Investment Q&A

• Capital Power Corporation (CPX $61.33)
  • $61.33 P/E (TTM): 21.44X Cap: $9.54B
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Q: CPX took a hit following their last quarter, but they did raise their dividend and still have around a 50% payout (correct?). With the lower price, I am considering buying some, mainly for the dividend as opposed to capital gains (I'm retired and always looking for income). Some questions:
- has their coal-plant issue been satisfactorily resolved
- is their debt level in line with other power producers
- what do you think of their movement towards renewables
- do you consider the dividend sustainable (yeah, I know . . . )
- how successful have they been in meeting estimates
- would you buy today for income (I already hold AQN and NPI)

Thank-you

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Read Answer Asked by grant on October 31, 2017

• Acadian Timber Corp. (ADN $15.68)
  • $15.68 P/E (TTM): 18.89X Cap: $286M
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Q: Peter and team what can you tell me about this company , is it a good investment or not .
Jim

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Read Answer Asked by James on October 31, 2017

• Great Plains Metals Corp. (GPS $0.14)
  • $0.14 Cap: $7M
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Q: I know you don't like the average down idea.... However I have half a position in BSM and am wondering if you think it would be fine to move to a full position now that things have settled with the company?

Damian

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Read Answer Asked by Damian on October 31, 2017

• Kinaxis Inc. (KXS $174.61)
  • $174.61 P/E (TTM): 102.96X Cap: $4.89B
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Q: Would you buy Kinaxis prior to earnings or wait till after ? No position in it now.
Thanks !

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Read Answer Asked by Denis on October 30, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: Could let me know what the earnings estimate is for current quarter??

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Read Answer Asked by Al Nawaz on October 30, 2017

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: After you have listened to the conference call can you please comment on CSU.
Thanks

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Read Answer Asked by maida on October 30, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: I am interested in knowing what percentage of Spin Master's sales are to Toys R Us? And if the percentage is significant how do you see the company compensating for the loss of this customer in terms of future sales? That is who do you see stepping in to fill this void?

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Read Answer Asked by John on October 30, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: Hi team,

TOY dropped by more than 7% on Friday, apparently in sympathy with Mattel. Do we know what % of TOY's sales will be affected without ToyRUs? Do we know how much ToyRUs owes TOY,(Actual number or as % of receivables)? Without ToyRUs, what other outlets TOY could use (brick&mortar or online)to sell its product? Are any of these outlets already sell TOY's product? How fast can TOY adjust/respond to these changes? How much Christmas sales are expected to be affected because of this disruption in the company's sale of its product?

Thank you for being the go-to-person for small investors!

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Read Answer Asked by Saeed on October 30, 2017

• Winpak Ltd. (WPK $44.08)
  • $44.08 P/E (TTM): 14.1X Cap: $2.67B
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Q: Hi guys,

Any word on why WPK is down about 10% this morning?

Elmer

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Read Answer Asked by Elmer on October 27, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: Is there something going on with TOY today, the stock is down over 5%. Is this a good entry point?
Thanks

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Read Answer Asked by Nancy on October 27, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: Why the steep drop today? Any news?

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Read Answer Asked by Theresa on October 27, 2017

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Alimentation Couche-Tard Inc. (ATD $76.33)
  • $76.33 P/E (TTM): 19.8X Cap: $70.66B
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Q: I have held Parkland for several years and up about 29.54% Have a full position. Held in RRSP account. Since peaking at $32.45 in May PKI is under significant downward Pressure. Tine to move on? Maybe replace with Couche_Tard. Your thoughts .Thanks

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Read Answer Asked by David on October 27, 2017

• Richards Packaging Income Fund (RPI.UN $28.22)
  • $28.22 P/E (TTM): 15.42X Cap: $322M
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Q: Hi, Could you please comment on Richards Packaging Earnings. Thanks

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Read Answer Asked by rajeev on October 27, 2017

• Winpak Ltd. (WPK $44.08)
  • $44.08 P/E (TTM): 14.1X Cap: $2.67B
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Q: Greetings Peter and 5i Team

Your thoughts on WPK's latest earnings would be most appreciated.

Basil

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Read Answer Asked by basil on October 27, 2017

• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 24.77X Cap: $1.52B
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Q: Savaria reports earnings on Nov.8.
What is the outlook? How often did they miss earnings in the past?
Thank you very much.

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Read Answer Asked by Uli on October 27, 2017

• Acadian Timber Corp. (ADN $15.68)
  • $15.68 P/E (TTM): 18.89X Cap: $286M
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Q: Can I get your currents thoughts on Acadian with its current earnings release, time to add, hold???

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Read Answer Asked by Nino on October 27, 2017

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: Please comment on earnings. Thank you.

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Read Answer Asked by Dan on October 27, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: After the price drop recently, do you think it's a buy now?

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Read Answer Asked by Liping on October 27, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Hi I cant find any news on this but it sure is under a lot of downward pressure .Any thoughts
Stan

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Read Answer Asked by Stan on October 26, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $20.59)
  • $20.59 P/E (TTM): 26.71X Cap: $2.07B
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Q: Hi There,

Is there any concern about toys r' us bankruptcy, and how it may effect Spinmaster going forward. I was told by a friend that they were the largest retail partner. Do you have any info / numbers pertaining to this?

Thanks!

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Read Answer Asked by Jamie on October 26, 2017