Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Both TOY and NFI have been drifting downward after reaching highs earlier this year. I sold 1/2 positions of both when they were near $60. Would you feel comfortable adding to both at this time to bring weightings back to full positions?
Thanks for your advice

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Read Answer Asked by Rudy on June 08, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: I see the earnings as rather disappointing, but even so PE was around 25. Is the dividend boost what holding the stock up?

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Read Answer Asked by Jordan on June 08, 2018

• CVS Health Corporation (CVS)
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Q: in the last week market call 2 senior managers who had CVS as top pick see it lose value stuck by it as top picks with conviction. I don't own any pharma other than Pfizer and like to buy a half position.know itsU.S but guess you will have an opinion

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Read Answer Asked by thambirajah on June 08, 2018

Q: It was shown in BNN that the Chinese company ( Sunny optical technology group- symbol SNPTF (OTC) 2382 (Hong Kong) surge 9500 % since 2008. Please comment on the financial health, Is all the good money has been made already ? Is it still a buy if I take 1/4 position , then some more in a pull back ?
Thanks very much.

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Read Answer Asked by Lai Kuen on June 08, 2018

• Yangarra Resources Ltd. (YGR)
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Q: I hold 6500 shares of this company in my TFSA, do you think
that it still has some growth in the share value.
Thank You
Paul

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Read Answer Asked by PAUL on June 08, 2018

• Royal Bank of Canada (RY)
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• Canadian National Railway Company (CNR)
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• Algonquin Power & Utilities Corp. (AQN)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!

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Read Answer Asked by Lee on June 08, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: What are your thoughts on Andrew Peller's quarterly report? There always seems to be one quarter a year where the company posts negative earnings. Does this quarter's report raise any alarms or does it appear to be business as usual for Andrew Peller?

Thanks for your help.

John

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Read Answer Asked by john on June 08, 2018

• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Your idea of the weakness today? Thanks

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Read Answer Asked by Darcy on June 08, 2018

• Alimentation Couche-Tard Inc. (ATD)
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Q: Is there any reason for the close to 4% drop of atd.b today ?
Thanks

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Read Answer Asked by Terry on June 08, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Anything material to TSGI now that the former Amaya court case has been thrown out of court or is stars a whole different company and the court case had no impact whatsoever either way.

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Read Answer Asked by Helen on June 08, 2018

• Dollarama Inc. (DOL)
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Q: Would you advise adding to a half position in DOL at this point in time (long term holding) or would you suggest waiting a few quarters? Thank-you.

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Read Answer Asked by Stephen on June 07, 2018

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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Q: I do not have any gaming company in my portfolio.
I want to buy TSGI or GC to my portfolio. What is your suggestion (TSGI orr GC) and why?

Andrew

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Read Answer Asked by Andrzej on June 07, 2018

Q: Hello 5i team,
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine

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Read Answer Asked by Antoine on June 07, 2018

• Madoro Metals Corp. (MDM)
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Q: Hi,
Could you please tell me your outlook on MDM ? According to European News there is been some insider buying and the stock is supposed to hit $ 20.- if the same principles are applied as to ACB. There is a lot of coverage of this company in Europe but hear very little over here.
Also the stock always goes down on positive news !!!

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Read Answer Asked by Frank on June 07, 2018

• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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• Trevali Mining Corporation (TV)
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• Reliq Health Technologies Inc. (RHT)
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• Spotify Technology S.A. (SPOT)
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Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks

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Read Answer Asked by sean on June 07, 2018

• Zscaler Inc. (ZS)
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Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

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Read Answer Asked by sam on June 07, 2018

• Great Canadian Gaming Corporation (GC)
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Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

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Read Answer Asked by Michael on June 07, 2018

• goeasy Ltd. (GSY)
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Q: Any reason for the sell-off ?

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Read Answer Asked by Martin on June 07, 2018

• Lam Research Corporation (LRCX)
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• Ichor Holdings (ICHR)
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Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!

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Read Answer Asked by Silvia on June 07, 2018

• Dollarama Inc. (DOL)
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Q: Could you please comment on Dollarama results. Thanks

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Read Answer Asked by rajeev on June 07, 2018