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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Constellation Software announced this morning of a nice acquisition of Acceo Solutions for a price of $250 mln.
Q1: Seems like a good size acquisition, after some time. With annual proforma revenue of $116 mln, how significant is this transaction ?
Q2 : What is your understanding of the proposed financing ?
" Constellation expects to finance the Acceo acquisition on a stand-alone basis. This is a continuation of Constellation’s use of leveraged capital structures to compete more effectively for larger vertical market software businesses. "
Thanks
Read Answer Asked by rajeev on January 16, 2018
Q: I have a question about A&W Revenue Royalties. The early warning report dated Jan 05 seems to boil down to A&W food services increasing (or wanting to increase) its ownership stake in A&W Revenue Royalties Income Fund from 21.1% to something in the vicinity of 24.7%. I cannot see this as anything but good news as it is essentially insiders buying significantly into the fund. My question is, is this just that and would you consider the December buy levels (slightly above the current price) a sign of confidence toward the stock price? Or, is there something else potentially going on here? Thank-you.
Read Answer Asked by Alex on January 16, 2018
Q: Good afternoon,

I have enough money to add a 5% position in one of the above companies. I know you like them all. Is there a particular one that jumps out at you at today's levels that you may consider a buy above the others? Growth being the main consideration, to be held inside a TFSA. Thanks for the great service. - Jeff
Read Answer Asked by Jeff on January 16, 2018
Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?

Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?

Thanks very much!
Read Answer Asked by Jeffrey on January 16, 2018
Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?
Read Answer Asked by Joaquin on January 15, 2018
Q: They announced the hiring of a new president recently. The article mentioned that the new hire had a background in growing the cloud business at his previous company. Was this hiring part of an orderly transition at the company and does his background suggest a new direction for the company or just a good fit for what has always been going on there? Can we expect a little "spark" to this company now?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 15, 2018
Q: 5i has pointed to RPI.un as a way to play the online shopping and package shipping theme. I’ve been very happy with this high-yielding, thin-trading stock since late 2013, but am wondering if there is any particular reason it is up sharply today. I couldn’t find any news and trading volume is not offering any clues.

Thanks for the excellent service and your useful insights.
Read Answer Asked by Steve on January 12, 2018
Q: In my TFSA I have a 3/4 position in CXI and have held it for a couple of years. Have 1/4 position in PHO. How would you view selling CXI to buy PHO? Sector not an issue and looking for the one with the greatest growth potential. Willing to hang on to CXI if you think it has a future.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 12, 2018
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