Investment Q&A

• Whitecap Resources Inc. (WCP)
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Q: With price of oil rising for a logical reason (low supply) which oil companies do you recommend for 1 year growth?
Also, I have a half position in WCP, should I go for a full position?

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Read Answer Asked by Tim on April 23, 2018

• Intrinsyc Technologies Corporation (ITC)
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Q: Any hope for this company going forward. Currently down 34% /2.1k...hold or sell [in my TFSA account. so no tax loss]

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Read Answer Asked by Henry on April 23, 2018

• Apple Inc. (AAPL)
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Q: Please give me your thoughts on Apple. Do you think it’s a good time to buy given the pull back? Thanks as always.

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Read Answer Asked by Jason on April 23, 2018

• Constellation Software Inc. (CSU)
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Q: Hi, Could you please post the street estimates for Constellation Software for Apr 25. Thanks

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Read Answer Asked by rajeev on April 23, 2018

Q: I want to setup a balanced portfolio fund with high dividend paying stocks.
Do you have other balanced portfolio funds other then the one listed?
Thanks, John d

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Read Answer Asked by John on April 23, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Your opinion of the Sky Betting and Gaming acquisition?

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Read Answer Asked by David on April 23, 2018

• Constellation Software Inc. (CSU)
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Q: Here is the link to Mark Leonard's Annual President's Letter released Apr/20/2018.
Such an interesting read for shareholders and everyone else !!!
We are so happy to be proud shareholders for several years. Thanks to Jason Donville and 5iResearch.

http://www.csisoftware.com/2018/04/constellation-software-inc-2017-presidents-letter/

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Read Answer Asked by rajeev on April 22, 2018

• Roper Technologies Inc. (ROP)
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Q: Roper Technologies ROP, is like an American CSU except about seven times bigger. It's earnings report today was great. Looks like every measure was up. Yet the share price is pretty flat as of this writing. Is it a "sell on news" phenomenon? Is there something negative in the earnings that's not so obvious? Wondering what some of the thinking is behind a flat or negative response to a great earnings report. Of course the day isn't over yet. Thank you for your valued insights and opinions.

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Read Answer Asked by Jerry on April 20, 2018

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Methanex Corporation (MX)
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• CAE Inc. (CAE)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Celestica Inc. (CLS)
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• Agnico Eagle Mines Limited (AEM)
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• Magna International Inc. (MG)
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• Open Text Corporation (OTEX)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

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Read Answer Asked by Willie on April 20, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Winpak Ltd. (WPK)
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Q: Which packaging manufacturer has the best ability to transition away from plastics into recycled and/or paper based packaging? As TCL reinvents itself as a flexible packaging producer (Coveris acquisition) do you see this, or have you heard this discussed by management?

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Read Answer Asked by Michael on April 20, 2018

• Cascades Inc. (CAS)
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Q: Fundamentally seems very cheap ? ROI 37% , Sales growth 10.5%, debt at 51% of Capital seems reasonable, what might be holding this equity back from being near its all time highs ?

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Read Answer Asked by Ed on April 20, 2018

• Cascades Inc. (CAS)
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Q: Cascades has been in a bit of a downturn recently, but today is down almost 7%. Any news that you can find? what are your current thoughts about the company.

Thanks

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Read Answer Asked by Tom on April 20, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, when will TOY report? Thanks, Peter.

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Read Answer Asked by peter on April 20, 2018

• Atlassian Corporation (TEAM)
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Q: Hello team,

Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...

Have a wonderful weekend!

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Read Answer Asked by Saeed on April 20, 2018

• Stella-Jones Inc. (SJ)
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Q: Pricing in SJ's railway tie category is under pressure, negatively impacting operating margins (granted, margins are forecast to improve in H2 2018). My understanding is that alternatives, like concrete ties, are much more expensive. Given SJ produces an essential product for the railway sector, why does the company not have more pricing power? Thank you.

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Read Answer Asked by Edward on April 20, 2018

• Kinaxis Inc. (KXS)
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Q: What's your take on the KXS announcement yesterday regarding the expansion in Japan? This company is very secretive on their business developments and never provide the impacts of such developments in their PRs. Thanks.

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Read Answer Asked by Victor on April 20, 2018

• Amplify Digital Payments ETF (IPAY)
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Q: Is there an ETF which tracks companies that are payment processors such as Visa, Mastercard, Paypal, Square, Shopify etc?

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Read Answer Asked by Barry on April 20, 2018

• IMV Inc. (IMV)
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Q: Just received report and the board would like to list on Nasdaq exchange.They want to reduce share holdings for a price to stay listed on exchange.Good or bad and should I buy more or wait for more results.I could buy 1000 shares and wait also.Very small % of portfolio

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Read Answer Asked by Guy on April 20, 2018

• Alimentation Couche-Tard Inc. (ATD)
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Q: I have been looking at buying ATD for a while but momentum has been very bad. Looking at 5 year + hold. Any news for the latest weakness ? Would you wait a few weeks or take a position now.

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Read Answer Asked by Pierre on April 20, 2018

• New Look Vision Group Inc. (BCI)
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Q: In your response this morning to Mike regarding BCI you stated: " Liquidity is an issue however so we would keep that in mind regarding a position size if adding to the name." I would appreciate it if you would explain why liquidity is an issue if I intend to take a position. Thank you.

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Read Answer Asked by Dennis on April 20, 2018