Investment Q&A

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• FirstService Corporation (FSV)
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• Altus Group Limited (AIF)
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Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.

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Read Answer Asked by andrew on January 27, 2017

• Crius Energy Trust (KWH.UN)
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Q: Today is written 'Add 5% to Crius Energy" in the Income Portfolio. Should that be "New Position" as I did not see KWH previously in the Income Portfolio unless I missed it.
Thank you
Stanley Cohen

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Read Answer Asked by STANLEY on January 27, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: I currently hold DHX.B in my grandson's RESP. I am a long term investor but this company has been a disappointment over the past two years. What are your thoughts on the future of DHX Media?

Carole

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Read Answer Asked by Carole on January 27, 2017

• Methanex Corporation (MX)
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Q: Methanax saw a nearly 10% run up on its unexpected earnings report. Is it too rich now to hold, where other options should be explored, or do you see further appreciation over the coming year?

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Read Answer Asked by Tim on January 27, 2017

• Open Text Corporation (OTEX)
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Q: Peter and Team,
Please provide your insight on whether otc is still a buy after the recent split? Can we expect continue growth in the next few quarters? Is it still a buy at the current price? What will derail it? Thanks!

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Read Answer Asked by Rossana on January 27, 2017

• Intrinsyc Technologies Corporation (ITC)
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Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?

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Read Answer Asked by Charles on January 27, 2017

• Evertz Technologies Limited (ET)
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Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

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Read Answer Asked by Carla on January 27, 2017

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

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Read Answer Asked by Brad on January 26, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

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Read Answer Asked by rajeev on January 26, 2017

• Methanex Corporation (MX)
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Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

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Read Answer Asked by Zach on January 26, 2017

• Mattel Inc. (MAT)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

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Read Answer Asked by John on January 26, 2017

• High Arctic Energy Services Inc. (HWO)
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Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

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Read Answer Asked by blake on January 25, 2017

• People Corporation (PEO)
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Q: In regards to the net loss " Adjusted EBITDA before REI is Adjusted EBITDA before considering the retained economic interest attributable to vendors and/or principals of acquired companies". Can you try to explain further to a layman.

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Read Answer Asked by Charles on January 25, 2017

• ZCL Composites Inc. (ZCL)
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Q: Please your opinion on ZCL including insider ownership,estimated eps & revenue.When it is reporting?After your recommendation @ $10,I iniated a half position;should I add now.Thanks for u usual great services & views

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Read Answer Asked by Peter on January 25, 2017

• Photon Control Inc. (PHO)
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Q: I keep trying to add to a position in Photon. The stock just doesn't seem to want to pull back. Would you be comfortable adding here at its current valuation etc.

Thanks

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Read Answer Asked by Scott on January 24, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Premier American Uranium Inc. (PUR)
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Q: I have an approx 1% (of equity portfolio) position in Pure technologies and 1% in cash available. Would you endorse selling the pure technologies and buying a 2% position in Shopify ? (I am not getting any younger)

Thanks.

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Read Answer Asked by Leonard on January 24, 2017

• Sylogist Ltd. (SYZ)
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Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.

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Read Answer Asked by blake on January 24, 2017

• Premier American Uranium Inc. (PUR)
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Q: Hello 5i
With pur price decline would you consider this a good time to buy or is managements own underwhelming commentary on their business performance (Q3 webcast) enough to create a wait and see status?

Looking for sustainable growth investment. Is it pur or do you suggest alternative at this time?

Thanks
Dave

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Read Answer Asked by Dave on January 24, 2017

• Growth Portfolio (Growth)
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Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?

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Read Answer Asked by Ken on January 24, 2017

• Superior Plus Corp. (SPB)
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Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?

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Read Answer Asked by Bradley on January 24, 2017