Investment Q&A

• VersaBank (VBNK)
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Q: Versabank is calling in its subordinated debentures to the tune of $10,000,000. What does this mean?
Will this give versabank better returns through capital growth and dividends?

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Read Answer Asked by Helen on March 20, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: comments please on the quarter??

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Read Answer Asked by blake on March 20, 2019

• Methanex Corporation (MX)
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Q: Is the news about the activist shareholder M&G a positive for the stock? What are you feelings about these companies that try to "unlock value" from stocks? eg. MX, GUD, etc. Is it about short-term vs. long term gains?

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Read Answer Asked by Mike on March 19, 2019

• Income Portfolio (Income)
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Q: Your income portfolio has very interesting companies. My question is which of these companies would be considered dividend growers and is it true that dividend grower over time have outperformed growth stocks...thanks for the great service ...Gene

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Read Answer Asked by gene on March 19, 2019

• NFI Group Inc. (NFI)
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Q: If you did not own this, would you buy it today or would you wait for things to settle? Are there other stocks within this sector that you would purchase in lieu of NFI. What is their payout ratio?
Thanks for your service

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Read Answer Asked by Ozzie on March 19, 2019

• Restaurant Brands International Inc. (QSR)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi All at 5i! I was thinking of swapping my PBH shares for QSR, in hopes for more growth. I would value your thoughts on this. Cheers, Tamara

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Read Answer Asked by Tamara on March 18, 2019

• NFI Group Inc. (NFI)
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Q: What seems to trigger the NFI dumping since the last results were released? On a TA basis NFI is way oversold. Is this a bottom fishing opportunity, or we should just stay away from this "falling knife"? Thanks.

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Read Answer Asked by Victor on March 18, 2019

• Great Canadian Gaming Corporation (GC)
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Q: I run a concentrated portfolio, holdings are between 5 and 10%, when it works, it works well, and vice versa. Currently have a large position in GC, down 6%. My concern it will be dead money for the short term. In my position would you move on?

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Read Answer Asked by Charles on March 18, 2019

• Knight Therapeutics Inc. (GUD)
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Q: How much cash/share does Knight Therapeutics have? Thanks.

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Read Answer Asked by Jean-Bernard on March 18, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: When does BRP report? Do you have estimates?

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Read Answer Asked by LUIGI on March 18, 2019

• Alimentation Couche-Tard Inc. (ATD)
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Q: reorts tomorrow do you have estimates please??

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Read Answer Asked by blake on March 18, 2019

• Evertz Technologies Limited (ET)
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Q: Can you give me your opinion on ET please. Is it a good investment at this time? Thank you

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Read Answer Asked by christianne on March 18, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Please advise what analyst's expectations are regarding Boyd's earnings release scheduled for this Wednesday morning.
Thank you, Peter

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Read Answer Asked by Peter on March 18, 2019

• North West Company Inc. (The) (NWC)
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Q: Regarding the recent earnings report for this company you had mentioned competition as being part of the reason the stock price responded so negatively. My impression was that NWC had a competitive advantage, and was a somewhat "moat-like" stock. Would this be a false assumption? Are there any concerns here that would suggest a dividend growth investor should sell and look elsewhere?

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Read Answer Asked by James on March 18, 2019

• Knight Therapeutics Inc. (GUD)
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Q: what exactly is medison fighting for and how much of a lock does goodman have on knight.
dave

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Read Answer Asked by david on March 18, 2019

• Knight Therapeutics Inc. (GUD)
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Q: High volume at the close. My guess is insiders did the buying, if so how many days before they have to disclose ?
Also I noticed that for my last 2 questions I did not receive the answer by email but saw the answer on your site. Has something changed ?
Thanks for your help.

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Read Answer Asked by Luc on March 18, 2019

• Enbridge Inc. (ENB)
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Q: What is your current top pick from the income portfolio?

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Read Answer Asked by Joe on March 18, 2019

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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Q: Hi, I will be trimming my portfolio for some cash. I’am down on both stock , which one would you sell, sector not a issue.
Looking to keep one for 3+ years with good growth.
Thanks

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Read Answer Asked by Brad on March 18, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Good morning, my question is regarding PBH's recent 5 year outlook. " achieving over the next five years annual sales of $6.0 billion and an
EBITDA margin of 10%." I am wondering if this goal were to be achieved do you think this is ambitious? They estimate sales to go from 3 billion to 3.7 billion a 23% increase, so that would mean if sales are 6 billion at end of 2023 then revenue only grows at 13% per year 2020-2023 which is quite the decrease or would this be their goal without taking into account growth by acquisitions? They do note EBITDA margins would improve to 10% so maybe I am missing the importance of this.

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Read Answer Asked by Michael on March 18, 2019

• High Arctic Energy Services Inc. (HWO)
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Q: HWO Would appreciate your review of recent financial results.
Can you also explain the comment "Consistent with prior quarters, High Arctic declared $2.5 million ($0.05 per share) in dividends during the quarter which represents 125% of funds provided from operations in the quarter." and is this a concern.
Thanks
John

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Read Answer Asked by John on March 18, 2019