Investment Q&A

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: I have most growth stocks except the following: hwo, pte.v,and doo. I am slowly moving to the balance portfolio with full positions in: engh, mx, pbh. My question is ,what do I sell in the growth portfolio to get to a full position in sis ( half of position as we speak).
Thanks as always ! Jacques

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Read Answer Asked by Jacques on September 08, 2017

• Imaflex Inc. (IFX $1.28)
  • $1.28 P/E (TTM): 11.64X Cap: $66M
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Q: Their 2nd q results appear strong. There is no conference call but I believe there is one analyst coverage. Please comment on results. Also, were the 2nd q results better or in line with the analyst estimate ( re sales, margin and net income)?. What is the analyst expecting for this current year and next year?

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Read Answer Asked by Murray on August 25, 2017

• Imaflex Inc. (IFX $1.28)
  • $1.28 P/E (TTM): 11.64X Cap: $66M
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Q: Your comments on the quarter.

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Read Answer Asked by Trevor on August 25, 2017

• iShares Russell 2000 Growth ETF (IWO $307.28)
  • $307.28 P/E (TTM): 45.65X Cap: $12.38B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $40.36)
  • $40.36 P/E (TTM): 0.66X Cap: $1.51B
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• Vanguard U.S. Total Market Index ETF (VUN $119.52)
  • $119.52 P/E (TTM): 63.32X Cap: $12.83B
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Q: My portfolio is in need of US and global exposure. Currently I only own two US stocks FB(3%) and BAC (2.8%) I also own VEE(2.4%). Can you recommend how I can add to my US and Global exposure. Also what percentage of a portfolio would you make them? I'm 38 and a rather aggressive investor.

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Read Answer Asked by Richard on August 24, 2017

• Miscellaneous (MISC)
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Q: What would be a company to look at on the canadian stock markets in the lithium space?

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Read Answer Asked by Tim on August 22, 2017

• Miscellaneous (MISC)
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Q: Hi. I am presently rebalancing my daughter's RDSP. She currently has three stocks (BCE, BNS and PPL) as well as TD Canadian equity and TD US Equity. I would like to add more stocks to her plan and, perhaps, reduce the TD Canadian Equity. Could you please suggest four stocks for consideration? Thanks, JR

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Read Answer Asked by John on August 22, 2017

• Invesco Global Listed Private Equity ETF (PSP $71.95)
  • $71.95 P/E (TTM): 30.45X Cap: $333M
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Q: Hi Peter and group: I am interested in the above noted ETF for an approximate 3% holding in my RRSP. I think you touched on this ETF recently, but am wondering if you could shed further light as regards volatility, expense ratio, (seems very high at 2.2%) and overall risk. My risk tolerance is moderate and the hold would be for several years. I also currently hold ZWH, ( 6 %) in my RRSP for U.S. exposure .

Thanks for the great service

David

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Read Answer Asked by david on August 18, 2017

• Cineplex Inc. (CGX $10.72)
  • $10.72 Cap: $679M
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks

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Read Answer Asked by Ian on August 15, 2017

• Great Plains Metals Corp. (GPS $0.07)
  • $0.07 Cap: $2M
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Q: Can you please comment on the earnings for $GPS-BSM Technologies Inc

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Read Answer Asked by Valter on August 15, 2017

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: Hello! Do you have any insight into why HEO is down sharply lately? I really the space this company is in but the stock is getting very frustrating.
Thanks, Chantal

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Read Answer Asked by Chantal on August 14, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX $116.86)
  • $116.86 P/E (TTM): 11.27X Cap: $8.01B
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Q: Could I please have your comments on Onex's recently announced earnings. Thank You.

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Read Answer Asked by Brian on August 10, 2017

• Pollard Banknote Limited (PBL $20.70)
  • $20.70 P/E (TTM): 15.42X Cap: $560M
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Q: Hi Been following this company for a while and earnings looked strong today. Always amazed how many people buy lottery tickets. I never have but would be ok participating in a company that profits from it. Your thoughts are always appreciated. Chris

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Read Answer Asked by christopher on August 10, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: This stock is classified as technology but wouldn't also be classified as consumer discretionary because because it is gambling?

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Read Answer Asked by Carla on August 10, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII $2.29)
  • $2.29 Cap: $67M
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Q: Peter, Ryan and co, l understand why revenues are flat for FRIi when same store sales are up and 31 new stores were opened. How are the franchise fees structured?

Thanks for your insights.

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Read Answer Asked by Leo on August 04, 2017

• EcoSynthetix Inc. (ECO $4.19)
  • $4.19 Cap: $244M
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Q: Could you please provide your assessment on their Q2 and YTD results that were released last night?

Keep up the excellent work.

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Read Answer Asked by karl on August 04, 2017

• Ballard Power Systems Inc. (BLDP $2.79)
  • $2.79 Cap: $838M
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Q: Ballard Power just released their earnings yesterday. Could you comment on this earning and the company in general?

Thanks,
Adam

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Read Answer Asked by Adam on August 04, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: What did you think about the CRH conference call? Are you still confident mgmt can turn things around with the acquisitions they have promised in the remainder of 2017?

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Read Answer Asked by Adam on August 04, 2017

• Air Canada Voting and Variable Voting Shares (AC $19.81)
  • $19.81 P/E (TTM): 5.26X Cap: $5.86B
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Q: Can I get your opinion on Air Canada?

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Read Answer Asked by Scott on August 03, 2017

• Cargojet Inc. Common and Variable Voting Shares (CJT $102.41)
  • $102.41 P/E (TTM): 11.72X Cap: $1.54B
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Q: Thank you team for all the great insight into companies I have invested well since joining 5i Research. Would appreciate your thoughts on cargo jet CJT and if it would be suitable for a long time hold.

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Read Answer Asked by Desmond on August 02, 2017

• Loblaw Companies Limited (L $56.88)
  • $56.88 P/E (TTM): 7.26X Cap: $67.62B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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Q: Hi, currently I hold these stocks as part of my consumers staples. Thinking of selling L and moving funds into one of the other names. Which would be best? Can you rank these? Thanks!

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Read Answer Asked by Keith on July 27, 2017