Investment Q&A

• Cineplex Inc. (CGX $11.99)
  • $11.99 Cap: $754M
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Q: Your thoughts on Cineplex earnings. Is it a hold for long term.

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Read Answer Asked by Luca on August 02, 2017

• Kinaxis Inc. (KXS $170.32)
  • $170.32 P/E (TTM): 101.84X Cap: $4.79B
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Q: HI 5iResearch, Kinaxis postponed their Investor Conference call to August 8, 2017 to report 2nd quarter earnings to June 30, 2017. Do you know what the 2nd quarter earnings were, and would the valuation today provide a good opportunity to purchase this stock for 3-5 year hold? What do you think of long term prospects vs competitors and ease of access into supply chain management?

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Read Answer Asked by Linda on August 02, 2017

• Magna International Inc. (MG $66.37)
  • $66.37 P/E (TTM): 13.43X Cap: $18.92B
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Q: I noticed that Magna is losing ground today. Is there any reason for this? I wanted to buy some magna, but would it be wise to buy it at this time or wait for Nafta negotiations?
Thank you

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Read Answer Asked by Linda on August 02, 2017

• goeasy Ltd. (GSY $119.01)
  • $119.01 P/E (TTM): 8.95X Cap: $1.92B
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Q: What are the expected earnings for GSY?

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Read Answer Asked by LUIGI on August 02, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $19.32)
  • $19.32 P/E (TTM): 25.54X Cap: $1.95B
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Q: Please Comment on earnings
Thank you
Karim

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Read Answer Asked by Karim on August 02, 2017

• Richards Packaging Income Fund (RPI.UN $28.05)
  • $28.05 P/E (TTM): 15.98X Cap: $323M
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Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

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Read Answer Asked by rajeev on August 02, 2017

• Chartwell Retirement Residences (CSH.UN $20.09)
  • $20.09 P/E (TTM): 89.86X Cap: $6.06B
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• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

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Read Answer Asked by Gary on August 01, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: good day...we have not added byd.un to our portfolio as of yet and to do so we would have to lessen our exposure to eci by 1% to make the 2% weighting in byd.un both of these are in tax protected accts at this time...does selling eci to make a full exposure to byd.un make sense at this time...cheers

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Read Answer Asked by gene on August 01, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Does 5i know anything about the chinese investor Tang Hao who now owns 15% plus of the company shares?
Thx

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Read Answer Asked by blake on August 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: You have a positive report on this company dated Jul 13, 2017 yet I no longer see it in any of your model portfolios. I'm sure I bought it when it was in the balanced portfolio. Why has this been removed?

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Read Answer Asked by Stephen on August 01, 2017

• goeasy Ltd. (GSY $119.01)
  • $119.01 P/E (TTM): 8.95X Cap: $1.92B
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Q: Your comments on goeasy recent quarterly results would be greatly appreciated. Thanks once again.
Don...

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Read Answer Asked by Donald on August 01, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Crius has been very weak of late,especially given its dividend. Any concerns re; dividend and or the company fundamentals?

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Read Answer Asked by Kim on August 01, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: crius has gotten hammered the past 2 days. is this a cdn dollar thing or something else or nothing. dave

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Read Answer Asked by david on August 01, 2017

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: I have held 1200 shares of Parkland since 2016 but it has fallen very substantially this month. Do you know of the reason? Hold,trim, sell? Your opinion please. - Ted

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Read Answer Asked by Edward on August 01, 2017

• Knight Therapeutics Inc. (GUD $6.15)
  • $6.15 Cap: $611M
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Q: GUD. GUD is pretty cheap. Good time to increase the number of shares ?

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Read Answer Asked by Serge on August 01, 2017

• Knight Therapeutics Inc. (GUD $6.15)
  • $6.15 Cap: $611M
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Q: There is a good article in the Financial post on Johnathon Ross Goodman who runs GUD. If you could link it to this note it would give the readers a better understanding of what GUD does and where it sees itself going.

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Read Answer Asked by Ric on July 31, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 Cap: $18.39B
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Q: I have held AVO for over 3 years now. I hate to take a 50% haircut but without a divided it has been a drag on my portfolio. Do you have any insights that would convince me to continue to hold on or should I just cut my losses and buy BYD.UN instead?

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Read Answer Asked by Cheryl on July 31, 2017

• Extendicare Inc. (EXE $19.88)
  • $19.88 P/E (TTM): 18.37X Cap: $1.65B
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Q: Why is exe has been going down of late? Is it related to bad news, the sector or higher interest rate? I own about 4.5% of my portfolio.Should keep holding it?

Thanks,

Paul

Paul

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Read Answer Asked by Paul on July 31, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $40.24)
  • $40.24 Cap: $26.74B
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• Gamehost Inc. (GH $11.69)
  • $11.69 P/E (TTM): 9.41X Cap: $241M
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• Acadian Timber Corp. (ADN $14.63)
  • $14.63 P/E (TTM): 17.71X Cap: $268M
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• Boston Pizza Royalties Income Fund (BPF.UN $20.40)
  • $20.40 P/E (TTM): 12.4X Cap: $485M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi team
I am looking for a high yield, safe company to invest in. I found these in your portfolios. What are your comments on those today, how do you rank them or are there any other stocks you will recommend?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 31, 2017

• Constellation Software Inc. (CSU $3,243.50)
  • $3,243.50 P/E (TTM): 75.91X Cap: $68.77B
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Q: Hi 5i, In my TFSA I have: SIS, KXS, PHO.
Just sold SHOP & GUD and took some nice profit (thanks).
I have 40K, I like to invest on CSU, would you 'get in' at current prices or can you suggest one or two stocks.
My risk is moderate to high.
Fernando

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Read Answer Asked by Fernando on July 31, 2017