Investment Q&A

Q: I am reformatting my spreadsheets to line up with the 5i format and have a couple of questions using the Balanced Portfolio for July as a reference:
1. Where it says "1 Year -6.6%" does that mean total calendar year for 2018?
2. Under the "Calendar " column where it says " 2018 -13.2%" - does that mean trailing 12 month period (i.e. July 1, 2017 - July 30, 2018)?

Thanks for your help here.

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Read Answer Asked by Donald on September 02, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: would you be a buyer of PBH today if not yet owned ?
Thanks

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Read Answer Asked on September 02, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello 5i. Was wondering if you could take a look and respond to the following negative report issued on LSPD and let us know your take on it. Thanks
https://drive.google.com/file/d/1x7XyW5gcy5l42pGUkoiE0vsywobRXjfl/view

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Read Answer Asked by Shane on September 02, 2019

• Covalon Technologies Ltd. (COV)
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Q: With the current swing to losses, isn't COV at risk of needing financing in the future? This would be a large negative at the current share price. Can you comment on their current financial situation and the need to go to markets (assuming no further revenue from Saudi)?

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Read Answer Asked by Kel on September 02, 2019

• Savaria Corporation (SIS)
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Q: I have been told there was/is a short report on SIS. My info comes from a very credible source. It might be dated but have you heard of it?

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Read Answer Asked by Bill on August 29, 2019

Q: Hi.
why are many of the companies in the Growth portfolio not rated.
Thanks
Costa

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Read Answer Asked by Costa on August 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Any idea why Shop is down so much today and what do you think of its prospects in the next year?

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Read Answer Asked by Graeme on August 29, 2019

• Stars Group Inc. (The) (TSGI)
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• Savaria Corporation (SIS)
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Q: I realize these are very different stocks, but I hold both and want to sell one of them. Which has the best:
- management,
- balance sheet,
- prospects over both the short term and long term
- the best relative valuation?
Thanks.
Jim

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Read Answer Asked by James on August 29, 2019

• Evertz Technologies Limited (ET)
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Q: Any idea what is going on with ET? Tx

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Read Answer Asked by John on August 28, 2019

• Kinaxis Inc. (KXS)
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Q: I know you are positive about the future for KXS, (recently chosen as a top pick on one of the BNN Market Call shows). Just wondering what it is that makes you so positive about its prospects. Also, do you know of any catalyst/s that might help it to move higher in the next few months.

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Read Answer Asked by Les on August 28, 2019

• Savaria Corporation (SIS)
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Q: Is it time to give up on SIS and move on? What would be the rationale for holding on to this stock?

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Read Answer Asked by Sridhar on August 28, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: 2% position,p/p $43.93.Is it time to add to a 4% position? Do U consider LSPD to be a core holding & somewhat similar to Shop.If I remember correctly,U accurately recommeded Shop @ $65,$125 & $235.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 28, 2019

• Dollarama Inc. (DOL)
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Q: What do you see DOL share price in the coming months if the trade war goes on?
Thanks as always!

lil

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Read Answer Asked by Le on August 27, 2019

• Bank of Nova Scotia (The) (BNS)
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Q: comments please on the quarter?

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Read Answer Asked by blake on August 27, 2019

• Algonquin Power & Utilities Corp. (AQN)
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• A&W Revenue Royalties Income Fund (AW.UN)
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Q: Which would you choose to add a conservative nature to a senior's portfolio, AQN or AW.UN.ca and why? I note AQN is not in any model portfolio and yet its performance seems better than that of AW.UN and with less volatility.

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Read Answer Asked by Fred on August 27, 2019

• Photon Control Inc. (PHO)
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Q: Any reason you can see for the approximate 10% increase in Photon Controls today? Thanks

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Read Answer Asked by Gordon on August 26, 2019

• Methanex Corporation (MX)
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Q: I own shares of MX and down significantly on this stock. From what I understand, a big part of the drop can be attributed to largest shareholder M&G Investments selling 3% of company shares in August - here is their letter to MX shareholders: https://www.newswire.ca/news-releases/m-amp-g-investments-sends-letter-to-methanex-shareholders-868146646.html
What do you think of this situation? Would you recommend MX as a 3-5 years hold or should I sell and take a loss?

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Read Answer Asked by Alex on August 26, 2019

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hi Guys
can you shed some light on Alaris Royalty. With their partners being unable to seek financing through the normal channels with interest rates this low , how are they going to succeed in such a competitive world with the high rates Alaris must be charging them?
thanks Gordie

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Read Answer Asked by Gordon on August 26, 2019

• Savaria Corporation (SIS)
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Q: With the continuous slide in price for the last one week without any adverse news , do you still consider holding this stock hoping for a turn around soon?

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Read Answer Asked by Sriram on August 26, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.

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Read Answer Asked by jeff on August 26, 2019