Investment Q&A

Q: What is your short term and long term outlook for Photon Control?

Q: Do you know the purpose of their bought deal/ secondary bought deal?

Q: All things being equal, would you consider purchasing AW.UN shares below the secondary offering price an attractive proposition?

What metrics would you use to value AW.UN's share price (and would you mind posting those valuations).

Lastly, the institutions that are facilitating this secondary offering, will they be selling these AW.UN shares to their clients?

Thanks again.

John

Q: I've owned a 1000 SHS since last Jan. and I am down 42% or so: missed last Q badly, increased dividend nicely, low pay-out ratio. Hold in my non-registered account - fairly small holding vs total portfolio. I was thinking of adding another 1000 SHS. In hind sight I should have sold in Dec. 2018 to record a tax loss and bought back later. I'd like to see less debt.; but, realize very capital intensive industry - ROE 18% ROI not that impressive though. Good idea for long-term arisen to add now?

Q: I know that you have liked this company in the past. What do you think of it now it has dropped in price? Is it still a buy? Thank you.

Q: Is this a good time to top up a position in Magna or will you be adjusting the allocation % down in the balanced portfolio in coming months?

Q: Is there room for more growth with CCL after yesterday's big move? It's been a bit of a mess.
Thanks
Mark

Q: Hi Peter & 5i:
Would you be able to explain what the secondary bought deal offering means when the announcement says:
"The Fund will not receive any proceeds from the Offering. Food Services will distribute the net proceeds of the Offering to its long standing shareholders."
Food Services are selling their shares and then going to issue a "special one-time distribution" from the proceeds?
Thanks so much.

Q: comments on the quarter please?

Q: I'm a little late to the party on Boyd as it has already had quite the run-up. On a go forward basis would you still recommend initiating a position at these levels?

Thanks

Q: do you consider the share offering that just came out for the company one you would be comfortable taking. Seems to be about 2.00 under the current price.

Q: Peter- In light of the secondary offering where the fund receives no proceeds of it but it goes to the long standing shareholders. Is that the unit holders? Wishful thinking and/or an opportune time cash out re meanyond meat craze?Thanks. Rod

Q: Which company would you prefer and why? Thanks.

Q: Please comment on earnings

Q: KXS over the last 2 days has fallen 10% after hitting a recent high of 82. Do you think it can get back into the 80's by the next quarter? Thanks again, Dennis

Q: I had been waiting for Stantec's quarterly numbers to see if they had finally turned things around. It turns out they were released last week and given there was little fanfare and that the stock price did not pop, I assume the results were nothing special. Given the solid numbers WSP just announced, is it time to throw in the towel on STN and move over to WSP or do you see upward movement for STN?

Appreciate your insight.

Paul F.

Q: Do you think that Medison will now start selling off their considerable position in GUD? I know it's not in their interest to dump quickly and crash the price, but I can't see them being supportive of the company going forward. How do you see this playing out now?

Q: Question on Tsgi financial expectation, Your answer to Robert, EPS $0.41 and Revenue $613M. Your answer to Donald on May 8 was EPS $0.44 and Revenue $638. so does it mean company miss earning estimates? Would it affect share price tomorrow? Your thoughts please, thank you

Q: I'm considering cutting a loser to invest in something new that has some growth. SIS, PBH, and TOY have been poor performers for me for a while now and have been dragging down my returns. If I thought the issues were temporary for all 3 of them I would hold and wait it out but I've found each of them has been less than impressive. SIS with the equity raises and mgmt that I'm losing faith in, PBH with a million excuses as to why each quarter has negative surprises (weather, swine flu, minimum wage,etc), and TOY with disappointing numbers that seem to be getting worse with no real catalyst to get back to growth (Toysrus overhang, diminishing sales in their top sellers that are getting stale, no replacement "home run" product to turn things around. These 3 seem to no longer be growth stocks, do you think I should cut any of the three or give them some more time?

Q: Could you please provide financial expectations for tsgi release out tomorrow.