Investment Q&A - 5i Research

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Q: Hello,
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.

Thanks

Read Answer Asked by Mike on May 16, 2018

Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.55)
- $19.55 P/E (TTM): 9.25X Cap: $1.64B
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Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
- View SXP Profile
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Q: I've recently read that TCL.A is looking to expand the packaging aspect of its business through acquisition. Do you think SXP meets the criteria that might make it a likely target?
Thanks!

Read Answer Asked by Peter on March 05, 2018

CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.93)
- $129.93 P/E (TTM): 17.15X Cap: $29.12B
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Saputo Inc. (SAP $33.09)
- $33.09 Cap: $13.46B
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Dollarama Inc. (DOL $196.92)
- $196.92 P/E (TTM): 43.91X Cap: $53.31B
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Gildan Activewear Inc. (GIL $78.01)
- $78.01 P/E (TTM): 18.01X Cap: $11.63B
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Metro Inc. (MRU $100.92)
- $100.92 P/E (TTM): 22.27X Cap: $21.56B
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WSP Global Inc. (WSP $279.33)
- $279.33 P/E (TTM): 45.26X Cap: $36.30B
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Air Canada Voting and Variable Voting Shares (AC $19.18)
- $19.18 P/E (TTM): 5.37X Cap: $5.85B
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Stella-Jones Inc. (SJ $77.17)
- $77.17 P/E (TTM): 12.92X Cap: $4.25B
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $40.85)
- $40.85 P/E (TTM): 12.12X Cap: $9.29B
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Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B $1.22)
- $1.22 Cap: $42M
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Intertape Polymer Group Inc. (ITP $40.48)
- $40.48 Cap: $2.39B
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Laurentian Bank of Canada (LB $30.82)
- $30.82 P/E (TTM): 13.51X Cap: $1.36B
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RONA inc. (RON $23.99)
- $23.99 P/E (TTM): 48.0X
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.55)
- $19.55 P/E (TTM): 9.25X Cap: $1.64B
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Uni-Select Inc. (UNS $47.96)
- $47.96 P/E (TTM): 20.77X Cap: $2.10B
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Bausch Health Companies Inc. (BHC $11.07)
- $11.07 Cap: $4.25B
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Alimentation Couche-Tard Inc. (ATD $70.70)
- $70.70 P/E (TTM): 18.69X Cap: $66.38B
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Savaria Corporation (SIS $21.04)
- $21.04 P/E (TTM): 30.75X Cap: $1.51B
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MTY Food Group Inc. (MTY $39.45)
- $39.45 P/E (TTM): 23.35X Cap: $890M
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.27)
- $27.27 P/E (TTM): 16.86X Cap: $642M
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New Look Vision Group Inc. (BCI $50.00)
- $50.00 P/E (TTM): 49.85X Cap: $783M
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D-Box Technologies Inc. Class A Common Shares (DBO $0.42)
- $0.42 P/E (TTM): 39.5X Cap: $93M
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Logistec Corporation Class B Subordinate Voting Shares (LGT.B $66.95)
- $66.95 P/E (TTM): 30.71X Cap: $858M
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Cascades Inc. (CAS $9.88)
- $9.88 Cap: $1B
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Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Stingray Group Inc. Subordinate Voting Shares (RAY.A $9.84)
- $9.84 P/E (TTM): 18.87X Cap: $666M
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5N Plus Inc. (VNP $15.17)
- $15.17 P/E (TTM): 45.68X Cap: $1.34B
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Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.87)
- $2.87 Cap: $113M
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DAVIDsTEA Inc. (DTEA)
- P/E (TTM): 0.7X Cap: $12M
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Richelieu Hardware Ltd. (RCH $35.65)
- $35.65 P/E (TTM): 23.74X Cap: $1.97B
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $212.02)
- $212.02 P/E (TTM): 12.6X Cap: $1.44B
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Goodfellow Inc. (GDL $11.30)
- $11.30 P/E (TTM): 9.12X Cap: $96M
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Tembec Inc. (TMB $5.18)
- $5.18 P/E (TTM): 11.4X
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Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L

Read Answer Asked by David on October 17, 2017

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Q: I see that the capx for sxp has been rising this year. Do you expect that this will result in an increase in total return during the next 12 months? Which do you consider the better three year investment regarding total return - SXP or WPK? Thanks, Doug

Read Answer Asked by Doug on October 10, 2017

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Q: Your thoughts on the 2Q financial results?

Thanks

Paul

Read Answer Asked by Paul on August 02, 2017

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Q: I am sitting on a 125% gain on this company.It has dropped from the high, and does not appear to be doing much, only going sideways.Do you think that it is time to move on? It does pay a nice dividend - 5%.

Read Answer Asked by ANDREW on June 08, 2017

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
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Q: Supremex releases results tomorrow morning. Would you please comment on these results?

Read Answer Asked by CAMERON on February 16, 2017

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
- View SXP Profile
- View Questions on SXP

Q: Please give me current take on Supremex. Would you recommend to buy, sell or hold. Would you prefers others to this and if so what would they be and how would they rank

Read Answer Asked by David on September 12, 2016

Supremex Inc. (SXP $4.26)
- $4.26 Cap: $105M
- View SXP Profile
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Q: Hello Peter & Co,
I know your rating on the following "packaging" companies: CCL Industries, Winpak and Richards Packaging. I recently heard about Supremex SXP; what is your take on it?
Thanks,
Antoine

Read Answer Asked by Antoine on May 04, 2016