Investment Q&A

• Covalon Technologies Ltd. (COV $2.34)
  • $2.34 P/E (TTM): 17.14X Cap: $64M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Could you clarify your thoughts on the PP?
Is the company expecting the price to recover to the PP?
Also,what maximum allocation percentage would you recommend for REITs for a 68 year old geezer?

Upvote 0

Read Answer Asked by Allen on September 04, 2019

• CAE Inc. (CAE $37.84)
  • $37.84 P/E (TTM): 28.96X Cap: $12.13B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Any reason for CAE to drop $1.03 to $33.77 today besides the poor US markets.It increased $1.45 on 8/30 after announcement of a 15yr contract with Directional Aviation.Time to start a position? Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on September 04, 2019

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: This morning SIS announced that its CEO recently bought 50k shares @ $10.90 in the open market bringing his total shares to some 14.873m shares(29.5% of o/s shares).Should I follow & add a bit to my 2.75% position(p/p $17.28).Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on September 04, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.27)
  • $5.27 P/E (TTM): 23.35X Cap: $228M
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A
• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Sienna Senior Living Inc. (SIA $17.93)
  • $17.93 P/E (TTM): 44.93X Cap: $1.65B
  • View SIA Profile
  • View Questions on SIA

Q: I am trying to maximize both share price growth and dividend yield while at the same time keep as high a degree of certainty as possible regarding earnings growth, dividend sustainability and the "survivability" of the business going far into the future. With this as a backdrop, how do you feel about me switching out of Andrew Peller for Sienna Senior Living? Is the difference between the two, in total return, too small to make it a constructive move?

Lastly, do you have a "favorite" stock, mid to large cap, that offers a 3%+ dividend and an eps growth of 10%.

Thanks.

John

Upvote 0

Read Answer Asked by john on September 03, 2019

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I currently own SIS and under water but thinking of buying more as my weight is only 2.5 %. Do you think it ok to buy more to make it a 3% weight?
Thanks

Upvote 0

Read Answer Asked on September 02, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC

Q: RBC shows fair market value of $41.37...would you concur with this valuation with a pe of 59.6 and pb 1.4x and roe of 2.28 and total debt of 11.38%...but a profit of 5.28% .. eps growth of 92.7% sales growth of 45.16% and income growth of 60.18%...these numbers seem all over the map ...also would you still remain positive on growth at todays price of $25.31...thanks for great service...gene

Upvote 0

Read Answer Asked by gene on September 02, 2019

• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: would you be a buyer of PBH today if not yet owned ?
Thanks

Upvote 0

Read Answer Asked on September 02, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hello 5i. Was wondering if you could take a look and respond to the following negative report issued on LSPD and let us know your take on it. Thanks
https://drive.google.com/file/d/1x7XyW5gcy5l42pGUkoiE0vsywobRXjfl/view

Upvote 0

Read Answer Asked by Shane on September 02, 2019

• Covalon Technologies Ltd. (COV $2.34)
  • $2.34 P/E (TTM): 17.14X Cap: $64M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: With the current swing to losses, isn't COV at risk of needing financing in the future? This would be a large negative at the current share price. Can you comment on their current financial situation and the need to go to markets (assuming no further revenue from Saudi)?

Upvote 0

Read Answer Asked by Kel on September 02, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What’s with Lightspeed and Shopify this morning? Both down 4-5% but my other Tech stocks are holding in fine.

Upvote 0

Read Answer Asked by Bruce on August 30, 2019

• BRP Inc. Subordinate Voting Shares (DOO $80.65)
  • $80.65 Cap: $5.89B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: DOO when up yestetday like a rocket. Anything spécial?

Martin

Upvote 0

Read Answer Asked by Martin on August 30, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: aw.un seems to be moving down each day but there does not seem to be any bad news and sales and profits are still good.Can you see any reason for this movement?
Tks -Al

Upvote 0

Read Answer Asked by Allen on August 30, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Do you know if TSGI will be updating the market on the progress of Foxbet as the NFL season progresses? Thx

Upvote 0

Read Answer Asked by blake on August 29, 2019

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I have been told there was/is a short report on SIS. My info comes from a very credible source. It might be dated but have you heard of it?

Upvote 0

Read Answer Asked by Bill on August 29, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Has there been any substantial insider buying over the last year and how much of the company do insiders own at present? Thx

Upvote 0

Read Answer Asked by blake on August 29, 2019

• Covalon Technologies Ltd. (COV $2.34)
  • $2.34 P/E (TTM): 17.14X Cap: $64M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Hi 5i,

After listening to the call today, it was my understanding the PP at $2.51 would remain. Can you advise under what scenario, after the price reduction today, investors would agree to that price point. Do the warrants offered make it a reasonable price point?

Upvote 0

Read Answer Asked by Kelly on August 29, 2019

• Covalon Technologies Ltd. (COV $2.34)
  • $2.34 P/E (TTM): 17.14X Cap: $64M
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: I bought 1k share of Cov at $7.50, would you recommend average down at current price $1.13? Thanks

Upvote 0

Read Answer Asked by Hue on August 29, 2019

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: How does Tricon have negative FFO? A big one time event?

Upvote 0

Read Answer Asked by Cory on August 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Any idea why Shop is down so much today and what do you think of its prospects in the next year?

Upvote 0

Read Answer Asked by Graeme on August 29, 2019

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: I realize these are very different stocks, but I hold both and want to sell one of them. Which has the best:
- management,
- balance sheet,
- prospects over both the short term and long term
- the best relative valuation?
Thanks.
Jim

Upvote 0

Read Answer Asked by James on August 29, 2019