Investment Q&A

• CAE Inc. (CAE)
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• Boyd Group Income Fund (BYD.UN)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Exco Technologies Limited (XTC)
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Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.

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Read Answer Asked by John on August 08, 2017

• Enercare Inc. (ECI)
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• Crius Energy Trust (KWH.UN)
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Q: Hi, Could you please provide street estimates for Revenue, EBITDA, EPS and ACFFO for the upcoming quarterly results. Thanks

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Read Answer Asked by rajeev on August 08, 2017

• Raging River Exploration Inc. (RRX)
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Q: Can you plz comment on the earnings. Thank you!

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Read Answer Asked by David on August 08, 2017

• Black Diamond Group Limited (BDI)
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Q: Based on the belief that "BDI was a good company in a bad sector", I have main my position in the company and have been trying to ride out the storm. Is this a sound decision? Are this years wild fires likely to affect BDI's sustainability (for better or worse) moving forward?

DON

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Read Answer Asked by Donald on August 08, 2017

• Great Plains Metals Corp. (GPS)
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Q: What is your long term view of BSM technologies? Do you feel it is a good entry point?

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Read Answer Asked by Gary on August 08, 2017

• Cineplex Inc. (CGX)
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Q: How do you CGX after the resent drop in price

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Read Answer Asked by Anthony on August 08, 2017

• Parkland Corporation (PKI)
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Q: What do you think of PKI now that it has reported earnings? Is it a good buy now?

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Read Answer Asked by christianne on August 04, 2017

• Stars Group Inc. (The) (TSGI)
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Q: do you have estimates for tsg
thx

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Read Answer Asked by blake on August 04, 2017

• Great Canadian Gaming Corporation (GC)
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Q: I was wondering why GC has been halted for 19 hours so far, according to Waterhouse?

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Read Answer Asked by james on August 04, 2017

• goeasy Ltd. (GSY)
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Q: Hi team, the recent quarterly results of GSY,though better than expectations, have not inspired the market. Rather a declining trend in price is noticed . I have a full position in this counter. Please let me know your thoughts about holding or reducing. Thanks

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Read Answer Asked by Sriram on August 04, 2017

• Exco Technologies Limited (XTC)
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Q: I am interested in potentially adding to XTC. I currently have a 2.5% position. I hold it instead of Magna in a portfolio that reflects your balanced portfolio. Any comments on their current earnings release? Would now be a good time to top up this position by 1% to 3.5% weighting?

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Read Answer Asked by Paul on August 04, 2017

• First Capital Realty Inc. (FCR)
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Q: Hi 5i team,
Can I get your assessment of FCR's most recent quarter? Appeared to be a bit lackluster to me. Apart from interest rate sentiment that seems to keeping most REIT share prices down, are there any heightened business risks to this company given the type and location of the properties they own? And is the current payout ratio reasonable in your opinion?
Many thanks,
Brian

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Read Answer Asked by Brian on August 04, 2017

• Altus Group Limited (AIF)
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Q: Can u please comment on recent earnings and do u feel this is a good entry point? Thx

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Read Answer Asked by Patrick on August 03, 2017

• Knight Therapeutics Inc. (GUD)
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Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.

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Read Answer Asked by Kim on August 03, 2017

• Cineplex Inc. (CGX)
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Q: Now that we have all the bad news out of the way, can a case be made for holding Cineplex for the longterm, ignoring the current price fluctuation? I had a "stink bid" placed ahead of earnings announcement and I never thought it would hit. At first I felt extremely fortunate. Now I'm reading all of the doomsday articles on Cineplex's future.

So we all know that Cineplex has to, and is diversifying to other avenues other than just movie theaters.

Questions:
Can the company diversify fast enough?
Can the company sustain the (hopefully growing) dividend?
Are you comfortable with their balance sheet?
Is a 3% holding too much for a longterm dividend growth investor who rarely sells?
Thanks.

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Read Answer Asked by James on August 03, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: What a great quarter and what a great reaction in stock price. Up 22 % or $ 8.27. What a day and Christmas is Coming. Outlook by company is great going forward. Shares will go higher don't you think ? RAK

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Read Answer Asked by bob on August 03, 2017

• Parkland Corporation (PKI)
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Q: Hello Folks:
I have owned Parkland Fuel for a number of years and aware of it's deteriorating numbers. How do you view this company?
Thanks again
brian

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Read Answer Asked by Brian on August 03, 2017

• goeasy Ltd. (GSY)
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Q: Hello, whats going on with GSY. I thought the quarter looked good but the shares are down. I have a small profit from holing this for a while, thinking about selling cause i dont understand the behaviour of the stock relative to the financial performance of the company. Why does GSY get no respect

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Read Answer Asked by Kuldar on August 02, 2017

• Cineplex Inc. (CGX)
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Q: Hi 5i team,

Cgx is currently down 13% is this a buying opportunity. My cost is $39.60. Or should I sell and wait for the changes being implemented by management.

Cheers,
Mike

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Read Answer Asked by Michael on August 02, 2017

• Cineplex Inc. (CGX)
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Q: Your thoughts on Cineplex earnings. Is it a hold for long term.

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Read Answer Asked by Luca on August 02, 2017