Investment Q&A

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.

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

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

Q: Can you share your thoughts on the update provided by New Flyer.
Thanks
John

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

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

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.

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.

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

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!

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.

Q: Good Morning,
Any comments on the new CEO appointment announced this morning for Photon?
Thanks

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?

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

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

Q: Why did MTY drop so much today and would you add at these prices?

Q: Good Morning
Is this deal with SIS today a positive ? Is the family involvement in this deal a positive development for the company ?
Thank You
Clarence

Q: Boston Pizza has a P/E=22.8 and a yield of about 8% and a buy rating. What is your view of this company? Reliable yield? Low debt level? Future growth projections? A good buy for income?
Thanks.

Q: Pertaining to the proxy fight, if I fail to vote, is my vote counted towards the current board, counted at all, or to the new directors as proposed by medison?

Thx

kelly

Q: Following close scrutiny of the available information to date, I have decided to support Johnathan Goodman in his battle with Medison. This is essentially a war between two men as no one else at Knight or Medison has more than 35000 shares (one person) and the rest have basically none. Goodman has double the number as Medison. I predict Goodman will add to his position before May 7 - he could afford as many shares as he wants/needs to succeed.
However, kudos to Jakobsohn, despite my extreme cynicism towards his motives - he will control the 28% of his company that knight owns plus get control of almost $800M in cash that he did NOT raise, Goodman did - as this process has unquestionably devalued Goodman's reputation and I am sure he will be working at full potential to restore it and long before his tired grandchildren timeline evolves. When/if he wins, he could do a $2B deal the next day as raising any extra funds would receive widespread market support. Can Jakobsohn claim the same?