Investment Q&A

• Enghouse Systems Limited (ENGH $19.98)
  • $19.98 P/E (TTM): 15.41X Cap: $1.12B
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Q: Reported today. How are the numbers?

Thx

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Read Answer Asked by blake on June 10, 2016

• Enbridge Inc. (ENB $64.33)
  • $64.33 P/E (TTM): 24.3X Cap: $138.96B
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Q: I have a question about Enbridge Inc. Yesterday The Oxford Club ( a US newsletter) issued a very poor safety rating on the ENB dividend. They claim ENB lacks the cash flow to support the dividend. Yet, you, and many Canadian analysts are bullish on ENB.

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Read Answer Asked by Frank on June 10, 2016

• Prism Medical Ltd. (PM $13.99)
  • $13.99 P/E (TTM): 233.2X
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Q: It would appear that the departure of their CFO was not anticipated given there is no named successor and the negative market reaction.

Does this change your opinion of the company?

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Read Answer Asked by Douglas on June 09, 2016

• Savaria Corporation (SIS $23.97)
  • $23.97 P/E (TTM): 27.74X Cap: $1.71B
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Q: Given your answer to Darren, does it mean if you've purchased SIS above $7.95, you've overpaid?

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Read Answer Asked by Brenda on June 09, 2016

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: I'm interested in AW.UN but noticed it is at its 52 week high. Should I wait for a pull back or is it a buy at today's price? Also, do you consider it a dividend growth stock?

Would you prefer Boston Pizza as it has a higher dividend?

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Read Answer Asked by Carla on June 09, 2016

• Savaria Corporation (SIS $23.97)
  • $23.97 P/E (TTM): 27.74X Cap: $1.71B
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Q: I am using your Balanced Equity Model Portfolio. I missed out on getting into Savaria and keep watching it go up. Should I buy in now or wait?

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Read Answer Asked by Darren on June 09, 2016

• Constellation Software Inc. (CSU $3,210.52)
  • $3,210.52 P/E (TTM): 76.32X Cap: $70.52B
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• Avigilon Corporation (AVO $26.98)
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Q: Am fed up with AVO lost 2000, balance left 5600
want to dump and buy CSU for a 4 year horizon per your own hunches on CSU.Will I recover my 2K quicker that way?.
Your thoughts
Art

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Read Answer Asked by Arthur on June 08, 2016

• Currency Exchange International Corp. (CXI $22.19)
  • $22.19 P/E (TTM): 14.71X Cap: $138M
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Q: Can you provide your thoughts on the financial results, future outlook and conference call.

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Read Answer Asked by Husseinali on June 08, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Hi, 5I
What type of value does dhx represents at $6.51.
I have no clue how to judge this company and the stock went all the way down to $6 sometimes ago.
Is book value, peer valuation, PE/G or any other valuation that will direct a sense for this stock?
thanks for helping.
Claude

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Read Answer Asked by claude on June 08, 2016

• Constellation Software Inc. (CSU $3,210.52)
  • $3,210.52 P/E (TTM): 76.32X Cap: $70.52B
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Q: Hi Everyone,
Thank you for great service. My question if for Peter. If you have to own one stock today out of all stocks that you cover which stock would you pick? Thank you
Allan

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Read Answer Asked by Allan on June 08, 2016

• Savaria Corporation (SIS $23.97)
  • $23.97 P/E (TTM): 27.74X Cap: $1.71B
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Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks

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Read Answer Asked by rajeev on June 08, 2016

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: If Loblaw does sell its gas bar holdings, would this be a good purchase for PKI and how likely do you think this might be?

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Read Answer Asked by roger on June 07, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.22)
  • $5.22 P/E (TTM): 15.53X Cap: $227M
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Q: Hi there

Do you think the recent drop in Peller has anything to do with Constellation looking at listing their CDN wine business?

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Read Answer Asked by Stuart on June 07, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $39.69)
  • $39.69 Cap: $26.11B
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Q: I'm wondering your thoughts on the large $800M+ offering today. Was debt an issue for them, causing concern for the market, or do you think they are eyeing a large aquisition? Overall, do you see this as a net positive right now?

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Read Answer Asked by Kel on June 06, 2016

• Extendicare Inc. (EXE $22.33)
  • $22.33 P/E (TTM): 20.48X Cap: $1.85B
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Q: At what price would EXE start looking attractive to you guys ?

Thanks,
David

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Read Answer Asked by David on June 06, 2016

• Extendicare Inc. (EXE $22.33)
  • $22.33 P/E (TTM): 20.48X Cap: $1.85B
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Q: I know this one is not your favorite in the category, but it is well off its high, and starting to look interesting. I don't see any news to support the drop over the last few days - are you aware of anything?Would you consider initiating a position in EXE at this time, to be held primarily for income (I have held Sienna for several years)?

Thank-you

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Read Answer Asked by grant on June 06, 2016

• Extendicare Inc. (EXE $22.33)
  • $22.33 P/E (TTM): 20.48X Cap: $1.85B
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Q: The stock has been dropping last a few days. Do you have an idear what happends on the stock?

thanks.

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Read Answer Asked by Rebecca on June 06, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.10)
  • $6.10 P/E (TTM): 24.32X Cap: $654M
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Q: ANYTHING TO ACCOUNT FOR TODAY'S SELLOFF IN FCZ?

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Read Answer Asked by Douglas on June 06, 2016

• Savaria Corporation (SIS $23.97)
  • $23.97 P/E (TTM): 27.74X Cap: $1.71B
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Q: Savaria is dropping almost 4% at mid-day and I am wondering if the 5i team considers this to be the "normal" volatility for this type of small-cap investment?

Or, is there news today that would explain the price movement?

Looking forward to your informative insights!

SGR

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Read Answer Asked by SG on June 06, 2016

• Stantec Inc. (STN $136.11)
  • $136.11 P/E (TTM): 32.19X Cap: $15.65B
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Q: Is this a good entry point for Stn today

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Read Answer Asked by Tony on June 06, 2016