Investment Q&A

• Covalon Technologies Ltd. (COV $1.95)
  • $1.95 P/E (TTM): 62.0X Cap: $53M
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• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 71.64X Cap: $54.49B
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• Kinaxis Inc. (KXS $158.73)
  • $158.73 P/E (TTM): 41.19X Cap: $4.22B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
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Q: I'm opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth.

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Read Answer Asked by John on May 25, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $190.81)
  • $190.81 P/E (TTM): 24.01X Cap: $11.85B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Looking to add either CTC.A or PBH to my Income producing portfolio. Which would you recommend at this time if I was looking for some growth as well ?
Thanks

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Read Answer Asked by JOHN on May 17, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Could you please comment on Premium Brand earnings release. They increased the 2018 full year guidance. Is it material ? Thanks

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Read Answer Asked by rajeev on May 15, 2018

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Hi, would appreciate if you can provide estimates for upcoming earnings release. Thanks

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Read Answer Asked by rajeev on May 11, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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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

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Kinaxis Inc. (KXS $158.73)
  • $158.73 P/E (TTM): 41.19X Cap: $4.22B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
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• Box Inc. Class A (BOX $25.72)
  • $25.72 P/E (TTM): 41.08X Cap: $3.55B
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• Rapid7 Inc. (RPD $6.90)
  • $6.90 P/E (TTM): 18.25X Cap: $448M
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Q: Hi 5i - I want to add one CDN and 2 US stocks to my well diversified portfolio. Can you recommend a few that look attractive at the moment? I'm looking for small to mid cap growth, and have a 15yr time frame. Thanks!

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Read Answer Asked by Rick on May 09, 2018

• Enbridge Inc. (ENB $73.33)
  • $73.33 P/E (TTM): 22.56X Cap: $160.88B
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• WSP Global Inc. (WSP $215.52)
  • $215.52 P/E (TTM): 30.3X Cap: $30.22B
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• Algonquin Power & Utilities Corp. (AQN $8.34)
  • $8.34 P/E (TTM): 24.97X Cap: $6.58B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
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• goeasy Ltd. (GSY $32.99)
  • $32.99 P/E (TTM): 2.38X Cap: $545M
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Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

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Read Answer Asked by Sherrill on May 07, 2018

• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 71.64X Cap: $54.49B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Whenever analysts talk about PBH (premium brands) or CSU (constellation) they inevitably talk about them being over-valued and due to fall or tread water for a while. You've allowed both to rise to about the 6.5% level in the portfolio (as per the last record on your site) without trimming. Does that mean you disagree with the analysts, or simply don't care about a short term fallback of 10%-20% since you are confident they will eventually regain that and move past it?

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Read Answer Asked by John on May 07, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Spotify Technology S.A. (SPOT $417.83)
  • $417.83 Cap: $86B
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Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks

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Read Answer Asked by Lai Kuen on May 03, 2018

• Covalon Technologies Ltd. (COV $1.95)
  • $1.95 P/E (TTM): 62.0X Cap: $53M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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• Knight Therapeutics Inc. (GUD $8.69)
  • $8.69 Cap: $818M
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
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• Pollard Banknote Limited (PBL $17.93)
  • $17.93 P/E (TTM): 14.21X Cap: $313M
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Hi guys,

Which stocks do you think have the potential to become 5, 10, or even 20 baggers over time? Would PBH, SIS, and PBL be on the list (or has their time past)? Also, can you rank the three in terms of which have the most growth going forward?

Thanks in advance.

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Read Answer Asked by John on April 24, 2018

• Sun Life Financial Inc. (SLF $95.85)
  • $95.85 P/E (TTM): 16.18X Cap: $52.51B
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• TELUS Corporation (T $17.46)
  • $17.46 P/E (TTM): 24.38X Cap: $26.86B
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• Fortis Inc. (FTS $76.74)
  • $76.74 P/E (TTM): 21.95X Cap: $39.02B
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• Vermilion Energy Inc. (VET $16.16)
  • $16.16 Cap: $2.47B
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• Stars Group Inc. (The) (TSGI $37.49)
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
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Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.

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Read Answer Asked by Kolbi on April 23, 2018

• BCE Inc. (BCE $33.09)
  • $33.09 P/E (TTM): 4.88X Cap: $30.85B
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• TC Energy Corporation (TRP $88.61)
  • $88.61 P/E (TTM): 27.78X Cap: $88.77B
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• Loblaw Companies Limited (L $60.81)
  • $60.81 P/E (TTM): 11.4X Cap: $70.20B
  • View L Profile
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Hi 5i,
Can you please recommend some good dividend paying Canadian stocks that behave well during recessions. Can you also generalize and comment on the type of stocks that behave well and poorly during recessions.
thanks

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Read Answer Asked by Ian on April 17, 2018

• Loblaw Companies Limited (L $60.81)
  • $60.81 P/E (TTM): 11.4X Cap: $70.20B
  • View L Profile
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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Q: Waned to find out what your thoughts are on L and if this is where you would be in this space. What would be your other choice if not L.
Thanks as always.

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Read Answer Asked by Loretta on April 13, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

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Read Answer Asked by Richard on April 13, 2018

• Kinaxis Inc. (KXS $158.73)
  • $158.73 P/E (TTM): 41.19X Cap: $4.22B
  • View KXS Profile
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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Q: Can you suggest one or two names for a TFSA investment?
Thank you.

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Read Answer Asked by Zafar on April 12, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Stella-Jones Inc. (SJ $71.28)
  • $71.28 P/E (TTM): 12.67X Cap: $4.06B
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• Open Text Corporation (OTEX $33.81)
  • $33.81 P/E (TTM): 13.35X Cap: $8.10B
  • View OTEX Profile
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
  • View SIS Profile
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  • View Reports on SIS
• goeasy Ltd. (GSY $32.99)
  • $32.99 P/E (TTM): 2.38X Cap: $545M
  • View GSY Profile
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Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

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Read Answer Asked by David on April 06, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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Q: Hi, What would be a fair market price for the new 4.65% $1000 new debentures, based on 7 years term, discounted cash flow and conversion price of $182.51 per common share, in view of shares trading at current level ? Thanks

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Read Answer Asked by rajeev on April 03, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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Q: In an April 2nd answer pertaining to a question about PBH, you stated that it is not cheap at 27X earnings. Both TD WaterHouse & 5iResearch’s company page states PBH’s P/E ratio is about 44X. Does the 27X figure refer to the forward P/E. If it does, from where did you obtain that figure & is it possible for 5iResearch clients to have access to companies forward P/E ratios. Thanks … Cal

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Read Answer Asked by cal on April 03, 2018

• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
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Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..

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Read Answer Asked by pietro on April 02, 2018

• Sylogist Ltd. (SYZ $3.82)
  • $3.82 Cap: $87M
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• Sun Life Financial Inc. (SLF $95.85)
  • $95.85 P/E (TTM): 16.18X Cap: $52.51B
  • View SLF Profile
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  • View Reports on SLF
• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $28.32)
  • $28.32 P/E (TTM): 30.84X Cap: $6.55B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• goeasy Ltd. (GSY $32.99)
  • $32.99 P/E (TTM): 2.38X Cap: $545M
  • View GSY Profile
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  • View Reports on GSY

Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?

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Read Answer Asked by Kuldar on March 22, 2018