Investment Q&A

• Black Diamond Group Limited (BDI $11.71)
  • $11.71 P/E (TTM): 22.29X Cap: $771M
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

Q: Good morning,

I have been following BDI for a while. I know that they have raised money for a price higher than the current stock price. Also, they have serious debt to take care off and have cut their dividend twice already. Last Monday, they introduced a Drip program for dividend payout. Is this good news or bad news? Explain to me what the drip program will do the share price and how it will affect the current shareholders?

Thank, you

Paul

Upvote 0

Read Answer Asked by Paul on December 23, 2016

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: Would you sell ATD and buy PKI today? Does it's recent decline, 4% dividend, and growth prospects represent a better position?
Thanks and seasons greetings to Peter, Ryan and the rest of your team.
Peter

Upvote 0

Read Answer Asked by Peter on December 23, 2016

• Canaccord Genuity Group Inc. (CF $10.24)
  • $10.24 Cap: $1.04B
  • View CF Profile
  • View Questions on CF
  • View Reports on CF

Q: I have a cost base on cf of $8.25 looking to start averaging my cost. With the oil move is it time to step in cf.

Upvote 0

Read Answer Asked by Helen on December 23, 2016

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 P/E (TTM): 63.47X Cap: $642M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q:
What effect does Knight or any other company being upgraded to the TSX

Upvote 0

Read Answer Asked by James on December 22, 2016

• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi 5i! Short interest has doubled in the last two weeks. What are your thoughts on this information. Seasonality? Valuation?

Thanks and Happy Holidays!

Upvote 0

Read Answer Asked by Stéphane on December 22, 2016

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi,

In the technology sector I definitely have enough CSU, and enough ENGH and OTC. I also own GIB.A and SHOP. I have been wanting to buy KXS, but am wondering with 5 technology positions already owned does it make sense to add KXS? Will I be over diversified if I add KXS?

Paul

Upvote 0

Read Answer Asked by Paul on December 22, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.67)
  • $6.67 P/E (TTM): 21.23X Cap: $711M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: What is your current thinking on FSZ. I currently already have about 25% of my portfolio in the financial sector - big cap stocks only.

Upvote 0

Read Answer Asked by Peter on December 22, 2016

• AirBoss of America Corp. (BOS $5.34)
  • $5.34 Cap: $144M
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: Of all the tax loss selling companies that have had a rough 2016 which one do you believe has the best chance to turn around in 2016

Upvote 0

Read Answer Asked by Greg on December 21, 2016

• Premier American Uranium Inc. (PUR $1.04)
  • $1.04 Cap: $35M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: Good morning Peter, I purchased PUR in early August based on your company report and have watched it steadily decline 21% since. I know you continue to recommend this as a growth stock with risk, while stressing the need for a long term hold. It seems I've got the risk side covered, so my question is whether you have changed your position about the growth potential. I can wait on this stock and will hang in there if warranted. What are your thoughts? As always, I appreciate your invaluable advice.

Upvote 0

Read Answer Asked by Warren on December 21, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Intertape Polymer Group Inc. (ITP $40.48)
  • $40.48 Cap: $2.39B
  • View ITP Profile
  • View Questions on ITP

Q: I've both CCL.B and ITP and over the years, they have grown quite a bit. I am thinking to trim back to lower their %. Please let me know if both are in about the same business. Which has a better balance sheet (less debt) and more future growth? Which of the two should I trim back or should I sell equal portion of both? Thanks and a merry Xmas to the entire 5i team.

Upvote 0

Read Answer Asked by Willie on December 21, 2016

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Is the termination today of he Redknee deal likely to be of meaningful benefit to CSU ?

Upvote 0

Read Answer Asked by Serge on December 21, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: CCL.B is up 18% today on news that it bought Innovia. Thoughts?

Upvote 0

Read Answer Asked by Andrew on December 20, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Usually when a company makes a big purchase it's stock takes a hit, but CCL is up over 18% on the news of its purchase. Is this overdone? If you own should you sell now in expectation of a pullback, or contrarily if you didn't own now would you buy it here?

Upvote 0

Read Answer Asked by John on December 20, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: CCLindustries hasten up ~18% this AM. Is it purely to the purchase of Innovia or is there another reason? Is this acquisition that benificial? Thanks for your insights.

Upvote 0

Read Answer Asked by jacques on December 20, 2016

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Please comment on the offer by Baazov being terminated? What does this mean for the future? Are the company fundamentals good? Is this a time to start buying a little?

Upvote 0

Read Answer Asked on December 20, 2016

• Gildan Activewear Inc. (GIL $77.05)
  • $77.05 P/E (TTM): 17.43X Cap: $11.50B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL

Q: Greetings:

Can you tell me why Gildan dropped about 5% yesterday? It seemed to be rising nicely last week :(

Thank you!

Upvote 0

Read Answer Asked by Ken on December 20, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: can you give me your opinion of the CCL purchase of Innovia
CCL market cap is about 9B. This purchase is more then 10% of its
MC.A big bite. My read is very positive, but what do I know.
CCl is a large % of my portfolio since about $89.00

Upvote 0

Read Answer Asked by Leon on December 19, 2016

• Growth Portfolio (Growth)
  • View Growth Profile
  • View Questions on Growth
  • View Reports on Growth

Q: I have held all the stocks in the growth portfolio since inception and am thinking about moving back towards an ETF portfolio approach. If I were to proceed, would you do this gradually over time, all at once in December or January, etc?

Upvote 0

Read Answer Asked by Jonathan on December 19, 2016

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 P/E (TTM): 63.47X Cap: $642M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: What is your assessment of the latest development at GUD and the relatively subsantial price drop?
Thank you
Henry

Upvote 0

Read Answer Asked by Henry on December 19, 2016

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: announced a deal with NASA this week for 170 million. CEO is all excited as well as the analyst at TD. What does 5i think as I value your opinion much more.I have my original position when in the BE portfolio.

Thx

Upvote 0

Read Answer Asked by blake on December 19, 2016