Investment Q&A

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Can I get you to comment on CCL.b's earnings and grade it on a scale from 1 to 10 (10 being the best).

Can I get you to comment on Andrew Peller's earnings and assess their growth profile and debt on the balance sheet?

Thanks.

John

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Read Answer Asked by john on August 10, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: This one has gone sideways for a bit. When do they report and given the latest tuck in acquisitions, i would have thought they would have performer better over the summer. Your thoughts?

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Read Answer Asked by kelly on August 09, 2018

• Badger Infrastructure Solutions Ltd. (BDGI)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: I have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy

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Read Answer Asked by Roy on July 11, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Diamond Estates Wines & Spirits Inc. (DWS)
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Q: Hi, thoughts on ADW at current price? Why is it being pushed down and looks technically negative at this point. With DWS recent acquisition and new exposure nationally, I am liking the risk / reward with DWS right now. Would you own both?

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Read Answer Asked by Jordan on July 04, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Any specific reason ADW is taking a beating? Short Sellers?

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Read Answer Asked by Peter on July 04, 2018

• BCE Inc. (BCE)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• goeasy Ltd. (GSY)
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Q: Are there any Canadian stocks that are safe from Trump?

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Read Answer Asked by JAMES on June 11, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: I see the earnings as rather disappointing, but even so PE was around 25. Is the dividend boost what holding the stock up?

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Read Answer Asked by Jordan on June 08, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: What are your thoughts on Andrew Peller's quarterly report? There always seems to be one quarter a year where the company posts negative earnings. Does this quarter's report raise any alarms or does it appear to be business as usual for Andrew Peller?

Thanks for your help.

John

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Read Answer Asked by john on June 08, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Brick Brewing Co. Limited (BRB)
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• Hydro One Limited (H)
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Q: Are there any stocks in particular that will be impacted positively or negatively if the Ndp or Conservatives win the election? I read an article that Andrew Pellar and Brick Brewing might benefit from a Ford government. I assume Hydro might do well under an Ndp government if the buy back the public shares? I would like your best guess and any other companies that could be impacted.
Thank you

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Read Answer Asked by Maggie on June 04, 2018

• People Corporation (PEO)
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• Covalon Technologies Ltd. (COV)
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• Alimentation Couche-Tard Inc. (ATD)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• ECN Capital Corp. (ECN)
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Q: I eventually will be bringing each of these stocks up to a full position. Can you suggest in what order I should do this as cash becomes available?

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Read Answer Asked by David on May 30, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Diamond Estates Wines & Spirits Inc. (DWS)
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• Global UAV Technologies Ltd (UAV)
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Q: HI, approximate dates for quarter realeases/ EPS/Revenues epectations:

DWS
ADW
UAV

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Read Answer Asked by Jordan on May 23, 2018

• Photon Control Inc. (PHO)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Savaria Corporation (SIS)
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• Diamond Estates Wines & Spirits Inc. (DWS)
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Q: Can you provide expectations for earnings and expected date release for following companies:
ADW.A
PHO
DWS
SIS

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Read Answer Asked by Jordan on May 03, 2018

• Sylogist Ltd. (SYZ)
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• Enbridge Inc. (ENB)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Knight Therapeutics Inc. (GUD)
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• Brookfield Business Partners L.P. (BBU.UN)
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Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion

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Read Answer Asked by john on April 30, 2018

• Restaurant Brands International Inc. (QSR)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Knight Therapeutics Inc. (GUD)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Savaria Corporation (SIS)
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• Spotify Technology S.A. (SPOT)
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Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.

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Read Answer Asked by umedali on April 13, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: I have a half position on ADW.a, I am wondering if ADW.a is currently over priced? Does it make sense to add to this at these levels?

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Read Answer Asked by Shyam on March 22, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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• Canfor Pulp Products Inc. (CFX)
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Q: all momentum companies that are hitting 52 week highs WHAT WOULD BE YOUR PICK

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Read Answer Asked by terrance on March 19, 2018

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Savaria Corporation (SIS)
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Q: Hello Peter and Ryan,
Unless i am mistaken, Savaria missed the revenue numbers but did well on EPS. What do you think about the results. I was thinking of adding to the position to 5% as the trend still looks good for the company and the numbers overall were good.Any idea why Andrew Peller continues to surge and why Covalon and Photon Control continue to go lower? I know you have answered on the COV and PHO but they just keep getting pounded. Thanks very much.

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Read Answer Asked by umedali on March 08, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Would you comment on Andrew Peller's recent results and give your outlook for it in the future, please?

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Read Answer Asked by james on February 13, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Can you please tell me the forward PE multiple on this stock. I am looking at the investor fact sheet and its YOY EPS growth is 39%. Would it be reasonable to add this growth rate to 2017 eps and come up with the forward pe? thanks

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Read Answer Asked by David on February 02, 2018

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Hello Peter and Ryan,
Australia's filed a complaint with WTO on Canada regarding Canada's rules on selling wine. How will this affect Andrew Peller in the long run? I currently have close to 5 percent weighting on ADW.A and have done well. Any comments.

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Read Answer Asked by umedali on January 17, 2018