better price. Also, was the guidance okay?

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Read Answer Asked by Tim on April 12, 2019

• MTY Food Group Inc. (MTY)
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Q: Please comment on the new deal and your thoughts going forward? Is debt level a concern for you? The company sure has done great things in the past. THANKS

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Read Answer Asked by John on April 12, 2019

• Savaria Corporation (SIS)
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Q: Good morning 5i Team

This is a general question about secondary share offerings like the one issued by Savaria recently. In coming up with the offering price, is it typically based on a fundamental analysis of the corporations value or is it just a negotiated discount to the current market price?

Thanks as always.
Peter

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Read Answer Asked by Peter on April 11, 2019