Investment Q&A

• Tricon Residential Inc. (TCN)
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Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.

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Read Answer Asked by John on May 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: This has done precious little since its split. I have a 2.5% position and now wonder if the long term thesis on CCL.B at a $60 cost justifies an additional investment to bring my holding up to 3.5%.
Thank you.

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Read Answer Asked by Geoffrey on May 09, 2018

• Alcanna Inc. (CLIQ)
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Q: Poor Q prompted a very low opening @ $8.78 leading to a $8.49 low(52 wk low),but have since rallied sharply to current $9.59(up 0.4) on 443k volume(much higher than 109k average) with buy volume twice more than sell volume.Very heartening.Your take please . Is it time to average down a bit on my 4% position @ $10.67 p/p,Appreciate u usual great services & views

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Read Answer Asked by Peter on May 09, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Please comment on the continued weakness of CCL.B . What is the reason for the big drop in price? Thanks

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Read Answer Asked by Lai Kuen on May 09, 2018

• Savaria Corporation (SIS)
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Q: Hi 5i Team,

Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?

Thank you!

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Read Answer Asked by David on May 09, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Would you buy more stock in TOY after their earnings report. My current position is 2% of my portfolio. Thank you.

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Read Answer Asked by Bill on May 09, 2018

• Enbridge Inc. (ENB)
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• Cineplex Inc. (CGX)
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Q: Please comment on Enbridge's recent asset sale. I am thinking about adding them to my portfolio and think that this can be a strong outperformer once the market starts to have a little more buy-in again. I am looking at both ENB and CGX and want to add one for a combination of both growth and income. I just feel both have been beaten down so much and are presenting great value right now. Would you prefer one of the other? Or do you think they are going to be in the dog house for a while longer? Thanks.

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Read Answer Asked by Jordan on May 09, 2018

• Alcanna Inc. (CLIQ)
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Q: Can you please comment on the earnings release.

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Read Answer Asked by Janice on May 09, 2018

• Maxar Technologies Inc. (MAXR)
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Q: Please comment on their results. Thanks

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Read Answer Asked by Imtiaz on May 09, 2018

• Boyd Group Income Fund (BYD.UN)
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Q: BYD.un reports the 15th, I believe. Any reason for the fast decline lately...especially today? Due to this decline, would it be better to wait for results to come out before adding to a position?
Thanks

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Read Answer Asked by Craig on May 09, 2018

• Savaria Corporation (SIS)
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Q: Hi, my portfolio is increasing thanks to your picks. SIS was going along nicely for the longest time, seems to be a blip in the momentum. Would you consider normal market activity and a time to increase my holding to 4% from 3%?
Thanks,Brad

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Read Answer Asked by Brad on May 09, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Please comment on TOY's Q1.
Also, eps was $.09 and adjusted eps (basically adding Toys"R"Us back in) was $.22
Which eps was the consensus eps of $.16 ?

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Read Answer Asked by sandy on May 09, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Good morning Peter and his good people,
1. When is the big acquisition to close?
2. What is the probability it DOESN'T go through?
3. If it does go through, how do you think the share price will react?
Regards,
Mike
PS. Don't forget it's Mother's Day this Sunday!

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Read Answer Asked by Mike on May 08, 2018

• Constellation Software Inc. (CSU)
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Q: Please comment on the possible impact of Artificial intelligence development in various big tech on the business model of Constellation Software. Would there be a chance that CSU software replaced by AI product from Google.

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Read Answer Asked by Lai Kuen on May 08, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi, Any comments on CCL earnings release, please ? Does any specific comment stand out, like CCL Secure results, this quarter, boosted by a customer's large launch order, not likely to repeat? How do like the guidance for 2018 ? Thanks

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Read Answer Asked by rajeev on May 08, 2018

• Cineplex Inc. (CGX)
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Q: currently have only a 2% position would it be okay to ave down to make it a 3% position?

Thanks

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Read Answer Asked on May 08, 2018

• goeasy Ltd. (GSY)
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Q: Hi, can you please comment on the recent quarterly release. Thanks

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Read Answer Asked by Todd on May 08, 2018

• Gildan Activewear Inc. (GIL)
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Q: I was reading recently that GIL effective tax rate is 4%. Is that correct? If so how are they able to have such a low tax rate? Is this rate sustainable?

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Read Answer Asked by Robert on May 07, 2018

• Richards Packaging Income Fund (RPI.UN)
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Q: Could you please comment on company's earnings release of May 4th, 2018. Thanks

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Read Answer Asked by rajeev on May 07, 2018

• Gildan Activewear Inc. (GIL)
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Q: Can you comment on GIL most recent quarterly earnings report? Did you find it strange that the stock was up significantly one day this week and then down significantly the next?

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Read Answer Asked by Robert on May 07, 2018