Investment Q&A

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Do you know approximately what percentage of Savaria's top line revenue comes from its servicing of the equipment that it has sold?

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Read Answer Asked by Robert on May 11, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: What do you think is the potential impact of the following? Thanks.

SHAREHOLDER ALERT: Brower Piven Commences An Investigation Into The Proposed Sale Of Span-America Medical Systems, Inc. And Encourages Investors To Contact The Firm For Additional Information

Details: http://www.businesswire.com/news/home/20170510006321/en/SHAREHOLDER-ALERT-Brower-Piven-Commences-Investigation-Proposed

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Read Answer Asked by Robert on May 11, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Dropping presently due to new purchase. Is this a buying opportunity of concern?

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Read Answer Asked by Rick on May 10, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

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Read Answer Asked by Marie on May 09, 2017

• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• BCE Inc. (BCE $35.24)
  • $35.24 P/E (TTM): 77.65X Cap: $32.86B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
  • $83.91 P/E (TTM): 17.33X Cap: $14.63B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Celestica Inc. (CLS $261.42)
  • $261.42 P/E (TTM): 40.79X Cap: $30.07B
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• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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• Alimentation Couche-Tard Inc. (ATD $69.70)
  • $69.70 P/E (TTM): 18.77X Cap: $66.08B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 Cap: $642M
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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• Altus Group Limited (AIF $61.57)
  • $61.57 P/E (TTM): 7.0X Cap: $2.65B
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Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

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Read Answer Asked by Richard on May 09, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: I see on Friday a US Law Firm announced its investigating whether the offer for Span-America was "fair" for Span shareholders. I find this confusing. Isn't this usually instigated by an Investment Bank or large shareholder? What can be unfair about an offer to buy shares? If you don't want to sell, then don't tender. Do you see this causing the offer to rise? Could there be anything illegal about this offer?

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Read Answer Asked by Barry on May 08, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hello do you have a preference bwtween SIS and Kinaxis for growth? Is one more risky than the other? Thanks, Bill

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Read Answer Asked by Bill on May 08, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.16)
  • $35.16 Cap: $23.13B
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• Algonquin Power & Utilities Corp. (AQN $8.04)
  • $8.04 Cap: $6.17B
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• Artis Real Estate Investment Trust (AX.UN $7.25)
  • $7.25 Cap: $700M
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• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 Cap: $642M
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• Canopy Growth Corporation (WEED $1.77)
  • $1.77 Cap: $470M
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $17.73)
  • $17.73 P/E (TTM): 37.74X Cap: $1.58B
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• Vanguard S&P 500 Index ETF (VFV $158.75)
  • $158.75 P/E (TTM): 82.03X Cap: $24.77B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.51)
  • $99.51 Cap: $2.13B
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Q: Hi,
I'm young and have good income, good risk tolerance and no need to withdrawal any of my investment dollars anytime soon. I'm looking for long term growth mostly. Currently I hold the listed stocks, do you see any names that jump out as really bad/ should sell? Is anything really lacking and maybe should be added? Right now everything is held in a tfsa.

Thanks!
Dave

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Read Answer Asked by david on May 05, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Is savaria a buy now or do you see it going down to the price of the financing.

thanks

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Read Answer Asked by don on May 04, 2017

• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Goodday folks..Just a huge thank you for getting on the straight and narrow. Question is bought 2850 shares of sis at 8.20 . Should I sell 1000 shares and Buy What.. No Energy have plenty.. Thanks for everything Respectfully Cliff

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Read Answer Asked by cliff on May 04, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Savaria used up there cash finally making an acquisition this week on Span-America Medical Systems.
Do you think Savaria will continue to make adjustments?
Savaria is up 37% in last 3 months. Do you think the Dividend will increase?
Do you still see Growth Potential?
Nice call since 6 on Savaria.
Keep up the Great work Team 5i!
Thanks. Barry.

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Read Answer Asked by Barry on May 04, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: In a response to SIS' recent acquisition, you noted it was "30% accretive to financial metrics". I've seen a similar term used in other responses regarding acquisitions. What exactly does this mean, and what amount of "accretion" is considered good in an acquisition? Thanks

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Read Answer Asked by Eric on May 03, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Thoughts on Span-America Medical System acquisition announced yesterday?

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Read Answer Asked by Jerry on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hello,
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke

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Read Answer Asked by luke on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: I notice that Savaria Corp is having its annual meeting on May 15. They have also called it a special meeting. Could you elaborate on the reasons why a "special meeting" would be held? Thanks!

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Read Answer Asked by Linda on May 02, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Hello,

I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?

Thank you,

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Read Answer Asked by Julien on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Premier American Uranium Inc. (PUR $1.04)
  • $1.04 Cap: $35M
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Q: Your thoughts and analysis on the SIS Acquisition as well as PUR financial results?
Thanks!

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Read Answer Asked by Keith on May 02, 2017

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks

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Read Answer Asked by Peter on May 02, 2017

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: I thank you for your thoughts on CZO & NLN. However I am still interested in small cap companies and I am more than prepared to take some risks for some potential of mid term gain. What would be your 5 top small cap companies that you would recommend for me to put on my watch list???

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Read Answer Asked by Bob on May 01, 2017

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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• Stella-Jones Inc. (SJ $78.13)
  • $78.13 P/E (TTM): 12.99X Cap: $4.31B
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• NFI Group Inc. (NFI $18.82)
  • $18.82 Cap: $2.24B
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• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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• Premium Brands Holdings Corporation (PBH $95.72)
  • $95.72 P/E (TTM): 45.95X Cap: $4.27B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
  • $23.31 P/E (TTM): 19.74X Cap: $2.36B
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Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...

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Read Answer Asked by Tom on May 01, 2017