Investment Q&A

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

Upvote 0

Read Answer Asked by Marvin on January 12, 2020

• Cineplex Inc. (CGX)
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

Upvote 0

Read Answer Asked by gene on January 12, 2020

• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Hi,
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?

Thanks,
Brad

Upvote 0

Read Answer Asked by Brad on January 12, 2020

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.

Upvote 0

Read Answer Asked by Paul on January 12, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY)
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hello 5i,
I am down quite a bit with TOY. Is it time to move on or stick with it with a 10 year outlook?
Stanley

Upvote 0

Read Answer Asked by STANLEY on January 10, 2020

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I see you really like this stock and mentioned a possible breakout. Can you explain your thoughts on the stock and why a possible breakout please?

Upvote 0

Read Answer Asked by Danny-boy on January 10, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
  • View GOOS Profile
  • View Questions on GOOS

Q: GOOS has been on a downward trend of late. Bought in the mid 50s. I don't think that anything fundamentally has changed? Do you still like this company as a long term hold? It sort of reminds me of DOO as I bought DOO at mid 50s, watched it go down to mid 30s, and recover to todays price at 60.
Your thoughts please.

Upvote 0

Read Answer Asked by Rudy on January 10, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
  • View GOOS Profile
  • View Questions on GOOS

Q: I have a small position in goos. Should I be worried or perhaps add to the position?
Thank you.

Upvote 0

Read Answer Asked by Lois on January 10, 2020

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: What impact will Boeing's decision to have pilot simulator training on CAE earnings in 2020 and beyond.
Thanks
Bob Rose

Upvote 0

Read Answer Asked by Robert on January 10, 2020

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Peter i know that NFI pays a big dividend, do you think that it is the right time to buy this and hold for 1 to 2 yrs

Upvote 0

Read Answer Asked by wilson on January 10, 2020

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP

Q: why is wsp up this morning

Upvote 0

Read Answer Asked by Ronald on January 09, 2020

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI
• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Of these two stocks which do you believe would provide a better return on investment over the next year and why please?

Upvote 0

Read Answer Asked by Danny-boy on January 09, 2020

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hi,

What do you think of these two companies (BYD:CA and BYD.UN:CA for the next few years and which one would you prefer?

Upvote 0

Read Answer Asked by Graeme on January 09, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: In the 5i portfolios there are 3 Consumer sector categories. Is it safe to assume that C.Cyc and Cons.Disc are the same or is there a distinction?

Upvote 0

Read Answer Asked by Jeff on January 09, 2020

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: NFI had fair bit of news over the holidays. The market seemed reasonably happy with it all. Could you give some colour to all the new bus contracts? Also, somebody on BNN was expressing concern about the competition opening up in the EV category and NFI's ability to compete. Do you have anything to add to that? I noticed one of the contracts included EV's from NFI.

TIA

Upvote 0

Read Answer Asked by Gerald on January 08, 2020

• People Corporation (PEO)
  • View PEO Profile
  • View Questions on PEO
  • View Reports on PEO
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Happy new year fellas:
which company would u suggest to buy to add to my tfsa. I have owned both in the past but am only buying one name .
Thank u
Mark

Upvote 0

Read Answer Asked by Mark on January 08, 2020

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Imperial Oil Limited (IMO)
  • View IMO Profile
  • View Questions on IMO

Q: I am invested in the balanced portfolio and would like to understand what makes SU more attractive than IMO?
EPS and D/E appear similar and the SU dividend is slightly higher.
P/E for SU is 14 vs 9.6 for IMO.
Thank you for sharing your insight.

Upvote 0

Read Answer Asked by Delbert on January 08, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Can you please comment on their acquisition announced this morning? What do you think about issuing stock to make it?Thanks

Upvote 0

Read Answer Asked by Rob on January 07, 2020

• Alaris Equity Partners Income Trust (AD.UN)
  • View AD.UN Profile
  • View Questions on AD.UN
• Maverix Metals Inc. (MMX)
  • View MMX Profile
  • View Questions on MMX

Q: Considering selling My position in AD at an 8% capital gain plus dividends over the last year. Selling to raise cash for a pullback in the market.
It’s one of the higher risk stocks in the portfolio and it is near the target price of a number of analysis. What do you think? Also taking a serious look at selling into the strength of MMX.
I’ve held it for less than a month, and am up 20%.
The target by cibc is $7.75 with the rise in gold , I know this can change. Also thinking that the rise in gold may already be price into mmx. What does your experience say?

Upvote 0

Read Answer Asked by Roy on January 07, 2020

• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: All the best 5i for a great stock year. When will my shares of Boyd Group Income Fund be converted to Boyd Group Services? Thanks. Lorraine

Upvote 0

Read Answer Asked by Dr Lorraine on January 07, 2020