Investment Q&A

• Knight Therapeutics Inc. (GUD $6.13)
  • $6.13 Cap: $611M
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Q: GUD is consistently a top recommendation as a growth stock. Have you spoken with GUD mgmt. lately to be able provide any additional info. as to when/how they are expecting to invest some of their cash and therefore move the stock in the next six months?
Without any news, it seems that GUD will continue to drift down as the 'bored' investors continue to sell.

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Read Answer Asked by Curtis on September 05, 2017

• Kinaxis Inc. (KXS $170.27)
  • $170.27 P/E (TTM): 100.77X Cap: $4.77B
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Q: Hello Team, Would you have the short interest share count for Kinaxis? Is there a US short interest?

David

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Read Answer Asked by lori on September 05, 2017

• BRP Inc. Subordinate Voting Shares (DOO $86.91)
  • $86.91 Cap: $6.41B
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Q: Despite beat of expected EpS & Rev.,DOO was hammered this morning to a $38.81 low though recovered some to $40.30(down 2.89%)IS it due to its lower guidance.Your take please.Is this an opportunity to buy.Thanks for u usual great services & advices

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Read Answer Asked by Peter on September 05, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $752M
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Q: You have added CGX to your income portfolio because you expect lower growth in the future. I see the earnings per share growth projection for CGX (webrokker) are expected to double in the next 4 years. Do you think these estimates are too high?

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Read Answer Asked by Jerry on September 05, 2017

• Sun Life Financial Inc. (SLF $82.48)
  • $82.48 P/E (TTM): 20.75X Cap: $47.07B
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Q: I know SLF is primarily a Lifco however, does it have any indirect exposure to HARVEY relative to its' co-insurance liabilities with other insurance Cos. or Groups?? Thank you.

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Read Answer Asked by Robert on September 01, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $752M
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• Savaria Corporation (SIS $21.19)
  • $21.19 P/E (TTM): 25.67X Cap: $1.54B
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Q: Hi: I am slowly building a diversified portfolio one stock at a time. I currently have equal amounts of BNS, BEP.UN, DRG.UN, ZUE, and GUD. Which would you recommend for my net purchase CGX or SIS. Or a better choice?
Thanx

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Read Answer Asked by Valdis on September 01, 2017

• Stella-Jones Inc. (SJ $81.89)
  • $81.89 P/E (TTM): 13.59X Cap: $4.49B
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Q: Does Stella Jones stand to benefit in a major way in the rebuilding of the Texas coast? Where would I dig for more information on this prospect? Without the potential to benefit from the disaster do you think a $60.00 share price in 12 months is likely or pure imagination?
Keep up the good work!
Elmer

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Read Answer Asked by Elmer on September 01, 2017

• Cervus Equipment Corporation (CERV $19.49)
  • $19.49 P/E (TTM): 6.54X Cap: $301M
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Q: Good Morning, I am looking at Cervus Equipment as stock to consider purchasing as a consolidator in the farm and equipment dealership area. Your last report was in 2015. Could I have an update on your opinion the growth potential of this stock. of this stock. Thanks Alan

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Read Answer Asked by Alan on August 31, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $752M
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Q: I am surprised that you bought CGX in the income portfolio today. Even though it is down substantially it still trades at an EBITDA/EV multiple that is significantly higher than US comparables. I know that CGX is well-run, but has little growth and under GAAP accounting has not covered its dividend in 5 of the past 7 years. This does not seem to be a good stock for a conservative income portfolio. What am I missing? In your answer I would welcome a comparison to Corus Entertainment, which also offers little growth, but at least the dividend is well covered and would seem like a much safer choice for income.

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Read Answer Asked by David on August 31, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What are your thoughts on this company and what is the date of the next f/s release?

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Read Answer Asked by Robert on August 31, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Please confirm rumour yesterday that KWH.UN was upgraded.Thanks for u usual great services & views.

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Read Answer Asked by Peter on August 31, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi 5i, Is there any reason why this stock keeps falling, especially today, the trading volume was quite high. What do you think of its' recent earnings. Are there any shorts going on, if so approx., how many. Thanks in advance, Catherine

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Read Answer Asked by Catherine on August 31, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $752M
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Q: Alex suggested that one of the positives in CGX's favour is the number of properties it has. How many of these stores are company owned vs leased? How does this affect your assessment of the value of CGX in deciding to hold, sell .... or buy more?

Thanks.

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Read Answer Asked by Donald on August 30, 2017

• Knight Therapeutics Inc. (GUD $6.13)
  • $6.13 Cap: $611M
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Q: I've been waiting to take a position in GUD for a while now. Do you see it bottoming here and would this be a good entry point? Thanks

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Read Answer Asked by Colette on August 30, 2017

• goeasy Ltd. (GSY $119.69)
  • $119.69 P/E (TTM): 8.73X Cap: $1.94B
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Q: Any news behind the 5.8% jump in GSY yesterday?

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Read Answer Asked by Curtis on August 30, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: Hello there, I know PEO is a company that you like very much. It has been performing well as of late. Would you be a buyer at today's levels of $6.89 or would you wait for a pull back? If so, at what level would you take an initial full position? Thank you!

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Read Answer Asked by Michael on August 30, 2017

• Bank of Nova Scotia (The) (BNS $94.03)
  • $94.03 P/E (TTM): 18.2X Cap: $116.74B
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Q: How do earnings look?

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Read Answer Asked by blake on August 29, 2017

• High Liner Foods Incorporated (HLF $13.47)
  • $13.47 P/E (TTM): 8.3X Cap: $387M
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Q: Hi It has been a while since you wrote on HLF. Much has happened recently, I am wondering if you have an opinion as to if this is a good entry point. Thank you

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Read Answer Asked by Gordon on August 29, 2017

• Cineplex Inc. (CGX $11.96)
  • $11.96 Cap: $752M
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Q: I am a recent member of 5iResearch - have followed you guys for a long time and have had a lot of good ideas from you - I own Cineplex and notice you have an A- rating on the company - with the recent downturn do you still support this rating?? one of your main concerns was valuation - current prices look more interesting?

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Read Answer Asked by Karen on August 29, 2017

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.11)
  • $5.11 P/E (TTM): 15.38X Cap: $223M
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Q: On Aug 25 an early warning report was filed to the issue of ADW.B. Can you comment on this. Strikes me as quite bullish.

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Read Answer Asked by roland on August 29, 2017