Investment Q&A

• Gamehost Inc. (GH $11.74)
  • $11.74 P/E (TTM): 9.29X Cap: $242M
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Q: Hi guys,

What is your opinion on this company. Is it a buy at this time?

Thanks

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Read Answer Asked by Mark on May 16, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.46)
  • $4.46 P/E (TTM): 31.79X Cap: $42M
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Q: Would you be comfortable with TPK now?and is the dividend safe.
You mentioned before that it might be a takeover target...why do you think this?
Also with a new facility coming online is there so much extra demand for its product or is it gonna be overcapacity?
Would you prefer something else in the space?

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Read Answer Asked by Josh on May 16, 2017

• Morguard Corporation (MRC $116.32)
  • $116.32 P/E (TTM): 5.45X Cap: $1.24B
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Q: CAn you comment on their earnings last week and long term picture?

Thanks

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Read Answer Asked by kelly on May 16, 2017

• Chartwell Retirement Residences (CSH.UN $20.40)
  • $20.40 P/E (TTM): 93.36X Cap: $6.20B
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Q: Hi, I would like to know if you think Csh.un is fine to keep. Fortunately i'am up 37% so thinking of selling for the profit.
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad

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Read Answer Asked by Brad on May 16, 2017

• Enghouse Systems Limited (ENGH $19.86)
  • $19.86 P/E (TTM): 14.44X Cap: $1.08B
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Q: Big drop in Enghouse today.
Do you think there has been another development at Google or amazon?

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Read Answer Asked by richard on May 16, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 Cap: $18.39B
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Q: Comments on AVO earnings please - thanks

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Read Answer Asked on May 16, 2017

• Constellation Software Inc. (CSU $3,253.86)
  • $3,253.86 P/E (TTM): 73.54X Cap: $67.84B
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• Enghouse Systems Limited (ENGH $19.86)
  • $19.86 P/E (TTM): 14.44X Cap: $1.08B
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Q: Can you give me the projected revenue and earnings for 2017 and 2018 (and 2019 if available) for these two companies, thanks.

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Read Answer Asked by Michael on May 16, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $19.71)
  • $19.71 P/E (TTM): 25.57X Cap: $1.96B
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Q: Just got an email from TD about TOY.
pin Master Corp.

Short Description: Secondary Offering of Common Shares via Bought Deal
Price: $40.75 CDN per share.
Settlement: On or about May 24, 2017.

Any comments?

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Read Answer Asked by Madeline on May 16, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $74.06)
  • $74.06 P/E (TTM): 27.63X Cap: $2.45B
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Q: What are all the experts saying on the BAD pricing, Is it a buying oppurtunity, or a risky hold

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Read Answer Asked by Mark on May 15, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Is the drop in value of ECI in line with their earnings miss? Seems like a bigger correction than one would expect. I've read your comments from last week, but wonder if today's price action may alter the view at all?

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Read Answer Asked by Dawn on May 15, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $74.06)
  • $74.06 P/E (TTM): 27.63X Cap: $2.45B
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Q: Hi All!

Just a quick comment for whats its worth

5i Research Answer:
A couple of notes, first.
Badger has a much longer public history than PSN. We have heard the 'no competitive advantage' argument against BAD ever since it went public.



I often had to deal with hydrovacs trucks. One day I was driving around a clean Harbors super - who had worked as a BAD foreman for a few years before. We were looking at a couple of his C.H. hydrovacs doing a job. He pointed out to me that for the same job, the BAD trucks would have been in and out of there in 4 hours while the Clean Harbors trucks which were there sucking for over 8 hours were not done yet.

Feel free if you want to use
Have a good week! Dom

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Read Answer Asked by Dominic on May 15, 2017

• Premium Brands Holdings Corporation (PBH $91.22)
  • $91.22 P/E (TTM): 61.33X Cap: $4.04B
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Q: Hi Guys Can I have your comments on PBH
Kind Regards
Stan

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Read Answer Asked by Stan on May 15, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Good day 5i Team. Enercare dropped like a bomb on Friday. Yet BMO reports they had a record 1st Q...Is it just profit taking...or something else?? is this a good time to buy more? I own 2% of my very balanced PFs which have some growth some income but mostly balanced


Thanks for this incredible site!

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Read Answer Asked by El-ann on May 15, 2017

• Knight Therapeutics Inc. (GUD $6.19)
  • $6.19 Cap: $611M
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Q: Your April 27, 2017 response says GUD's patience does not mean anything is wrong. Goodman is currently away in Israel for discussion with Medison
Biotech. Hope GUD goes commercial in 2017. Any comment on this move ?

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Read Answer Asked by Serge on May 15, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: hello
Would you consider Enercare a buy at these levels?
I'm looking for a solid dividend payer with a product or service that we can all relate to. Thanks

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Read Answer Asked by Carlo on May 15, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $74.06)
  • $74.06 P/E (TTM): 27.63X Cap: $2.45B
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Q: Hi Peter and Team,
Could you please comment on Marc Cohodes short report. Could BAD possibly be another Poseidon Concepts?

Thanks

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Read Answer Asked by Victor on May 15, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.99)
  • $84.99 P/E (TTM): 19.06X Cap: $15.15B
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• WSP Global Inc. (WSP $247.80)
  • $247.80 P/E (TTM): 36.81X Cap: $32.17B
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Q: Which one of these 2 companies would you choose
to buy today and why?
Thank you.

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Read Answer Asked by Uli on May 12, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Please comment on AYA earnings?

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Read Answer Asked by blake on May 12, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 Cap: $18.39B
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Q: Hi folks,Avigilon avo/t getting hammered this morning ahead of Q results Monday. Any thoughts or opinions,anything to do with a short report?? Holding stock so just wait for Q results as looks like investors are bailing for whatever reason, thanks for the help, jb

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Read Answer Asked by John on May 12, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Hi team, Would you pls. comment on ECI's fin. results.
Thank you

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Read Answer Asked by Silvia on May 12, 2017