Investment Q&A

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Jamieson Wellness Inc. (JWEL $35.99)
  • $35.99 P/E (TTM): 29.84X Cap: $1.49B
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Q: Hi 5i,
I was thinking of selling ADW.A to buy JWEL for more growth. I want to remain in the consumer area.

Your thoughts on these two companies and this move in particular is appreciated.

John

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Read Answer Asked by John on November 12, 2020

• TMX Group Limited (X $57.34)
  • $57.34 P/E (TTM): 37.45X Cap: $15.82B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Do you have a preference of TMX Group over Andrew Peller for growth over a 5 year period. They both pay a similar Dividend but TMX has had better dividend growth.Thanks

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Read Answer Asked by John on October 26, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Your thoughts on the recent earnings report. Since there is only one analyst covering the company, it is difficult to determine results vs expectations.

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Read Answer Asked by Theodore on August 07, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Hi All:
I would appreciate your thoughts about this company. I own a small position of it.

Thank you.
L

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Read Answer Asked by LOUISA on July 07, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Good morning, please comment on latest results from Peller. Do you still consider this a good long-term hold.
Rob

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Read Answer Asked by Robert on June 11, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Reports Wednesday-
Revenue and EPS estimate please?

I bought this back in April as a covid play. I am wondering if I should just sell half and stick with it or move on. Is it one of those quiet unloved stories will outperform over time, or is growth too muted for a long term investor.

Thanks.

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Read Answer Asked by Jordan on June 10, 2020

• H&R Real Estate Investment Trust (HR.UN $11.82)
  • $11.82 Cap: $3.26B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Savaria Corporation (SIS $21.04)
  • $21.04 P/E (TTM): 30.75X Cap: $1.51B
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Q: I currently own positions in ADW.A , SIS and HR.UN in my TFSA.
I am thinking about adding to these positions.
What would be your order of preference with the fact that you do not plan on selling any of these in the next 5 years

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Read Answer Asked by James on March 25, 2020

• Sylogist Ltd. (SYZ $8.26)
  • $8.26 Cap: $191M
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• BCE Inc. (BCE $35.28)
  • $35.28 P/E (TTM): 76.89X Cap: $32.89B
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• TMX Group Limited (X $57.34)
  • $57.34 P/E (TTM): 37.45X Cap: $15.82B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Evertz Technologies Limited (ET $12.17)
  • $12.17 P/E (TTM): 15.44X Cap: $912M
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• Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B $14.05)
  • $14.05 P/E (TTM): 21.72X Cap: $398M
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Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob

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Read Answer Asked by Robert on March 24, 2020

• Brown Forman Inc Class B (BFB $30.50)
  • $30.50 P/E (TTM): 16.54X Cap: $14.58B
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• Constellation Brands Inc. (STZ $166.25)
  • $166.25 Cap: $29.65B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Boston Beer Company Inc. (The) (SAM $215.96)
  • $215.96 P/E (TTM): 31.03X Cap: $2.35B
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Q: Can you tell me your top three picks in the beer/spirits sector? Your reasoning would be appreciated as well.
Thank-you.

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Read Answer Asked by Alex on March 17, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: I've held this company since 2012. Fortunately, I have taken profits several times over the 8 years. With the decline I am undecided on adding to this position or liquidating. Only a 1% position. Based on the fact sheet on their website trailing earnings are sitting at 17.4x PE. Can you please tell me what you have for forward earnings estimates? thanks.

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Read Answer Asked by David on March 09, 2020

• SSC Security Services Corp Com (INP)
  • P/E (TTM): 49.1X Cap: $51M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Exco Technologies Limited (XTC $6.77)
  • $6.77 P/E (TTM): 9.74X Cap: $259M
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Q: I have held these stocks for a few years and am underwater in all of them.
They all pay a small dividend.Should I take my lumps and move on .
Take whatever credits required.
Chester

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Read Answer Asked by Chester on February 14, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $15.29)
  • $15.29 P/E (TTM): 21.72X Cap: $433M
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Q: Good Morning, please comment on recent earnings report from Peller. Do you like this security or better to look elsewhere for a small cap with good upside and minimal risk. Rob

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Read Answer Asked by Robert on February 14, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Your thoughts on ADW.A as it slips downward even further today. Why such disfavor in the market place? A good point to buy with a loner time frame? With thanks, gary

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Read Answer Asked by Gary on January 23, 2020

• Pfizer Inc. (PFE $25.07)
  • $25.07 P/E (TTM): 18.22X Cap: $142.93B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.11)
  • $38.11 P/E (TTM): 23.3X Cap: $10.35B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.05)
  • $17.05 Cap: $2.34B
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Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects. Thanks again. RAM

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Read Answer Asked by Ray on January 09, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Is Andrew Pellar a Buy, hold or sell. My shares have slowly been declining.

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Read Answer Asked by William on January 08, 2020

• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.69X Cap: $66.38B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

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Read Answer Asked by Ray on January 06, 2020

• Sylogist Ltd. (SYZ $8.26)
  • $8.26 Cap: $191M
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• Verizon Communications Inc. (VZ $44.39)
  • $44.39 P/E (TTM): 10.31X Cap: $186.53B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: I would appreciate your thoughts on the prospects for each of the above. They have fallen below my 2.5% goal - should I consolidate? Hang in? Sell one and add to the other 2? Or ???
Thanks again
RAM

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Read Answer Asked by Ray on December 03, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Good morning 5i,
Would like your thoughts on this stock. Have it in my TFSA for a couple years. It hasn’t done much n the dividend is not great. Has been going down lately. Do your have any negative news? Would like to sell it. Can you provide a name that you prefer? Thank you. Rossana.
.

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Read Answer Asked by Rossana on November 27, 2019

• Sylogist Ltd. (SYZ $8.26)
  • $8.26 Cap: $191M
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
  • View ADW.A Profile
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Q: Am considering SYZ and ADW.A as potential tax loss season opportunities. Of the two which would you consider the better longer term hold and / or which the better opportunity at current prices .
Thank -you

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Read Answer Asked by William on November 20, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.23)
  • $5.23 P/E (TTM): 22.74X Cap: $227M
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Q: Can you please give me your thoughts on the latest quarter and prospects? Thanks.

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Read Answer Asked by Michael on November 08, 2019