Investment Q&A

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Hi, 5I
What type of value does dhx represents at $6.51.
I have no clue how to judge this company and the stock went all the way down to $6 sometimes ago.
Is book value, peer valuation, PE/G or any other valuation that will direct a sense for this stock?
thanks for helping.
Claude

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Read Answer Asked by claude on June 08, 2016

• Constellation Software Inc. (CSU $2,503.18)
  • $2,503.18 P/E (TTM): 78.8X Cap: $54.41B
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Q: Hi Everyone,
Thank you for great service. My question if for Peter. If you have to own one stock today out of all stocks that you cover which stock would you pick? Thank you
Allan

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Read Answer Asked by Allan on June 08, 2016

• Savaria Corporation (SIS $25.41)
  • $25.41 P/E (TTM): 29.86X Cap: $5.81B
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Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks

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Read Answer Asked by rajeev on June 08, 2016

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: If Loblaw does sell its gas bar holdings, would this be a good purchase for PKI and how likely do you think this might be?

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Read Answer Asked by roger on June 07, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.25)
  • $5.25 P/E (TTM): 11.98X Cap: $230M
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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 $43.55)
  • $43.55 Cap: $29.56B
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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 $26.01)
  • $26.01 P/E (TTM): 24.37X Cap: $2.51B
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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 $26.01)
  • $26.01 P/E (TTM): 24.37X Cap: $2.51B
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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 $26.01)
  • $26.01 P/E (TTM): 24.37X Cap: $2.51B
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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 $5.16)
  • $5.16 P/E (TTM): 17.6X Cap: $562M
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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 $25.41)
  • $25.41 P/E (TTM): 29.86X Cap: $5.81B
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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 $120.45)
  • $120.45 P/E (TTM): 28.98X Cap: $13.94B
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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 $34.75)
  • $34.75 P/E (TTM): 21.62X Cap: $458M
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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 $5.25)
  • $5.25 P/E (TTM): 11.98X Cap: $230M
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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 $2,503.18)
  • $2,503.18 P/E (TTM): 78.8X Cap: $54.41B
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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 $2,503.18)
  • $2,503.18 P/E (TTM): 78.8X Cap: $54.41B
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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 $120.45)
  • $120.45 P/E (TTM): 28.98X Cap: $13.94B
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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)
  • P/E (TTM): 16.45X Cap: $347M
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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)
  • P/E (TTM): 16.45X Cap: $347M
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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