Investment Q&A

• Kinaxis Inc. (KXS $170.89)
  • $170.89 P/E (TTM): 101.84X Cap: $4.79B
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Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.

Harvey

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Read Answer Asked by Harvey on August 10, 2017

• Gamehost Inc. (GH $11.69)
  • $11.69 P/E (TTM): 9.41X Cap: $241M
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Q: Any comments on their latest quarter?

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Read Answer Asked by Keith on August 10, 2017

• Sun Life Financial Inc. (SLF $83.02)
  • $83.02 P/E (TTM): 20.78X Cap: $47.18B
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Q: Can you please comment on the earnings for $SLF. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Exco Technologies Limited (XTC $6.33)
  • $6.33 P/E (TTM): 10.16X Cap: $243M
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Q: Is this a buy for a three year time frame or do you think confidence is gone from the name?

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Read Answer Asked by Carla on August 10, 2017

• Premium Brands Holdings Corporation (PBH $88.85)
  • $88.85 P/E (TTM): 59.85X Cap: $3.96B
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Q: Hi, could you please post street estimates for Revenue, EPS and EBITDA, for this quarter. Thanks

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Read Answer Asked by rajeev on August 10, 2017

• Knight Therapeutics Inc. (GUD $6.13)
  • $6.13 Cap: $611M
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Q: GUD. GUD seems to have reached a turning point today, do you agree ?

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Read Answer Asked by Serge on August 10, 2017

• Savaria Corporation (SIS $22.08)
  • $22.08 P/E (TTM): 26.19X Cap: $1.58B
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Q: I have a question about Savaria Corp. When will you do an updated Company Report/5i Opinion?

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Read Answer Asked by Paul on August 10, 2017

• WSP Global Inc. (WSP $251.80)
  • $251.80 P/E (TTM): 37.89X Cap: $32.88B
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Q: Hello! Could you please comment on WSP latest results and explain the stock weakness as the quarter looked good to me.
Thank you,
Chantal

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Read Answer Asked by Chantal on August 10, 2017

• WSP Global Inc. (WSP $251.80)
  • $251.80 P/E (TTM): 37.89X Cap: $32.88B
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Q: Can you please comment on the earnings for $WSP. Thanks Valter

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Read Answer Asked by Valter on August 10, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Comments on earnings? Is it a buy at these levels?

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Read Answer Asked by Carla on August 09, 2017

• H&R Real Estate Investment Trust (HR.UN $9.89)
  • $9.89 Cap: $2.72B
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Q: Hello, you have mentioned before that HR.UN has $6 billion in debt. When I look at the data on TMX Money the company has a market cap of just over $6 billion. A) Does that worry you to see that the debt and the market cap are of about the same magnitude? B) What is HR.UN debt-to-cash flow ratio? Is that too high? HR.UN is not performing well in 2017, may be this is just cyclical I don't know. Regards, Gervais

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Read Answer Asked by Gervais on August 09, 2017

• H&R Real Estate Investment Trust (HR.UN $9.89)
  • $9.89 Cap: $2.72B
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Q: Hi.. The distribution on HR.UN is beginning to get into nosebleed territory. Is this buy or run signal-for a longer term income holding Regards gary

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Read Answer Asked by Gary on August 09, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.56)
  • $84.56 P/E (TTM): 19.06X Cap: $15.15B
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Q: Morning team,

Could you please comment on CCL's Q2 results and why you think the market has reacted negatively.

Thanks for your thoughts!

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Read Answer Asked by Tristan on August 09, 2017

• Stantec Inc. (STN $139.45)
  • $139.45 P/E (TTM): 35.22X Cap: $15.90B
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Q: Please comment on the quarter?

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Read Answer Asked by blake on August 09, 2017

• Kinaxis Inc. (KXS $170.89)
  • $170.89 P/E (TTM): 101.84X Cap: $4.79B
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Q: Good Morning team

As I'm writing this KXS is down 15% this morning.
Would this be a good time to add some, sell, or wait and see.
Current portfolio weight 2.5%. Thanks. Sam

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Read Answer Asked by sam on August 09, 2017

• Kinaxis Inc. (KXS $170.89)
  • $170.89 P/E (TTM): 101.84X Cap: $4.79B
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• Savaria Corporation (SIS $22.08)
  • $22.08 P/E (TTM): 26.19X Cap: $1.58B
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Q: I thought I was reasonably patient and comfortable with a reasonable amount of volatility . . . but it is still disconcerting to see a 12% drop in both KXS & SIS in the first two months after adding them to my TFSA! And KXS looks to be even more in free-fall this morning.
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?

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Read Answer Asked by Lotar on August 09, 2017

• Stella-Jones Inc. (SJ $82.87)
  • $82.87 P/E (TTM): 13.92X Cap: $4.65B
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Q: Pleaase coment on the quarter?
Thx

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Read Answer Asked by blake on August 09, 2017

• AirBoss of America Corp. (BOS $4.20)
  • $4.20 Cap: $114M
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Q: Hi 5i team, could you comment on Q2 results? Do you interpret management's comments as signs BOS is turning the corner? Thank you, Eric

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Read Answer Asked by Eric on August 08, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.56)
  • $84.56 P/E (TTM): 19.06X Cap: $15.15B
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Q: Could you please comment on CCL Industries earnings. Thanks

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Read Answer Asked by rajeev on August 08, 2017

• Kinaxis Inc. (KXS $170.89)
  • $170.89 P/E (TTM): 101.84X Cap: $4.79B
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Q: Kinaxis has just reported. What do you think of the results ? Thanks!

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Read Answer Asked by Thomas on August 08, 2017