Investment Q&A

• AutoCanada Inc. (ACQ $28.26)
  • $28.26 Cap: $654M
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Q: I bought this stock at $22.60 and I am down 15%. Did I make a mistake? Should I hold it or sell to cut my losses? I can also add more because I am not at full position.

what is your near term forecast for this stock?
Thanks you

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Read Answer Asked by satish on May 25, 2017

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 45.75X Cap: $4.27B
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Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

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Read Answer Asked by Kat on May 25, 2017

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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Q: Hi. What are your thoughts on KXS given the recent price appreciation? Would you still hang onto it?

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Read Answer Asked by Trevor on May 24, 2017

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: 5i research has always been big on gud. It appears that investors are becoming impatient waiting for the company to make a move while sitting on so much cash and the share price trading below $10 for the first time in a while. Is there anything to indicate that some type of purchase is in the offing? Thanks for your response.

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Read Answer Asked by Rudy on May 23, 2017

• New Look Vision Group Inc. (BCI $50.00)
  • $50.00 P/E (TTM): 49.85X Cap: $783M
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Q: Good Morning Peter, Ryan, and Team,
It was announced on May 19th that the CFO of New Look Vision Group (BCI-TSX) would be retiring effective June 2nd. Does this raise any concerns at all with any of you ??? Seems such an abrupt announcement especially for someone in such a key position. Any insights would be greatly appreciated. Thank you. DL

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Read Answer Asked by Dennis on May 23, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Why is Amaya being pounded today?

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Read Answer Asked by Robert on May 23, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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Q: I own a 2 percent position in each of the above at higher levels. Do you recommend adding at these lower levels.

Thanks

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Read Answer Asked by Greg on May 23, 2017

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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Q: I have a question about 891
Based on Morningstar info, Enbridge appear to have done something over the last 6 weeks or so that significantly reduced market cap, reduced P/E and P/B, and increased yield. What happened and how will it impact total return?

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Read Answer Asked by David on May 23, 2017

• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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Q: Hi,

According to Morningstar, ECI's dividend payout ratio is 184 %. If I am not mistaken, such a high ratio is often a sign that the dividend is unsustainable. According to your latest report and answers, ECI seems to be in good shape financially and well set up for future growth, even after the recent earnings miss. Could you please explain when and why such a high ratio should or should not be a source of worry?

Thank you very much!

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Read Answer Asked by Pierre-Charles on May 23, 2017

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: Do you see any reason for the nice jump today?

Thanks

Sheldon

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Read Answer Asked by Sheldon on May 19, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $65.01)
  • $65.01 P/E (TTM): 28.33X Cap: $2.19B
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Q: I have noticed on the Ink Insider Report that in the last several days insiders have been actively buying this stock. Is this a good omen to buy the stock. Thanks, Bill

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Read Answer Asked by William J on May 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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Q: By mistake I bought CCL.A
Should I keep them or should I sell and buy CCL.B?

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Read Answer Asked by JR on May 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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Q: They are doing 1 to 5 split,can u give me trading date for this and watching other companany that have split,the post split price is always higher.In this case 300 div. by 5 is 60,so not below 60.Better to buy now?
tnx u..

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Read Answer Asked by tom on May 19, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
  • $75.82 P/E (TTM): 17.33X Cap: $13.25B
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Q: Record date for 5 to 1 split is 5/26.When do I have to buy to qualify for split?Is it worth buying .Thanks for u normal great services & views

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Read Answer Asked by Peter on May 19, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Hi 5i, what's the value per share of PHO? Thanks as always.

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Read Answer Asked by Hue on May 19, 2017

• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 41.04X Cap: $17.47B
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• AirBoss of America Corp. (BOS $5.28)
  • $5.28 Cap: $143M
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Q: I've held BOS for a year (down 20%). It seems like "dead money". Time to move on? Any expectations for improvement? Considering Stantec as a replacement with potential. Your comments please.
Len

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Read Answer Asked by Leonard on May 19, 2017

• Sun Life Financial Inc. (SLF $86.24)
  • $86.24 P/E (TTM): 15.59X Cap: $49.01B
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Q: Hi, Please share your thoughts about Sunlife. would you consider current price as a good entry point. Also, do you expect share price to be volatile in near future with presidential issues south of the border.

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Read Answer Asked by Harpinder on May 19, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: People corp is at $5.60 and Photon is at $1.35. Would you consider taking up a position at these prices?

Thanks.

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Read Answer Asked by Larry on May 18, 2017

• Stantec Inc. (STN $153.23)
  • $153.23 P/E (TTM): 41.04X Cap: $17.47B
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Q: I had STN for a while and did well with it but sold it a few months ago. I see it is down close to $30. I know you have preferred WSP but is STN a better buy at its current price?
Thanks as always

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Read Answer Asked by Danny-boy on May 18, 2017

• Altus Group Limited (AIF $59.08)
  • $59.08 P/E (TTM): 6.97X Cap: $2.54B
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Q: Have a sizeable position in this stock and it's pretty flat. Can you reiterate the merits for holding this stock. Contemplating moving the money to other stocks which are relatively consistent performers or just going to cash and wait for a better opportunity. Thx

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Read Answer Asked by Patrick on May 18, 2017