Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: https://thestockboys.com/2018/08/13/time-to-bet-on-the-stars-group/
thought it was a good article to share with the community. also do you think its a good time to add more around the 200 dma?

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Read Answer Asked by matty on August 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Can we you please tell me why this stock is so down today?
Are you still recommending a buy and if so why?
Thank you

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Read Answer Asked by Susan on August 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hi 5i team.
I don't own this stock and i'm wondering if you are confortable to step in for 1/2 or a full positon to hold in an tsfa account for long term . Thank you.

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Read Answer Asked by Ben on August 13, 2018

• Crius Energy Trust (KWH.UN)
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Q: Good Morning, comments on Q2 results just released please.
Any concerns from your point of view? Still worth keeping in the portfolio for higher risk income?
Thanks!

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Read Answer Asked by Hussein on August 13, 2018

• Crius Energy Trust (KWH.UN)
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Q: would you add to kwh.un based on their earnings announced this morning. dave

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Read Answer Asked by david on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Please comment on earnings, thanks,

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Read Answer Asked by Chris on August 13, 2018

• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i Team,

Which companies from BE Portfolio would you not invest new money today because of valuations or any other concerns you may have and what is the timeline to invest in them in near future.

Thanks
Ninad

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Read Answer Asked by Ninad on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

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Read Answer Asked by Al on August 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Good day, thoughts on the latest financial release? Cheers

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Read Answer Asked by Seamus on August 13, 2018

• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

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Read Answer Asked by Joseph on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Something rancid?
Although 2nd Q earnings are not yet published the share price has dropped from $113.42 on July 13 to $98.90
Do you think there was a disappointing earnings leak?

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Read Answer Asked by Terry on August 13, 2018

• Stryker Corporation (SYK)
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• Savaria Corporation (SIS)
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Q: Could you name any other publicly traded companies in North America or Europe that are competitors to SIS?

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Read Answer Asked by Terry on August 13, 2018

• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• NFI Group Inc. (NFI)
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• Premium Brands Holdings Corporation (PBH)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment

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Read Answer Asked by Terry on August 13, 2018

• Alcanna Inc. (CLIQ)
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Q: Please comment on Q results released post market Aug 10.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 13, 2018

• Magna International Inc. (MG)
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Q: Although Magna is well up on the year, share price has fallen significantly since June. I do not like to sell when RSI is 26, however given the recent direction of the share price and uncertainty of NAFTA, I am considering selling my shares while I am still in a positive position. MG comprises a 1/4 position in my portfolio. I would appreciate your assessment of MG. Thank you.

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Read Answer Asked by Dennis on August 13, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: So the advice is not to buy in a downtrend but 5i continues to recommend Premium Brands although it has moved to $100 a share from $122. I owned it in the past and would
Iike to rebuy it but am afraid of catching a falling knife. Why the downturn in momentum. Is it too expensive. Would you start now with a two percent position.

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Read Answer Asked by Helen on August 13, 2018

• Great Canadian Gaming Corporation (GC)
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Q: Hi there,

It looks like GC has been on a short term downward trend. Would you recommend adding to an existing position based on the current weakness?

Thanks!

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Read Answer Asked by Michael on August 10, 2018

• Boyd Group Income Fund (BYD.UN)
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Q: Hi, Would appreciate your comments on Boyd group earnings and its outlook. Thanks

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Read Answer Asked by rajeev on August 10, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Q: What are your thoughts on this stock over the medium term?
Rob

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Read Answer Asked by Rob on August 10, 2018