Investment Q&A

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Can you add any color to the executive departures announced today? Are they key people, did they hold significant share positions? Regards Greg

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Read Answer Asked by Greg on February 18, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.56)
  • $18.56 P/E (TTM): 102.05X Cap: $1.85B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.44)
  • $16.44 Cap: $2.30B
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Q: Good morning. In my TFSA I am down 40% in both TSGI & TOY. What are your thoughts about replacing these with LSPD and GOOS. This would be for a 4-5 year hold.
Thanks, Peter

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Read Answer Asked by Peter on February 10, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Are there any opportunities for growth in Toy over the next couple of years.
Also if I were to sell Toy are there a couple of other companies in the same field that you would recommend as a replacement. Thanks.

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Read Answer Asked by Rob on February 06, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Can you speculate on whether spin master could be a takeover candidate?
Thanks

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Read Answer Asked by Karim on February 04, 2020

• CAE Inc. (CAE $39.12)
  • $39.12 P/E (TTM): 30.82X Cap: $12.79B
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• Kinaxis Inc. (KXS $185.61)
  • $185.61 P/E (TTM): 155.36X Cap: $5.25B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.44)
  • $16.44 Cap: $2.30B
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• Boyd Group Services Inc. (BYD $221.86)
  • $221.86 P/E (TTM): 436.77X Cap: $4.76B
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Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -

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Read Answer Asked by Aleem on January 31, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: In your current model portfolio update I see you dropped spinmaster. With the new DC marvel contract taking effect March 2020, dont you see growth opportunities. Your thoughts.

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Read Answer Asked by Nick on January 29, 2020

• Gildan Activewear Inc. (GIL $85.16)
  • $85.16 P/E (TTM): 19.6X Cap: $12.82B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Trying to decide what to do with the cash from selling TOY. Thoughts on moving this to a new position in GIL? I see they had a big drop in October. Any reasons to stay away? Or any other suggestions on what to do with this cash. This would be a new position in a TFSA.

Thanks

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Read Answer Asked by Dennis on January 29, 2020

• Sylogist Ltd. (SYZ $5.94)
  • $5.94 Cap: $144M
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• Gildan Activewear Inc. (GIL $85.16)
  • $85.16 P/E (TTM): 19.6X Cap: $12.82B
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• Methanex Corporation (MX $53.05)
  • $53.05 P/E (TTM): 11.67X Cap: $3.69B
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• Savaria Corporation (SIS $21.65)
  • $21.65 P/E (TTM): 27.31X Cap: $1.55B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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• Nutrien Ltd. (NTR $85.76)
  • $85.76 P/E (TTM): 197.3X Cap: $40.97B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

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Read Answer Asked by Pierre on January 28, 2020

• Stella-Jones Inc. (SJ $81.17)
  • $81.17 P/E (TTM): 13.48X Cap: $4.48B
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• NFI Group Inc. (NFI $15.43)
  • $15.43 Cap: $1.86B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.

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Read Answer Asked by Rob on January 28, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Hello Peter, Ryan, and Team,

If one wanted to "throw in the towel" on Spin Master, what would be a suitable replacement to stay in the same sector? Thanks as always for the valued advice.

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Read Answer Asked by Jerry on January 27, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Hi 5I
Can you provide 3 or 4 recommendations to replace Toy with?

Thx,
Chris

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Read Answer Asked by Christopher on January 24, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Is it time to cut my losses and sell Toy or shouldI wait a couple months

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Read Answer Asked by Stephen on January 24, 2020

• Sangoma Technologies Corporation (STC $6.93)
  • $6.93 Cap: $236M
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• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.0X Cap: $58M
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $213.68)
  • $213.68 P/E (TTM): 69.75X Cap: $10.67B
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• Enghouse Systems Limited (ENGH $20.79)
  • $20.79 P/E (TTM): 15.42X Cap: $1.14B
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• goeasy Ltd. (GSY $160.19)
  • $160.19 P/E (TTM): 9.83X Cap: $2.60B
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• Tucows Inc. (TC $26.40)
  • $26.40 Cap: $291M
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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• Namsys Inc. (CTZ $1.40)
  • $1.40 P/E (TTM): 15.56X Cap: $37M
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• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Vitalhub Corp. (VHI $11.27)
  • $11.27 P/E (TTM): 131.06X Cap: $639M
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• Adcore Inc. (ADCO $0.23)
  • $0.23 Cap: $14M
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Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

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Read Answer Asked by Andrew on January 22, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Hi, 5i team
I have been trying to follow your balanced portfolio but I haven’t bought TOY yet. I guess I was hoping to see some huge drop of the price to get in. Due the big sell off today, do you recommend to initiate a full position today? Do I need to wait a couple of days until the dust settles?
Thanks in advance!

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Read Answer Asked by Jane on January 21, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Hi there, what do you make it Spin Masters warning out today? The stock performance has been weak for a while now. Is it time to throw in the towel? Thanks!

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Read Answer Asked by Michael on January 21, 2020

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
  • View TOY Profile
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Q: Which company has the better growth potential? Thanks

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Read Answer Asked by Curtis on January 16, 2020

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Hello 5i,
I am down quite a bit with TOY. Is it time to move on or stick with it with a 10 year outlook?
Stanley

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Read Answer Asked by STANLEY on January 10, 2020

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $28.28)
  • $28.28 P/E (TTM): 19.86X Cap: $672M
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
  • View TOY Profile
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Q: I am thinking of replacing TOY with either PEO or GDI. What is your opinion on this idea? Do you prefer one over the other?
Thanks. Peter.

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Read Answer Asked by Peter on January 10, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
  • View TOY Profile
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Q: In an otherwise balanced portfolio, I hold both Spinmaster and Boyd. I’m thinking of consolidating into Boyd but am wondering if you think Spinmaster is worthy of a bit more patience.

Thanks.

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Read Answer Asked by Alan on December 19, 2019

• Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
  • $19.00 P/E (TTM): 16.58X Cap: $1.96B
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Q: Have held this stock for a little over two years. Continue to hold or move on? If so, do you have another one or two recommendations? Thank you, Bill.

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Read Answer Asked by Bill on December 16, 2019