Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

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Read Answer Asked by wilson on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.14)
  • $6.14 Cap: $612M
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Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

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Read Answer Asked by Robert on January 12, 2020

• Boyd Group Services Inc. (BYD $217.11)
  • $217.11 P/E (TTM): 432.91X Cap: $6.04B
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Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

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Read Answer Asked by Jeff on January 12, 2020

• Premium Brands Holdings Corporation (PBH $87.98)
  • $87.98 P/E (TTM): 60.0X Cap: $3.93B
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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.

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Read Answer Asked by Marvin on January 12, 2020

• Cineplex Inc. (CGX $12.26)
  • $12.26 Cap: $771M
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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

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Read Answer Asked by gene on January 12, 2020

• Alimentation Couche-Tard Inc. (ATD $70.30)
  • $70.30 P/E (TTM): 18.48X Cap: $66.12B
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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

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Read Answer Asked by Brad on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.14)
  • $6.14 Cap: $612M
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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.

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Read Answer Asked by Paul on January 12, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 26.32X Cap: $1.98B
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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

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Read Answer Asked by STANLEY on January 10, 2020

• Kinaxis Inc. (KXS $172.71)
  • $172.71 P/E (TTM): 103.86X Cap: $4.94B
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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?

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

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.49)
  • $18.49 Cap: $1.79B
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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.

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Read Answer Asked by Rudy on January 10, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.49)
  • $18.49 Cap: $1.79B
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Q: I have a small position in goos. Should I be worried or perhaps add to the position?
Thank you.

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Read Answer Asked by Lois on January 10, 2020

• CAE Inc. (CAE $37.06)
  • $37.06 P/E (TTM): 28.62X Cap: $11.91B
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Q: What impact will Boeing's decision to have pilot simulator training on CAE earnings in 2020 and beyond.
Thanks
Bob Rose

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Read Answer Asked by Robert on January 10, 2020

• NFI Group Inc. (NFI $13.12)
  • $13.12 Cap: $1.56B
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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

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Read Answer Asked by wilson on January 10, 2020

• WSP Global Inc. (WSP $253.30)
  • $253.30 P/E (TTM): 38.13X Cap: $33.08B
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Q: why is wsp up this morning

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Read Answer Asked by Ronald on January 09, 2020

• NFI Group Inc. (NFI $13.12)
  • $13.12 Cap: $1.56B
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• Boyd Group Services Inc. (BYD $217.11)
  • $217.11 P/E (TTM): 432.91X Cap: $6.04B
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Q: Of these two stocks which do you believe would provide a better return on investment over the next year and why please?

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

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Boyd Group Services Inc. (BYD $217.11)
  • $217.11 P/E (TTM): 432.91X Cap: $6.04B
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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?

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Read Answer Asked by Graeme on January 09, 2020

• Miscellaneous (MISC)
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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?

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Read Answer Asked by Jeff on January 09, 2020

• NFI Group Inc. (NFI $13.12)
  • $13.12 Cap: $1.56B
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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

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Read Answer Asked by Gerald on January 08, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.74)
  • $87.74 P/E (TTM): 19.74X Cap: $15.15B
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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

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Read Answer Asked by Mark on January 08, 2020

• Suncor Energy Inc. (SU $62.17)
  • $62.17 P/E (TTM): 13.87X Cap: $74.68B
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• Imperial Oil Limited (IMO $138.89)
  • $138.89 P/E (TTM): 17.25X Cap: $69.09B
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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.

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Read Answer Asked by Delbert on January 08, 2020