Investment Q&A

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
  • View Questions on TV

Q: Hello 5i
With your previous comments about TV, missed on other metrics, do you see this lower price as a buying opportunity or does it have a chance of breaching another support level at 1.23 to 1.25?
Looking to buy/add given the amount in portfolio has decreased with the price decline.

From a small cap perspective, given current market and business environment, would you choose to add to another name before adding to TV?

Thanks
Dave

Upvote 0

Read Answer Asked by David on April 10, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: Hi Peter, Ryan, and Team,

In a TFSA, if only one could be purchased today, which stock would you choose: PHO or RHT? Would you be comfortable with a full position for the chosen stock?

Thanks as always.

Upvote 0

Read Answer Asked by Jerry on April 10, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.36)
  • $219.36 P/E (TTM): 89.47X Cap: $285.44B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi Team,

What are your thoughts of initiating a position in shopify at these levels for a long term hold?

Thanks

Upvote 0

Read Answer Asked by Keith on April 06, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: Although it is in the very early stages, can any type of valuation be put on RHT in terms of EPS or even revenue (one year out), with the patient enrollment program they have in place?
Thanks

Upvote 0

Read Answer Asked by Herm on April 06, 2018

• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS

Q: What's wrong with GS? Metrics look good and the dispute with former owners has been resolved, yet stock does nothing but decline for the past 3 yrs.

Upvote 0

Read Answer Asked by Art N. on April 06, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY $20.50)
  • $20.50 P/E (TTM): 26.52X Cap: $2.06B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Gentlemen,
TOY , (down 6%, position PF 0.5%)
Sell, buy more, or hold ?
Thanks
BR

Upvote 0

Read Answer Asked by Djamel on April 06, 2018

• Alimentation Couche-Tard Inc. (ATD $74.44)
  • $74.44 P/E (TTM): 19.8X Cap: $68.91B
  • View ATD Profile
  • View Questions on ATD

Q: Another one. Can you explain what is going on with ATD.B today?

Upvote 0

Read Answer Asked by Darcy on April 05, 2018

• VersaBank (VBNK $16.91)
  • $16.91 P/E (TTM): 17.98X Cap: $546M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

Q: Any thoughts on the recent sell off. I used the volitility to to take a half position today. Would you recommend filling a full position at these levels? Thanks

Upvote 0

Read Answer Asked by Scott on April 05, 2018

• VersaBank (VBNK $16.91)
  • $16.91 P/E (TTM): 17.98X Cap: $546M
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

Q: About to sell this real loser, however I do respect & appreciate your opinion. Have owned it for nearly 3 yrs & while rising slightly at one point during a momentary pop-up in Jan-Feb of this year, it has now dropped 25%. Before dumping, I thought you might have a contrarian position as its book V is nearly $8.50. Thank you.

Upvote 0

Read Answer Asked by Robert on April 05, 2018

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hi there,

If one wanted to have a higher concentrated portfolio based on 20 names, and using the Balanced Equity portfolio as a foundation, which 7 names would you omit from the portfolio if you wanted the highest growth tilt possible?

Thanks!

Upvote 0

Read Answer Asked by Michael on April 05, 2018

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL

Q: Is this oversold, possibly some help from short manipulation. Is it probable a deal can be made with PBI-4050 on one indication being IPF.

Upvote 0

Read Answer Asked by Steve on April 05, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: JCP stated that its nominees will buy $3m of KWH.un if JCP successfully elect director candidates to Board.Your view please.Txs for U great services & opinions

Upvote 0

Read Answer Asked by Peter on April 05, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: Is RHT the new PHM? It seems it was heavily promoted, pump-ed up above 2$ , the smart money left, while the dumb money are left to lick their losses. It's basically in free fall every day.

Upvote 0

Read Answer Asked by Marios on April 04, 2018

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: is it a good time to add to rht to bring it back up to a 3 % position

Upvote 0

Read Answer Asked by James on April 04, 2018

• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $600M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Have held GUD for over 3 years and as a reward I am down aprox, 5% with no divy. to temper my impatience. Am thinking of replacing with BCI or OTEX in my growth portfolio. Would you endorse this move?.....which would have more upside? At what point does 5i run out of patience and throw GUD to the curb?

Upvote 0

Read Answer Asked by Ronald on April 04, 2018

• CAE Inc. (CAE $37.36)
  • $37.36 P/E (TTM): 28.11X Cap: $12.01B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: CAE has been on a steady climb this week up approx 10%. Care to speculate why?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on April 03, 2018

• Premium Brands Holdings Corporation (PBH $97.03)
  • $97.03 P/E (TTM): 67.57X Cap: $4.38B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: In an April 2nd answer pertaining to a question about PBH, you stated that it is not cheap at 27X earnings. Both TD WaterHouse & 5iResearch’s company page states PBH’s P/E ratio is about 44X. Does the 27X figure refer to the forward P/E. If it does, from where did you obtain that figure & is it possible for 5iResearch clients to have access to companies forward P/E ratios. Thanks … Cal

Upvote 0

Read Answer Asked by cal on April 03, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: I can't see any news on Boyd to account for a 4% jump on a dreadful day. Any insight?

Upvote 0

Read Answer Asked by Kim on April 03, 2018

• Bank of Nova Scotia (The) (BNS $98.72)
  • $98.72 P/E (TTM): 18.64X Cap: $122.56B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Stella-Jones Inc. (SJ $83.49)
  • $83.49 P/E (TTM): 14.28X Cap: $4.58B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ
• Magna International Inc. (MG $68.96)
  • $68.96 P/E (TTM): 13.33X Cap: $19.43B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Savaria Corporation (SIS $21.17)
  • $21.17 P/E (TTM): 24.77X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Added positions in SIS and SJ today on the dip. Any other really good buying opportunities off the list in the portfolio (dont need energy or financials) with the current volatility. SIS and SJ where on my add next list and hadn't really made a plane beyond those...

Upvote 0

Read Answer Asked by Tom on April 02, 2018

• goeasy Ltd. (GSY $129.08)
  • $129.08 P/E (TTM): 10.19X Cap: $2.07B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: because goeasy announced some mgmt changes, the stock is getting hit . is this justified.the stock is getting very very cheap.i know it is one of your favorites. can you comment dave

Upvote 0

Read Answer Asked by david on April 02, 2018