Investment Q&A

• Ag Growth International Inc. (AFN $20.19)
  • $20.19 Cap: $382M
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Q: What information can you provide as to either the source of the "rework" costs impacting AFN's results, or a source for more information (unable to - easily - find this of their investor website?)

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Read Answer Asked by Lotar on August 13, 2020

• BRP Inc. Subordinate Voting Shares (DOO $72.86)
  • $72.86 Cap: $5.53B
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• goeasy Ltd. (GSY $31.89)
  • $31.89 P/E (TTM): 2.37X Cap: $540M
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• WELL Health Technologies Corp. (WELL $4.32)
  • $4.32 Cap: $1.09B
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Q: I have some additional dollars to put to work and have narrowed my choices down to the above companies. Looking at growth over a 3-5 year period, which one would be your top choice? Any relevant comments would be appreciated.
Thanks for your great advice as usual. ram

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Read Answer Asked by Ray on August 13, 2020

• goeasy Ltd. (GSY $31.89)
  • $31.89 P/E (TTM): 2.37X Cap: $540M
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Q: Hi Team,

Can you please comment on the quarter out of GSY?

Thanks!

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Read Answer Asked by David on August 13, 2020

• Great Canadian Gaming Corporation (GC $44.98)
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Q: Please comment on Q results of GC. Txs for u usual great views & services

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Read Answer Asked by Peter on August 13, 2020

• Savaria Corporation (SIS $29.19)
  • $29.19 P/E (TTM): 30.79X Cap: $6.74B
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Q: What are the Expectations of SIS Savaria for 2nd quarter. Been on a good run last month. What are the expectations for the rest of the year. Barry F

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Read Answer Asked by Barry on August 12, 2020

Q: Why is ABT down by that much today? Thanks.

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Read Answer Asked by Keith on August 11, 2020

• Premium Brands Holdings Corporation (PBH $83.63)
  • $83.63 P/E (TTM): 57.89X Cap: $4.43B
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Q: Please comment on their earnings from last week and your outlook going forwards. Thanks

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Read Answer Asked by Rick on August 11, 2020

• Kinaxis Inc. (KXS $145.37)
  • $145.37 P/E (TTM): 42.69X Cap: $4B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.31)
  • $173.31 P/E (TTM): 134.78X Cap: $226.23B
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• Real Matters Inc. (REAL $5.85)
  • $5.85 Cap: $433M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.96)
  • $12.96 Cap: $1.74B
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Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen

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Read Answer Asked by Maureen on August 10, 2020

• Knight Therapeutics Inc. (GUD $7.52)
  • $7.52 Cap: $740M
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Q: what is expected from GUD on Thursday? Thx

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Read Answer Asked by blake on August 10, 2020

• Badger Infrastructure Solutions Ltd. (BDGI $79.49)
  • $79.49 P/E (TTM): 32.17X Cap: $2.64B
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• Kinaxis Inc. (KXS $145.37)
  • $145.37 P/E (TTM): 42.69X Cap: $4B
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• Real Matters Inc. (REAL $5.85)
  • $5.85 Cap: $433M
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Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?

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Read Answer Asked by Curtis on August 10, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Looking at what happened to PHO in the last couple of days it was at $2.46 a share and now at $1.76 is it still a good one to hold.
Thank you

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Read Answer Asked by wilson on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.08)
  • $84.08 P/E (TTM): 18.64X Cap: $14.72B
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Q: Greetings 5i Team - Your thoughts on the latest earnings, please.

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Read Answer Asked by basil on August 10, 2020

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.08)
  • $84.08 P/E (TTM): 18.64X Cap: $14.72B
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• Winpak Ltd. (WPK $40.07)
  • $40.07 P/E (TTM): 12.94X Cap: $2.36B
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Q: Could I please get your comments on CCL.B Q2 results. Also which company would you buy and why CCL.B or WPK .
Thanks

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Read Answer Asked by Roy on August 07, 2020

• Constellation Software Inc. (CSU $2,482.93)
  • $2,482.93 P/E (TTM): 72.88X Cap: $51.74B
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• Kinaxis Inc. (KXS $145.37)
  • $145.37 P/E (TTM): 42.69X Cap: $4B
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Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

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Read Answer Asked by John on August 07, 2020

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Please comment on Richard's Packaging earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi, could you please comment on Parkland earnings. Thanks

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Read Answer Asked by rajeev on August 07, 2020

• Constellation Software Inc. (CSU $2,482.93)
  • $2,482.93 P/E (TTM): 72.88X Cap: $51.74B
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Q: CSU's Q2 seems to be a miss, especially the EPS.
Please give your opinion on it and if it changes how you feel about the company.

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Read Answer Asked by sandy on August 07, 2020

• Badger Infrastructure Solutions Ltd. (BDGI $79.49)
  • $79.49 P/E (TTM): 32.17X Cap: $2.64B
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Q: Hi team

I have a small position, it was losing money (hoping to generate some dividends with hope of a small capital gain)
now
this stock is shooting up like a rocket
I am aware that in the last quarter
earnings beat expectations (was suppose to be a loss)

would you say there is enough momentum to keep on going for another 5-10%?
was there a tremendous amount of short position from those hedge fund managers?
looking for reasons to keep on holding it or sell to take a small profit

Buy more, hold or sell?

thanks !
Michael

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Read Answer Asked by Michael on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: I got into PHO a couple of years back when it was doing well and sold it at a loss after the shares performed poorly for awhile. How would you contrast the situation now to then for someone (like me) who doesn't want to be burned twice?

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Read Answer Asked by Rick on August 06, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Does Photon need PR help? I get being cautious but their release could have been worded in a much better light. I’m also trying to reconcile how their guidance seems to diverge with other companies in the semi industry. I understand that q1 benefited from a large forex gain and covid inventory hoarding from customers, but most semiconductor companies have provided continued strong out looks for the remainder of the year and into 2021. Any worries here? Thanks

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Read Answer Asked by Scott on August 06, 2020