Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN)
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Q: I don't mean to be nitpicking, however, in your income model portfolio report of Jul 31, you gave credit to BEP.UN for the month' best performer with a gain of 4.33%. Please note acc to your table AD increased by 7.92% in July.
Thanks for the great service!

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Read Answer Asked by Klaus on August 07, 2019

• Constellation Software Inc. (CSU)
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Q: Hi 5i: Constellation Software seems to buy small but excellent software businesses endlessly. Does it ever sell any of them? Thanks!

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Read Answer Asked by Lance on August 07, 2019

• goeasy Ltd. (GSY)
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Q: Could you please provide the earnings estimates for GSY for tomorrow's release?

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Read Answer Asked by Peter on August 07, 2019

• Western Forest Products Inc. (WEF)
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Q: WEF just hit their 52 week low. Any reason for the price decrease and would this be good time to add to position?

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Read Answer Asked by George on August 07, 2019

• People Corporation (PEO)
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• Pollard Banknote Limited (PBL)
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Q: I have these 2 stocks in my rrsp Both are small positions and I would like to eliminate one and add to the other with the proceeds. I am looking for long term growth with company stability and minimal debt. which one would you choose to keep?

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Read Answer Asked by Marcel on August 07, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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• Knight Therapeutics Inc. (GUD)
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Q: Doo stated that it going into boat manufacturing to capitalize on 3 recent acquistions.Please your short comment. Gud announced early warning of sale of shares of Crescita & 2) letter of intent re probuphine.Your comment please.Gud still doing small transactions.Any rumours of big investments especially regarding the co that it sold.Txs for u usual great services & views

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Read Answer Asked by Peter on August 07, 2019

• Income Portfolio (Income)
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Q: Hi, I was just curious how your income portfolio works and how often dividends are payed out? What kind of monthly income would you see with a similar spread starting out with about 40K?
Thanks

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Read Answer Asked by Mitchell on August 06, 2019

Q: Hi 5i
Are there any/many companies in your portfolios that you consider "on a short leash" ? I am thinking of my own specifically with TSGI, COV and VB (VB only as I'm high on the financials side and VB is just quietly meandering).
Would you consider my list and provide an opinion of how many Qtrs would seem reasonable for my "short leash" list ?

Thanks
Mike

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Read Answer Asked by mike on August 06, 2019

• Open Text Corporation (OTEX)
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Q: Hi guys! Would you buy Open Text after their earnings results today? Why is the share price down today?
Thanks!
Dean

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Read Answer Asked by Dean on August 06, 2019

• Western Forest Products Inc. (WEF)
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Q: Good Morning: Would like your opinion on WEF, particularly in regard to the solidity, or lack thereof, of the dividend, and its management's ability to weather the current out of favour status of forestry products. Any other comments in regard to the company would also be helpful. Thanks, Don

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Read Answer Asked by Donald on August 06, 2019

• goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB)
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Q: What is the likelihood that GSY.DB will be redeemed before maturity assuming that the price of the shares continue to trade above the conversion price? What is the earliest date that the company ca redeem the shares?

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Read Answer Asked by Robert on August 06, 2019

• Constellation Software Inc. (CSU)
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Q: comments please on the latest quarter? Thx

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Read Answer Asked by blake on August 06, 2019

• Savaria Corporation (SIS)
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Q: the price action is horrible and no end in sight - what is your advice when looking at a switch to a positive momentum such as LSPD-

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Read Answer Asked by Scott on August 02, 2019

• Open Text Corporation (OTEX)
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Q: Comment on earnings please

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Read Answer Asked by Justin on August 02, 2019

• Covalon Technologies Ltd. (COV)
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Q: This financing news really rubs me the wrong way. The issue price is deeply discounted and the units come with a warrant that is also really cheep assuming the company has any type of decent future. The insiders are participating. This looks like the insiders are taking advantage of the weak current share price to stuff their own pockets and the pockets of their buddies with cheep shares and warrants at the expense of longer term shareholders.

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Read Answer Asked by Joel on August 02, 2019

• Savaria Corporation (SIS)
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Q: Hello, What has happened to Savaria lately? Why the weakness? Is it still a good company but gone out of favour with investors? Thanks.

Shyam

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Read Answer Asked by Shyam on August 02, 2019

Q: Hi 5i Team,
After reading your response to Glen's question I just wanted to clarify this. It looks like 5i balanced portfolio is flat relative to the bench mark (XIC) in long term basis(3 years) . However in my opinion, it's fair to expect an active portfolio to beat a market index in long term to justify the extra cost and effort. So I am wondering if there is anything that can be changed to improve the value to us (as investors). Thank you.

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Read Answer Asked by Dineth on August 02, 2019

• ECN Capital Corp. (ECN)
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Q: Is ECN still considered cheap? I noticed it keeps on trucking higher even on down days like today. The moves are relatively small but they have certainly added up since the beginning of the year.

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Read Answer Asked by Mike on August 02, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: What prompted the drop today (August 1) in DOO?

Thanks,
John

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Read Answer Asked by John on August 02, 2019

• Parkland Corporation (PKI)
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Q: Hi, could you please comment on Parkland earnings. Looks like a nice beat !! Thanks

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Read Answer Asked by rajeev on August 02, 2019