Investment Q&A

• Growth Portfolio (Growth)
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• D-Box Technologies Inc. Class A Common Shares (DBO)
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Q: What do you like about DBO? As you made room for this by removing CXI, I assume that you must really like this name.

Am I right in understand that the technology needs to be integrated into a film during the production process and can be quite labour intensive? Will this make it difficult for them to get a wide adoption of the technology?

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Read Answer Asked by Andrew on April 22, 2016

• Concordia Healthcare (CXR)
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Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.

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Read Answer Asked by Edward on April 22, 2016

• iShares Russell 2000 Growth ETF (IWO)
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Q: Hi team, in the growth portfolio I am overweight with IWO, about 14% and down 10%. My thoughts last year were to possibly take advantage of a drop in the CA $. That strategy didn't work. Should I sell some and how much or hold?
Thanks for the good advice.

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Read Answer Asked by Jacques on April 22, 2016

• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi,
I may have timed out in my last attempt to ask this question so please ignore it if it's still in the queue.

I'm looking to add either PBH or ATD.B. I currently only own Loblaws in this space. Do you have a preference for a long term hold in an RRSP account?

Thank you,

Robert

PS. Love the ability to tag my favourite Q&As.

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Read Answer Asked by Robert on April 22, 2016

• Knight Therapeutics Inc. (GUD)
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Q: From the growth portfolio Ihave:AVO,GUD,XTC,DRT,EFN,PLI,BOS,PUR,TNC,IT,CXR,SH,KXS.
Would you sell any of these to replace with your recent additions DBO and/or RRX.
Thanks Peter.

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Read Answer Asked by Peter on April 22, 2016

• Concordia Healthcare (CXR)
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Q: Hi Peter and Team,
What is the reasonable take over price for Concordia?

Thanks

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Read Answer Asked by Victor on April 22, 2016

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hello 5i team,
Could you shed some light on the recent comments by Alain Bouchard regarding Bay Street's opposition to extending the dual share structure while Prem Watsa just got the OK to extend the dual share structure; what is the conflict here? and how would this affect me as a shareholder?
Thanks,
Antoine

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Read Answer Asked by Antoine on April 21, 2016

• Concordia Healthcare (CXR)
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Q: I'm wondering why a trading halt would last for so long when the news is already out, and it's something as benign as preliminary discussions after being approached by another party. Is there something else coming?

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Read Answer Asked by Rick on April 21, 2016

• Alimentation Couche-Tard Inc. (ATD)
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Q: Hello Peter
I have ATD.b in my portfolio,and after reading today article in The Globe And Mail http://www.theglobeandmail.com//report-on-business/couche-tard-chairman-says-bay-street-investors-blocking-founders-control/article29699072/ I would appreciate your opinion. Is this situation posing any serious danger to ATD.B (sell of) or is this opportunity to buy more of this stock, or do nothing is better option?
Thanks Andrew

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Read Answer Asked by Andrzej on April 21, 2016

• Liminal BioSciences Inc. (LMNL)
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• Savaria Corporation (SIS)
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Q: Good morning - I own both these stocks thanks to your recommendations. Both are at all time highs today. Is it time to thin them out or keep enjoying the ride.

Thanks - Steve

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Read Answer Asked by Steven on April 21, 2016

• Concordia Healthcare (CXR)
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Q: what do you make of the buyout news?

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Read Answer Asked by Aaron on April 21, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: just reading the Annual and Special Meeting of Shareholders and Management Information Circular and noticed that they want to do a Share Consolidation sometime in the future. Is this a good thing as I have often seen the price of the stock decline after doing a stock consolidation?

Thanks
Dolores

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Read Answer Asked on April 21, 2016

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Between these two companies, which one has more potential in the next 3-5 years, without taking on two much risk?

Great job on the changes to your website. I'm resistant to change so the transition is slow for me, but I'm starting to really like it :)

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Read Answer Asked by Brenda on April 20, 2016

• Valener Inc. (VNR)
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Q: What is your outlook for VNR's stockprice?
Its had a great run...time to sell some?

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Read Answer Asked by Josh on April 20, 2016

• Kinaxis Inc. (KXS)
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Q: Hi, I have BOS CXI DHX DRT XTC IT and PUR.I would like to sell one or to and replace it with KXS. Which ones should go? Greetings Peter.

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Read Answer Asked by peter on April 20, 2016

• People Corporation (PEO)
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Q: What do you think of PEO's results. There are a lot of top line numbers in the press release, presumably including the impact of acquisitions. But I couldn't find anything on per share earnings.

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Read Answer Asked by Ken on April 19, 2016

• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: I am choosing between KXS and ESL? Are they in the same business? Between these two stocks, which one offers a better value and has the most potential in the future? thanks.

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Read Answer Asked by Esther on April 19, 2016

• DH Corporation (DH)
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• Evertz Technologies Limited (ET)
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Q: Hi Peter & Ryan, I am looking to increase my weighing in the tech sector and already hold DH and ET along with a few others. I would like to buy more of one of these. Which one would you favor at this time DH or ET. Thanks, Mario.

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Read Answer Asked by Mario on April 19, 2016

• Open Text Corporation (OTEX)
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Q: Thoughts on purchase of software from HP? Thanks. Chris

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Read Answer Asked by christopher on April 19, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:

For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B

Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.

Thanks,

Kuldip

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Read Answer Asked by Kuldip on April 18, 2016