Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
  • $15.19 Cap: $2.15B
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Q: Hello, Any idea, when would they announce pricing for the secondary ? Thanks

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Read Answer Asked by rajeev on August 13, 2019

• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.81B
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Q: Hi,
Can you please comment on the Q2 results of KXS? How they compared to street consensus estimates? How to explain the market reaction today: down 3% on a volume only slightly above average? thanks.

Martin

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Read Answer Asked by Martin on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
  • $15.19 Cap: $2.15B
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Q: What do you make of lightspeeds latest news.

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Read Answer Asked by don on August 12, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: How low could it go??

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Read Answer Asked by blake on August 12, 2019

• Knight Therapeutics Inc. (GUD $6.06)
  • $6.06 Cap: $611M
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Q: GUD is having a good day after Medison came out swinging on Friday. Can you explain why GUD is up today? Is there other news I'm missing?

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Read Answer Asked on August 12, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I mean post quarter earnings estimate, thanks

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Read Answer Asked by Hue on August 12, 2019

• Knight Therapeutics Inc. (GUD $6.06)
  • $6.06 Cap: $611M
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Q: Medison came out with another negative statement after Knights earnings.
Is this just noise or does Medison have a game plan here.
Would like your thoughts on this.
Thanks John

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Read Answer Asked by John on August 12, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Please comment on quarterly results of tsgi and long term story moving forward.

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Read Answer Asked by Geoffrey on August 12, 2019

• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 61.33X Cap: $4.04B
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Q: Greetings.

Is there any news to account for Premium Brands' decline today (analyst downgrade, news I am missing, rumour, etc etc)?

Thanks.

John

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Read Answer Asked by john on August 09, 2019

• NFI Group Inc. (NFI $13.01)
  • $13.01 Cap: $1.57B
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Q: Hi Peter,
For what its worth Scotiabank has a "Sector Outperform" rating on NFI. The yield sits at 6.2%, the Globe thinks the stock is a poor investment and 5i seems to be ambivalent too with, I suppose, a rating downgrade pending. Insiders seem to have cashed out so management is looking all too human so to speak. We bought the stock in 2014 and were once up 400%, took some capital gains in 2018 (used up some of our accumulated capital losses) and now are up only 100%. I'm a basic buy and hold investor so I'm thinking of hanging in there for another quarter or so. Please let me know if I am insane!
Thanks,
Jim

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Read Answer Asked by James on August 09, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $89.70)
  • $89.70 P/E (TTM): 61.33X Cap: $4.04B
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Q: Hi, could you please post the earning estimates - REV, EBITDA and EPS for the earnings due next week. Thanks

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Read Answer Asked by rajeev on August 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
  • $15.19 Cap: $2.15B
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Q: Hi, How many shares will come off the lock up period on Sep 15 ? Do you know of these shareholders - retail v/s institutional and insiders ?

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Read Answer Asked by rajeev on August 09, 2019

• WSP Global Inc. (WSP $240.72)
  • $240.72 P/E (TTM): 36.81X Cap: $32.17B
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Q: Good morning 5i team,
Comments pls. on WSP results.
Thx!

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Read Answer Asked by Silvia on August 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Please comment on current results. Stock is down today. As well please explain why they have bought back shares at this time. The conference call is at 11 a.m. I know you will want to hear this before responding. Would you buy more, sell or hold? Thank you for your great service.
S.

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Read Answer Asked by Stella on August 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi, I would be interested in your post-earnings conference call comments on PHO. Thank you.

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Read Answer Asked by William on August 09, 2019

• NFI Group Inc. (NFI $13.01)
  • $13.01 Cap: $1.57B
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• Western Forest Products Inc. (WEF $10.35)
  • $10.35 Cap: $109M
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Q: Hi team, you have no change in holdings in both the Income and the Balanced model portfolio of July. NFI and WEF are among the holdings. Do they still have a place there? These two stocks have decreased by almost 50% in value over the last 12 months. What is your rationale for keeping them in the portfolios? Thanks, Gervais

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Read Answer Asked by Gervais on August 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: With PHO dropping so much today, would you consider it a speculative buy or would you simply stay on the sidelines? Did you expect such a big drop?

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Read Answer Asked on August 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
  • $15.19 Cap: $2.15B
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Q: When does the lock up period end for LSPD?
Thanks

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Read Answer Asked by Nancy on August 09, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.48)
  • $83.48 P/E (TTM): 19.06X Cap: $15.15B
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• Knight Therapeutics Inc. (GUD $6.06)
  • $6.06 Cap: $611M
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Q: Please comment on earnings

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Read Answer Asked by Justin on August 09, 2019

• Ag Growth International Inc. (AFN $18.09)
  • $18.09 Cap: $357M
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Q: Hi
What is causing the decline in this stock and should I continue to hold? Thanks Clare

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Read Answer Asked by clara on August 08, 2019