Investment Q&A

• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

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.

Upvote 0

Read Answer Asked by Rick on February 28, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

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

Upvote 0

Read Answer Asked by Keith on February 28, 2019

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

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

Upvote 0

Read Answer Asked by Peter on February 28, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

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

Upvote 0

Read Answer Asked by bob on February 28, 2019

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

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

Upvote 0

Read Answer Asked by Peter on February 28, 2019

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

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?

Upvote 0

Read Answer Asked by Darcy on February 27, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

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?

Upvote 0

Read Answer Asked by Marco on February 27, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

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

Upvote 0

Read Answer Asked by Ninad on February 27, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Do you see any reason for TSGI being down so much today? When do they next report?

Upvote 0

Read Answer Asked on February 27, 2019

• VersaBank (VBNK)
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK

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

Upvote 0

Read Answer Asked by CAMERON on February 27, 2019

• Covalon Technologies Ltd. (COV)
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

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

Upvote 0

Read Answer Asked by KERRI on February 27, 2019

• Alimentation Couche-Tard Inc. (ATD.A)
  • View ATD.A Profile
  • View Questions on ATD.A

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?

Upvote 0

Read Answer Asked by Pat on February 27, 2019

• Covalon Technologies Ltd. (COV)
  • View COV Profile
  • View Questions on COV
  • View Reports on COV

Q: Thoughts on the quarter?

Upvote 0

Read Answer Asked by Charles on February 27, 2019

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

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.

Upvote 0

Read Answer Asked by jeffrey on February 27, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

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.

Upvote 0

Read Answer Asked by Charles on February 27, 2019

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

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?

Upvote 0

Read Answer Asked by Tim on February 27, 2019

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI
• Celestica Inc. (CLS)
  • View CLS Profile
  • View Questions on CLS
• Great Canadian Gaming Corporation (GC)
  • View GC Profile
  • View Questions on GC
  • View Reports on GC

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

Upvote 0

Read Answer Asked on February 27, 2019

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi, If my memory serves well, Mark Leonard transferred ownership of a company to his adult children, which owns 1,000,000 CSU shares, a few years ago. I believe that his current holding of 400,000 + shares is in addition to that family ownership? Thanks

Upvote 0

Read Answer Asked by rajeev on February 26, 2019

• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD

Q: Is there any news to account for the share price climb in Couche-Tard today? I am thinking about adding to my position now that it has broken its multi-year consolidation trend. Your thoughts please. Thanks.

Upvote 0

Read Answer Asked by Marco on February 26, 2019

Q: Why is it doing so poorly? Should I jump the PKL ship?

Upvote 0

Read Answer Asked by Sharon on February 26, 2019