Investment Q&A

• People Corporation (PEO)
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Q: Hi,

Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.

Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?

thank you

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Read Answer Asked by Rino on January 12, 2021

• Photon Control Inc. (PHO)
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Q: I want to increase my holding in Photon Control considerably. It has an amazing balance sheet and it seems cheap given technology valuations. However, can you help me understand Photon's market and customer base? For example, i read that Apple has begun creating their own semiconductors for optimal hardware/software synergy. Will Photon's clients eventually do this, too?

Best,
Jacob.

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Read Answer Asked by Jacob on January 12, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Please explain why you have moved SHOP from your Growth Portfolio to BE. Thx.

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Read Answer Asked by Penny on January 11, 2021

• CAE Inc. (CAE)
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Q: What do you think about the announcement that CAE has procured a contract with the US Airforce?

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Read Answer Asked by Bryan on January 11, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Currently own Kinaxis in my TFSA. Considering selling half to also purchase Lightspeed. Which do you think has the greatest growth potential? Thanks.

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Read Answer Asked by Dr Lorraine on January 11, 2021

• Constellation Software Inc. (CSU)
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Q: my purchase of csu stock settled jan 8. would I still receive Topicus shares?

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Read Answer Asked by hal on January 11, 2021

• Knight Therapeutics Inc. (GUD)
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Q: Hi folks, waited for tax loss season and bought full position in Knight for my TFSA . What significance, if any, does..."Signed a new exclusive distribution agreement with Gilead for the continued commercialization of AmBisome in Brazil, effective Jan. 1, 2021.", have for Knight. The potentials with Knight seem pretty good...even if they work at a snail's pace. Overall opinion on company into 2021. Thanks as always, jb Piedmont QC

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Read Answer Asked by John on January 11, 2021

• Constellation Software Inc. (CSU)
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Q: It looks like CSU has paid a dividend of "topicus.com inc svs" shares - at least they've popped up in my brokerage account. Would you please fill me in on what has happened.

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Read Answer Asked by Brenda on January 11, 2021

Q: I'm using your growth portfolio and would like to add some larger cap exposure/hedge using your balanced portfolio. What I'm thinking is to take one position from the balanced portfolio in each sector that your growth portfolio participates at a 5% position. Would you tell me which names you would use from the balanced portfolio and what percent you would suggest?

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Read Answer Asked by Gregory on January 11, 2021

• NFI Group Inc. (NFI)
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Q: Looking at its stock price chart NFI turned the corner late last year and is making steady progress upward. How do you assess it going forward?

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Read Answer Asked by Ronald on January 11, 2021

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Mainly follow your balanced portfolio. Should I sell AQN and buy BEP.UN . As well would you purchase Aritzia and AC today. As well give me 3 growth names for the next year.
T Steve

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Read Answer Asked by Stephen on January 11, 2021

• Boyd Group Services Inc. (BYD)
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Q: Would you be comfortable buying BYD for a long-term hold at today's levels? Do you believe in it as must-own growth stock? Thanks.
*edit:. Not a must-own company, rather, a great company to own for a long-term hold as part of a diversified portfolio. Thanks.

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Read Answer Asked by Jeff on January 11, 2021

• Boyd Group Services Inc. (BYD)
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Q: On the most recent BI model portfolio Boyd gets an A- rating. The most recent report I could find on this company is from Jan 2019 with a B+ rating. Is there a more recent report that I'm missing and could you post a link?

Thanks

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Read Answer Asked by Dennis on January 11, 2021

• Xebec Adsorption Inc. (XBC)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Your delightful Jan 8 article,5 themes for 2021, mentions Bepc,a star performer,& Sedg. On Jan 4 ,u mentioned XBC,BEPC & NPI as the 3 growth names in Ren.Energy growth. Is it ok to buy XBC & Bepc after they & the sector has appreciated so much.Thanks for u usual great services & views. All the Best for 2021 & continued great views & services

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Read Answer Asked by Peter on January 11, 2021

Q: I would like to add a few positions from your portfolios. I have a relatively short horizon. Can you please:
- list the names in your portfolios that are cross listed between USD and CAD?
- Can you please list them in order of your preference for buying today?
- And to help me not make any mistakes, can you please include the exact tickers in NYSE and TSX?

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Read Answer Asked by Mahdi on January 08, 2021

• Constellation Software Inc. (CSU)
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Q: The other day under the CSU newsfeed and story came out about the subsidiary Harris bulking up. Maybe because of Topicus I am paying more attention but: Is this a way for CSU to indicate a further potential spinout? I was thinking of selling some CSU (for reasons you suggested others were earlier today) but then again (if reasoned true) this seems an extraordinary opportunity to let them engineer further upside for the stock owner. Is this a reasonable position to take?

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Read Answer Asked by Gerald on January 08, 2021

Q: What 3 cdn stocks in your portfolios provide the best long term value right now. I am growth oriented and would likely just add to exisiting positions.

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Read Answer Asked by Jordan on January 08, 2021

• Constellation Software Inc. (CSU)
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Q: Stock seems to be on steady daily decline last few weeks and yet, to my knowledge, no news and market doing well overall during this period.
Any info or simply profit taking?
thanks
Sherrill

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Read Answer Asked by Sherrill on January 08, 2021

• ECN Capital Corp. (ECN)
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Q: After a fairly large run up, is ECN still considered cheap?

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Read Answer Asked by Mike on January 08, 2021

• Xebec Adsorption Inc. (XBC)
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Q: Hi 5i Team - Could you provide some fundamentals for Xebec Absorption including P/E, cash on hand and cash flow, debt, insider ownership and anything else you think is particularly important. The stock has risen so quickly that I am not sure whether the fundamentals justify it or it has simply become a 'must own' stock for investors. Do you feel the growth potential is still there. I am having some difficulty trying to decide if I should sell a portion of my holdings or hold on for a longer term.
Thanks.

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Read Answer Asked by Rob on January 08, 2021