Investment Q&A

• Badger Infrastructure Solutions Ltd. (BDGI $71.10)
  • $71.10 P/E (TTM): 27.67X Cap: $2.39B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Hi Peter, Ryan, and Team,
My wife needs to convert her RRSP to a RRIF. She presently holds BAD (still up 82%) and SIS (presently down 17%). We're considering selling BAD and buying more SIS in order to reduce the number of holdings and to be able to replace a stock that appears to be on a downward trajectory (BAD) with one that seems to have gained momentum (SIS). Please comment on this strategy, and thanks in advance.

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Read Answer Asked by Jerry on November 26, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Between Nov 15 and Nov 18, one director sold 41000 shares of SIS , reducing his holding in his personal account to 76500 shares. proceeds $592000. He also divested 23667 shares from an account in which he has indirect ownership, eliminating this account position, proceeds $341000. Does it mean he has no confidence in this company? Could I have your comments please. Thanks a lot

Cindy

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Read Answer Asked by Cindy on November 26, 2019

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $84.89)
  • $84.89 P/E (TTM): 19.06X Cap: $14.49B
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• BRP Inc. Subordinate Voting Shares (DOO $98.23)
  • $98.23 Cap: $7.17B
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• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.44)
  • $28.44 P/E (TTM): 16.18X Cap: $669M
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.49X Cap: $2.03B
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Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave

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Read Answer Asked by Dave on November 21, 2019

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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Q: I have half positions in these stocks,purchased at lower prices, thanks to 5i.In what order would you add to increase my positions today?

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Read Answer Asked by Allen on November 14, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!

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Read Answer Asked by Michael on November 14, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Please comment on Q.Txs for u usual great services & views

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Read Answer Asked by Peter on November 14, 2019

• TMX Group Limited (X $51.63)
  • $51.63 P/E (TTM): 31.0X Cap: $14.36B
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• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.15)
  • $5.15 P/E (TTM): 15.0X Cap: $224M
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• Knight Therapeutics Inc. (GUD $6.02)
  • $6.02 Cap: $600M
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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Q: Hi Ryan,

Just read a recap of your appearance on BNN today. How come you do not own any of your past or current top picks?

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Read Answer Asked by S F on November 08, 2019

• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
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• Toronto-Dominion Bank (The) (TD $116.04)
  • $116.04 P/E (TTM): 9.75X Cap: $198.10B
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• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $118.79B
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• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• TELUS Corporation (T $18.28)
  • $18.28 Cap: $28.29B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: In my RRSP account - I am looking to add 1 more company to the above list. I am somewhat of a conservative growth investor - would like something that will increase over time yet paying respect to risk. I am looking at BIP.UN or SLF - can you provide your opinion and maybe suggest others that you feel might "fit" ? Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on October 31, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Good afternoon guys:
This story is starting to gain some momentum. Is it time to buy ?
Thx
Mark

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Read Answer Asked by Mark on October 29, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: what are the markets expecting from SIS this quarter? Thx

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Read Answer Asked by blake on October 25, 2019

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $118.79B
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• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
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• Sun Life Financial Inc. (SLF $84.37)
  • $84.37 P/E (TTM): 21.0X Cap: $47.02B
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• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
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• Alimentation Couche-Tard Inc. (ATD $74.41)
  • $74.41 P/E (TTM): 18.96X Cap: $69.99B
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• Premium Brands Holdings Corporation (PBH $94.81)
  • $94.81 P/E (TTM): 62.52X Cap: $4.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.86)
  • $61.86 P/E (TTM): 35.55X Cap: $4.12B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.56)
  • $105.56 Cap: $2.27B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.49X Cap: $2.03B
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Q: Hello,

The family RESP is composed of 15% VGG and 15% XQQ with the balance spread roughly evenly over the remaining stocks listed above. I would appreciate your suggestion for an additional position. The oldest child is 8 years away from post secondary.

Thank-you.

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Read Answer Asked by Stephen on October 22, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Sis has recovered nicely from its recent slide to $10.55,1 yr low,& up 3.39% today to close @ $12.81.Any reason(s)?Your opinion of the co now. Txs for u usual great services & views

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Read Answer Asked by Peter on October 17, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Over several years Savaria has grown and evolved from a Canadian company to one that now operates internationally. Is Savaria's leadership evolving accordingly? Does 5i feel that Savaria has identified, and is recruiting, new people to join the Board and Senior Management with the necessary experience and skills to help guide the firm in its next stage of growth?

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Read Answer Asked by Edward on October 04, 2019

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $5.04B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.14)
  • $20.14 P/E (TTM): 25.49X Cap: $2.03B
  • View TOY Profile
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Q: Hi,
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?

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Read Answer Asked by Olivier on October 03, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Do you still have any confidence in Savaria?
Am I reading your last monthly summary correct... the balanced equity portfolio has underformed it's benchmark by 20% since mid-last year?

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Read Answer Asked by Darcy on September 19, 2019

• Methanex Corporation (MX $49.38)
  • $49.38 P/E (TTM): 11.96X Cap: $3.76B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: I am thinking about purchasing one of these companies. What would preference be and which one would hold up better if the market takes a downturn. Thanks

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Read Answer Asked by Bruce on September 13, 2019

• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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Q: Is it time to add to my 3% pos.(p/p $17.28)?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Roxgold Inc. (ROXG $1.90)
  • $1.90 P/E (TTM): 34.15X Cap: $712M
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• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
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• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 17.25X Cap: $12.93B
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.13B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• Capital Power Corporation (CPX $59.49)
  • $59.49 P/E (TTM): 20.87X Cap: $9.25B
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• Chartwell Retirement Residences (CSH.UN $20.52)
  • $20.52 P/E (TTM): 92.27X Cap: $6.20B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Aecon Group Inc. (ARE $26.49)
  • $26.49 P/E (TTM): 255.3X Cap: $1.67B
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• Alaris Equity Partners Income Trust (AD.UN $19.53)
  • $19.53 P/E (TTM): 5.18X Cap: $885M
  • View AD.UN Profile
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
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• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.45)
  • $5.45 Cap: $1.34B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.56)
  • $105.56 Cap: $2.27B
  • View VGG Profile
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• Kraken Robotics Inc. (PNG $6.00)
  • $6.00 P/E (TTM): 89.33X Cap: $1.83B
  • View PNG Profile
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• BeWhere Holdings Inc. (BEW $0.78)
  • $0.78 Cap: $69M
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • $24.99 Cap: $6.14B
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Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

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Read Answer Asked by Roy on September 12, 2019

• Gildan Activewear Inc. (GIL $80.63)
  • $80.63 P/E (TTM): 18.25X Cap: $12.01B
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
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• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
  • View GSY Profile
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• ECN Capital Corp. (ECN $3.05)
  • $3.05 P/E (TTM): 108.81X Cap: $859M
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Q: Gentlemen good morning

Can you please name a short list of good stocks (US and Can, any sector ) that can be on a growth & a value list
It’s a tricky or irrational question but I try it.
Thanks Regards

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Read Answer Asked by Djamel on September 10, 2019

• WSP Global Inc. (WSP $244.21)
  • $244.21 P/E (TTM): 35.32X Cap: $31.40B
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• CAE Inc. (CAE $36.53)
  • $36.53 P/E (TTM): 27.04X Cap: $11.77B
  • View CAE Profile
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• NFI Group Inc. (NFI $13.47)
  • $13.47 Cap: $1.56B
  • View NFI Profile
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• Badger Infrastructure Solutions Ltd. (BDGI $71.10)
  • $71.10 P/E (TTM): 27.67X Cap: $2.39B
  • View BDGI Profile
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.42)
  • $20.42 P/E (TTM): 9.64X Cap: $1.67B
  • View TCL.A Profile
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• Savaria Corporation (SIS $21.52)
  • $21.52 P/E (TTM): 24.45X Cap: $1.52B
  • View SIS Profile
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Q: I currently own TCL.A and NFI in my RRSP account and underwater by quite a bit and wonder if it would be better to sell one of these stock and buy BAD? I would add BAD but then I will be overweight in this sector as I also own WSP, SIS and CAE.
Thanks

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Read Answer Asked on September 09, 2019