Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi- results seemed very good - your analysis please

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Read Answer Asked by Scott on March 01, 2019

• Alimentation Couche-Tard Inc. (ATD $72.02)
  • $72.02 P/E (TTM): 18.43X Cap: $67.74B
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Q: When is ATD.B expected to report? Thank you.

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Read Answer Asked by Marco on March 01, 2019

• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 101.25X Cap: $4.94B
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Q: Your opinion for this company please. Keep, sell or buy more after today's earnings announcement.

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Read Answer Asked by Satish on March 01, 2019

• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 101.25X Cap: $4.94B
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Q: Hi 5i:
Would you be able to provide the highlights of the conference call this morning.
Thanks again.
Cheers

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Read Answer Asked by Dennis on March 01, 2019

• Knight Therapeutics Inc. (GUD $6.12)
  • $6.12 Cap: $610M
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Q: I saw your comments on GUD and they make sense. But if I told you I owned a stock that has been down 25 percent for 2 years and that it continually disappoints shareholders, (GUD took in only about 11 million in REVENUE last year, despite a market cap of 1.1 billion and 750 million cash sitting on the balance sheet. This is mind boggling, really) I think your answer would be that it's dead money and that I should move on. So while this might end up being a good long term investment for 'my grandchildren', it really doesn't seem to fit with your overall philosophy, does it?

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Read Answer Asked by Alex on March 01, 2019

• TFI International Inc. (TFII $121.19)
  • $121.19 P/E (TTM): 21.1X Cap: $9.97B
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Q: TFII appeared to report a strong quarter and expanded business again by purchase of another trucking company. They seem to be masters of this. Yet the market shrugged off all this. I know the stock is up YTD but I would have expected some movement. Thoughts?

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Read Answer Asked on March 01, 2019

• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 101.25X Cap: $4.94B
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• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 109.52X Cap: $864M
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Q: Please comment on earnings. Would you add to either/both/none of these two names?

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Read Answer Asked by Jerry on March 01, 2019

• ECN Capital Corp. (ECN $3.07)
  • $3.07 P/E (TTM): 109.52X Cap: $864M
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Q: Can I get your view on the earnings release?

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Read Answer Asked by Mike on March 01, 2019

• Kinaxis Inc. (KXS $176.30)
  • $176.30 P/E (TTM): 101.25X Cap: $4.94B
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Q: Hello 5i:
May I get your comments on their 2018 earnings and what you think of their 2019 guidance. Can you tell what you believe their EPS for 2019 is from their guidance?
Thanks so much.

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Read Answer Asked by Dennis on March 01, 2019

• Knight Therapeutics Inc. (GUD $6.12)
  • $6.12 Cap: $610M
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Q: Comments on the latest conjecture this morning?

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Read Answer Asked by Kelly on February 28, 2019

• NFI Group Inc. (NFI $13.35)
  • $13.35 Cap: $1.58B
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Q: It seems lately all the news out of NFI has generally not been bad. The fundamentals as you show them still look good. 5i still generally considers it a strong buy as well. Im wondering if you would have any ideas as to why this stock keeps spiraling downward?? Any thoughts on when or if this will start to recover??

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Read Answer Asked by Rob on February 28, 2019

• NFI Group Inc. (NFI $13.35)
  • $13.35 Cap: $1.58B
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Q: I'm down 35% on this company which now forms 1.7% of portfolio and prospects for the company look uncertain. Should I add, hold or sell. Thanks.

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Read Answer Asked by Rick on February 28, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.77)
  • $83.77 P/E (TTM): 19.06X Cap: $15.15B
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Q: Hi Team,

Could you please provide your latest thoughts on CCL's current valuation and if it would be a good buy right now for the long term?

Thanks

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Read Answer Asked by Keith on February 28, 2019

• TFI International Inc. (TFII $121.19)
  • $121.19 P/E (TTM): 21.1X Cap: $9.97B
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Q: After market closed on Feb 25,announced acquisition of Schille corp.Just reported results that show that both eps & revenue beat estimates.Your take on these 2 items Thanks for u usual great services & views

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Read Answer Asked by Peter on February 28, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: TSGI... Stars announced NBA on line betting contract in Australia. Looks like a good deal. Aussies are second biggest gamblers behind the Chinese. Will this create more debt ? RAK

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Read Answer Asked by bob on February 28, 2019

• Premium Brands Holdings Corporation (PBH $91.91)
  • $91.91 P/E (TTM): 61.02X Cap: $4.10B
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Q: Up some $1.57 yesterday,but down $2.64 today.What's happening here?Does this type of fluctuations tell us anything?Thanks for u usual great services & views

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Read Answer Asked by Peter on February 28, 2019

• Premium Brands Holdings Corporation (PBH $91.91)
  • $91.91 P/E (TTM): 61.02X Cap: $4.10B
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Q: Down almost 40% since last year summer. After being down so much, you would think surely there is value here. Especially with the market so strong ytd. Why the big drop again today? Very frustrating.. why should we continue to hold?

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Read Answer Asked by Darcy on February 27, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi, your response to Stephen about TSGI "Blackstone, which owns 24M shares, has offered to sell 8.3M shares at a small discount." . Should one worry? This is 1/3 of their holdings. And does "at a discount" mean that they really wanted to get rid of the 1/3 as quickly as possible? I know you can't confirm this but can it be that they know something we don't?

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Read Answer Asked by Marco on February 27, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Your comments about Blackstone offering to sell 1/3 of holdings at a discount. What is the reason behind them selling at a discount and any negative news/sentiments about TSGI future prospects. Can you please elaborate further if you have any details.

Thanks

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Read Answer Asked by Ninad on February 27, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you see any reason for TSGI being down so much today? When do they next report?

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Read Answer Asked on February 27, 2019