Investment Q&A

Q: Your thoughts and analysis on the SIS Acquisition as well as PUR financial results?
Thanks!

Q: Hey Guys, can you comment on earnings and if you would buy more or hold?

Thanks

Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks

Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait

Q: Back around the New Year, there was much concern about TOY and the reaction to consumers complaining about the Hatchimals they purchased as gifts. 5i suggested patience and reiterated their confidence that TOY management would resolve the issues. I thought, therefore, that it might be worth noting the following comments made by the lawyers for the plaintiffs who had filed a class action lawsuit that was withdrawn a could of weeks ago.

"Mark Geragos, the lawyer who voluntarily withdrew the law suit on behalf of the plaintiff added, "Spin Master's proactive response was very successful and, to date, they have either responded to all of the outstanding questions or provided replacements, or refunds to consumers. We applaud Spin Master for the highly effective manner in which they have dealt with their customers. Given these factors, we have decided to voluntarily withdraw our class action."

This speaks highly - again - to the quality of advice we members receive from you. TOY is now trading at all-time highs.

Thanks!

Paul F.

Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...

Q: Sorry to continue to beat this on the head...agreed that the Q1 2016 and Q1 2017 are an apples to oranges comparison. But if the company has 1/2 the net earnings Q1 2017 vs Q1 2016 is that not a worry that the company is very overpriced?

Thanks,
Dave

Q: Could you give a list of 5i's portfolio holdings that you consider provides a significant (partial) substitute for direct U.S. or International investment choices, along with a rough percentage of how much of each holding you feel would qualify for our "non-Canadian" portion ? Many thanks.

Q: Do you know if there is already any shot activity on Shopify ? or any threat of such action.

Would Shopify be a suitable candidate for a "short attack"

Q: Good day

I will like your assistance on guiding my investment decision. I have read your report on Knight Therapeutics. After Knight has deployed its war chest($736,000,000), you are forecasting earnings per share of $0.59, plus the EPS for the last quarterly report of 0.06$. If earnings grow at 15% per year for the next 5 years, then in 2022, EPS will be :

2017 2018 2019 2020 2021 2022

$0.65 $0.75 $0.86 $0.99 $1.14 $1.31

I am assuming cash is deployed this year, the share count remains constant and investors in 2022 are willing to pay 15 times EPS. If this scenario holds, then in 2022, the share price should trade at around $20 (1.31 X 15). At current price ($10.60), this scenario would result in an annual rate of return for the next five years of 13.1%. Are you comfortable with my scenario or would you change some of my parameters ?

Gilles

Q: Hi, Could you please provide quarterly estimates for Rev, EBITDA and Adj EPS for KXS and SHOP. Thanks

Q: Is there any disadvantage to CRH's ability to make acquisitions caused by their negative share price momentum?

Q: Nice unexpected lift today from Agnico Eagle. Can you comment on their results?

Q: Do you think that the dust has settled with CRH yet ?

Would you say that it is still over-valued ? under-valued ?
or priced appropriately ?

Q: Looking for reassurance and Not a question per se, I am seeing many small amounts of shares being traded. No big blocks more than a few thousand which indicates that my fellow retail investors are leaving. Reminds me of when PHM was going to the dogs. I hope CRH isn't another medical shell game. Down 18 plus %.

Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.

Q: Shopify reports next week, and I would assume there will be a large loss reported. Does that mean Monday we will see a large run on the stock and should we consider unloading to lighten exposure.
Thanks

Q: This is basically just an opinion but I think that last week the action with CRH was an example of what you really mean by volatility. The the 5 to 10% that happens some days for no good, obvious reason are to be expected in a growth portfolio and are just a healthy fluctuation in a share price. Such fluctuations actually strengthen the stock. Comment ?
Thanks for your support
Clarence

Q: In March and February your comments about this company were generally positive. Yet just recently you said that this company was the most likely candidate to be booted out of the balanced equity portfolio. Sounds like you views have changed in the past four weeks. Can you explain the apparent shift in your position please. Thx.

Q: Can you comment on Constellations Software's debt profile and cash position? From what I recall, it is a definite strength of the company. Is there any plausible short to medium term scenario where the company can destroy their strong financial position?