Investment Q&A

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.06)
  • $5.06 P/E (TTM): 14.88X Cap: $220M
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Q: Hi there

Do you think the recent drop in Peller has anything to do with Constellation looking at listing their CDN wine business?

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Read Answer Asked by Stuart on June 07, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $39.92)
  • $39.92 Cap: $26.26B
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Q: I'm wondering your thoughts on the large $800M+ offering today. Was debt an issue for them, causing concern for the market, or do you think they are eyeing a large aquisition? Overall, do you see this as a net positive right now?

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Read Answer Asked by Kel on June 06, 2016

• Extendicare Inc. (EXE $20.55)
  • $20.55 P/E (TTM): 19.22X Cap: $1.72B
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Q: At what price would EXE start looking attractive to you guys ?

Thanks,
David

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Read Answer Asked by David on June 06, 2016

• Extendicare Inc. (EXE $20.55)
  • $20.55 P/E (TTM): 19.22X Cap: $1.72B
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Q: I know this one is not your favorite in the category, but it is well off its high, and starting to look interesting. I don't see any news to support the drop over the last few days - are you aware of anything?Would you consider initiating a position in EXE at this time, to be held primarily for income (I have held Sienna for several years)?

Thank-you

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Read Answer Asked by grant on June 06, 2016

• Extendicare Inc. (EXE $20.55)
  • $20.55 P/E (TTM): 19.22X Cap: $1.72B
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Q: The stock has been dropping last a few days. Do you have an idear what happends on the stock?

thanks.

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Read Answer Asked by Rebecca on June 06, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.06)
  • $6.06 P/E (TTM): 24.24X Cap: $646M
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Q: ANYTHING TO ACCOUNT FOR TODAY'S SELLOFF IN FCZ?

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Read Answer Asked by Douglas on June 06, 2016

• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 24.77X Cap: $1.52B
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Q: Savaria is dropping almost 4% at mid-day and I am wondering if the 5i team considers this to be the "normal" volatility for this type of small-cap investment?

Or, is there news today that would explain the price movement?

Looking forward to your informative insights!

SGR

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Read Answer Asked by SG on June 06, 2016

• Stantec Inc. (STN $134.39)
  • $134.39 P/E (TTM): 31.85X Cap: $15.32B
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Q: Is this a good entry point for Stn today

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Read Answer Asked by Tony on June 06, 2016

• K-Bro Linen Inc. (KBL $34.97)
  • $34.97 P/E (TTM): 21.19X Cap: $454M
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Q: What's troubling KBL?

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Read Answer Asked by Leonard on June 06, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.06)
  • $5.06 P/E (TTM): 14.88X Cap: $220M
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Q: Please provide your insight n this company. Results came out last evening, strong and increased dividend for 9 % but the share price continues to decline. What is happening? Thanks.

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Read Answer Asked by Rossana on June 06, 2016

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: "Constellation Software Inc. Announces Possible Cash Offer for Bond International Software plc


What will be total purchase price, Constellation needs to pay @105 pence for remaining Bond International shares, if a formal offer is made? Also, do you believe, this acquisition will add good value to Constellation Software ? Thanks

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Read Answer Asked by rajeev on June 06, 2016

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: Hi team, Im holding CSU for the last year in my TFSA account which is a 14 % holding , it hasn't done much over the year and Im thinking of selling the shares and replacing it by KXS , PBH or AEM , which of the 3 do you suggest.......Thanks.

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Read Answer Asked by Costa on June 06, 2016

• Stantec Inc. (STN $134.39)
  • $134.39 P/E (TTM): 31.85X Cap: $15.32B
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Q: I am looking to buy some Stantec, do you think this is a good entry point now for long term investment

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Read Answer Asked by Tony on June 06, 2016

• RDM Corporation (RC $5.44)
  • $5.44 P/E (TTM): 24.1X
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Q: I've searched and only found one question on RDM Corp (RC). I have a small position and looking to add more for a long term holding. Can you provide an assessment of its growth prospect and whether to add more, or an alternative in the same industry.
Thanks again. John C

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Read Answer Asked by john on June 03, 2016

• Richards Packaging Income Fund (RPI.UN $28.22)
  • $28.22 P/E (TTM): 15.42X Cap: $322M
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Q: Richard's Packaging Income fund (RPI,UN) appears to be on an upswing this week. Are there any rumors fueling this upward swing? I haven't been able to find any recent news since the hefty increase in their dividend in early April.

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Read Answer Asked by Linda on June 03, 2016

• Richards Packaging Income Fund (RPI.UN $28.22)
  • $28.22 P/E (TTM): 15.42X Cap: $322M
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Q: I bought a few shares of RPI.UN for the 10% dividends. It does nothing but go up. A few dollars turned to a lots of good dollars. I have been thinking of selling it since $11, but every time I check, it goes up. Not enough shares to start trimming. Hate to do my usual, watch it go up and then down. Where do you think RPI.UN is heading?

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Read Answer Asked by Marian on June 03, 2016

• Canaccord Genuity Group Inc. (CF $11.79)
  • $11.79 Cap: $1.20B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.06)
  • $6.06 P/E (TTM): 24.24X Cap: $646M
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Q: My question was on cannacord. Bought at $11.00 earnings don't look good and compensation is an issue. What company in the same space would fit as a replacement. I think I have dead money for a while. What in your opinion would be a fair takeover price.

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Read Answer Asked by Helen on June 03, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.06)
  • $5.06 P/E (TTM): 14.88X Cap: $220M
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Q: What are your thoughts on Andrew Peller's (ADW.A) earnings? What would your expectations be on fiscal 2017 earnings considering that in the first 3 quarters of 2016 ADW.A had earned $1.50 a share but in Q4 suffered a 12 cents a share loss on apparently one time items?

Thanks.

John

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Read Answer Asked by john on June 03, 2016

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Cap: $603M
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Q: Any reason GUD was up so nicely on some pretty heavy volume Thursday?

Thanks

Sheldon

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Read Answer Asked by Sheldon on June 03, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.45)
  • $85.45 P/E (TTM): 18.76X Cap: $14.91B
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Q: After buying CCL.B at $98 less than two years ago, I've just sold off my small position, figuring -- based on my very amateurish technical analysis skills -- that it's in a range of between $180 and $235. I'd like to buy it back again later in the summer. Would you agree or disagree with my thesis, and if you agree, at what price would you put in a standing order? Also, my concern about CCL.B at $235 was the 25 PE multiple my Investorline account shows. I know you like to say "pay up for good companies," but a 25 PE for a label maker?

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Read Answer Asked by Peter on June 02, 2016