Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN)
  • View AD.UN Profile
  • View Questions on AD.UN

Q: Hi 5i,

Can I get your take on Alaris' earnings released today? Is it looking more stable, or still a wait and see? Thanks in advance!

Upvote 0

Read Answer Asked by Wayne on March 08, 2017

• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

Q: Results

Upvote 0

Read Answer Asked by j stuart on March 08, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Markets in general. Andrew McCreath is stating that markets are over priced and "agrees with the OECD that the valuation accorded stocks has gotten ahead of the fundamentals". Is it time to sell or at least be extremely cautious at this point?

Upvote 0

Read Answer Asked by Stephen on March 07, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Not a question, but a comment. Regarding continuing calls for a US portfolio by 5i. I am against it and do not want to see it happen. The way I see it is I pay for Canadian small to mid cap expertise from an expert in this field, why water that down? You can't be all things to all people. Thank you, and keep up the good work.

Upvote 0

Read Answer Asked by Brad on March 07, 2017

• DH Corporation (DH)
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: Please comment on results and expectations moving forward.

Upvote 0

Read Answer Asked by Tom on March 07, 2017

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Any explanation for GUD's weakness the past couple of days?

Upvote 0

Read Answer Asked on March 07, 2017

• Diamcor Mining Inc. (DMI)
  • View DMI Profile
  • View Questions on DMI

Q: Could you comment on DMI as a speculative holding in the materials space?

Upvote 0

Read Answer Asked by Brian on March 07, 2017

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I would like to add a Brookfield company . Could you tell me which one you prefer. ( BEP.UN , BAM.A , OR BIP.UN).Is there a different Brookfield company that you think is better?

Upvote 0

Read Answer Asked by Bruce on March 07, 2017

• Boyd Group Income Fund (BYD.UN)
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Peter; Just a comment, if you wish to share with Kelly. Out on our Wet coast rain turned to snow and ice for most of the winter - as it did across Canada and parts of the US - lots of car accidents and fender benders - good for Boyd.

Rod

Upvote 0

Read Answer Asked by Rodney on March 07, 2017

• Black Diamond Group Limited (BDI)
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

Q: Hello %I team
What would be your take away from the deal made by Black Diamond Group purchasing the Britco rental assets for 41mil? Net positive or Negative, perhaps somewhere in the grey area? Thank you for your insight and please ignore this question if it has already been posted by another member.

Upvote 0

Read Answer Asked by Jeremy on March 07, 2017

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: For portfolio weighting purposes, would Tricon now best be considered to be in the REIT sector rather than in the Financial sector

Appreciate the insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on March 07, 2017

• Cognex Corporation (CGNX)
  • View CGNX Profile
  • View Questions on CGNX

Q: I know that u.s. stocks are not part of you preview but I thought asking about this company may spark some interest as it looks to be a part of the new manufacturing processes and may have some good upside that shows on its five year chart...thanks

Upvote 0

Read Answer Asked by gene on March 07, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: If Graham goes to the Barrons website (barrons.com)and searches Telstra ADR there are some recent articles re Telstra that may assist in his decision.

Upvote 0

Read Answer Asked by Gail on March 07, 2017

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Would you switch from KXS to CSU at this time?

Upvote 0

Read Answer Asked by John on March 07, 2017

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH

Q: Hi Peter, Ryan and team,

Earlier today I read the following report about insider selling at CRH.

"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."

Should investors be concerned about this insider selling within a short period?

Thanks for your insight on this issue!

Upvote 0

Read Answer Asked by Michel L on March 07, 2017

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I'm a little surprised at the market's reaction to Savaria's earnings. They missed on earnings, and yet the stock is up 8% in trading. Several analysts had been saying the stock was already fully or even overpriced, so I would have expected a retreat here. What am I missing?

Upvote 0

Read Answer Asked by John on March 07, 2017

• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Could you please comment on the recent SIS numbers and should I add to my position. I am currently at 2% weighting.

Many thanks

Upvote 0

Read Answer Asked by Bill on March 07, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, purely in terms of relative security of the dividend among these high dividend payers could you please rank in order VSN, KWH, ALA, ENF, RNW, IPL, INE.PR.C. Thanks.

Upvote 0

Read Answer Asked by Gary on March 07, 2017

• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF

Q: Why is WEF so cheap compared to its other canadian peers (WFT,CFP,etc)? I realize size could be a factor but it's actually not all that much smaller.

WEF has a much higher yield, a cleaner balance sheet, and trades sub 10x p/e vs peers at 15x. What am I missing?

Thanks

Upvote 0

Read Answer Asked by Scott on March 07, 2017

• Baytex Energy Corp. (BTE)
  • View BTE Profile
  • View Questions on BTE

Q: Could you please comment on the recent results from Baytex. Thanks.

Upvote 0

Read Answer Asked by Donald on March 07, 2017