Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: Hi 5I,

After listening to the call today, it appears that the lowered forecast is due to the capex spending in the US in order to ramp up their business in PA, NJ and 2/4 other jurisdictions would this not be considered a reasonable expenditure to open up a nascent marketplace such as the US?

Do you view the call any differently, and has the business fundamentals changed that much to warrant the beating in the stock. If anything, I am looking at taking another bite at this low valuation.

Your thoughts?

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Read Answer Asked by Kelly on August 13, 2019

• Park Lawn Corporation (PLC)
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Q: What are your thoughts regarding Park Lawn's earnings, growth profile and debt levels?

Thanks again.

John

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Read Answer Asked by john on August 13, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Is this stock now trading below book value? Is this usual for this type of stock?
Is it worth picking at?

If they are successfully reducing debt, will one "good quarter / earning surprise" finally turn this thing around?

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Read Answer Asked by James on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello, Any idea, when would they announce pricing for the secondary ? Thanks

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Read Answer Asked by rajeev on August 13, 2019

• Kinaxis Inc. (KXS)
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Q: Hi,
Can you please comment on the Q2 results of KXS? How they compared to street consensus estimates? How to explain the market reaction today: down 3% on a volume only slightly above average? thanks.

Martin

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Read Answer Asked by Martin on August 13, 2019

• Alcanna Inc. (CLIQ)
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Q: Please comment on recent Q & going forward.Rev. increased to $200.3m & SSSG of 8.2%.Is it time to add to my 2% pos.(p/p $6.61)? Thanks for u usual great services & views

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Read Answer Asked by Peter on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What do you make of lightspeeds latest news.

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Read Answer Asked by don on August 12, 2019

• Stars Group Inc. (The) (TSGI)
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Q: How low could it go??

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Read Answer Asked by blake on August 12, 2019

• Knight Therapeutics Inc. (GUD)
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Q: GUD is having a good day after Medison came out swinging on Friday. Can you explain why GUD is up today? Is there other news I'm missing?

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Read Answer Asked on August 12, 2019

• Stars Group Inc. (The) (TSGI)
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Q: I mean post quarter earnings estimate, thanks

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Read Answer Asked by Hue on August 12, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Please comment on quarterly results of tsgi and long term story moving forward.

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Read Answer Asked by Geoffrey on August 12, 2019

• Stantec Inc. (STN)
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Q: Can you comment on STN earnings please. Is the market over reacting?

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Read Answer Asked by Jamie on August 12, 2019

• K-Bro Linen Inc. (KBL)
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Q: I sold my K-Bro linen several years ago because I got nervous when they expanded --- a bit too much too quick I thought. But recent financial results seem OK. This should be a solid long term business.

Can you comment on my observations and more importantly on the quality of the management and board ?

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Read Answer Asked by joe on August 12, 2019

• Richards Packaging Income Fund (RPI.UN)
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Q: RPI announced earnings recently and has fallen about 10% since. Can I have your opinion on the results and is this an opportunity to enter? Thanks!

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Read Answer Asked by Michael on August 09, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Greetings.

Is there any news to account for Premium Brands' decline today (analyst downgrade, news I am missing, rumour, etc etc)?

Thanks.

John

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Read Answer Asked by john on August 09, 2019

• NFI Group Inc. (NFI)
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Q: Hi Peter,
For what its worth Scotiabank has a "Sector Outperform" rating on NFI. The yield sits at 6.2%, the Globe thinks the stock is a poor investment and 5i seems to be ambivalent too with, I suppose, a rating downgrade pending. Insiders seem to have cashed out so management is looking all too human so to speak. We bought the stock in 2014 and were once up 400%, took some capital gains in 2018 (used up some of our accumulated capital losses) and now are up only 100%. I'm a basic buy and hold investor so I'm thinking of hanging in there for another quarter or so. Please let me know if I am insane!
Thanks,
Jim

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Read Answer Asked by James on August 09, 2019

• Boyd Group Income Fund (BYD.UN)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, could you please post the earning estimates - REV, EBITDA and EPS for the earnings due next week. Thanks

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Read Answer Asked by rajeev on August 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi, How many shares will come off the lock up period on Sep 15 ? Do you know of these shareholders - retail v/s institutional and insiders ?

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Read Answer Asked by rajeev on August 09, 2019

• WSP Global Inc. (WSP)
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Q: Good morning 5i team,
Comments pls. on WSP results.
Thx!

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Read Answer Asked by Silvia on August 09, 2019

• Photon Control Inc. (PHO)
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Q: Please comment on current results. Stock is down today. As well please explain why they have bought back shares at this time. The conference call is at 11 a.m. I know you will want to hear this before responding. Would you buy more, sell or hold? Thank you for your great service.
S.

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Read Answer Asked by Stella on August 09, 2019