Investment Q&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

Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!

Upvote 0

Read Answer Asked by Pierre-Charles on May 17, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: May I add a comment to Saeed's comment.On May 9 Technical Analysis provided by 5I show that PHO has broken out to the upside,Today it touched $2.14,a 52wk high.

Upvote 0

Read Answer Asked by Peter on May 16, 2018

• Boston Pizza Royalties Income Fund (BPF.UN $21.68)
  • $21.68 P/E (TTM): 23.75X Cap: $532M
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN

Q: What do you think of their latest results.

Upvote 0

Read Answer Asked by don on May 16, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Please comment on the earnings release for Boyd Group. Thanks

Upvote 0

Read Answer Asked by rajeev on May 15, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Maxar appeared to have reasonable quarterly results and the stock moved up smartly only to fall back a fair bit. Can you shed some light on what is happening and whether I should sell or hold my shares?
With appreciation
Ed

Upvote 0

Read Answer Asked by Ed on May 15, 2018

• 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: Could you please comment on Premium Brand earnings release. They increased the 2018 full year guidance. Is it material ? Thanks

Upvote 0

Read Answer Asked by rajeev on May 15, 2018

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
  • View DHX Profile
  • View Questions on DHX
  • View Reports on DHX

Q: Can you comment on the Early warning report on Sedar about DHX which just came out after hours. It says someone acquired 100% of PVV shares? What does this mean? Thanks

Upvote 0

Read Answer Asked by Imtiaz on May 15, 2018

• H&R Real Estate Investment Trust (HR.UN $12.11)
  • $12.11 Cap: $3.33B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: H&R REIT announced the sale of their US retail properties. Proceeds will be used to pay down debt ant to expand their residential portfolio. Do you think this will have a positive impact on the share price? It has been languishing for a while now.

Upvote 0

Read Answer Asked by Brian on May 15, 2018

• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: good afternoon guys,
With this name dippin , is it time to buy.?
Thanks
Mark.

Upvote 0

Read Answer Asked by Mark on May 15, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• 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 bought equal positions of SIS and CCL.B, which are in your balanced portfolio August 2017. Since then SIS is up 24% and CCL.B is up 12%. It seems that there is a lot more growth potential in SIS, so therefore I am considering selling CCL.B and adding proceeds to SIS. Would you agree with this trade? Or would you recommend another stock to add to with my CCL.B proceeds for better growth and momentum?

Upvote 0

Read Answer Asked by Curtis on May 15, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
  • View CLIQ Profile
  • View Questions on CLIQ
  • View Reports on CLIQ

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

Upvote 0

Read Answer Asked by Arnolda C on May 14, 2018

• 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'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

Upvote 0

Read Answer Asked by Dave on May 14, 2018

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

Q: Your take on the supreme court ruling and how it will impact TSGI over the coming years.

Upvote 0

Read Answer Asked by Marco on May 14, 2018

• H&R Real Estate Investment Trust (HR.UN $12.11)
  • $12.11 Cap: $3.33B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

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

Upvote 0

Read Answer Asked by Joseph on May 14, 2018

• Altus Group Limited (AIF $61.57)
  • $61.57 P/E (TTM): 7.0X Cap: $2.65B
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

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

Upvote 0

Read Answer Asked by Andrew on May 14, 2018

• 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: 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?

Upvote 0

Read Answer Asked by Shah on May 14, 2018

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

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.

Upvote 0

Read Answer Asked by Mark on May 14, 2018

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

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

Upvote 0

Read Answer Asked by richard on May 14, 2018

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
  • View SJ Profile
  • View Questions on SJ
  • View Reports on SJ

Q: I just established a position with this name for 3 to 5 year hold. Please give me your opinion on this company?

Thanks.

Upvote 0

Read Answer Asked by Mark on May 14, 2018

• Cineplex Inc. (CGX $10.72)
  • $10.72 Cap: $679M
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX
• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

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.

Upvote 0

Read Answer Asked by Elizabeth on May 14, 2018