Investment Q&A

• Bausch Health Companies Inc. (BHC)
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Q: What did you think of the latest quarter? With some lawsuit issues being resolved and debt reduction underway is it time to take a small position? What’s the valuation look like and debt levels? Thanks

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Read Answer Asked by Scott on May 09, 2018

• Heartbeam Inc. (BEAT)
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Q: What is your short term price outlook, can BEAT sustain recent momentum thru summer?

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Read Answer Asked by Joel 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: wondering if you got any insights from the call this morning that can be shared? stock is up today so guessing he update was positive and more good news to come?
Thanks
Sal

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Read Answer Asked by Sal 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

• Exchange Income Corporation (EIF)
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Q: Comments on recent numbers please,, looks good to me?? Pat

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Read Answer Asked by Pat on May 09, 2018

• Ichor Holdings (ICHR)
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Q: Could you please comment results.

Thanks,
Milan

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Read Answer Asked by Milan on May 09, 2018

• ZCL Composites Inc. (ZCL)
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Q: Your thoughts of ZCL if it goes under $10.00. Buy or stay away?

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Read Answer Asked by Nino on May 09, 2018

• Chesswood Group Limited (CHW)
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Q: Appreciate your thoughts on 1st quarter results and if there is growth potential in addition to the very attractive yield.
Thanks
John

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Read Answer Asked by John on May 09, 2018

• Labrador Iron Ore Royalty Corporation (LIF)
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Q: Stock price is down over 7% this morning. Could you comment on earnings release which seem a bit disappointing. Are market conditions still favourable going forward?
Currently have a 2% position and am considering increasing to a 3% position on current pullback.

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Read Answer Asked by Bruce on May 08, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Good morning Peter and his good people,
1. When is the big acquisition to close?
2. What is the probability it DOESN'T go through?
3. If it does go through, how do you think the share price will react?
Regards,
Mike
PS. Don't forget it's Mother's Day this Sunday!

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Read Answer Asked by Mike on May 08, 2018

• Constellation Software Inc. (CSU)
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Q: Please comment on the possible impact of Artificial intelligence development in various big tech on the business model of Constellation Software. Would there be a chance that CSU software replaced by AI product from Google.

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Read Answer Asked by Lai Kuen on May 08, 2018

• Mogo Inc. (MOGO)
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Q: What are your thoughts on their latest results.
Thanks

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Read Answer Asked by Amy on May 08, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Can you comment on Alaris' recent earnings announcement ? Is there light at the end of the tunnel for this stock? Thanks. Joe

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Read Answer Asked by Joseph on May 08, 2018

• Jamieson Wellness Inc. (JWEL)
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Q: What is the consensus for Q1 revenue, adj. ebitda and eps please.

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Read Answer Asked by sandy on May 08, 2018

• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: Can I have your thoughts on Sleep Country's results. With same store sales growth at only 5% it seems like the growth story is moderating.

Thank you.

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Read Answer Asked by Brian on May 08, 2018

• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: RBC Monthly Income Bond Fund - Sr. A (RBF495)

Can I have your thoughts on the suitability of this fund for an investor in her mid-80's looking for income, with an emphasis on preservation of capital.

Thank you.

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Read Answer Asked by Brian on May 08, 2018