Investment Q&A

• K-Bro Linen Inc. (KBL)
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Q: Hello - I'd really like to take a position in K-Bro, but I have questions:

1) K-Bro appears to be expensive. If I'm getting correct information, the TTM P/E ratio is about 26. Is that correct? Would you not agree that this is expensive? I really don't see this as a growth stock to justify such a high multiple.

2) What is a reasonable P/E multiple range for a company like this?

3) Going forward do you see decent dividend growth?

Thanks for you valuable service.

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Read Answer Asked by James on November 21, 2016

• Kinaxis Inc. (KXS)
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Q: Dear 5i
A short time ago i got stopped out of this stock but not until i had about a 40% gain (thanks). Do you still see strong earnings growth for this stock over the next year or two ? I`d like to get back into this stock but wanted your opinion first .
Thanks
Bill

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Read Answer Asked by Bill on November 21, 2016

• Parkland Corporation (PKI)
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Q: Hello 5i Team,

Would it be better to buy PKI in a TFSA or a cash account? Provide reasoning please. Thank you for all you do!

Pamela

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Read Answer Asked by Pamela on November 21, 2016

• TIO Networks Corp (TNC)
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Q: Could you provide insight into TNC's recent financials as follow-up to Kim's question. Specifically, what did you learn from the conference call?

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Read Answer Asked on November 18, 2016

• Enbridge Inc. (ENB)
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• Parkland Corporation (PKI)
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Q: Hi guys,

I am debating on adding to parkland fuel or starting a new position with enbridge. Also,are they both worthy of a full position (3%)

Thanks,

Jim

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Read Answer Asked by jim on November 18, 2016

• Parkland Corporation (PKI)
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• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?

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Read Answer Asked by Patrick on November 18, 2016

• DH Corporation (DH)
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Q: Good morning Peter, Ryan, and Team, I'm curious about 5i's "Industrial" sector classification of DH. Both TMX and Bloomberg have it in the "Technology" sector. Part of my rationale for keeping it or not would be its sector. Thanks in advance for any clarification.

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Read Answer Asked by Jerry on November 18, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: I am currently holding WPK after having switched to it from CCL.B a few months ago when it seemed to get a bit over valued. I just noticed that there seems to be some negative correlation on these two stocks and I don't really understand why that would be since I always thought that these companies were very similar. Can you explain this and do you think it is a good time to start getting back in to CCL.B or should I just stick with WPK. Thanks

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Read Answer Asked by John on November 18, 2016

• DH Corporation (DH)
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Q: In a press release dated Nov.10 DH announced agreements to amend debt covenants. What does this mean? Thx

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Read Answer Asked by blake on November 18, 2016

• Miscellaneous (MISC)
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Q: Gentlemen I was advised to keep all the Canadian stocks that pay a $US dividend in $US accounts.

Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.

Thanks very much

Sheldon

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Read Answer Asked by Sheldon on November 18, 2016

• Constellation Software Inc. (CSU)
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• Knight Therapeutics Inc. (GUD)
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Q: I am thinking of putting my TFSA of 70 000$ equally between CSU ans GUD.

Would that make sense ?

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Read Answer Asked by Serge on November 18, 2016

• Stars Group Inc. (The) (TSGI)
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Q: IF THE 24 DOLLAR OFFER FAILS WHERE DO YOU SEE AMAYA GOING IN THE FUTURE? MY OWN THOUGHTS ARE THAT IT MAY BE A GOOD THING AS I BELIEVE THIS COMPANY STILL HAS A CHANCE TO BE A HOME RUN FROM HERE. DO YOU AGREE THAT ONLINE GAMING (WAGERING) HAS A BETTER CHANCE OF HAPPENING WITH TRUMP AS PRESIDENT. THANKYOU

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Read Answer Asked by John on November 17, 2016

• Premier American Uranium Inc. (PUR)
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Q: I have a question about Pure Technologies would you still be ok with this as a top pick . thank you . any news is apreciated.

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Read Answer Asked by cliff on November 17, 2016

• Sylogist Ltd. (SYZ)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew

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Read Answer Asked by Andrew on November 17, 2016

• Great Canadian Gaming Corporation (GC)
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Q: Hi there, I saw GC is selling off today - would this be a good entry point for a full position or does the news out today change the perspective on this company?

Thanks!

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Read Answer Asked by Michael on November 17, 2016

• RDM Corporation (RC)
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Q: First look at RDM's Q4 results look very good. Your thoughts? Does RDM's stock price really reflect that this Company reports in US dollars and the stock trades in $CAD?

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Read Answer Asked by Charles on November 17, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: CCL is roughly flat over the last 12 months and down significantly in October even after reporting what I would consider decent earnings. I understand the sector rotation going on after the US election might have played a part in October's decline but are there other things going on that are of concern? Is the debt level a concern? The stock just keeps drifting lower. I have half a position and was wondering if now would be a good time to purchase the other half?

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Read Answer Asked by Richard on November 16, 2016

• Stars Group Inc. (The) (TSGI)
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Q: Hi folks,I am perplexed by trading of Amaya,currently in $19's when the $24 takeover offer seems like a slam dunk. Am I missing something?? I have 400 shares at $20.20,held thru thick & thin and don't understand why stock would not be trading at or near $24 range.Why shouldn't I buy more in $19's and tender to $24 offer,thanks for clarifying situation for me,jb

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Read Answer Asked by John on November 16, 2016

• DH Corporation (DH)
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Q: Do you think that there are there further short attacks going on, tax loss selling, or does someone know something that they aren't sharing?

Is it time to bail on DH?

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Read Answer Asked by Dano on November 16, 2016

• Questor Technology Inc. (QST)
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Q: Questor released Q3 and my first thought is that they looked better than expected including their outlook for Q4. Also their cash position has gone up since the beginning of the year. Your thoughts?

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Read Answer Asked by Charles on November 16, 2016