Investment Q&A

• Miscellaneous (MISC)
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Q: Hi. I am presently rebalancing my daughter's RDSP. She currently has three stocks (BCE, BNS and PPL) as well as TD Canadian equity and TD US Equity. I would like to add more stocks to her plan and, perhaps, reduce the TD Canadian Equity. Could you please suggest four stocks for consideration? Thanks, JR

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Read Answer Asked by John on August 22, 2017

• Invesco Global Listed Private Equity ETF (PSP)
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Q: Hi Peter and group: I am interested in the above noted ETF for an approximate 3% holding in my RRSP. I think you touched on this ETF recently, but am wondering if you could shed further light as regards volatility, expense ratio, (seems very high at 2.2%) and overall risk. My risk tolerance is moderate and the hold would be for several years. I also currently hold ZWH, ( 6 %) in my RRSP for U.S. exposure .

Thanks for the great service

David

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Read Answer Asked by david on August 18, 2017

• Cineplex Inc. (CGX)
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• Boyd Group Income Fund (BYD.UN)
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• Magna International Inc. (MG)
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Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks

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Read Answer Asked by Ian on August 15, 2017

• BSM Technologies Inc. (GPS)
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Q: Can you please comment on the earnings for $GPS-BSM Technologies Inc

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Read Answer Asked by Valter on August 15, 2017

• H2O Innovation Inc. (HEO)
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Q: Hello! Do you have any insight into why HEO is down sharply lately? I really the space this company is in but the stock is getting very frustrating.
Thanks, Chantal

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Read Answer Asked by Chantal on August 14, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX)
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Q: Could I please have your comments on Onex's recently announced earnings. Thank You.

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Read Answer Asked by Brian on August 10, 2017

• Pollard Banknote Limited (PBL)
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Q: Hi Been following this company for a while and earnings looked strong today. Always amazed how many people buy lottery tickets. I never have but would be ok participating in a company that profits from it. Your thoughts are always appreciated. Chris

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Read Answer Asked by christopher on August 10, 2017

• Stars Group Inc. (The) (TSGI)
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Q: This stock is classified as technology but wouldn't also be classified as consumer discretionary because because it is gambling?

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Read Answer Asked by Carla on August 10, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: Peter, Ryan and co, l understand why revenues are flat for FRIi when same store sales are up and 31 new stores were opened. How are the franchise fees structured?

Thanks for your insights.

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Read Answer Asked by Leo on August 04, 2017

• EcoSynthetix Inc. (ECO)
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Q: Could you please provide your assessment on their Q2 and YTD results that were released last night?

Keep up the excellent work.

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Read Answer Asked by karl on August 04, 2017

• Ballard Power Systems Inc. (BLDP)
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Q: Ballard Power just released their earnings yesterday. Could you comment on this earning and the company in general?

Thanks,
Adam

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Read Answer Asked by Adam on August 04, 2017

• CRH Medical Corporation (CRH)
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Q: What did you think about the CRH conference call? Are you still confident mgmt can turn things around with the acquisitions they have promised in the remainder of 2017?

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Read Answer Asked by Adam on August 04, 2017

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Can I get your opinion on Air Canada?

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Read Answer Asked by Scott on August 03, 2017

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Thank you team for all the great insight into companies I have invested well since joining 5i Research. Would appreciate your thoughts on cargo jet CJT and if it would be suitable for a long time hold.

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Read Answer Asked by Desmond on August 02, 2017

• Loblaw Companies Limited (L)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, currently I hold these stocks as part of my consumers staples. Thinking of selling L and moving funds into one of the other names. Which would be best? Can you rank these? Thanks!

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Read Answer Asked by Keith on July 27, 2017

• Jamieson Wellness Inc. (JWEL)
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Q: Hi, what are your thoughts on JWEL and its valuation ? Bunch of analysts initiated coverage, today on the stock with fairly positive bias and higher price targets. Is it worth starting a small position at this point?
Thanks

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Read Answer Asked by rajeev on July 26, 2017

• People Corporation (PEO)
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Q: People reported Q3 results on Monday - comments?

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Read Answer Asked by Richard on July 26, 2017

• Grande West Transportation Group Inc. (BUS)
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Q: With news out this morning that BUS will have its first profitable quarter and production is ramping up would it be a good time at add to an existing position? It sounds like some of the execution risk is starting to be eliminated.

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Read Answer Asked by Edward on July 24, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: FRII continues to drop. Would you be a buyer at these levels or wait until there is some upwards momentum? When does it next report and what do you expect from the company?

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Read Answer Asked on July 20, 2017

• Assure Holdings Corp. (IOM)
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Q: Hello.
At the moment Assure Holdings reminds me of CRH or PHM before the market took notice and the explosive share price gains that followed. Can you comment on valuation and overall as a speculative position? It looks quite cheap to me albeit a very limited public reporting history. Keystone recently recommended the stock as a spec buy. I'm interested to get 5i's take. Thanks.

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Read Answer Asked by Scott on July 20, 2017