Investment Q&A

• WSP Global Inc. (WSP)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Alimentation Couche-Tard Inc. (ATD)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Portfolio analysis shows that I am underweight in consumer cyclical, consumer defensive, energy, and industrials. Can I get your top picks across these industries. Deduct credits as you see fit. Thanks as always for the great service!

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Read Answer Asked by Gregory on December 16, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Good time to start a postion ?

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Read Answer Asked by Charles on December 11, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Has announced a bought deal at $61.17 for sale by Beaudier Group and Bain Capital.
Last time they did this was in September 11, 2018 when the stock was $70 and ended
up at $35 a few months later. Is this the same type of deal the one in last September?

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Read Answer Asked by Herm on December 11, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Could I have your thoughts on BRP's recent quarter? Seems to be very good earnings growth any specific reason for the big beat? Muted stock reaction although it has had a great run this year.

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Read Answer Asked by Michael on November 27, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave

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Read Answer Asked by Dave on November 21, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Do has been doing very well since its last Q results on 8/29 What is U idea of its Q on Nov 27? Thanks for u usual great services & views

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Read Answer Asked by Peter on November 19, 2019

• Element Fleet Management Corp. (EFN)
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• Stantec Inc. (STN)
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• Alaris Equity Partners Income Trust (AD.UN)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• goeasy Ltd. (GSY)
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Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio

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Read Answer Asked by claudio on November 12, 2019

• Dollarama Inc. (DOL)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Great Canadian Gaming Corporation (GC)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hi,

What would be your top 4 consumer discretionary stocks , with a slight growth tilt, at the current moment?

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Read Answer Asked by Mike on November 12, 2019

• Procter & Gamble Company (The) (PG)
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• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Hi guys. Can you recommend a few Canadian and US consumer cyclicals and consumer non cyclicals? Like to have some growth potential but also strong balance sheet / low debt.

Subtract necessary credits as there are two questions here......

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Read Answer Asked by Ryan on November 06, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Your expert comment on its conference call on Oct.29.,& u overall opinion.It did initially spike its price to a $60.60H,but closed lower @ $57.96 Currently trading @ $58.79 today.CIBC upgraded TP to$64 from $56.Thanks for u recommendation @ a much lower price.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 04, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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• North American Palladium Ltd. (PDL)
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Q: I know those 2 stocks are not in the same sector, but which one will you pick for growth for short period of time ±1 year and which one for growth for a long terme 5-10 years+

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Read Answer Asked by Olivier on October 08, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: DOO when up yestetday like a rocket. Anything spécial?

Martin

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Read Answer Asked by Martin on August 30, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Segway-Ninebot Group has electric scooter that can return itself to charging stations without a driver.Reportedly sold 1.6m in 2018.What effect will it has on Doo.Txs for u usual great services & vieww

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Read Answer Asked by Peter on August 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Dear 5i:
Do you expect an increase in the stock price in the near future or is it dead money respectively an investment with further declines expected?
If I sell DOO, what are your best 3 U.S. and CAN. growth stocks
without consideration of category? Thanks.
Klaus

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Read Answer Asked by Klaus on August 12, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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• Knight Therapeutics Inc. (GUD)
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Q: Doo stated that it going into boat manufacturing to capitalize on 3 recent acquistions.Please your short comment. Gud announced early warning of sale of shares of Crescita & 2) letter of intent re probuphine.Your comment please.Gud still doing small transactions.Any rumours of big investments especially regarding the co that it sold.Txs for u usual great services & views

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Read Answer Asked by Peter on August 07, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: What prompted the drop today (August 1) in DOO?

Thanks,
John

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Read Answer Asked by John on August 02, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Hello,
Would you think this is a very good entry point here for DOO considering its recent drop. Is it cheap compare to its peers and its own historic valuation?
Thanks
Victor

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Read Answer Asked by Victor on July 23, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: DOO continued to drop $2.26 on 7/19 after $1.71 on 7/18 even after the BB was $47.30.Please explain.Txs for u usual great services & views

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Read Answer Asked by Peter on July 22, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: With BRP announcing preliminary results of the issuer bid, how will this affect the stock price.
Thanks

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Read Answer Asked by Herm on July 19, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Any reason for the drop of $1.71 to $47.09 today? When does the buy back($44-62)starts? Txs for u usual great views & services

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Read Answer Asked by Peter on July 19, 2019