Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.35X Cap: $1.88B
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Q: Please Comment on earnings
Thank you
Karim

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Read Answer Asked by Karim on August 02, 2017

• Richards Packaging Income Fund (RPI.UN $32.25)
  • $32.25 P/E (TTM): 16.14X Cap: $353M
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Q: Hi, would appreciate your comments on RPI.un earnings. Results seems to have been benefited with a tailwind of low CDN$. Should there be an adverse impact, going forward? Also, company seems to be paying down debt steadily. Based on current valuation, is it worth an addition to the packaging co's group ? Thanks

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Read Answer Asked by rajeev on August 02, 2017

• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: For long term income and some potential growth do you have a preference between Chesswood or Chartwell?

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Read Answer Asked by Gary on August 01, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: good day...we have not added byd.un to our portfolio as of yet and to do so we would have to lessen our exposure to eci by 1% to make the 2% weighting in byd.un both of these are in tax protected accts at this time...does selling eci to make a full exposure to byd.un make sense at this time...cheers

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Read Answer Asked by gene on August 01, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Does 5i know anything about the chinese investor Tang Hao who now owns 15% plus of the company shares?
Thx

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Read Answer Asked by blake on August 01, 2017

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: You have a positive report on this company dated Jul 13, 2017 yet I no longer see it in any of your model portfolios. I'm sure I bought it when it was in the balanced portfolio. Why has this been removed?

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Read Answer Asked by Stephen on August 01, 2017

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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Q: Your comments on goeasy recent quarterly results would be greatly appreciated. Thanks once again.
Don...

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Read Answer Asked by Donald on August 01, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Crius has been very weak of late,especially given its dividend. Any concerns re; dividend and or the company fundamentals?

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Read Answer Asked by Kim on August 01, 2017

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: crius has gotten hammered the past 2 days. is this a cdn dollar thing or something else or nothing. dave

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Read Answer Asked by david on August 01, 2017

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: I have held 1200 shares of Parkland since 2016 but it has fallen very substantially this month. Do you know of the reason? Hold,trim, sell? Your opinion please. - Ted

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Read Answer Asked by Edward on August 01, 2017

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: GUD. GUD is pretty cheap. Good time to increase the number of shares ?

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Read Answer Asked by Serge on August 01, 2017

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: There is a good article in the Financial post on Johnathon Ross Goodman who runs GUD. If you could link it to this note it would give the readers a better understanding of what GUD does and where it sees itself going.

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Read Answer Asked by Ric on July 31, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 13.68X Cap: $18.39B
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Q: I have held AVO for over 3 years now. I hate to take a 50% haircut but without a divided it has been a drag on my portfolio. Do you have any insights that would convince me to continue to hold on or should I just cut my losses and buy BYD.UN instead?

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Read Answer Asked by Cheryl on July 31, 2017

• Extendicare Inc. (EXE $14.60)
  • $14.60 P/E (TTM): 15.13X Cap: $1.22B
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Q: Why is exe has been going down of late? Is it related to bad news, the sector or higher interest rate? I own about 4.5% of my portfolio.Should keep holding it?

Thanks,

Paul

Paul

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Read Answer Asked by Paul on July 31, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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• Gamehost Inc. (GH $11.72)
  • $11.72 P/E (TTM): 9.34X Cap: $242M
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• Acadian Timber Corp. (ADN $16.20)
  • $16.20 P/E (TTM): 20.33X Cap: $293M
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• Boston Pizza Royalties Income Fund (BPF.UN $20.70)
  • $20.70 P/E (TTM): 13.05X Cap: $507M
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Hi team
I am looking for a high yield, safe company to invest in. I found these in your portfolios. What are your comments on those today, how do you rank them or are there any other stocks you will recommend?
Thanks
Margita

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Read Answer Asked by Margita Elisabet on July 31, 2017

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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Q: Hi 5i, In my TFSA I have: SIS, KXS, PHO.
Just sold SHOP & GUD and took some nice profit (thanks).
I have 40K, I like to invest on CSU, would you 'get in' at current prices or can you suggest one or two stocks.
My risk is moderate to high.
Fernando

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Read Answer Asked by Fernando on July 31, 2017

• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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Q: Hello Peter, Given the good growth data for Canada recently, it appears interest rates may increase more than originally anticipated. Would this have a positive or negative impact on GSY? With increased growth in Canada, people are more likely to have more money to spend because of jobs etc., but increased rates would make borrowing more expensive. What are your thoughts? Thank you for your great advice always.

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Read Answer Asked by Pamela on July 31, 2017

• WSP Global Inc. (WSP $279.34)
  • $279.34 P/E (TTM): 45.36X Cap: $36.46B
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Q: Is it advisable for trading STN for WSP at this time?
Thank you.

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Read Answer Asked by Desiree on July 31, 2017

• Acadian Timber Corp. (ADN $16.20)
  • $16.20 P/E (TTM): 20.33X Cap: $293M
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Q: Could you comment please on the recent quarterly earnings?

Thanks, Bob Rose

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Read Answer Asked by Robert on July 31, 2017

• Cineplex Inc. (CGX $11.22)
  • $11.22 Cap: $711M
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Q: How do you feel about CGX its future earnings and share price with this Topgolf deal?

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Read Answer Asked by Arthur on July 27, 2017