Investment Q&A

Q: What are your thoughts on Agrium? Is it a good time know to enter the stock?

Q: Good morning,

Regarding Concordia Healthcare, it seems to be a darling among analysts on BNN as one of three top pics with increasing frequency. Assuming that these fund managers are adding to positions and assuming that there is a consensus both that the stock is cheap and that a takeover is likely, what do we take away from the continually falling price?
It would seem that the company is a buy based on valuation and if not for that reason, then the potential for a premium to be paid during acquisition. Three parts to this question:
1. Do you see it drifting lower until concrete news about a buyout (or not) emerges?
2. What do you see it as being worth if acquired?
3. If the revenue is growing and the debt levels are high but cash flows allow it to be paid down, is there something else causing the price to remain compressed?

Thanks

Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael

Q: I couldn't find any announcements on my brokerage website, why the big spike in price? With CUS as well?

Q: my ACB is $56. CXR is not a big part of my portfolio and in my TFSA. I was going to buy more on the low 30's then the Blackrock news came out. the price has now come back to $36/$37. My planned purchase would bring my ACB down to $46 at the current price. Am I throwing good money after bad? If CXR is sold now does it get more than $65/share? Or less because of the debt load? If you were a potential buyer what would you pay? What is your advice? Thanks

Q: Hello.
After all the conversation about CXR today, the rumour about Blackstone recently and some with clear support for CXR, how do we know that CXR did not just fabricate the rumour to boost stock price or go to Blackstone desperate for a deal before the company explodes?

Thanks for your thoughts.
Dave

Q: I've read your last two "short term " trade thoughts on CUS, indicating that the easy money has been made.
I too thank you for this trade and have done well with it. I still hold both stocks, having put in 2/3 in CUS and the other1/3 in SPB. My question is the market seems to be still discounting the takeover for if it was to happen at today's closing price CUS could be worth $1.65. If you still like SPB why should I sell CUS? It would seem to me that they tend to follow each other.
Many Thanks for your excellent research.

Q: I know you have been quite positive on Raging River, I just wondering about your take on the insider selling of shares over the past year. Thanks Keith

Q: Kinaxis is down almost 10% in the last ten days. That's often a situation where I sell a company, not being a fan of volatility. Is this weakness a response to anything you know of and how long should we expect it to continue?

Q: Can you comment on the SPB just released results? Also, can you comment on the SPB/CUS merger? There is no much in the NR on it. Is it progressing as planned? Thanks.

Q: Please comment on their results. Thanks

Q: Hi team, I know you've mentioned that you don't like dual-class shares. But don't you think that in ATD's case it has actually worked very well? The stock has gone up 500+% in 5 years. Maybe this wouldn't have been achieved had the founders not have had the 10 vs. 1 votes. They obviously have done an excellent job. Your comments pls.
Thank you,
Silvia

Q: How did their Q3 stack up against the consensus estimates?
What do you think of the latest acquisition including paying over 3 times revenue?

Q: Re Q by David today,I am in same line.On 4/26 Royal Bank reduced the target price to $68 from $70.Is this material?My simple opinion is the fall is partly due to rotation out of a strong performer,who has grown by acqistions

Q: i am reading all your answers to couche tard questions as the stock gets hammered day after day, i have added a few hundred shares each day as it keeps dropping, now own 4000 shares. my question is could there possibly be something else going on other than the 2 class of shares-- the price of oil, the cdn. dollar etc etc. some downgrades somewhere i have not seen, i agree with you it makes no sense but maybe we are all missing something. dave

Q: Can you give me an idea which one of these 3 stocks you would prefer for an entry in the renewable energy area. RNW has a higher dividend but BLX seems to have a more consistent return. Your view would be appreciated. Tnx

Q: Hi 5i - I have a small position in ATD.B - is now a good idea to bump it up to a full 5% position (i.e. is the current price to good to pass up) or should I average in over the next 3-6 months? Thanks, Neil

Q: wondering if you can comment on the investment merits of atd'b . Also -are you concerned about general drop off of automobile usage thru uber ,ride sharing etc . in the future..how this these events would affect atd's business plans overall

Q: Hi 5i Team,
Is it still okay to purchase CXR at today's closing price. I know the downside if the sale does not go through, but what is the upside if it does go through.
As always, thanks for your great service.
Ivan

Q: What is your opinion on PUR these days. Does the team feel that they may benefit from infrastructure spending. How much of their business is oil related

Thank You
Clarence