Investment Q&A

Q: What are your thoughts on the drop in Savaria this morning?

Q: What is your current opinion on Premium Brands,

Q: Hi, Could you please comment on Stella-Jones Earnings pre released in order to disclose the impact of new US Tax law. While company seems to indicate flat to lower profitability, new Tax law seems to have a positive effect. Thanks

Q: Morn folks,growing frustrated at the lack of deployment of Knight's massive cash pile. Medical/recreational marijuana is here to stay and would have been nice to see Goodman & Board think "outside the box",and bankroll a reputable start up marihoochie company,think there would be tremendous potential and would certainly re-juvenate the stagnent stock price. Goodman & Board seem to be thinking in the Past,and not the Future in terms of shareholders. Think we need need Peter or Ryan on Board of Directors to jump start this company haha. OK, done with my rant, thanks for great Service.

Q: Good Day, I have held GUD patiently since inception, awaiting performance similair to it's predecessor. I am getting impatient, still above water but wondering how long to sit on what seems like dead money. It is now just a 3% holding. Is patience still justified???
Thanks, Lavern

Q: For a dividend investor,would you consider this a good and safe investment given the stability of the company and the fact that an increasing interest rate environment should be inflationary?

Q: Any reason for the 3.65% decline on Tuesday?
Would you be comfortable taking a full position at these levels.

Q: Cpx has a pay out ratio in excess of 100%. Should this cause me to lighten up or sell my position. Will rising interest rates negatively affect this security?

Q: Hi Peter, I was contemplating selling half my GSY holdings and buying into AVO for diversity purposes, as I am up 40% on GSY. As far as growth and SP potential going forward, and comparing the two, is this a ok move? If I am going to sell off part of my GSY holdings I would be hoping that the funds I allocate (possibly into AVO) will perform equal or better to GSY going forward. I have also noticed AVO has ran up quite a bit; is it still a good buy here? It seems to be above the average analyst "targets" at the moment;

Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,

Q: How big was is this story for KXS with the Toyota contract?

Thanks

HS

Q: This stock was a top pick of Ryan on his recent appearance on BNN. I am considering starting a position. Do you agree that a 2.5% position would be a good staring point. Thanks.

Q: Good day team
I know you previously liked both these gaming stocks but what’s your take on them at these higher prices?
Do they have more gas in the tank?

Thank you!

Q: I have read through your company report on AVO, and am wondering what has changed since last February to make you take a position in AVO in December. Would you change the rating in AVO from a B.

Q: can you give your opinion on high liner foods

Q: Shares of A&W Royalty have been dropping steadily recently. Recent news (the early warning report) plus your other comments seem mildly positive. Is there any recent news that might account for the drop?

Q: SYZ's earnings were mixed with many indicators up a bit but revenue down, or more importantly, not growing. Do you still have confidence that SYZ will get back on track? What will it take to get the stock noticed by other analysts? If this doesn't happen, I'm afraid it will be stale money. Your view please.

Q: can you compare similarities and differences between DSG /OTEX. also compare prospects to BB

Q: The Constellation Software debentures, CSU.DB, seem like such a great investment, I wonder what the hidden downsides might be. They pay 6.5% plus CPI inflation – currently about 2% - which is a very high rate compared to ETFs like CLF, CBO, CPD and XHY and also compared to other blue chip corporate bonds in Canada. Moreover the inflation protection is an increasingly attractive feature. There is of course the risk of losing principal if CSU goes broke, but it is a great company with lots of sticky revenue and this seems highly unlikely, at least for the foreseeable future. The price of these debentures has been bid up, but the yield to maturity is still quite high. Are there other reasons not to give CSU.DB a large weight in one’s fixed income allocation?

Q: Could you please comment on Parkland and its prospects for 2018
thanks
Joe