Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: Good Afternoon 5i
Your comments please on how the announcement that Pokers and Full Tilt brands will be operating in the State of New Jersey by Monday March 22nd., 2016. Yahoo! How will this impact the current discussions about taking the stock private and SP?
Thanks for your wisdom.

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Read Answer Asked by Randy on February 25, 2016

• Bank of Nova Scotia (The) (BNS)
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Q: what is 5I position on bns exiting the asia market ? Was it not for bns foreign exposure the basis for your recommendation?

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Read Answer Asked by Stan on February 25, 2016

• AutoCanada Inc. (ACQ)
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Q: do they have enough cash to buy more dealerships?

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Read Answer Asked by Cliff on February 25, 2016

Q: Hi
I have a 2% position in AFN. It is my only "materials" exposure company. I'm currently down 40%.
5i gave it a "B" in a report last July. How do you feel about it today?
Hold, Sell, Average Down?
Thanks

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Read Answer Asked by Carlo on February 25, 2016

• Carnival Corporation (CCL)
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Q: What did you think of the conference call results yesterday? Buy, sell or hold?

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Read Answer Asked by Graeme on February 25, 2016

• Enbridge Inc. (ENB)
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Q: Please comment on the impact of today's big share dilution on the previously announced multi- year double digit dividend growth plan.

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Read Answer Asked by Frank on February 25, 2016

• Stantec Inc. (STN)
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Q: Hello Team,

All things considered going forward with the Government's plan on Investructure spending, which company would consider the better investment.

Thanks,

Stephen

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Read Answer Asked by Stephen on February 25, 2016

Q: Can you comment on this company please and whether or not this company is vulnerable to competition notwithstanding their patents in digital imaging.

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Read Answer Asked by Victor on February 24, 2016

• Maxar Technologies Inc. (MAXR)
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Q: What would be the rationale for holding MDA in the portfolio? I have held it now for over 2 years and probably could have done better with a GIC.

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Read Answer Asked by Rajiv on February 24, 2016

• Maxar Technologies Inc. (MAXR)
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Q: Can you comment on its recent earnings. Thx

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Read Answer Asked by Patrick on February 24, 2016

• Capital Power Corporation (CPX)
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Q: Hi Peter and Team,
The dividend of this stock is 8.2%, I am concerned how substainable it is.
Pls give your insight as to their cash flow, payout ratio and whether their debt level is a concern. Would you think all these are manageable for such a high dividend.
Thank you for your professional advice.

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Read Answer Asked by Pui on February 24, 2016

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B)
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Q: Dorel has recently shown some positive momentum. While this is welcome, is there anything to account for this? Since it has been a while since your last report on DII.B, I'm wondering if your opinion has evolved at all.

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Read Answer Asked by Douglas on February 24, 2016

• Gildan Activewear Inc. (GIL)
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Q: Could you provide your view on Gildan's results, and your view going forward.

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Read Answer Asked by Marco on February 24, 2016

Q: Good morning
Would appreciate your view on CPH quarterly report today. How would you rate prospects for CPH in comparison to PHM?

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Read Answer Asked by richard on February 24, 2016

Q: Peter and Team:
I am looking to add to a position that is currently down 25% from purchase. Current thoughts on BOS for a 5 year+ hold. What does the balance sheet look like, current p/e, and thoughts on what it will take to get this stock moving again.

Thank you as always. I will be renewing my subscription shortly.

Phil

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Read Answer Asked by Phil on February 24, 2016

• Stantec Inc. (STN)
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Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stantec. Economic outlook based on Canadian Government infrastructure fiscal stimulus. Is this a good time to purchase this stock for short to medium term investment? Thank you.

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Read Answer Asked by Linda on February 24, 2016

Q: Hi Peter .wondering if you might provide some current thinking on Knight...any sense of how to go about valuing the name??KIM

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Read Answer Asked by Kim on February 24, 2016

Q: Their stock hasn’t done much in the past 2 years, however their earnings and other financials seem to be pretty solid. Only paying out a small dividend with little growth is there something that I am missing with this stock (e.g. - its time is coming after its solid last report) or would it be beneficial to sell and start putting money into stronger performing companies in that sector (e.g. - A&W). I love what A&W is doing the last year (i.e. food and renovations). Your thoughts on both?

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Read Answer Asked by Michael on February 24, 2016

• DH Corporation (DH)
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Q: Hi, Looks like a strong beat by DH on all metrics, in Q4 earning release, today. Could you comment please. Do you believe this to be a strong reaffirmation of company's stand on the short sellers report ? I think stock deserves to be finally rewarded. Thanks

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Read Answer Asked by rajeev on February 24, 2016

• Parkland Corporation (PKI)
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Q: Parkland has recently been downgraded by TD Securities from a target of $25 down to $23. Is there any reason for concern?

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Read Answer Asked by Giovanni on February 24, 2016