Investment Q&A

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Dear 5i,
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri

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Read Answer Asked by KERRI on February 17, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
  • $245.17 P/E (TTM): 97.05X Cap: $314.60B
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Q: The first thing this morning I read a BNN headline: "Shopify reports bigger loss as expenses soar." Well, one thing for sure that's soaring is shopify's stock, up 6% on almost triple volume on early trading.

If anyone can shed some light on this predicament, it would be 5i.

Thanks as always

Rob

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Read Answer Asked by Rob on February 15, 2017

• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
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Q: Hello and thank you for your great service. What can you tell me about ITP - Intertape Polymer Group? The long term trend has been positive; however, it seems for every 2 steps forward, there is always 1 step back. Is this company a favourite with day traders? I have been holding long term, so not a great concern; I'm just curious as to why there always seems to be a pull back.

Thanks again.

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Read Answer Asked by Michael on February 15, 2017

• Grande West Transportation Group Inc. (BUS)
  • P/E (TTM): -30.3X Cap: $70M
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Q: I would like your opinion on Grande West Transportation Group (BUS). I often see their Vicinity buses zipping around Greater Victoria and their stock has a great chart and reasonable valuation. Any reason not to buy some shares (apart from small size)?

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Read Answer Asked by David on February 14, 2017

• Pacific Insight Electronics Corp. (PIH $18.49)
  • $18.49 P/E (TTM): 16.1X
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Q: Hi Team,

My timing on buying PIH was not good and I'm down quite a bit and trying to decide what to do with it. I'd be very interested in your take on their 2nd quarter release and prospects for going forward - especially in the near term.

Thank you,

John

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Read Answer Asked by John on February 13, 2017

• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: Hi Peter, Ryan, and 5i Team Members
Would you please update your opinion on the current value and future prospects of Spectra 7 Microsystems in light of the year end report and recent news.
Thank you

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Read Answer Asked by Conrad L on February 13, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Wondering how he financed in the past to get 244 locations up?
If future income is franchising & royalties what else does it take to reach over 800 locations in 2 1/2 years? I'm wondering about future shareholder dilution. Do they have Co. owned locations?

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Read Answer Asked by Joseph on February 10, 2017

• Polaris Renewable Energy Inc. (PIF $14.05)
  • $14.05 Cap: $293M
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Q: Please comment on the merits of Polaris as a potential dividend growth investment.
Thanks, Frank

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Read Answer Asked by Frank on February 10, 2017

• Tucows Inc. (TC $26.23)
  • $26.23 Cap: $292M
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Q: Can you please comment on the recent earnings of Tucows. Would you initiate a position at this point given the earnings and recent acquisition.

Thanks

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Read Answer Asked by Greg on February 08, 2017

• Great Plains Metals Corp. (GPS $0.13)
  • $0.13 Cap: $4M
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Q: Hi Gang, GPS had a good day yesterday with big volume on an up day but after looking closer it looks like a big selling around 11 AM, was curious if you guys see this and is volume movement not the canary in the coal mine or is this simple manuplination by the market makers. Thanks Anthony

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Read Answer Asked by Anthony on February 03, 2017

• Anfield Gold Corp (ANF $0.40)
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• Kinaxis Inc. (KXS $178.46)
  • $178.46 P/E (TTM): 147.91X Cap: $5.03B
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• Alimentation Couche-Tard Inc. (ATD $74.07)
  • $74.07 P/E (TTM): 19.61X Cap: $70.04B
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• Knight Therapeutics Inc. (GUD $5.86)
  • $5.86 Cap: $580M
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Q: Hello,
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.

Muchas gracias!

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Read Answer Asked by Fernando on February 02, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
  • View FRII Profile
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Q: Are you going to be writing a Report on Freshii soon?
What kind of rating would it get
You think there are good potentials at this level with the expected growth in the next 2 years?

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Read Answer Asked by Barry on February 02, 2017

• NFI Group Inc. (NFI $13.95)
  • $13.95 Cap: $1.63B
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• Magna International Inc. (MG $63.54)
  • $63.54 P/E (TTM): 10.84X Cap: $18.22B
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Q: Can you name a few companies that have been beat up due to fears surrounding Trump's presidency that would be a good investment as a value play?

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Read Answer Asked by Grant on February 01, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Freshii is a new one on the TSX. - any thoughts on it ?
Paul

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Read Answer Asked by Paul on February 01, 2017

• Savaria Corporation (SIS $21.93)
  • $21.93 P/E (TTM): 28.65X Cap: $1.57B
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• Altus Group Limited (AIF $58.37)
  • $58.37 P/E (TTM): 6.75X Cap: $2.51B
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Q: We hold GUD in a trust account for our grand kids. Please suggest
another name we could add for long term growth (15 yrs)

Thanks
Tom

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Read Answer Asked by Thomas on January 30, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $80.44)
  • $80.44 P/E (TTM): 17.11X Cap: $13.30B
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• AutoCanada Inc. (ACQ $27.13)
  • $27.13 Cap: $640M
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• Premium Brands Holdings Corporation (PBH $97.45)
  • $97.45 P/E (TTM): 46.32X Cap: $4.30B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.01)
  • $20.01 P/E (TTM): 17.43X Cap: $2.03B
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Q: Hi,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.

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Read Answer Asked by Graeme on January 30, 2017

• Tembec Inc. (TMB $5.18)
  • $5.18 P/E (TTM): 11.4X
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Q: Can I have your views on this stock. Stock has been going up quite a bit lately. Still seems to have lots of debt on the books. Wandering if there has been an upgrade on this stock lately. Tnx

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Read Answer Asked by Jacques on January 30, 2017

• Great Plains Metals Corp. (GPS $0.13)
  • $0.13 Cap: $4M
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Q: Congratulations on your Methanex call.

Do you feel GPS has the same risk profile as RC? The companies seem to me to be about the same size, similar financials and introducing new technologies. RC pays a dividend so I suppose is a more "stable" company.
Thanks,
Jim

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Read Answer Asked by James on January 30, 2017

• Tucows Inc. (TC $26.23)
  • $26.23 Cap: $292M
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Q: Can Tucows be bought today? It just keeps going up!

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Read Answer Asked by Gooding on January 27, 2017

• Lumenpulse Inc. (LMP $21.25)
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Q: Current thoughts

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Read Answer Asked by j stuart on January 27, 2017