Investment Q&A

• Alcanna Inc. (CLIQ)
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Q: I noted that Liq, did not trade today (Monday May 14) , any specific reason?
Many thanks, Arnolda

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Read Answer Asked by Arnolda C on May 14, 2018

• Savaria Corporation (SIS)
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Q: I've noticed that the CEO and CFO of Savaria have 'direct ownership' of a small number of SIS shares but a very large number as 'indirect ownership'. Can you explain the strategy and implications? Also if their ownership is through a parent company, which one?

Thanks
Dave

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Read Answer Asked by Dave on May 14, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Your take on the supreme court ruling and how it will impact TSGI over the coming years.

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Read Answer Asked by Marco on May 14, 2018

• H&R Real Estate Investment Trust (HR.UN)
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Q: Can you comment on their recent quarter? This REIT is busy re-inventing itself. I have been a long time holder because of the income but is it time to move on? Joe

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Read Answer Asked by Joseph on May 14, 2018

• Altus Group Limited (AIF)
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Q: Hello 5i team,
Altus seems to be taking it on the chin of late. Is it a good time to add or hold on this stock?
Thank You,
Andrew

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Read Answer Asked by Andrew on May 14, 2018

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Seasonality in Quarterly Earnings
I noticed some stocks have a large difference in earnings forecast due to seasonality. For example, BRP has larger earnings forecast for Q3 and Q4. Shouldn't the strategy be to buy prior to those quarters and sell out before others?

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Read Answer Asked by Shah on May 14, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hi, can you help me understand why TSGI price has actually risen since the announcement it will buy Sky Bet for $4.6 billion cash & stock? TSGI D/E is about 1, with debt already at $2 billion. Any idea of what value and debt Sky Bet has?
Thanks. Always enjoy your answers to Q's and the blogs - like the technical analyses addition.

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Read Answer Asked by Mark on May 14, 2018

• Stars Group Inc. (The) (TSGI)
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Q: if the purchase goes through what will the companies new debt to equity ratio be? will the forecast cash flows of the new company be enough in your opinion to service comfortably the total debt of 6.9 billion. thanks Peter

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Read Answer Asked by richard on May 14, 2018

• Stella-Jones Inc. (SJ)
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Q: I just established a position with this name for 3 to 5 year hold. Please give me your opinion on this company?

Thanks.

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Read Answer Asked by Mark on May 14, 2018

• Cineplex Inc. (CGX)
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• Stars Group Inc. (The) (TSGI)
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Q: What would your opinion be for switching out of CGX for TSGI at this time? I have held CGX ,2% of Portfolio, for several years and with the decline of approx. 50% I am thinking of selling all and purchasing TSGI with the assumption TSGI could be considered Consumer Discretionary sector.

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Read Answer Asked by Elizabeth on May 14, 2018

• Knight Therapeutics Inc. (GUD)
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• Savaria Corporation (SIS)
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• goeasy Ltd. (GSY)
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Q: Hi, Could you give 3 small cap and 3 mid cap recommendations for me to look at on the tsx. I'm looking for good management with a good balance sheet. Something with some risk is ok provided the possibility for good growth is there.
Thanks.

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Read Answer Asked by Peter on May 14, 2018

• Great Canadian Gaming Corporation (GC)
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Q: Could you comment on GC's earnings and why it bounced so much? What is longer term outlook? I've seen some references in the questions to a spectacular quarter but not sure I've seen anyone ask for your thoughts on the actual results. Would appreciate your analysis. Thanks,

Chris

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Read Answer Asked by Chris on May 14, 2018

• Savaria Corporation (SIS)
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Q: Good surprise to see SIS up $1 on 5/11 after "so so" results.Any reason?Txs for U usual great services & views

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Read Answer Asked by Peter on May 14, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?

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Read Answer Asked by Albert on May 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Fiera had a loss of .01/ share but adjusted earnings of .24/ share. What the heck does that mean? How can those both be true?
Thanks

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Read Answer Asked by Pat on May 11, 2018

• AirBoss of America Corp. (BOS)
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Q: Do you think that Airboss continues to its comeback, please. How do you feel about the recent results?

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Read Answer Asked by james on May 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Good morning 5i!
Your opinion on Fiera Q1 2018 report would be much appreciated.
Thank you!

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Read Answer Asked by Stéphane on May 11, 2018

• Savaria Corporation (SIS)
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Q: Hi 5i
What is your reaction, in the shoes of a small retail investor, to the timing of a share issue while having full visibility to a results miss?
This is now the second time mgt has damaged share pricing; from which the price has not yet recovered from the prior issue.

I get we need to look long term but it looks like mgt behaviour is less aligned with investors lately.

Hopefully damage repair can happen sooner rather than later.

Thanks for your thoughts
Dave

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Read Answer Asked by David on May 11, 2018

• Boyd Group Income Fund (BYD.UN)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, would appreciate if you can provide estimates for upcoming earnings release. Thanks

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Read Answer Asked by rajeev on May 11, 2018

• WSP Global Inc. (WSP)
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Q: WSP is taking a hit out of the gate this morning. Any idea about the cause?

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Read Answer Asked by Ted on May 11, 2018