Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: What are your thoughts on the quarter? I currently own a 3% position, would it be advisable to add another 2% on this dip?

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Read Answer Asked by David on August 13, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.00)
  • $6.00 P/E (TTM): 20.45X Cap: $652M
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Q: Your thoughts on the quarterly reports please.
Thanks as always

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Read Answer Asked by Daniel on August 13, 2018

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $138M
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Q: Please comment on results.

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Read Answer Asked by Jordan on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I have been following your comments on TSGI as of late. This looks like a good day to step in and start accumulating?

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Read Answer Asked by Matt on August 13, 2018

• BRP Inc. Subordinate Voting Shares (DOO $89.39)
  • $89.39 Cap: $6.74B
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• Polaris Inc. (PII $56.30)
  • $56.30 Cap: $3.61B
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Q: Polaris, the US recreational vehicle version of BRP has been on my radar, how does its valuation compare to BRP, and would you consider it a stronger or weaker than brp

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Read Answer Asked by Vicki L on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi 5i team.
I don't own this stock and i'm wondering if you are confortable to step in for 1/2 or a full positon to hold in an tsfa account for long term . Thank you.

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Read Answer Asked by Ben on August 13, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Good Morning, comments on Q2 results just released please.
Any concerns from your point of view? Still worth keeping in the portfolio for higher risk income?
Thanks!

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Read Answer Asked by Hussein on August 13, 2018

• Badger Infrastructure Solutions Ltd. (BDGI $65.01)
  • $65.01 P/E (TTM): 27.93X Cap: $2.18B
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Q: Please comment on Q2.

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Read Answer Asked by sandy on August 13, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.47B
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Q: Are there any concerns about the recent results for this Company? Would it be wise to start a position at this time or wait and see?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.25X Cap: $1.14B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.

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Read Answer Asked by Jim on August 13, 2018

• AutoCanada Inc. (ACQ $28.26)
  • $28.26 Cap: $682M
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Q: ACQ is the biggest laggard in my portfolio. I own a small position and I'm down just over 40%. I'm thinking about selling. Do you support me cutting my losses or is there a compelling reason to stick it out?
Thanks for your great advice as usual.

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Read Answer Asked by Grant on August 13, 2018

• AutoCanada Inc. (ACQ $28.26)
  • $28.26 Cap: $682M
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Q: I see the rolling banner on BNN/Bloomberg is reporting that the CEO & CFO have resigned in a Management overhaul. Do you think this increases the odds of a sale of the company?
Will it help stop the bleeding?
Thanks,
Scot

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Read Answer Asked by Scot on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.26B
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Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

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Read Answer Asked by Al on August 13, 2018

• Magna International Inc. (MG $60.97)
  • $60.97 P/E (TTM): 10.94X Cap: $17.61B
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Q: This morning I asked a question regarding MG where I stated that I had a 1/4 position. I believe your interpretation was that MG comprises 25% of my portfolio, whereas I meant that I have 1/4 of a "full" position. I consider a full position to be 5% of my portfolio. So MG comprises only 1.25% of my total portfolio. So I am interested in your opinion on selling all my MG shares now and employing the funds to good use elsewhere.
Also, I want to compliment you on your very quick response to my question.

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Read Answer Asked by Dennis on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.26B
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Q: pbh reporting soon, and has had weak earnings last 3 quarters, do you think it would be better to wait for earnings to come out to buy, or buy on this pre earnings dip?

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Read Answer Asked by matty on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Just before market close on Aug 10,TSGI announced partnership with Mount Airy Casino resort to start online sports wagering in Pennsylvana.Your take please.Also your comment on Q results which will be released premarket Aug 13.Appreciate u usual great services & views

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Read Answer Asked by Peter on August 13, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Good day, thoughts on the latest financial release? Cheers

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Read Answer Asked by Seamus on August 13, 2018

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

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Read Answer Asked by Joseph on August 13, 2018

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.26B
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Q: Something rancid?
Although 2nd Q earnings are not yet published the share price has dropped from $113.42 on July 13 to $98.90
Do you think there was a disappointing earnings leak?

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Read Answer Asked by Terry on August 13, 2018

• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.71X Cap: $141.53B
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• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.19X Cap: $1.54B
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Q: Could you name any other publicly traded companies in North America or Europe that are competitors to SIS?

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Read Answer Asked by Terry on August 13, 2018