Investment Q&A

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi Ryan.I am up $18000. on 3100 shares of SIS..With the way it looks should I sell 1-2 of these shares or should i just hang in there. If I should sell some where would you put the$$. Thanks in advance.. Cliff

Upvote 0

Read Answer Asked by cliff on July 12, 2018

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi there, I noticed SIS has been halted. What are your thoughts regarding the acquisition of Garaventa Lift?

Thanks!

Upvote 0

Read Answer Asked by Michael on July 10, 2018

• A&W Revenue Royalties Income Fund (AW.UN)
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: As of yesterday A & W serves Beyond Burger at all its locations, a veggie burger which has received rave reviews in the US. I think this may materially benefit revenue and profitability. People were lining up outside a location in Vaughan, Ontario to try it.

Upvote 0

Read Answer Asked by Murray on July 10, 2018

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Saw a remark onBNN on PKI about valuation being very high. How do you see present value versus PKI's growth potential?

Upvote 0

Read Answer Asked by Gerald on July 10, 2018

• Stella-Jones Inc. (SJ)
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: I note that in June you sold your entire position in SJ from the Balanced Portfolio. I hold SJ. Was your rationale for selling due to a problem with SJ or because you required cash to add TSGI?

Thank you

Michael

Upvote 0

Read Answer Asked by Michael on July 10, 2018

• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Enghouse continues to rise in price. What is your explanation for this and what do you consider its potential for further increases in market price??

Upvote 0

Read Answer Asked by Bob on July 10, 2018

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Good Morning,

Is it to late to buy Boyd and why?
Thanks
Paul

Upvote 0

Read Answer Asked by Paul on July 10, 2018

• First Capital Realty Inc. (FCR)
  • View FCR Profile
  • View Questions on FCR
  • View Reports on FCR

Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks

Upvote 0

Read Answer Asked by Stephen on July 10, 2018

• AirBoss of America Corp. (BOS)
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS
• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hold a modest amount of funds in trust for our 2 children. With a 5 year timeline, does a switch from BOS to SIS make sense in spite of recent changes in momentum for the 2 companies?

Upvote 0

Read Answer Asked by Joel on July 10, 2018

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Mr. Hodson, what is this matter about GUD being reassessed for past activities dating back to 2014. Is this a serious matter ? What is the likely outcome in your opinion ?

Upvote 0

Read Answer Asked by Serge on July 09, 2018

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Good Morning any thoughts about the news this morning in regards to the CRA tax re-assement? Looks like CRA and QRA are challenging the sale of the voucher back in 2014 and concluded that GUD owes $42MM. Gud plans on appealing this, any thoughts on this issue?
Thanks

Upvote 0

Read Answer Asked by Chris on July 06, 2018

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?

Upvote 0

Read Answer Asked by Joel on July 06, 2018

• Maxar Technologies Inc. (MAXR)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Greetings 5i Team,
Your thoughts, please, concerning MAXR's recent improving stock behaviour.
Thank you.

Upvote 0

Read Answer Asked by basil on July 06, 2018

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi Ryan any shorts on this it seems under a lot of down ward pressure
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on July 06, 2018

• Maxar Technologies Inc. (MAXR)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: I see MAXR is up about 9% today as I write this email. There doesn’t seem to be any explanation for this rise from my admittedly limited news sources. Do you know of any reason for the bump? Bye-the-way when do they report?
Thank you,
Jim

Upvote 0

Read Answer Asked by James on July 06, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Good day...I have great respect for your management of the balanced portfolio..my question is the addition of tsgi at a 4% position...this seems out of the ordinary for the way you run this portfolio...generally I have noticed that you start with a 2% position and then allow it to grow...I know you have a valid reason and I am asking to advance my knowledge of trading...thanks for your expert management....Gene

Upvote 0

Read Answer Asked by gene on July 06, 2018

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I think looking at chart at $ 16.00 SIS is a buy. When do they report next eps. I see ACORN ads on TV . Same product Chair Lift. I believe Acorn is a UK Company. Your thoughts pleas. RAK

Upvote 0

Read Answer Asked by bob on July 05, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Sleep Country Canada Holdings Inc. (ZZZ)
  • View ZZZ Profile
  • View Questions on ZZZ

Q: What are your top picks in CD and CS
Thanks

Upvote 0

Read Answer Asked by James on July 04, 2018

• Park Lawn Corporation (PLC)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: Looking 5 years out, which of these two stocks do you think have the best potential for growth in both share price and dividend?
I am thinking of switching from ECN to PLC after reading your new report on PLC.

Thanks!

Upvote 0

Read Answer Asked by Robert on July 04, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I understand the logic of "getting paid while you wait" but in this particular instance, what am I waiting for? I am now off 30%. Do you actually see this one recovering or is negative momentum going to take it down.

Carl

Upvote 0

Read Answer Asked by Carl on July 04, 2018