Investment Q&A

• Covalon Technologies Ltd. (COV)
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Q: Your opinion. Buy, hold, or sell

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Read Answer Asked by kenneth on October 12, 2018

• Bank of Nova Scotia (The) (BNS)
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Q: Good Day,

AS BNS continues to fall I see that the forward P/E based upon the consensus shown on the RBC Direct site is 9.5. Seems like good value considering the 4.7% yield. Your thoughts? Also wondering if you can determine what the P/E was at the lowest point during the 2008 financial crisis.

Thanks

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Read Answer Asked by Robert on October 12, 2018

• Superior Plus Corp. (SPB)
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Q: What will be the impact to the shares of Superior Propane due to the weather and the need for farmers to use dryers to dry their grain crops. I have heard there is a shortage due to this useage of propane in Alberta.

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Read Answer Asked by Ric on October 12, 2018

• Pason Systems Inc. (PSI)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley

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Read Answer Asked by STANLEY on October 12, 2018

• Stars Group Inc. (The) (TSGI)
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• Kinaxis Inc. (KXS)
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Q: Not considering any other factors other than the recent pull back and valuation/growth, what two names would you add to or start a position in today? Thanks.

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Read Answer Asked by Jordan on October 12, 2018

• Photon Control Inc. (PHO)
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Q: Please comment on the update on new products today.Thanks for u usual great services & advices

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Read Answer Asked by Peter on October 12, 2018

• Reliq Health Technologies Inc. (RHT)
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Q: Announced that it was selected by Premier Health Group as exclusive technology partner today & RHT dropped 10%.It has steadily declined from its $2.50 high in March.What is happening?I have lost 59%.Your advice please.Thanks for u usual great services & views

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Read Answer Asked by Peter on October 12, 2018

• Parkland Corporation (PKI)
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• Premium Brands Holdings Corporation (PBH)
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Q: Please tell me which company has more growth, momentum going forward.
Overall stability also be a prerequisite.
I see that PBH has missed a few last quarters, do you feel this may be an ongoing issue.
Thanks so much.

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Read Answer Asked by Maureen on October 11, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: What do you show as the forward p/e for PBH?
Do they usually hit their numbers?

Thanks
John

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Read Answer Asked by john on October 11, 2018

• Photon Control Inc. (PHO)
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Q: Hi, can you tell me the current short position and how it has trended over the past few months. Thanks

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Read Answer Asked by blaine on October 11, 2018

• Magna International Inc. (MG)
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Q: What are your thoughts on this lawsuit between Frank and his daughter? Will it affect the company materially? And why do you think the stock has continued to take a dive despite USMCA which allowed a greater number of auto exports (should have been a positive?)

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Read Answer Asked by David on October 11, 2018

• Income Portfolio (Income)
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Q: Your Income Portfolio is sitting on 10% cash. I know you are not keen on both a) holding cash and b) market timing. Question 1 = what is your rationale for holding this amount of cash? Q2 = what are your plans and timing for reducing the cash component?

Thanks for your great service...Steve

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Read Answer Asked by Stephen on October 11, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: With the recent market declines, what would be your top 3 picks in each of your portfolios?

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Read Answer Asked by Larry M. on October 11, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Good Afternoon,
Timely question I suppose with the market weakness today, I think the market is due for some weakness and volatility I'm not overly concerned by this. However, I am wondering what 5i's strategy going forward is in regards to the next recession?Perhaps we will find ourselves in a recession within the next few years, what will your strategy be for the B/E model? Can you see yourselves taking a more defensive stance , i.e raising cash, buying defensive sectors ( telecom, staples etc..) or just riding it out? I know the average recession is only about 9 months in duration.
Thanks very much.

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Read Answer Asked by Chris on October 11, 2018

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• WSP Global Inc. (WSP)
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• NFI Group Inc. (NFI)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Premium Brands Holdings Corporation (PBH)
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• Income Portfolio (Income)
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• Balanced Equity Portfolio (BEPORT)
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Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?

Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.

The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve

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Read Answer Asked by Stephen on October 11, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Your Balanced Portfolio is down 7% since Sept 1 vs a really lousy TSX that's down 3.75%. Can you explain what is going on?

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Read Answer Asked by Darcy on October 10, 2018

• Parkland Corporation (PKI)
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Q: is this parkland deal positive for the stock, it seems positive but it is complicated so i defer to you. dave

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Read Answer Asked by david on October 10, 2018

• goeasy Ltd. (GSY)
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Q: as interest rates increase, i would think this would be good for goeasy as traditional lenders become more cautious, as an alternative lender this should help their business, but last couple of days stock got killed, and is selling way below the current financing, it still seems very cheap to me, could you comment. dave

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Read Answer Asked by david on October 10, 2018

• Kinaxis Inc. (KXS)
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Q: Can you give me the actual share count of short interest in Kinaxis? For both the US and Cdn exchanges.

Thank you David

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Read Answer Asked by lori on October 09, 2018

• Whitecap Resources Inc. (WCP)
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Q: Wcp is sitting around 52 week lows even though the price of oil is rallying. Why is this?
I'm tempted to buy wcp for a bounce off the bottom, as it has done in the past.
Thoughts?

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Read Answer Asked by Curtis on October 09, 2018