Investment Q&A

• Maxar Technologies Inc. (MAXR $70.54)
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Q: Hi 5i
Any idea what is causing this plunge?
Thanks

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Read Answer Asked by Gary on August 07, 2018

• Covalon Technologies Ltd. (COV $1.74)
  • $1.74 P/E (TTM): 25.0X Cap: $47M
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Q: would you be buying this today?

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Read Answer Asked by eddie on August 07, 2018

• Covalon Technologies Ltd. (COV $1.74)
  • $1.74 P/E (TTM): 25.0X Cap: $47M
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Q: Hey guys,

What's up with COV this morning?

thanks

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Read Answer Asked by jim on August 07, 2018

• Premium Brands Holdings Corporation (PBH $99.51)
  • $99.51 P/E (TTM): 68.05X Cap: $4.44B
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Q: Trying to get a better read on Premium Brands, is there negative news that relates to the recent continuous sell off? Does the $102.00 range represent a good entry point in your opinion?

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Read Answer Asked by LEN on August 07, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: In your report from May 2017 on PHO you conclude with "We expect to be increasing
the rating in the next six to nine months".

Has this expectation held up? Is an updated report in the pipeline? Your general comments on the performance of the company over the last ~15 months would be appreciated. Thanks.

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Read Answer Asked by Marco on August 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: Stock is down over 15 % since July high.

Looks like a loser. Is it time to sell ?

Are there good reasons to keep it ?

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Read Answer Asked by Guenter on August 07, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Hello Team ,
Is it time to add to Pho in my TFSA- how big was their last earnings miss and how significant is their China contract?

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Read Answer Asked by ANDREW on August 07, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: How long will TSGI remain in the dog house, apparently due to weak earnings reported by its competitor and other industry issues ? From $50 to $43 is quite a drop, with consistent decline every single day for past 2 weeks. I have noted your comments that stock is cheap, but is it for a reason ? Do you believe that upcoming TSGI earnings might help ? This one has been really volatile !! Thanks

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Read Answer Asked by rajeev on August 07, 2018

• Cineplex Inc. (CGX $10.56)
  • $10.56 Cap: $660M
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Q: I added a bit of CGX about three months ago on a "bottom fishing" basis. My intention was to see if this stock can gain some traction and then decide if I should buy more, just hold, or simply sell.

Do you know when CGX reports? What are the street expectations of the top and bottom lines, as well as the EPS? Thanks.

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Read Answer Asked by Victor on August 07, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.70)
  • $85.70 P/E (TTM): 19.29X Cap: $15.22B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $24.92)
  • $24.92 P/E (TTM): 27.87X Cap: $1.75B
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Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

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Read Answer Asked by rajeev on August 07, 2018

• Constellation Software Inc. (CSU $2,922.01)
  • $2,922.01 P/E (TTM): 73.44X Cap: $64.06B
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• Kinaxis Inc. (KXS $166.87)
  • $166.87 P/E (TTM): 103.35X Cap: $4.71B
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Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

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Read Answer Asked by Francisco on August 07, 2018

• goeasy Ltd. (GSY $133.67)
  • $133.67 P/E (TTM): 9.79X Cap: $2.12B
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Q: Hi,

5i is positive on GSY (As I do). How would you respond to Benj Gallander's argument that it is a risky stock due to its high debt load (https://www.bnnbloomberg.ca/market-call/benj-gallander-discusses-goeasy~1453874)

Thanks,
IF

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Read Answer Asked by ishay on August 06, 2018

• Covalon Technologies Ltd. (COV $1.74)
  • $1.74 P/E (TTM): 25.0X Cap: $47M
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Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

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Read Answer Asked by John on August 03, 2018

• Stars Group Inc. (The) (TSGI $37.49)
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Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

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Read Answer Asked by Peter on August 03, 2018

• Kinaxis Inc. (KXS $166.87)
  • $166.87 P/E (TTM): 103.35X Cap: $4.71B
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Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John

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Read Answer Asked by john on August 03, 2018

• Brookfield Renewable Partners L.P. (BEP.UN $38.98)
  • $38.98 Cap: $25.64B
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Q: Can I have your comments on q2
Kind regards
Stan

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Read Answer Asked by Stan on August 03, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Why is Photon being crushed for past 2 days, with large volume ? Is it the guidance for the 2nd half or some other issues ? We thought, after the China deal, it was Blue Skies !!. Thanks

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Read Answer Asked by rajeev on August 03, 2018

• Kinaxis Inc. (KXS $166.87)
  • $166.87 P/E (TTM): 103.35X Cap: $4.71B
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Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

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Read Answer Asked by lori on August 03, 2018

• Kinaxis Inc. (KXS $166.87)
  • $166.87 P/E (TTM): 103.35X Cap: $4.71B
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Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

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Read Answer Asked by Valter on August 03, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: My ECI shares are held in an RRSP and thus there are no tax issues to worry about. I am content to sit back and collect the 3.45% dividend until the deal closes in several months. So if I do nothing (IE not tender to the offer) am I correct that my shares will be
bought by BIP for cash ($29.00) upon closing?
Scot

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Read Answer Asked by Scot on August 03, 2018