Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: So I am looking at the numbers and BEP.UN seems to have flat to declining revenue and declining FFO/share the last 3 years.
What is it you like about this stock? The growth recently seems pretty flat at best. Am I missing something?

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Read Answer Asked by Stephen on February 23, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi! Adding my 2 cents here about the nice rally in TOY today. RBC had a positive report out this morning after the NY toy fair. For what it's worth, analyst has a 38$ target on the shares. Surely, this helped lift the price. Cheers!

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Read Answer Asked by Stéphane on February 23, 2017

• Sylogist Ltd. (SYZ)
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Q: Read your comments today on the disappointing results.If I remember correctly,SYZ recently signed a working arrangement with a big tech firm,think it is Google.Hold a half position.Please advise next course of action.Appreciate u usual great services & views

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Read Answer Asked by Peter on February 23, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: You attribute TOY's increase to being a top pick on BNN however the stock was already up by almost 8% before the top pick was announced so this had very little to do with it. The daily momentum was already in place.
Steve

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Read Answer Asked by Steve on February 22, 2017

• Tricon Residential Inc. (TCN)
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Q: Your view on tcn. Is it worth holding.

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Read Answer Asked by Tom on February 22, 2017

• Knight Therapeutics Inc. (GUD)
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Q: Hi,

Any idea when GUD will be announcing earnings?

Thanks!

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Read Answer Asked by Keith on February 22, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Any idea why SpinMaster is up 9% today?

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Read Answer Asked by jacques on February 22, 2017

• Savaria Corporation (SIS)
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Q: Savaria is steady. Hanging around 10.75-10.99
No Big Movement.
Any thoughts whats going on or next step.

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Read Answer Asked by Barry on February 22, 2017

• Savaria Corporation (SIS)
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Q: Last night's guest on Market Call Tonight said Savaria was a great company, and he met with them last month and likes them. But he said the stock was way overpriced. He said he would not buy and if he owned it he would sell it. He said if they continued to perform the stock is going to move sideways at best for the rest of the year. I take it you have a different opinion.

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Read Answer Asked by John on February 22, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Is now a good time to increase my position in Spin Master, or wait until earnings are announced on March 13, as you mentioned in another answer?

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Read Answer Asked by Ryan on February 22, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: What are the consensus revenue and earnings for Spin Master for their March reporting? Do you have an inkling on the impact of record Xmas sales vs. some returns for Hatchimals on the earnings? It's a 3% holding so I'm trying to gauge the present risk vs. Reward.

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Read Answer Asked by Kel on February 22, 2017

• Maxar Technologies Inc. (MAXR)
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Q: I just got rid of HCG from my TFSA after watching it go down 20, 30, 40, finally almost 50% from when i bought it. MDA, also in my TFSA, seems to be embarking on the same course. Is there hope for it, or should I bite the bullet and abandon it as well?

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Read Answer Asked by M.S. on February 21, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi,

I see on your coverage summary that you have CCL listed as basic materials, however TSX lists it as consumer cyclical. Can you confirm which category it falls into? Could it be somewhat industrial as well?

Thanks!

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Read Answer Asked by Keith on February 21, 2017

• Enghouse Systems Limited (ENGH)
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Q: Considering the fundamentals, cash flow. P/E ratio, balance sheet and general business practices and opportunities what are your predictions for this company in the short term (1 year). The stock has been trading around $52 for a while. At what price would you consider selling it??

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Read Answer Asked by Bob on February 21, 2017

• Premium Brands Holdings Corporation (PBH)
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Q: Hi Team,

Premium Brands' shares have not been doing well in the new year. I would appreciate your thoughts on possible reasons for this and whether you think they might re-gain their momentum in the near term.

Thank you,

John

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Read Answer Asked by John on February 21, 2017

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: what happened to aw.un its under 40.00 is this going to recover?

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Read Answer Asked by NICHOLAS on February 21, 2017

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: Good day,
Perhaps I need to be clearer in what I'm asking with regard to the secondary offering announced by A&W. From your earlier answers this is a non-news story that has zero affect on the company and its stock value and does not even really involve the company so much as certain shareholders selling their stock to someone else. So why did A&W announce it? The market seems to think this was a significant event, as the stock has fallen precipitously since the announcement.

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Read Answer Asked by John on February 21, 2017

• FirstService Corporation (FSV)
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• Winpak Ltd. (WPK)
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Q: Nice calls on these two...I bot them last week with your research and have now covered my next 10 years worth of subscriptions..Thank you very much..learning more and more with your coverage..

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Read Answer Asked by adam on February 21, 2017

• Maxar Technologies Inc. (MAXR)
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Q: The market does not seem to like the prospect of MDA acquiring DigitalGlobe with the stock down close to 4% since news of the possible deal was released on Friday. This would be a huge acquisition for MDA. What is 5i’s opinion of the deal and the reaction of MDA shareholders?

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Read Answer Asked by Steven on February 21, 2017

• Maxar Technologies Inc. (MAXR)
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Q: With regards to reports of a large acquisition possible for MDA; my question is, would a deal of this possible size require a very large amount of dilution? I don't believe MDA could fund strictly through debt?
Any thoughts on the target beyond how they could structure the deal? Seems like a logical space to go after?

Thanks in advance

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Read Answer Asked by JAIME on February 21, 2017