Investment Q&A

Q: Hi, any comments on the secondary offering for $180 mln from primary shareholders and employees ? Thanks

Q: would you be buying this today?

Q: Hey guys,

What's up with COV this morning?

thanks

Q: Trying to get a better read on Premium Brands, is there negative news that relates to the recent continuous sell off? Does the $102.00 range represent a good entry point in your opinion?

Q: When does VB report? They offer absolutely no info. on line.

Q: DOL has not done much for me since purchasing before the split. What are your thoughts and and what do the next earnings look like?

John

Q: In your report from May 2017 on PHO you conclude with "We expect to be increasing
the rating in the next six to nine months".

Has this expectation held up? Is an updated report in the pipeline? Your general comments on the performance of the company over the last ~15 months would be appreciated. Thanks.

Q: Stock is down over 15 % since July high.

Looks like a loser. Is it time to sell ?

Are there good reasons to keep it ?

Q: My understanding is that this company generates its revenue from the sale of fuel, beverages, pass by restaurants, car washes, ... leading to a diversified source of revenue. It is also my belief that most of these sales are generated when people stop to get gaz. While filling up their tank they get a car wash, they buy an ice cream... As a long term investor, I really question the viability of their future. I think that in 5 years, there will be more cars on the road; however, I also believe that hybrids/electrical vehicles will start to steal some of their market share. A loss of one customer not buying fuel (I feel) has rippling effects. That customer may not stop to eat at their restaurant, may not stop to buy an ice cream... impacting their entire revenue stream. In 10 (15) years, I think the problem will multiply, eventually questioning their entire business model.

This past quarter was great as recent acquisitions demonstrated benefits, such as savings due to synergies but the pain has yet to start. In contrast to competitive forces trying to push them out, they are about to experience an industry shift, which may slowly make them somewhat irrelevant.

Your thoughts are appreciated. Thank You.

Q: Hello Team ,
Is it time to add to Pho in my TFSA- how big was their last earnings miss and how significant is their China contract?

Q: Hi 5i team
If demand growth estimates for methanol are realistic, and much of that growth occurs in China and Asia, wouldn't China mobilize state-owned enterprises to add significant capacity for their benefit (and the detriment of Methanex), as they have done in other "basics" like steel? Thank you.
Edward

Q: How long will TSGI remain in the dog house, apparently due to weak earnings reported by its competitor and other industry issues ? From $50 to $43 is quite a drop, with consistent decline every single day for past 2 weeks. I have noted your comments that stock is cheap, but is it for a reason ? Do you believe that upcoming TSGI earnings might help ? This one has been really volatile !! Thanks

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Thoughts on HWO, looks like it’s holding and possible upside from here. Buy?

Q: Hi, Could you please provide the quarterly estimates for these companies. Thanks

Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks

Q: What caused the sudden jump in COV today? Also when are the next earnings and what is expected? I have i5 to thank for my buying of COV and RHT.

Thanks John

Q: how did the quarter look? Thx

Q: I would appreciate your comments on TSGI's press release about the Stars Group entering New Jersey's online sports betting market. The Stars Group management team is quite impressive once again, as I see it. Thank you Peter

Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?

Thanks.

John