Investment Q&A

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: GUD.
With a new rating at A-, is it in essence a vote of confidence in the CEO ? Yet, for the time being, there is more cash than realizations completed.

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Read Answer Asked by Serge on April 03, 2017

• Domino's Pizza Inc (DPZ $466.17)
  • $466.17 P/E (TTM): 27.07X Cap: $15.82B
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Q: Would you recommend this pizza comPANY FOR LONG TERM HOLD

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Read Answer Asked by tom on April 03, 2017

• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: Hi 5i Team,

I'd like to know if having GUD in two of your portfolios is a commentary on the company or for diversification reasons. Thanks a lot for your insight.

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Read Answer Asked by Molly on April 03, 2017

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.33)
  • $5.33 P/E (TTM): 23.17X Cap: $231M
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Q: Ii HOLD THIS STOCK IS IT GOOD FOR THE FUTURE TO HOLD

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Read Answer Asked by tom on April 02, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: There was concerns a few months ago regarding PLI's cash constraints and their ability to move from development to sales of the drugs. How does 5I view their cash position now ? Are they cashed up enough to make something happen this year ?
Thank You
Clarence

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Read Answer Asked by Clarence on April 02, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: Hi Peter and Team,

Great article in Saturday's Financial Post, Peter!

As a replacement for DH in a TFSA, and disregarding sector, which one of the above three stocks would you buy today? I'm thinking that the recent resignation of PHO's CEO and the subsequent 6.71% decline in the share price presents a buying opportunity, but as always, I value your advice and recommendations. (We already own two of the stocks in your article - GSY and ZCL. Many thanks for that!)

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Read Answer Asked by Jerry on April 02, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: After market closed on 3/31,Mike Goldstein,acting CEO listed his achievements thank everyone & decided to step down for the betterment of the co.Believe that PHO is on a break out now.Stand by co.& cheer on new management & board.After announcement of new ceo @ 12.05pm,the price of PHO started to decline till the close on big volume.Are there any concerns here?Would appreciate your view on the situation.Txs for u usual great views & services

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Read Answer Asked by Peter on April 02, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• Savaria Corporation (SIS $19.84)
  • $19.84 P/E (TTM): 28.75X Cap: $1.41B
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Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert

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Read Answer Asked by Robert on April 02, 2017

• Growth Portfolio (Growth)
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Q: Please offer your 5 Highest conviction names In your growth portfolio. Can you please rank them?

Regards,

KR

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Read Answer Asked by Karim on April 02, 2017

• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.48X Cap: $843M
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Q: should i keep the stock

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Read Answer Asked by gabriel on April 02, 2017

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.42X Cap: $784M
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Q: DH Corp.insiders continue to hold their shares. Can they legally sell now or are they committed to tender their shares directly ? I am still holding on to my shares for now in case a better offer comes forward.

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Read Answer Asked by John on April 02, 2017

• Cannabis Wheaton Income Corp. (KWF)
  • P/E (TTM): 9.06X
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Q: Hi 5i. What is your view on Knightswood? Do you know management? Any reason for the huge pop this week? Any insight on this company would be much appreciated. Thanks Rob

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Read Answer Asked by Robert on April 02, 2017

• Osisko Mining Inc. (OSK $4.90)
  • $4.90 Cap: $1.79B
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Q: The chart for OSK keeps moving up, quite unlike
the other gold charts.
Can you explain why and is it a buy?

CV

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Read Answer Asked by claudette on April 02, 2017

• Distinct Infrastructure Group Inc. (DUG $0.06)
  • $0.06 Cap: $2M
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Q: More of a comment than a question. They announced on Thursday that they have refinanced their debt with RBC and paying out the Crown capital debt. Aside from the significant interest expense saving, I have found that if a bank like RBC gives a small company the thumbs up then this is almost always a good sign that the business prospects are improving.

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Read Answer Asked by Murray on April 02, 2017

• Magellan Aerospace Corporation (MAL $17.22)
  • $17.22 P/E (TTM): 24.6X Cap: $983M
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Q: Hi Peter, follow up to your last answer on MAL, I know you like to see how companies and management fared during '08 (i.e. EPS). Did MAL do well during those times and what happened? Thx.

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Read Answer Asked by Michael on April 02, 2017

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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Q: Love PBH but have been reducing my position because it represents 20% of my portfolio and keeps going up. Should I keep selling this winner ?

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Read Answer Asked by John on April 02, 2017

• Cineplex Inc. (CGX $10.99)
  • $10.99 Cap: $697M
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• Celestica Inc. (CLS $268.85)
  • $268.85 P/E (TTM): 43.72X Cap: $30.91B
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• Knight Therapeutics Inc. (GUD $6.17)
  • $6.17 P/E (TTM): 61.09X Cap: $614M
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Q: With the recent changes to the balanced equity portfolio is it now tech heavy or are you considering CLS Consumer Cyclical (Discretionary) to replace CGX because it is a hardware based business and not software?

Thank you.

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Read Answer Asked by Terry on April 02, 2017

• Miscellaneous (MISC)
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Q: In answering Kelli's question March 30, you said that when a sell trade is made on the ex-dividend date, the seller gets the dividend. Are you sure? That's not what I was taught. Thanks.

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Read Answer Asked by James on April 02, 2017

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.55)
  • $15.55 P/E (TTM): 21.3X Cap: $1.50B
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Q: Hi Peter and team, do you know when Financial results of Goose will be available? Goose shares are down by more than 3% today, is there any specific reason? Thanks, Gervais

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Read Answer Asked by Gervais on March 31, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.16)
  • $76.16 P/E (TTM): 16.21X Cap: $13.46B
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Q: Good morning 5i Team,

I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?

Thank you!
Rossana.

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Read Answer Asked by Rossana on March 31, 2017