Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.53)
  • $83.53 P/E (TTM): 19.22X Cap: $15.17B
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• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $87.64)
  • $87.64 P/E (TTM): 19.22X Cap: $15.17B
  • View CCL.A Profile
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Q: Good morning,
What are the advantages/disadvantages in owning CCL.A voting shares versus CCL.B non voting shares? What is your preference?
Thank you,
Patrick

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Read Answer Asked by Patrick on January 27, 2020

• Knight Therapeutics Inc. (GUD $6.35)
  • $6.35 Cap: $615M
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Q: Would you be comfortable with a full position in GUD at this time?

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Read Answer Asked by Alan on January 27, 2020

• goeasy Ltd. (GSY $35.37)
  • $35.37 P/E (TTM): 2.78X Cap: $611M
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Q: what doescoronavirus have to do with goeasy.
i get it markets are panicking but 6 point decrease for what reason.
i gave been buying since the open.
dave

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Read Answer Asked by david on January 27, 2020

• Savaria Corporation (SIS $25.40)
  • $25.40 P/E (TTM): 29.86X Cap: $5.81B
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Q: I have been holding SIS in my TFSA nearly for the last 2 years and down by 20%. With not so promising outlook for 2020,Would you suggest to continue holding or switch? If switching, what stock would you suggest in the same sector?

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Read Answer Asked by Sriram on January 27, 2020

• goeasy Ltd. (GSY $35.37)
  • $35.37 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
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Q: Is there any negative info about GSY that it dropped 7%-10% at the open on
HIGH volume?
Thanks

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Read Answer Asked by Herm on January 27, 2020

• Savaria Corporation (SIS $25.40)
  • $25.40 P/E (TTM): 29.86X Cap: $5.81B
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Q: The "ageing-in-place" concept seems to be gaining some momentum and support. Do you agree, and can you identify some Canadian companies (ideally dividend paying) that would benefit? Do you see this having any impact on the senior residences like Chartwell or Sienna?
Thank-you

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Read Answer Asked by grant on January 27, 2020

• Kinaxis Inc. (KXS $135.84)
  • $135.84 P/E (TTM): 40.66X Cap: $3.77B
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Q: looking to start a position; appears pricey; should I wait for a lower entry point?

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Read Answer Asked by don on January 27, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.62)
  • $167.62 P/E (TTM): 138.45X Cap: $221.77B
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Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.

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Read Answer Asked by Jean-Pierre on January 27, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.70B
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Q: The last report for LSPD was on June 3rd. When are you planning on completing another major review and updating the report?
Clayton

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Read Answer Asked by Clayton on January 27, 2020

• Kinaxis Inc. (KXS $135.84)
  • $135.84 P/E (TTM): 40.66X Cap: $3.77B
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Q: hello team, it's quite clear that you like KXS and I am about to take a small position. However, recently an analyst at BNN raised concerns about KXS valuation, and going forward competing against SAP, a much larger and better known company around the world . . . Are these concerns justified?
Thanks ; Carlo

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Read Answer Asked by Carlo on January 26, 2020

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What's the reason behind the PKI sell off in the past few days? Any bad news?

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Read Answer Asked by Victor on January 24, 2020

• Covalon Technologies Ltd. (COV $1.71)
  • $1.71 P/E (TTM): 59.67X Cap: $48M
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Q: hi and thanks
Covalon reported their 3rd quarter in late August. It seems they are taking a rather long time to report their year end. Your thoughts. As well the company also stated: "Company expects substantial insider participation in respect of the Offering". Did that participation take place?
thanks
Joe

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Read Answer Asked by Joe on January 24, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.70B
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Q: LSPD is a medium sized cap stock, less than $10 billon in market value. In general terms what does that mean for investment managers like: market size, investment strategies, company sector categories etc. When it gets to be a large cap stock, greater than $10 billon market cap, what does that mean for investment managers. Will more managers be buying the the stock to get their sector quota or and will it be followed by international investment firms etc,

Clayton

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Read Answer Asked by Clayton on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $17.40)
  • $17.40 P/E (TTM): 24.7X Cap: $1.78B
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Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

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Read Answer Asked by Stephen on January 24, 2020

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
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Q: I own Boyd and BAM but I'm also interest in your thoughts on GDI? I also ownTelus, RY, ENB,AQN, BIP.un, ZLU, and TRP. I'm wondering if you think I should lighten up on these safe income stocks and go for more growth with GDI? As someone who is bad at volatility, I'm impressed with GDI's low BETA. Comments?

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Read Answer Asked by Graeme on January 24, 2020

• Boyd Group Services Inc. (BYD $190.40)
  • $190.40 P/E (TTM): 220.64X Cap: $5.36B
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Q: I have held BYD for years and for most of that time its share price has moved up on a consistent basis. However now almost every day its share price goes down. Are you aware of any reason for this downturn? Would selling be wise? There are lots of good alternatives to Boyd.

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Read Answer Asked by Peter on January 23, 2020

• WSP Global Inc. (WSP $218.58)
  • $218.58 P/E (TTM): 30.24X Cap: $29.90B
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• Altus Group Limited (AIF $46.69)
  • $46.69 P/E (TTM): 5.71X Cap: $1.88B
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Q: With Altus separating the losing Geomatics from the company this should help the bottom line I assume.Jim

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Read Answer Asked by jim on January 23, 2020

• Dollarama Inc. (DOL $183.07)
  • $183.07 P/E (TTM): 41.43X Cap: $51.90B
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• Premium Brands Holdings Corporation (PBH $88.13)
  • $88.13 P/E (TTM): 65.58X Cap: $4.15B
  • View PBH Profile
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• Savaria Corporation (SIS $25.40)
  • $25.40 P/E (TTM): 29.86X Cap: $5.81B
  • View SIS Profile
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Q: Have to raise cash - the above are my poorest performers (SIS is negative). Have to sell 1 & 1/2 positions. What do you suggest I sell.
Thanks for all the great performers you have named.
Bill

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Read Answer Asked by Bill on January 23, 2020

• NFI Group Inc. (NFI $18.10)
  • $18.10 Cap: $2.18B
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Q: your latest report shows a 12% inside positn but Bloomberg shows only 2.7% which is correct? Thx

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Read Answer Asked by blake on January 23, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.62)
  • $167.62 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
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Q: Are the EPS estimates on the 5i company profile pages accurate? I noticed a significant difference between the SHOP EPS estimates provided in answers and the EPS estimates on the 5i company profile page for SHOP.

Here's the example:
Question Asked by Kerri on January 22, 2020
5I RESEARCH ANSWER:
SHOP Feb 12; $0.24 EPS; $481M revenue.

I'm guessing this is the estimate for QTR1 (12/19)

5i Company profile page for SHOP
Current Estimate
QTR1 (12/19) -0.21,
QTR2 (03/20) -0.30
FY1 (12/19) -1.24

Why so different?

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Read Answer Asked by Robert on January 23, 2020