Investment Q&A

• goeasy Ltd. (GSY)
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Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

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Read Answer Asked by Dennis on January 12, 2020

• Knight Therapeutics Inc. (GUD)
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Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

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Read Answer Asked by Robert on January 12, 2020

• InterRent Real Estate Investment Trust (IIP.UN)
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Q: What do you think about Inter Rent? It recently posted a very good quarter "Operating revenues for the quarter increased by $3.8 million, or 12.4%, over Q2 2018."

I was thinking of just buying this and holding long term.

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Read Answer Asked by David Michael on January 12, 2020

• Boyd Group Services Inc. (BYD)
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Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

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Read Answer Asked by Jeff on January 12, 2020

• The Walt Disney Company (DIS)
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• Linamar Corporation (LNR)
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• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

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Read Answer Asked by Larry on January 12, 2020

Q: I am interested in bitcoin. Perhaps something like Coinbase not GBTC. I realize that this is more gambling as apposed to investing but it is possible for large gains and I would appreciate any guidance that you can give me. Thanks, James

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Read Answer Asked by JAMES on January 12, 2020

• Premium Brands Holdings Corporation (PBH)
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Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

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Read Answer Asked by Marvin on January 12, 2020

• Boyd Group Income Fund (BYD.UN)
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Q: You answered a question on the disposition price for BYD.UN conversion to BYD saying that the company has announced the conversion price and that the last trading price for BYD,UN was $202. I own some BYD.un in a TD Direct account and TD indicates that the price on disposition is $215.77 and that is the ACB on new BYD shares. I cannot find a reference to disposition/conversion price on any releases or on the BYD website.. Would you have a reference for the correct price?
Thanks

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Read Answer Asked by richard on January 12, 2020

• Kirkland Lake Gold Ltd. (KL)
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Q: Hi 5i,

Can you please comment on the quarter.

Thank you!

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Read Answer Asked by David on January 12, 2020

• Miscellaneous (MISC)
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Q: Just a follow up to Terry's question regarding the coverage summary report, I think the PDF file is posted on 1/6 but the Excel file is still missing.
Thanks

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Read Answer Asked by Steve on January 12, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Good day what is your take on Goos today ,it seems to be losing a lot of feathers these days is it time to buy Thanks Norm

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Read Answer Asked by Norman on January 12, 2020

• OCP Credit Strategy Fund (OCS.UN)
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Q: Can You advise me what is going to happen to OSC.UN Is it closing out, will I receive Cash?
Thanks
Cec

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Read Answer Asked by Cecil on January 12, 2020

• Cineplex Inc. (CGX)
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Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

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Read Answer Asked by gene on January 12, 2020

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hi,
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?

Thanks,
Brad

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Read Answer Asked by Brad on January 12, 2020

• Miscellaneous (MISC)
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Q: In the future could you email us when your monthly portfolios are available?
Also, where can I find a list of your latest summary of your 60 plus companies?
Thank you

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Read Answer Asked by Terry on January 12, 2020

• Knight Therapeutics Inc. (GUD)
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Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.

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Read Answer Asked by Paul on January 12, 2020

• Alamos Gold Inc. (AGI)
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Q: I am having a hard time discerning whether or not you favor AGI based on searching your previous comments regarding Alamos. I know you like AEM and KL but is AGI a worthy investment based on global political discourse or is AEM or KL a far better option?

Carl

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Read Answer Asked by Carl on January 12, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Property Partners L.P. (BPY.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Business Partners L.P. (BBU.UN)
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Q: Hello 5i Team,
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you

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Read Answer Asked by Massimo on January 12, 2020

• Enghouse Systems Limited (ENGH)
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Q: Given the number of questions you've entertained on ENGH, your subscribers should be aware that the company has had multiple upgrades since the beginning of the year. Thanks for your service.

1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00

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Read Answer Asked by karl on January 12, 2020

• AT&T Inc. (T)
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• TELUS Corporation (T)
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Q: I was thinking of buying some AT&T for my RRSP and Telus for my TFSA. Your thoughts?

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Read Answer Asked by Nancy on January 12, 2020