Investment Q&A

• NFI Group Inc. (NFI)
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Q: A follow up on the previous questions on NFI and OTEX.

In the case of New Flyer's eps miss, wasnt 11 of the 14 cent miss due to one time items?

I'm certain OTEX will have a miserable day. However, is the fact they still had eps growth over their comparable Q last year a mitigating factor, in your view?

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Read Answer Asked by john on May 10, 2018

• Income Portfolio (Income)
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Q: Which stocks would you recommend for income.

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Read Answer Asked by Anthony on May 10, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: hi Peter when does the PBH contract to provide sandwiches to Starbucks expire? what percent of revenues does it account for? thanks Richard

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Read Answer Asked by richard on May 10, 2018

• Open Text Corporation (OTEX)
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Q: How bad is the miss? Should one be concerned? Thanks.

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Read Answer Asked by Charles on May 10, 2018

• NFI Group Inc. (NFI)
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Q: Please comment on NFI's Q4, including how it stacked up against consensus estimates.

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Read Answer Asked by sandy on May 10, 2018

• Alcanna Inc. (CLIQ)
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Q: with the latest earning report by Liquor Stores would be be okay buying today for a 3% position or just wait till next quarter to see if they are moving in the right direction?
Thanks

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Read Answer Asked on May 10, 2018

• TSO3 Inc. (TOS)
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Q: thoughts on TOS , results and news

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Read Answer Asked by Ward on May 10, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: This has done precious little since its split. I have a 2.5% position and now wonder if the long term thesis on CCL.B at a $60 cost justifies an additional investment to bring my holding up to 3.5%.
Thank you.

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Read Answer Asked by Geoffrey on May 09, 2018

• Alcanna Inc. (CLIQ)
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Q: Poor Q prompted a very low opening @ $8.78 leading to a $8.49 low(52 wk low),but have since rallied sharply to current $9.59(up 0.4) on 443k volume(much higher than 109k average) with buy volume twice more than sell volume.Very heartening.Your take please . Is it time to average down a bit on my 4% position @ $10.67 p/p,Appreciate u usual great services & views

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Read Answer Asked by Peter on May 09, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Please comment on the continued weakness of CCL.B . What is the reason for the big drop in price? Thanks

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Read Answer Asked by Lai Kuen on May 09, 2018

• Savaria Corporation (SIS)
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Q: Hi 5i Team,

Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?

Thank you!

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Read Answer Asked by David on May 09, 2018

• Enbridge Inc. (ENB)
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• Cineplex Inc. (CGX)
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Q: Please comment on Enbridge's recent asset sale. I am thinking about adding them to my portfolio and think that this can be a strong outperformer once the market starts to have a little more buy-in again. I am looking at both ENB and CGX and want to add one for a combination of both growth and income. I just feel both have been beaten down so much and are presenting great value right now. Would you prefer one of the other? Or do you think they are going to be in the dog house for a while longer? Thanks.

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Read Answer Asked by Jordan on May 09, 2018

• Reliq Health Technologies Inc. (RHT)
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Q: Do you see any news that is causing the stock to move up today

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Read Answer Asked by Peter on May 09, 2018

• Alcanna Inc. (CLIQ)
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Q: Can you please comment on the earnings release.

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Read Answer Asked by Janice on May 09, 2018

• Boyd Group Income Fund (BYD.UN)
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Q: BYD.un reports the 15th, I believe. Any reason for the fast decline lately...especially today? Due to this decline, would it be better to wait for results to come out before adding to a position?
Thanks

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Read Answer Asked by Craig on May 09, 2018

• Savaria Corporation (SIS)
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Q: Hi, my portfolio is increasing thanks to your picks. SIS was going along nicely for the longest time, seems to be a blip in the momentum. Would you consider normal market activity and a time to increase my holding to 4% from 3%?
Thanks,Brad

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Read Answer Asked by Brad on May 09, 2018

• Covalon Technologies Ltd. (COV)
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Q: As many of your customers, we hold a goodly amount of covalon...my question is regarding stops after a large gain such as we have seen in COV...are there any rules that Peter would have used when he was running a fund that would put some light on this subject as 5i investors have had many of such run ups and have profited greatly from your vast experience and this would add to that experience...thanks for a great service...Eugene

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Read Answer Asked by gene on May 09, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Please comment on TOY's Q1.
Also, eps was $.09 and adjusted eps (basically adding Toys"R"Us back in) was $.22
Which eps was the consensus eps of $.16 ?

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Read Answer Asked by sandy on May 09, 2018

• Covalon Technologies Ltd. (COV)
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Q: Hello,
What is a resonable entry price for COV? Do you plan on preparing a report on this Stock. Thanks.

Shyam

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Read Answer Asked by Shyam on May 09, 2018

• Savaria Corporation (SIS)
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Q: Why is it selling off. Now it is almost a dollar below recent financing. Thank you.

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Read Answer Asked by Francis on May 08, 2018