Investment Q&A

• BCE Inc. (BCE)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: hi , i own several income stocks (bns, ipl, igm , eci, ) looking to add anew stock or two, What do you think of my holdings and my 2 new ideas and could you recommend some of your own ideas for income . thx Jack

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Read Answer Asked by Jack on April 30, 2018

• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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• Knight Therapeutics Inc. (GUD)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks

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Read Answer Asked by Les on April 30, 2018

• Tamarack Valley Energy Ltd. (TVE)
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• Yangarra Resources Ltd. (YGR)
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Q: Hej
I’m a heavy buyer of both
TVE TAMARACK VALLEY RESCOURCES and
YGR. YANGARRA
Which one do you guys like better?

Thanks
JURI

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Read Answer Asked by Juri on April 30, 2018

• Barkerville Gold Mines Ltd. (BGM)
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Q: Could you please give me your view on this company, and if insiders have much of an interest.

Thanks

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Read Answer Asked by Alan on April 30, 2018

• West Fraser Timber Co. Ltd. (WFT)
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• Western Forest Products Inc. (WEF)
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• Acadian Timber Corp. (ADN)
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• KP Tissue Inc. (KPT)
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Q: Thanks for your answer on KPT, would you suggest some companies in the same sector ?
Appreciate your services.
Tak

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Read Answer Asked by Tak on April 30, 2018

• ECN Capital Corp. (ECN)
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Q: What would be a catalyst for ECN to start rising? It really has not done much over the past 1.5 years. Is this stock undervalued?

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Read Answer Asked by Mike on April 30, 2018

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: Can you please comment on the earnings at CU?

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Read Answer Asked by andrew on April 30, 2018

• ECN Capital Corp. (ECN)
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Q: Due to poor performance ECN is now at the head of my chopping block. When does it report for this quarter? Also, do you see any catalyst on the horizon that can move the stock price within the upcoming quarter or next? Thanks.

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Read Answer Asked by Victor on April 30, 2018

Q: What do you think of this company?

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Read Answer Asked by Brent on April 30, 2018

• Veren Inc. (VRN)
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Q: The proxy battle is certainly heating up. Which way would you vote?

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Read Answer Asked by Rick on April 30, 2018

• Healthcare Services Group Inc. (HCSG)
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Q: I know you don't cover US stocks but wanted to get your thoughts on Healthcare Services Group Inc. Given their current fundamentals is the recent decline overdone?Thank you.
Glen

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Read Answer Asked by glen on April 30, 2018

• Celestica Inc. (CLS)
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Q: Could you please comment on Celestica’s earnings and if it is a buy at this price point.

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Read Answer Asked by Helen on April 30, 2018

• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• Spotify Technology S.A. (SPOT)
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Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.

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Read Answer Asked by Paul on April 30, 2018

• AltaGas Ltd. (ALA)
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• Agnico Eagle Mines Limited (AEM)
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Q: Would you please evaluate the Q1 earnings for Altagas and Agnico Eagle that were released today. Many thanks.

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Read Answer Asked by Donald on April 30, 2018

Q: Do you have any info on this stock? Dietz had it as a top pick on Friday.

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Read Answer Asked by Dennis on April 30, 2018

• Parkland Corporation (PKI)
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• Superior Plus Corp. (SPB)
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Q: Hi, can you recommend whether to fill a 1/2 position in SPB or PKI at this time and why? Thanks

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Read Answer Asked by Curtis on April 30, 2018

• Western Digital Corporation (WDC)
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Q: Hi Peter and gang,
Would you please comment on why WDC's shares pulled back so much this past Friday in spite of its earnings beating street expectations.
Cheers,

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Read Answer Asked by Harry on April 30, 2018

• Detour Gold Corporation (DGC)
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Q: What is your take on Detour? down 30% on Friday, on a poor outlook for the next year.

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Read Answer Asked by Dennis on April 30, 2018

• Detour Gold Corporation (DGC)
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Q: It seems to me that the 30% drop in Detour Gold is way overdone. Do you agree? DGC has quite a high percentage of shares owned by institutions (>60% I believe). Could this big drop be due to computer programmed selling - sheep following sheep, etc.? I bought a small position in DGC several months ago, thinking it's a high cost producer but has a lot of reserves, so it could be a good leveraged investment if the POG rises significantly. Has anything really changed with this new guidance?

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Read Answer Asked by Jack on April 30, 2018

• Stars Group Inc. (The) (TSGI)
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• Kinaxis Inc. (KXS)
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• Reliq Health Technologies Inc. (RHT)
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Q: How would you rank these three stocks? Would you purchase at their current price? What upside would you estimate they would have in the next year?

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Read Answer Asked by David on April 30, 2018