Investment Q&A

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi. Did you get some more info on XBC (see 2020-08-11 Q&A below).
Thank you as always.
Paul D.
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Q: Hi team,
Please provide your thoughts on the quarter out of XBC.
Thanks!

Asked by David on August 11, 2020
5I RESEARCH ANSWER:
Revenue of $19.6M was $1M ahead of estimates; EPS loss was slightly below. Revenue rose 53% but EBITDA shifted to negative $0.1M from +$1.8M and was below estimates. Backlog rose $22M to $85.5M. Cash is $60M. Revenue guidance was maintained but costs have increased and profit guidance has been retracted, which will disappoint some. Some of the additional costs are Covid-related. The conference call is later today and we will get more info.

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Read Answer Asked by Paul on August 13, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.64X Cap: $1.49B
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• goeasy Ltd. (GSY $124.43)
  • $124.43 P/E (TTM): 8.71X Cap: $1.89B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 109.16X Cap: $862M
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Q: Please comment on earnings. Thanks.

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Read Answer Asked by Rick on August 13, 2020

• goeasy Ltd. (GSY $124.43)
  • $124.43 P/E (TTM): 8.71X Cap: $1.89B
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Q: Hi Team,

Can you please comment on the quarter out of GSY?

Thanks!

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Read Answer Asked by David on August 13, 2020

• Exchange Income Corporation (EIF $76.63)
  • $76.63 P/E (TTM): 28.89X Cap: $4.17B
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Q: Please comment on Q results of EIF.Txs for u usual great services & views

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Read Answer Asked by Peter on August 13, 2020

• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.64X Cap: $1.49B
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Q: please comment on recent Q results of SIS.Is it time to add my 3.5% pos.Txs for u usual great services& views

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Read Answer Asked by Peter on August 13, 2020

• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Please comment on Q results of GC. Txs for u usual great views & services

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Read Answer Asked by Peter on August 13, 2020

• CAE Inc. (CAE $36.78)
  • $36.78 P/E (TTM): 26.85X Cap: $11.68B
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• ATS Corporation (ATS $34.15)
  • $34.15 Cap: $3.34B
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Q: Hi Team,

Can you comment on the quarterly results of these 2 companies?

Thanks!

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Read Answer Asked by David on August 12, 2020

• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $972M
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• Boyd Group Services Inc. (BYD $216.23)
  • $216.23 P/E (TTM): 207.78X Cap: $6.01B
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Q: Please comment on earnings of byd.
How did the conference call go for WELL yesterday?

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Read Answer Asked by Rick on August 12, 2020

• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.64X Cap: $1.49B
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Q: What are the Expectations of SIS Savaria for 2nd quarter. Been on a good run last month. What are the expectations for the rest of the year. Barry F

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Read Answer Asked by Barry on August 12, 2020

• WELL Health Technologies Corp. (WELL $3.91)
  • $3.91 Cap: $972M
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Q: Hi team,

Can I get your thought on the quarter out of WELL?

Thanks!

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Read Answer Asked by David on August 11, 2020

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Hi team,

Please provide your thoughts on the quarter out of XBC.

Thanks!

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Read Answer Asked by David on August 11, 2020

• Premium Brands Holdings Corporation (PBH $91.91)
  • $91.91 P/E (TTM): 61.56X Cap: $4B
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Q: Please comment on their earnings from last week and your outlook going forwards. Thanks

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Read Answer Asked by Rick on August 11, 2020

• ATS Corporation (ATS $34.15)
  • $34.15 Cap: $3.34B
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Q: Greetings to you all. My question is about ATA. Is this Co. and the business that they are in, a good investment at this time. I'm looking at a 3/5 years time frame. Many thanks Joseph.

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Read Answer Asked by Joseph on August 10, 2020

• Income Portfolio (Income)
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Q: Hi,

If one is looking to adopt one of your model portfolios, how do we go about doing that? That is, is there a best time to buy, is there a certain amount of money that you recommend we start with, etc.

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Read Answer Asked by Handika on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.77)
  • $83.77 P/E (TTM): 19.06X Cap: $15.15B
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Q: Greetings 5i Team - Your thoughts on the latest earnings, please.

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Read Answer Asked by basil on August 10, 2020

• TMX Group Limited (X $51.15)
  • $51.15 P/E (TTM): 31.33X Cap: $14.33B
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Q: Can you please comment on the TMX group recently announced earnings. Would you recommend buying at today's price? Thank You.

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Read Answer Asked by Brian on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.77)
  • $83.77 P/E (TTM): 19.06X Cap: $15.15B
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• Winpak Ltd. (WPK $43.65)
  • $43.65 P/E (TTM): 13.82X Cap: $2.64B
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Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

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Read Answer Asked by Roy on August 07, 2020

• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 72.7X Cap: $68.25B
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• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 100.4X Cap: $4.94B
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Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

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Read Answer Asked by John on August 07, 2020

• Questor Technology Inc. (QST $0.42)
  • $0.42 Cap: $9M
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Q: The q numbers, are not a surprise to me...are they better or worse than your expectations? It is the comments found in the president's message also in the Outlook section of the release which I need help deciphering, They sound very positive; do you buy all these opportunities for qst, all the optimism she talks about? How much of this is company spin?

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Read Answer Asked by Harry on August 07, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi, could you please comment on Parkland earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020