Investment Q&A

• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Balanced Equity Portfolio (BEPORT)
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Q: Currently building the BE portfolio. In Technology, I only own CSU, looking for a second name to add. Which company would you add for diversification? If you think I should add two half positions that would be OK too. Thanks!

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Read Answer Asked by Jean-Bernard on May 04, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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Q: What do you think of CCL Industries after the run up it has had this week? Is it still buyable and if so would you recommend buying it before or after the stock split.
Thanks!

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Read Answer Asked by Mary on May 04, 2017

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: A comment to Mike's question today on SJ. I received a report through my TD Direct Investing that showed railway tie sales were down I believe somewhere around 30-40% yoy in the month of March (might have been April). I am thinking maybe this had something to do with its decline yesterday.

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Read Answer Asked by justin on May 04, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Savaria used up there cash finally making an acquisition this week on Span-America Medical Systems.
Do you think Savaria will continue to make adjustments?
Savaria is up 37% in last 3 months. Do you think the Dividend will increase?
Do you still see Growth Potential?
Nice call since 6 on Savaria.
Keep up the Great work Team 5i!
Thanks. Barry.

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Read Answer Asked by Barry on May 04, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Comments on the latest quarter. I own DSG and was considering a switch. Thanks.

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Read Answer Asked by Paul on May 03, 2017

• Cipher Pharmaceuticals Inc. (CPH $15.10)
  • $15.10 P/E (TTM): 24.08X Cap: $383M
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Q: With the sale of US assets, what are your views on CPH going forward? Comments on current valuation and growth strategy/outlook?

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Read Answer Asked by Harry on May 03, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: The stock appears to be acting negatively to the recent slow down in same-store growth. But AW has announced plans to grow aggressively so I am wondering if going forward, this new found growth would alone be enough to continue seeing the stock value increase? Or if same store sales do continue to remain flat would you expect this stock to become more of an income stock with little growth?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on May 03, 2017

• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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Q: Any reason for the fairly large drop in the share price for Stella Jones on Tuesday May 2? I couldn't find any news to explain. Do you still think it is good for the longer term?

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Read Answer Asked by Mike on May 03, 2017

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.63X Cap: $784M
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Q: If you owned DH.DB Debentures...
DH CRP E18 CV RD 6%30SP18 would you be selling ?
Thanks

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Read Answer Asked by Thomas on May 03, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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Q: Could I please have your comments on the recently announced earnings of this company? Thanks

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Read Answer Asked by Brian on May 03, 2017

• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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Q: Thoughts on goeasy's earnings.
Thank you

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Read Answer Asked by Marie on May 03, 2017

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Could you comment on results.Would this be a good time to step in?
Thanks Kim

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Read Answer Asked by Kim on May 03, 2017

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: When does SYZ report next? What are you expecting from them?

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Read Answer Asked on May 03, 2017

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: Hi 5i,
Just wondering if you knew how PKI's share offering was moving along? Do you know if it was well received, or was it under subscribed? I'm wondering if the share price will drop after the closing date and if I could get a better price on it.

Thanks in advance!

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Read Answer Asked by Wayne on May 03, 2017

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: Your thoughts on ER? Looks solid to me. Thanks.

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Read Answer Asked by Iskandar on May 03, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: In a response to SIS' recent acquisition, you noted it was "30% accretive to financial metrics". I've seen a similar term used in other responses regarding acquisitions. What exactly does this mean, and what amount of "accretion" is considered good in an acquisition? Thanks

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Read Answer Asked by Eric on May 03, 2017

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Is CSU really over 665$ today ? What occurred ?

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Read Answer Asked by Serge on May 03, 2017

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: Please comment on AW.UN release today? Thx

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Read Answer Asked by blake on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Thoughts on Span-America Medical System acquisition announced yesterday?

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Read Answer Asked by Jerry on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hello,
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke

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Read Answer Asked by luke on May 02, 2017