Investment Q&A

• Acadian Timber Corp. (ADN $17.95)
  • $17.95 P/E (TTM): 22.48X Cap: $325M
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Q: Your report on this company highlighted U.S. softwood lumber duties as a major risk. But I believe that the Dept of Commerce exempted lumber from this company's territory. Does this change the rating for ADN ?

Does the increase in U.S. employment mean that there will be more demand for lumber for housing and therefore more business for ADN ?

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Read Answer Asked by Don on February 06, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Hello 5i, firstly let me echo other comments about how nice it is to have an experienced voice of reason on our side during these turbulent times. Thank you!!
I'm considering selling AVO now to free up some cash to buy a few beaten down names. My question is...if the offer for AVO was increased would it likely to be 5-10% or maybe more?
I know this is pure speculation but I am interested in your opinion.
Thank you
Dave

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Read Answer Asked by Dave on February 06, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Hi Team, Re: AVO what other company could make a bid for it and how much better could the offer get. Within reason how much would another company offer based on AVO's valuation. Thanks, Nick

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Read Answer Asked by Nick on February 06, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: Good morning Team 5i,
It looks like a good market correction this week.
What would be your top 5 picks be ( for a 1 to 2 year hold ) over the next few days ?

Thanks
Paul

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Read Answer Asked by Paul on February 06, 2018

• Great Plains Metals Corp. (GPS $0.07)
  • $0.07 Cap: $2M
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Q: I currently own GPS at only a 1.65% weight and in a loss position and wonder if I should buy more to bring it up to 2.0%-2.5%. My weight in the technology is good.
Thanks

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Read Answer Asked on February 06, 2018

• Alcanna Inc. (CLIQ $9.05)
  • $9.05 P/E (TTM): 3.54X Cap: $327M
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• Aurora Cannabis Inc. (ACB $6.92)
  • $6.92 P/E (TTM): 133.4X Cap: $390M
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Q: As a loyal Albertan and patron of their retail outlets, I have held a position in LIQ for six years. I now read (FP) that ACB is initially purchasing 20% of LIQ (103.5MM) through private investment and may purchase an additional 20% of the company later. Apparently LIQ plans to convert some of its existing LIQ outlets and open new locations -- all of which will launch as a new brand of cannabis retail stores. Your comments appreciated. Thanks.

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Read Answer Asked by RANDALL on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: If Motorola is planning on buying the company for $27.00 why can I get no bidders to buy my stock at $27? It trades for less than that. Or is it just that whoever buys it is trying to make a few bucks, i.e. trading at $26.90 to $26.94. Or that there is a chance the deal does not go through.Thanks.

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Read Answer Asked by Helen on February 05, 2018

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 Cap: $642M
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Q: GUD. Is it not trading below its book value ? How comes and why so ?

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Read Answer Asked by Serge on February 05, 2018

• Chartwell Retirement Residences (CSH.UN $18.25)
  • $18.25 P/E (TTM): 83.18X Cap: $5.31B
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Q: Little decline here on Chartwell- maybe time to add some more... anything specific driving this?

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Read Answer Asked by Kyle on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Can you outline the process forward if the deal is completed. If we hold the shares until closing what happens then.
Thank You

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Read Answer Asked by Peter on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Peter; After AVO today I think you should have a new category “TAKEOVER SCORE BOX”. I’ve been a member since 2012 and I’ve lost track of the number of ones I’ve been fortunate enough to participate in. Thank you again.
Post if you wish.
Rod

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Read Answer Asked by Rodney on February 05, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: When will Photon release next quarterly report?

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Read Answer Asked by Ronald on February 05, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: I note you think the offer for AVO is modest but the text I have suggests the deal has been done. So is this the case or is there the potential for another higher offer? I also note that the volume of shares sold so far is quite light which might indicate most people think there could be another offer or that the price is low?

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Read Answer Asked by Mike on February 02, 2018

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 Cap: $642M
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Q: Here is a quote that may help those of us who are getting impatient with Knight Therapeutics:
"It takes character to sit with all that cash and to do nothing. I didn’t get
to where I am by going after mediocre opportunities.” – Charlie Munger

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Read Answer Asked by David on February 02, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: I have a question about Avigilon:
Do you think the Motorola buyout of AVO is fair to shareholders? Would you sell your shares now or just wait for more info, a competing bid, or for the deal to go through?

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Read Answer Asked by Alfred on February 02, 2018

• Swiss Water Decaffeinated Coffee Inc. (SWP $4.25)
  • $4.25 P/E (TTM): 19.95X Cap: $40M
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Q: Is it time to revisit Ten Peaks? What do you think of as an investment today? It looks good from a technical standpoint and pays an o.k. dividend.

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Read Answer Asked by David on February 02, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.27)
  • $5.27 P/E (TTM): 23.35X Cap: $228M
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Q: Can you please tell me the forward PE multiple on this stock. I am looking at the investor fact sheet and its YOY EPS growth is 39%. Would it be reasonable to add this growth rate to 2017 eps and come up with the forward pe? thanks

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Read Answer Asked by David on February 02, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 12.69X Cap: $18.39B
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Q: Great news on avigilon, one of my largest holdings at over 10000 shares but i think the 27 dollar offer is low. What is your opinion. Dave

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Read Answer Asked by david on February 01, 2018

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: is this a good time to buy into SJ?

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Read Answer Asked by david on February 01, 2018

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: What are the proceeds from the secondary offering going to be used for? Is is only to reduce the inside ownership of SJ?

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Read Answer Asked by Darcy on February 01, 2018