Investment Q&A

• Cymbria Corporation (CYB $81.81)
  • $81.81 P/E (TTM): 8.78X Cap: $1.76B
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Q: Your thoughts on CYB? Would you buy tht these levels? Better in a RRSP or TFSA?

Thanks

Dave

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Read Answer Asked by David on January 12, 2020

• Athabasca Oil Corporation (ATH $5.64)
  • $5.64 P/E (TTM): 6.48X Cap: $2.92B
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Q: Could I have your comments on Athabasca Oil's press release late yesterday with their Operational Update and 2020 budget. What is the life of their reserves? I am correct in interpreting from the release that for every US$5 increase in WTI above US$45 WTI (considering a $17.50 WCS differential) the company stands to benefit CDN$70 million? At $0.53 this morning is this company worth taking a risk. Thanks

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Read Answer Asked by Gordon on January 12, 2020

• goeasy Ltd. (GSY $185.25)
  • $185.25 P/E (TTM): 11.92X Cap: $2.98B
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Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

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Read Answer Asked by Dennis on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

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Read Answer Asked by Robert on January 12, 2020

• InterRent Real Estate Investment Trust (IIP.UN $13.23)
  • $13.23 Cap: $1.84B
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Q: What do you think about Inter Rent? It recently posted a very good quarter "Operating revenues for the quarter increased by $3.8 million, or 12.4%, over Q2 2018."

I was thinking of just buying this and holding long term.

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Read Answer Asked by David M. on January 12, 2020

• Boyd Group Services Inc. (BYD $188.77)
  • $188.77 P/E (TTM): 222.77X Cap: $4.06B
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Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

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Read Answer Asked by Jeff on January 12, 2020

• The Walt Disney Company (DIS $118.57)
  • $118.57 P/E (TTM): 23.79X Cap: $214.56B
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• Linamar Corporation (LNR $68.57)
  • $68.57 P/E (TTM): 15.88X Cap: $4B
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• Descartes Systems Group Inc. (The) (DSG $148.20)
  • $148.20 P/E (TTM): 63.41X Cap: $12.36B
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• Enghouse Systems Limited (ENGH $22.57)
  • $22.57 P/E (TTM): 16.02X Cap: $1.25B
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Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

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Read Answer Asked by Larry on January 12, 2020

Q: I am interested in bitcoin. Perhaps something like Coinbase not GBTC. I realize that this is more gambling as apposed to investing but it is possible for large gains and I would appreciate any guidance that you can give me. Thanks, James

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Read Answer Asked by JAMES on January 12, 2020

• Premium Brands Holdings Corporation (PBH $85.84)
  • $85.84 P/E (TTM): 33.0X Cap: $3.91B
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Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

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Read Answer Asked by Marvin on January 12, 2020

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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Q: You answered a question on the disposition price for BYD.UN conversion to BYD saying that the company has announced the conversion price and that the last trading price for BYD,UN was $202. I own some BYD.un in a TD Direct account and TD indicates that the price on disposition is $215.77 and that is the ACB on new BYD shares. I cannot find a reference to disposition/conversion price on any releases or on the BYD website.. Would you have a reference for the correct price?
Thanks

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Read Answer Asked by richard on January 12, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Hi 5i,

Can you please comment on the quarter.

Thank you!

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Read Answer Asked by David on January 12, 2020

• Miscellaneous (MISC)
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Q: Just a follow up to Terry's question regarding the coverage summary report, I think the PDF file is posted on 1/6 but the Excel file is still missing.
Thanks

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Read Answer Asked by Steve on January 12, 2020

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.67)
  • $15.67 P/E (TTM): 21.3X Cap: $1.50B
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Q: Good day what is your take on Goos today ,it seems to be losing a lot of feathers these days is it time to buy Thanks Norm

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Read Answer Asked by Norman on January 12, 2020

• OCP Credit Strategy Fund (OCS.UN $5.34)
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Q: Can You advise me what is going to happen to OSC.UN Is it closing out, will I receive Cash?
Thanks
Cec

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Read Answer Asked by Cecil on January 12, 2020

• Cineplex Inc. (CGX $10.69)
  • $10.69 Cap: $697M
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Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

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Read Answer Asked by gene on January 12, 2020

• Alimentation Couche-Tard Inc. (ATD $71.06)
  • $71.06 P/E (TTM): 18.84X Cap: $66.53B
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Q: Hi,
If the Caltex acquisition doesn't go through (either ATD pulling out, or Caltex continuing rejecting offer, or other party such as EG making higher bid etc.) - how much short term affect do you think it will have on the stock price?

Thanks,
Brad

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Read Answer Asked by Brad on January 12, 2020

• Miscellaneous (MISC)
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Q: In the future could you email us when your monthly portfolios are available?
Also, where can I find a list of your latest summary of your 60 plus companies?
Thank you

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Read Answer Asked by Terry on January 12, 2020

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.

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Read Answer Asked by Paul on January 12, 2020

• Alamos Gold Inc. (AGI $36.23)
  • $36.23 P/E (TTM): 40.32X Cap: $14.39B
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Q: I am having a hard time discerning whether or not you favor AGI based on searching your previous comments regarding Alamos. I know you like AEM and KL but is AGI a worthy investment based on global political discourse or is AEM or KL a far better option?

Carl

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Read Answer Asked by Carl on January 12, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $36.14)
  • $36.14 Cap: $23.46B
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $43.31)
  • $43.31 P/E (TTM): 522.13X Cap: $28.09B
  • View BIP.UN Profile
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• Brookfield Business Partners L.P. (BBU.UN $34.81)
  • $34.81 Cap: $7.04B
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Q: Hello 5i Team,
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you

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Read Answer Asked by Massimo on January 12, 2020