Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: Hello 5i Team,
What do you think about the short report on Stars Group? The Co. seems to have countered most of the negative points raised. Also, is the short position big and/or still growing?
Thanks for your usual help.

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Read Answer Asked by Molly on August 24, 2018

• Magna International Inc. (MG)
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Q: Hello 5i Team. My understanding is that there are 2 significant issues here. US tariffs, and recent miss on performance. I've just recently started managing my own rsp, I'm finding mg to be the toughest decision I've had to make so far. I read that the stock could drop by as much as 30% if the tariffs go through. I've read mostly positive feedback from 5i on MG. Can you help quantify the risk over the next 2 months to a year?
Thanks

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Read Answer Asked by Dan on August 24, 2018

• Stella-Jones Inc. (SJ)
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• NFI Group Inc. (NFI)
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Q: What are thoughts and expectations on these two for next 3-5 years.are they going to be alright with Trump tariffs or should I look at something else like MTY or Dollarama

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Read Answer Asked by Brad on August 24, 2018

• Maxar Technologies Inc. (MAXR)
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Q: I have a question about 966
I'm confused about Maxr. The stock price keeps going down yet insiders have been buying. What am I missing?

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Read Answer Asked by Paul on August 23, 2018

• Stars Group Inc. (The) (TSGI)
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Q: I had just recently bought this company in my TFSA prior to the 2nd quarter earnings report, and the stock has dropped over 25% since my initial purchase. It would seem that 5i still likes the company do you consider the market reaction overblown, would you consider averaging down with this company or would you hold the position for the longer term.
Thanks Tom

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Read Answer Asked by Thomas on August 23, 2018

• Cineplex Inc. (CGX)
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Q: Any rumours around re CGX? Barry Schwartz tweets have me wondering.

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Read Answer Asked by Gregory on August 23, 2018

• Photon Control Inc. (PHO)
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Q: Why PHO share price keeps going down ? Thanks

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Read Answer Asked by Hue on August 23, 2018

• Currency Exchange International Corp. (CXI)
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Q: I have a question about CX!- It seems to be dead money with no apparent prospects in sight. Would you sell it ? /what would you replace it with? (I have 12% in Financials) Thanks for your help on this

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Read Answer Asked by Terence on August 23, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Would this be a good time to add to PBH or should I wait until it reverses its downward trend?
Thank You

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Read Answer Asked by Linda on August 23, 2018

• Photon Control Inc. (PHO)
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Q: Is this continued drop in price still related to the last quarters results?

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Read Answer Asked by fwb181 on August 22, 2018

• Constellation Software Inc. (CSU)
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Q: Good Morning!! I know that 5i really likes CSU; so with the recent pull back is now a good time to start a position. 3-5% position now or average in?

Thanks

Dave.

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Read Answer Asked by David on August 22, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hello -
Is TSGI suitable for an RESP, or is there too much risk with the stock? For what it is worth, my two grand daughters are still over a decade away from withdrawing any funds from this account.
Thanks.

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Read Answer Asked by James on August 22, 2018

• Kinaxis Inc. (KXS)
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Q: I sold all my Kinaxis last week for considerable capital gain - Thank you. Should I re-enter now or wait in the expectation of lower prices? Rick.

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Read Answer Asked by Roderick on August 21, 2018

• Covalon Technologies Ltd. (COV)
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Q: With regards to Covalon and their contract with Saudi Arabia. They have stated that the current diplomatic squabble does not effect their business. Are you aware of any terms of the contract and/or delivery of product or payment schedule that has or is scheduled to happen? I'm just trying to determine if despite the rhetoric it's not effecting or delaying the terms of the contract.

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Read Answer Asked by Marty on August 20, 2018

• Covalon Technologies Ltd. (COV)
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Q: Hi, Do you consider this new contract announced this morning, significant ? Thanks

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Read Answer Asked by rajeev on August 20, 2018

• New Look Vision Group Inc. (BCI)
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Q: I like the idea of New Look Vision rolling up prescription eye glass companies. I just spent a lot for a little bit of plastic in front of my eyes. I'm not sure why BCI does not perform better. Are there a lot of intangibles in their balance sheet. My real question is whether hearing aids are part of their business. If not is there a similar company that specializes in hear aid companies?

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Read Answer Asked by Brian on August 20, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hi 5I,
If I'm not mistaken the US is slowly opening up to online gambling which clearly will benefit TSGI . My question is more related to the psychology around how fast or slow these markets are opening up. After all Vegas and all the casino operators exist so gambling itself is not a problem. How does it differ being an online industry ? I never could work this bit out.
Thanks

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Read Answer Asked by mike on August 20, 2018

• Savaria Corporation (SIS)
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Q: Can you please provide in depth analysis on competitive advantage with savaria. Also what other companies are looking to grow in this space across globally
Handicare is looking to expand into North America... any insights? They reported decent results this quarter.
Thx for your service.
Should be a public question.

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Read Answer Asked by Mohammed on August 20, 2018

• Great Canadian Gaming Corporation (GC)
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Q: A follow up to my previous question. What are your thoughts on their
report? Agree or Disagree?
Thanks

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Read Answer Asked by Herm on August 20, 2018

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: A & W issued a press release today that they are out of stock their new veggy Beyond Meat Burger and have to take it off the menu for now. It will be interesting to see if the robust sales will make a material impact on royalties.

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Read Answer Asked by Murray on August 20, 2018