Investment Q&A

• Exco Technologies Limited (XTC $6.77)
  • $6.77 P/E (TTM): 10.92X Cap: $259M
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Q: Hi 5i. What is your thoughts on the business/auto industry right now, the price of Exco which is around book value, its dividend and low risk capital structure ? Last conference call management reiterated, dividend increases and share buybacks will be their prudent use of free cash flow - can you give me the goods here.
Respect.
Patrick

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Read Answer Asked by Patrick on August 14, 2019

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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Q: Could I get your opinion on XBC, their recent earnings and their prospects?

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Read Answer Asked by Brian on August 14, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: Hi, Could you provide your analysis of the results. Revenue seems to be solid but any reasons for EBITDA/EPS below estimates ? Thanks

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Read Answer Asked by rajeev on August 14, 2019

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: Interested in your opinion on the news of Brookfield buying a controlling interest in MIC. I hold a full position. You seem to like Brookfield companies. Seems it was good for the U.S. parent but neutral on MIC price.

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Read Answer Asked by Tom on August 14, 2019

• NextEra Energy Inc. (NEE $75.85)
  • $75.85 P/E (TTM): 26.52X Cap: $156.19B
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Q: Hello Can I get your analysis on NextEra. It seems to be comparable to Bep.un which I hold, but bigger. I am looking at this for a long term investment. If you think this is a worthwhile investment, would there be a particular time of year to buy or just jump in and slowly accumulate to 5% weighting? Thanks

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Read Answer Asked by pietro on August 14, 2019

• Diamond Estates Wines & Spirits Inc. (DWS $0.17)
  • $0.17 P/E (TTM): 8.25X Cap: $10M
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Q: Can you comment on the latest results and your opinion of the company now that Lassonde has an almost 20% ownership stake. I own Andrew Peller already - would it be worth taking a position in DWS or just stay with the larger entity? Thanks for your help.

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Read Answer Asked by Michael on August 14, 2019

• Premium Brands Holdings Corporation (PBH $91.78)
  • $91.78 P/E (TTM): 44.13X Cap: $4.09B
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Q: PBH beat expected Rev.& eps resulting in initial $96 H(vs $91.33 c 8/12),$90.03 L & $90.92 C.Why the reversal? Is it timely to initial a position?or you prefer others like AQN.Thanks for u usual great services & views

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Read Answer Asked by Peter on August 14, 2019

• Sylogist Ltd. (SYZ $7.15)
  • $7.15 Cap: $167M
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Q: I currently own SYZ for a 3% weight would you consider this weight good enough or buying more up to 4% ok?
Thanks

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Read Answer Asked on August 14, 2019

• Knight Therapeutics Inc. (GUD $5.93)
  • $5.93 Cap: $590M
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Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?

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Read Answer Asked by Mike on August 14, 2019

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Do you have further comments or opinions regarding IPL and the confirmation of the $30.00 offer figure? Do you also have general comments on this type of unsolicited offer. I own IPL and I guess just fishing here and making the question as broad as possible. Thank you.

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Read Answer Asked by James on August 13, 2019

• Guardant Health Inc. (GH $60.03)
  • $60.03 Cap: $7.48B
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Q: I recently started a small position in guardant, in the past week or so, share price has dropped, should I increase my position,? Also, do you really like company for longer term growth, current weighting in my portfolio is 1%.

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Read Answer Asked by John on August 13, 2019

• Sylogist Ltd. (SYZ $7.15)
  • $7.15 Cap: $167M
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Q: Comments on SYZ earnings please. On the surface, they seem underwhelming although increase in dividend. What's your take on market reaction? Do you still rate it as a top growth choice?

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Read Answer Asked on August 13, 2019

• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: VNR spiked up to $ 27.60 today, is there any reason or speculation we can glean from this?

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Read Answer Asked by Harry on August 13, 2019

• Miscellaneous (MISC)
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Q: Just a comment on your response to Alexandra question of this morning, EQ bank has one of the highest interest rate (2.35%) on high interest saving accounts with many perks like free bill payments ,e-transfers and CDIC guarantee up to 100K per account.

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Read Answer Asked by Saad on August 13, 2019

• BlackRock Inc. (BLK $1,156.45)
  • $1,156.45 P/E (TTM): 27.95X Cap: $179.08B
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• Centerra Gold Inc. (CG $14.26)
  • $14.26 P/E (TTM): 32.21X Cap: $2.91B
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Q: Your current favourite from a valuation and growth perspective

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Read Answer Asked by Kim on August 13, 2019

• NFI Group Inc. (NFI $16.17)
  • $16.17 Cap: $1.92B
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• Hardwoods Distribution Inc. (HDI)
  • P/E (TTM): 3.2X Cap: $633M
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Q: I have been holding to hardwood distribution for almost 5 years now and i'm off 24 %. Should I continue too old to it ? I was thinking about selling it and buy New Flyer industries with the dividend at 6% now. If you have a better suggestion for another company, fell free to suggest ! Thanks

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Read Answer Asked by jean on August 13, 2019

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: hello 5i:
can you comment on Argonauts quarter? More specifically, debt levels and free cash flow, and what plans are for the future?
thanks
Paul L

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Read Answer Asked by Paul on August 13, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
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Q: I just rec'd an offer from the company to buy back shares at $8/share. While a premium to current share price, it doesn't seem overly generous. My inclination is to hold on to the shares as the company seems to be in good shape. Your view, please?

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Read Answer Asked by Murray on August 13, 2019

• Starbucks Corporation (SBUX $83.39)
  • $83.39 P/E (TTM): 35.94X Cap: $94.78B
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• McDonald's Corporation (MCD $305.24)
  • $305.24 P/E (TTM): 26.16X Cap: $217.82B
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Q: Can you comment on the current investment choice from a growth and valuation perspective between Starbucks and Macdonalds?Kim

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Read Answer Asked by Kim on August 13, 2019

• The Trade Desk Inc. (TTD $47.14)
  • $47.14 P/E (TTM): 56.8X Cap: $23.04B
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Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

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Read Answer Asked by Scott on August 13, 2019