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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am holding smaller positions in all three in a fairly well balanced RSP but I need to convert to a RIF in a couple of years.
Is it time to let these go into some more conservative dividend growers or would you suggest I maintain a balance in my RIF similar to your income and balanced portfolios??
Thanks as always,
Peter
Read Answer Asked by Linda on April 04, 2017
Q: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
Read Answer Asked by Steven on April 04, 2017
Q: I am currently holding Air Boss of America at a loss. Considering selling and using proceeds to purchase Auto Canada. Is this advisable or are there other investments in consumer cyclical other than AW.UN, CGX, XTC that you would prefer. Thanks.
Read Answer Asked by Lynda on April 03, 2017
Q: I am looking for growth within a 7 to 10 year time frame and would like you to rank Enghouse, Spin Master, and Envirostar in order of preference. I have a diversified portfolio and would be comfortable adding one or all three to my current holdings. Could you provide a one liner for each equity outlining their merits. I included EVI as a possible US growth stock based on a previous answer you provided the past week. Thank you.
Read Answer Asked by Dave on April 03, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: FYI, BMO just started covering FSZ with an OUTPERFORM rating. The added exposure bodes well, congratulations on picking another winner ahead of the pack!

Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.
Read Answer Asked by Scott on April 03, 2017
Q: Good morning 5i Team,

I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?

Thank you!
Rossana.
Read Answer Asked by Rossana on March 31, 2017
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