Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Please comment on TOY's Q1.
Also, eps was $.09 and adjusted eps (basically adding Toys"R"Us back in) was $.22
Which eps was the consensus eps of $.16 ?

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Read Answer Asked by sandy on May 09, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Good morning Peter and his good people,
1. When is the big acquisition to close?
2. What is the probability it DOESN'T go through?
3. If it does go through, how do you think the share price will react?
Regards,
Mike
PS. Don't forget it's Mother's Day this Sunday!

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Read Answer Asked by Mike on May 08, 2018

• Constellation Software Inc. (CSU)
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Q: Please comment on the possible impact of Artificial intelligence development in various big tech on the business model of Constellation Software. Would there be a chance that CSU software replaced by AI product from Google.

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Read Answer Asked by Lai Kuen on May 08, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi, Any comments on CCL earnings release, please ? Does any specific comment stand out, like CCL Secure results, this quarter, boosted by a customer's large launch order, not likely to repeat? How do like the guidance for 2018 ? Thanks

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Read Answer Asked by rajeev on May 08, 2018

• Cineplex Inc. (CGX)
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Q: currently have only a 2% position would it be okay to ave down to make it a 3% position?

Thanks

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Read Answer Asked on May 08, 2018

• goeasy Ltd. (GSY)
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Q: Hi, can you please comment on the recent quarterly release. Thanks

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Read Answer Asked by Todd on May 08, 2018

• Gildan Activewear Inc. (GIL)
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Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?

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Read Answer Asked by Robert on May 07, 2018

• Richards Packaging Income Fund (RPI.UN)
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Q: Could you please comment on company's earnings release of May 4th, 2018. Thanks

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Read Answer Asked by rajeev on May 07, 2018

• Gildan Activewear Inc. (GIL)
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Q: Can you comment on GIL most recent quarterly earnings report? Did you find it strange that the stock was up significantly one day this week and then down significantly the next?

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Read Answer Asked by Robert on May 07, 2018

• Altus Group Limited (AIF)
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Q: My cash position is up over 4% and I was thinking of toping up AIF to a 3 % plus holding. I noticed you have a similiar cash position and last post discussed you are looking at opportunities. Would you top up AIF or should I just wait to see what you have planned.

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Read Answer Asked by Paul on May 07, 2018

• First Capital Realty Inc. (FCR)
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• Tricon Residential Inc. (TCN)
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Q: I have held these two companies for 2 1/2 years and excluding dividends my gains are 7.1% and 4.6%; which are the lowest performing stocks in my balanced portfolio. Do you see any thing happening in the next few years in these companies to improve the share price; or should I expect more of the same? Would you consider these companies to be more suited to an income portfolio vs. a balanced portfolio?

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Read Answer Asked by stephen on May 07, 2018

• AutoCanada Inc. (ACQ)
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Q: Thank you for your excellent advice. It has really been of real benefit to me over the years. Would you give me your thoughts on ACQ in light of their most recent earnings report, which led to a further sell-off in the stock price. Should I continue to hold the stock, with the view that it has potential, or should I move on? Thanks.

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Read Answer Asked by Alan on May 07, 2018

• Enercare Inc. (ECI)
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Q: Is this the time to buy , hold or sell Enercare?

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Read Answer Asked by garry on May 07, 2018

• Sylogist Ltd. (SYZ)
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Q: Hi, I am wondering why you removed syz from your income portfolio (I believe that is where it was if I remember). It looks like today we had a bit of a break out and is making new highs. The stock doesn't seem to do anything on the flashy side on any given day, but seems to be chugging upwards with a decent dividend. Please advise on your current view and todays move through the prior highs. Could it be investors seeing potential and moving into the name after earnings? Thanks.

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Read Answer Asked by Jordan on May 07, 2018

• Sylogist Ltd. (SYZ)
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Q: It seems both technically and fundamentally, Sylogist appears to be breaking out. Your comfort level at continuing to add to positions as these levels.

Cheers,

Robert

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Read Answer Asked by Robert on May 07, 2018

• Savaria Corporation (SIS)
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Q: Buy today or wait for earnings?

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Read Answer Asked by Yvonne on May 04, 2018

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Hi Ryan Can I have your comments on q1 results
Thx Stan

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Read Answer Asked by Stan on May 04, 2018

• Enercare Inc. (ECI)
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Q: Hi, Could you please comment on Enercare earnings. Thanks

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Read Answer Asked by rajeev on May 04, 2018

• Currency Exchange International Corp. (CXI)
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Q: Hi Peter and 5i team,
We hold some shares of currency exchange and it has been performing well lately. Recent news from CXI states that they have developed a digital remote deposit service . What are your thoughts? Will the company be able to stay current in the ever growing digital world .
Thanks

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Read Answer Asked by john on May 04, 2018

• Altus Group Limited (AIF)
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Q: Hi Peter and Ryan,

Pls comment on Altus Group quarter earnings report. Thank you for your help.

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Read Answer Asked by Pui on May 03, 2018