Investment Q&A

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Is this the time to buy , hold or sell Enercare?

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Read Answer Asked by garry on May 07, 2018

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $128M
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Q: Hi, I am wondering why you removed syz from your income portfolio (I believe that is where it was if I remember). It looks like today we had a bit of a break out and is making new highs. The stock doesn't seem to do anything on the flashy side on any given day, but seems to be chugging upwards with a decent dividend. Please advise on your current view and todays move through the prior highs. Could it be investors seeing potential and moving into the name after earnings? Thanks.

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Read Answer Asked by Jordan on May 07, 2018

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $128M
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Q: It seems both technically and fundamentally, Sylogist appears to be breaking out. Your comfort level at continuing to add to positions as these levels.

Cheers,

Robert

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Read Answer Asked by Robert on May 07, 2018

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: Buy today or wait for earnings?

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Read Answer Asked by Yvonne on May 04, 2018

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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Q: Hi Ryan Can I have your comments on q1 results
Thx Stan

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Read Answer Asked by Stan on May 04, 2018

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Hi, Could you please comment on Enercare earnings. Thanks

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Read Answer Asked by rajeev on May 04, 2018

• Currency Exchange International Corp. (CXI $24.05)
  • $24.05 P/E (TTM): 15.78X Cap: $149M
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Q: Hi Peter and 5i team,
We hold some shares of currency exchange and it has been performing well lately. Recent news from CXI states that they have developed a digital remote deposit service . What are your thoughts? Will the company be able to stay current in the ever growing digital world .
Thanks

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Read Answer Asked by john on May 04, 2018

• Altus Group Limited (AIF $59.08)
  • $59.08 P/E (TTM): 6.97X Cap: $2.54B
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Q: Hi Peter and Ryan,

Pls comment on Altus Group quarter earnings report. Thank you for your help.

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Read Answer Asked by Pui on May 03, 2018

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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Q: Any additional comments (from earlier this morning) on Kinaxis after listening to their conference call?

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Read Answer Asked by Dennis on May 03, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Do you think now is a good time to enter the stock or wait for a pullback? Will you be providing an updated research report soon? Thx.

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Read Answer Asked by David on May 03, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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Q: Mr. Hodson, Yesterday you recommended GC and TSGI. If you were to choose just one, which might it be? Could you provide your usual in depth analysis? Thank you.

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Read Answer Asked by Steve on May 03, 2018

• Stella-Jones Inc. (SJ $81.27)
  • $81.27 P/E (TTM): 13.69X Cap: $4.48B
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Q: Could you please comment on SJ earnings. Thanks

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Read Answer Asked by rajeev on May 03, 2018

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: Parkland has a history of growth by acquisition and currently seems to be digesting its the purchase of Chevron Canada's downstream assets. Your recent comments note it high debt levels due to acquisitions. But what are your thoughts about future acquisitions by PKI ? When might this take place and what are potential targets ?

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Read Answer Asked by Don on May 03, 2018

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: Please comment on Parkland's Q1.

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Read Answer Asked by sandy on May 03, 2018

• Exco Technologies Limited (XTC $6.63)
  • $6.63 P/E (TTM): 10.9X Cap: $254M
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Q: I am down over 30% in three different accounts on exco. Been holding for two years. I can wait for a recovery if you think there will be one. Can you tell me if the earnings and revenue reported tonight merit holding the stock for an eventual recovery. Nice dividend but???? Buy, sell, hold or buy more. Thanks.

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Read Answer Asked by Helen on May 03, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $4.99)
  • $4.99 P/E (TTM): 21.39X Cap: $216M
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• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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• Diamond Estates Wines & Spirits Inc. (DWS $0.17)
  • $0.17 P/E (TTM): 8.25X Cap: $10M
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Q: Can you provide expectations for earnings and expected date release for following companies:
ADW.A
PHO
DWS
SIS

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Read Answer Asked by Jordan on May 03, 2018

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: I know that you've spoken about GUD perhaps buying Paladin from ENDP (Endo International). Since ENDP's stock price has fallen so much in the last few years, is it possible that GUD would just buy all of ENDP instead of just the Paladin division?

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Read Answer Asked by Mike on May 03, 2018

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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Q: Please comment on earnings, thanks.

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Read Answer Asked by Joey on May 03, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Greetings.

Can I get you to comment on Stars Group's balance sheet and their growth prospects? What multiple is TSGI trading at and can you compare that with the industry average. What accounts for the difference in valuation between the two?

Thanks.

John

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Read Answer Asked by john on May 02, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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Q: Is there any news to account for the drop in LIQ today? Thanks.

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Read Answer Asked by Alex on May 02, 2018