Investment Q&A

• Applied Graphite Technologies Corporatio (AGT $0.07)
  • $0.07 Cap: $1M
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Q: Hello
I have held some AGT shares for a long time (since before name change).

Can you go over what a current investor should know such as last QTR results, buyout at 19$.

What do you believe could happen if buyout at 19 does not go through?

Thank you for the info and opinion.

Thank you
Stephane

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Read Answer Asked by Stephane on August 20, 2018

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Parex Resources Inc. (PXT $14.69)
  • $14.69 Fwd P/E: 12.93X Cap: $1.39B
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• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.94B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 434.04X Cap: $5.67B
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• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.

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Read Answer Asked by Brad on August 17, 2018

• Canopy Growth Corporation (WEED $1.49)
  • $1.49 Cap: $165M
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Q: Good Morning 5i
Can you comment on Constellation investment of 5 Billion CAN$ into Canopy Growth? How you see this playing out in lead up to Oct. 17th. legalization? How do you see this playing out to late 2019 when I would consider selling? Constellation is a Major US backer who obviously believes in the future market - Canadian, US & International - both medical & recreational. You have supported WEED as a speculative best pick. Is it now rising on that scale and if not, why ? Please direct question to 5i person most knowledgeable on this space. Thanks.

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Read Answer Asked by Randy on August 17, 2018

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Gamehost Inc. (GH $12.38)
  • $12.38 Fwd P/E: 12.86X Cap: $258M
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• Pollard Banknote Limited (PBL $21.75)
  • $21.75 Fwd P/E: 15.14X Cap: $595M
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Q: Hi 5i team. What would be your top pick in the gaming sector in Canada? PBL, TSGI, GH, GC? Keep up the amazing work. RZ

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Read Answer Asked by Raphi on August 17, 2018

• Canopy Growth Corporation (WEED $1.49)
  • $1.49 Cap: $165M
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• Aphria Inc. (APHA $16.55)
  • $16.55 Cap: $12.08B
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• Aurora Cannabis Inc. (ACB $6.22)
  • $6.22 Fwd P/E: 62.7X Cap: $349M
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Q: If you were going to purchase one of the above cannabis companies today which would you choose and your thoughts on why?
Thks
Marcel

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Read Answer Asked by Marcel on August 17, 2018

• Supreme Cannabis Company Inc. (The) (FIRE $0.34)
  • $0.34 Cap: $255M
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Q: Hi, may I please have your opinion on The Supreme Cannabis Company Inc. Thank you.

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Read Answer Asked by Manoj on August 17, 2018

• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 Fwd P/E: 16.54X Cap: $1.18B
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• Jamieson Wellness Inc. (JWEL $34.77)
  • $34.77 Fwd P/E: 28.91X Cap: $1.44B
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Q: Of the two, which would you say is the better buy right now for growth and some income?

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Read Answer Asked by dan on August 16, 2018

• StorageVault Canada Inc. (SVI $4.12)
  • $4.12 Cap: $1.50B
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Q: Could you please comment on Q2 results which were released on Wednesday. Thank you.

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Read Answer Asked by Ian on August 16, 2018

• Cargojet Inc. Common and Variable Voting Shares (CJT $101.58)
  • $101.58 Fwd P/E: 14.01X Cap: $1.57B
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Q: Morning guys: can you explain recent quarter. I love this name, have you considered putting it in one of your portfolios.
Thx
Mark

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Read Answer Asked by Mark on August 14, 2018

• Khiron Life Sciences Corp. (KHRN)
  • Cap: $9M
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Q: Hi, Would you give me your take on this Co., it seems they are getting ready for something big, is it a buy?

thanks 5i

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Read Answer Asked by Fernando on August 14, 2018

• lululemon athletica inc. (LULU $229.77)
  • $229.77 Fwd P/E: 15.87X Cap: $26.76B
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Q: Hi, could I please have your current opinion on LULU. They had a good quarter and technically the stock will breakthrough to new highs with a few more % gain. But as you said in the past results have been inconsistent. Do you see guidance and consistency possibly improving, or just a good quarter followed by uncertainty for the next one?

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Read Answer Asked by Kel on August 14, 2018

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.58X Cap: $1.86B
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• Roots Corporation (ROOT $3.08)
  • $3.08 Cap: $124M
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Q: Your opinion on this company for a TFSA holding?
Greg

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Read Answer Asked by Greg on August 13, 2018

• Canopy Growth Corporation (WEED $1.49)
  • $1.49 Cap: $165M
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Q: Good Morning 5i
Please let me know what #s are expected when WEED reports on Tuesday? Thanks.

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Read Answer Asked by Randy on August 13, 2018

• Premium Brands Holdings Corporation (PBH $90.51)
  • $90.51 Fwd P/E: 33.42X Cap: $4.06B
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Q: Hi 5i,
PBH has been weak as of late. Any concerns?
Thanks!

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Read Answer Asked by Al on August 13, 2018

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: What is your take on the quarter, not exciting.... does it warrant the price drop this morning?

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Read Answer Asked by fwb181 on August 13, 2018

• Ianthus Capital Holdings Inc. (IAN)
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Q: Hey Guys,
I wonder what you think of this company?
Would you invest today or is it too speculative.
Thank you,
John.

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Read Answer Asked by John on August 13, 2018

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
  • View COV Profile
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• Photon Control Inc. (PHO $3.60)
  • $3.60 Fwd P/E: 30.31X Cap: $376M
  • View PHO Profile
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• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
  • View CSU Profile
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• Methanex Corporation (MX $46.34)
  • $46.34 Fwd P/E: 11.47X Cap: $3.12B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Kinaxis Inc. (KXS $201.24)
  • $201.24 Fwd P/E: 434.04X Cap: $5.67B
  • View KXS Profile
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• Premium Brands Holdings Corporation (PBH $90.51)
  • $90.51 Fwd P/E: 33.42X Cap: $4.06B
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• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.42B
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• Spin Master Corp. Subordinate Voting Shares (TOY $25.30)
  • $25.30 Fwd P/E: 17.89X Cap: $2.59B
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Q: Good morning 5i,

Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?

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Read Answer Asked by Michael on August 10, 2018

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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Q: What are you recommending to do with Covalon Technologies.? Will the Saudi problems affect this stock? It went down a lot to begin with, seems a little better today?
Thanks, Mary

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Read Answer Asked by Mary on August 09, 2018

Q: Please comment on quarterly earnings and ,if such a stock exists, if this should be in the forever hold category.

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Read Answer Asked by Geoffrey on August 09, 2018

• Solium Capital Inc. (SUM $19.15)
  • $19.15 Fwd P/E: 172.9X Cap: $1.08B
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Q: Please comment on Solium Capital's 2nd Quarter results. Thanks!

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Read Answer Asked by Paul W on August 09, 2018