Investment Q&A

• Kinaxis Inc. (KXS)
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Q: Hello 5i:
May I get your comments on their 2018 earnings and what you think of their 2019 guidance. Can you tell what you believe their EPS for 2019 is from their guidance?
Thanks so much.

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Read Answer Asked by Dennis on March 01, 2019

• Knight Therapeutics Inc. (GUD)
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Q: Comments on the latest conjecture this morning?

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Read Answer Asked by Kelly on February 28, 2019

• NFI Group Inc. (NFI)
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Q: It seems lately all the news out of NFI has generally not been bad. The fundamentals as you show them still look good. 5i still generally considers it a strong buy as well. Im wondering if you would have any ideas as to why this stock keeps spiraling downward?? Any thoughts on when or if this will start to recover??

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Read Answer Asked by Rob on February 28, 2019

• NFI Group Inc. (NFI)
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Q: I'm down 35% on this company which now forms 1.7% of portfolio and prospects for the company look uncertain. Should I add, hold or sell. Thanks.

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Read Answer Asked by Rick on February 28, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi Team,

Could you please provide your latest thoughts on CCL's current valuation and if it would be a good buy right now for the long term?

Thanks

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Read Answer Asked by Keith on February 28, 2019

• TFI International Inc. (TFII)
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Q: After market closed on Feb 25,announced acquisition of Schille corp.Just reported results that show that both eps & revenue beat estimates.Your take on these 2 items Thanks for u usual great services & views

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Read Answer Asked by Peter on February 28, 2019

• Stars Group Inc. (The) (TSGI)
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Q: TSGI... Stars announced NBA on line betting contract in Australia. Looks like a good deal. Aussies are second biggest gamblers behind the Chinese. Will this create more debt ? RAK

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Read Answer Asked by bob on February 28, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Up some $1.57 yesterday,but down $2.64 today.What's happening here?Does this type of fluctuations tell us anything?Thanks for u usual great services & views

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Read Answer Asked by Peter on February 28, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Down almost 40% since last year summer. After being down so much, you would think surely there is value here. Especially with the market so strong ytd. Why the big drop again today? Very frustrating.. why should we continue to hold?

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Read Answer Asked by Darcy on February 27, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Hi, your response to Stephen about TSGI "Blackstone, which owns 24M shares, has offered to sell 8.3M shares at a small discount." . Should one worry? This is 1/3 of their holdings. And does "at a discount" mean that they really wanted to get rid of the 1/3 as quickly as possible? I know you can't confirm this but can it be that they know something we don't?

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Read Answer Asked by Marco on February 27, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Your comments about Blackstone offering to sell 1/3 of holdings at a discount. What is the reason behind them selling at a discount and any negative news/sentiments about TSGI future prospects. Can you please elaborate further if you have any details.

Thanks

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Read Answer Asked by Ninad on February 27, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Do you see any reason for TSGI being down so much today? When do they next report?

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Read Answer Asked on February 27, 2019

• VersaBank (VBNK)
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Q: Your take on VB's results this morning... will it maintain a place in 5i's growth portfolio?

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Read Answer Asked by CAMERON on February 27, 2019

• Covalon Technologies Ltd. (COV)
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Q: Good morning,
It appears you have no concerns about the quarter and the stock is taking a 10% hit today. Assuming the growth story is still intact. Would today be a good day to add to our existing holding? We are 30% down on this stock and our weighting has now fallen to slightly below 1%? Is now a good buying opportunity?
Thanks,
Kerri

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Read Answer Asked by KERRI on February 27, 2019

• Alimentation Couche-Tard Inc. (ATD.A)
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Q: If there is such a thing, would you conclude that Atd.b, Alimentation Couche Tarde might just be the perfect stock with it's defensive characteristics and potential growth capabilities?

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Read Answer Asked by Pat on February 27, 2019

• Covalon Technologies Ltd. (COV)
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Q: Thoughts on the quarter?

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Read Answer Asked by Charles on February 27, 2019

• Constellation Software Inc. (CSU)
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Q: I was reading a question from Chris. Just wondering if CSU is in the AI market. Seems that I read something to that. But can't find the article to back me up.

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Read Answer Asked by jeffrey on February 27, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: In July 2018 you had a b+ rating, hoping for growth in AUM, and possible acquisitions, can you provide current scorecard on these points please? Opinion on sale of Mutual Fund business to Canoe and how that will effect previous points? Your report was accurate forecasting slow and steady and enjoy the dividend, suppose I'm bored and looking for a reason to not bail and look for more capital appreciation when markets are flying.

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Read Answer Asked by Charles on February 27, 2019

• Bank of Nova Scotia (The) (BNS)
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Q: Good morning,

Regarding BNS earnings, can you share your thoughts? It has lagged and the drop yesterday wasnt massive but certainly contrasted BMO. What caused the earnings decline? Finally, would you be buying now or moving onto one of the banks with better momentum and performance?

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Read Answer Asked by Tim on February 27, 2019

• Stars Group Inc. (The) (TSGI)
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• Celestica Inc. (CLS)
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• Great Canadian Gaming Corporation (GC)
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Q: I read that you recommend GC as a replacement for CLS? I already own TSGI and wonder if I should buy GC or another company. I own KXS, OTEX ,SYZ already.
thanks

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Read Answer Asked on February 27, 2019