Investment Q&A

• Bank of Nova Scotia (The) (BNS $105.29)
  • $105.29 P/E (TTM): 25.63X Cap: $130.72B
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• TELUS Corporation (T $19.27)
  • $19.27 P/E (TTM): 25.09X Cap: $29.82B
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• Stella-Jones Inc. (SJ $98.42)
  • $98.42 P/E (TTM): 16.04X Cap: $5.40B
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• NFI Group Inc. (NFI $17.16)
  • $17.16 Cap: $2.04B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Kinaxis Inc. (KXS $126.50)
  • $126.50 P/E (TTM): 75.68X Cap: $3.54B
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• Savaria Corporation (SIS $25.08)
  • $25.08 P/E (TTM): 29.65X Cap: $1.79B
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Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%

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Read Answer Asked by Neil on November 16, 2016

• Stars Group Inc. (The) (TSGI $37.49)
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Q: How will the offer work? Are shareholders to expect an offer, in writing, requesting that they tender their shares for $24.00 share?

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Read Answer Asked by Helen on November 16, 2016

• Alimentation Couche-Tard Inc. (ATD $79.47)
  • $79.47 P/E (TTM): 20.58X Cap: $73.56B
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• Premium Brands Holdings Corporation (PBH $101.12)
  • $101.12 P/E (TTM): 68.2X Cap: $4.51B
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Q: Hi. My questions are:
1) If there is only one stock you can own, which one would you pick.

2) Between ATD.B and PBH, which stock do you think has the most potential in the long run?

Thanks

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Read Answer Asked by Esther on November 16, 2016

• NYX Gaming Group Limited (NYX $2.39)
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Q: Why is there is there such a big gap about your thinking and the market for this company
I am getting worried

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Read Answer Asked by Josh on November 16, 2016

• Premier American Uranium Inc. (PUR $0.89)
  • $0.89 Cap: $60M
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.86)
  • $19.86 P/E (TTM): 25.73X Cap: $2B
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Q: Many thanks again for all you do.
Could confirm: would you buy both TOY and PUR as long term holds at todays prices?
Many thanks,
Mary

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Read Answer Asked by Mary on November 16, 2016

• Premium Brands Holdings Corporation (PBH $101.12)
  • $101.12 P/E (TTM): 68.2X Cap: $4.51B
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Q: Could I have your opinion on Premium Brands offering 4.6% convertible debenture ? conversion price of 107.25, maturity 2023

Thanks

Dave

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Read Answer Asked by David on November 15, 2016

• Paladin Energy Ltd. Ordinary Shares (PDN)
  • Cap: $5.10B
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Q: Pdn Paladin Energy Do you think this stock could go to zero?

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Read Answer Asked by Darryl on November 15, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: Would appreciate your review of 3rd quarter results and the company announcements.
John

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Read Answer Asked by John on November 15, 2016

• AirBoss of America Corp. (BOS $4.88)
  • $4.88 Cap: $132M
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• Cipher Pharmaceuticals Inc. (CPH $14.59)
  • $14.59 P/E (TTM): 15.45X Cap: $370M
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• Exco Technologies Limited (XTC $7.69)
  • $7.69 P/E (TTM): 11.55X Cap: $291M
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• Premier American Uranium Inc. (PUR $0.89)
  • $0.89 Cap: $60M
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Q: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.

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Read Answer Asked by Imtiaz on November 15, 2016

• NFI Group Inc. (NFI $17.16)
  • $17.16 Cap: $2.04B
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Q: NFI has pulled back recently.
Please provide your opinion on whether this is a good buy and a good entry point.

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Read Answer Asked by Penny on November 15, 2016

• Premium Brands Holdings Corporation (PBH $101.12)
  • $101.12 P/E (TTM): 68.2X Cap: $4.51B
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Q: Hello 5i team,
I hold in my TFSA: BAM.A,DHX.B,KXS,MSI,NFI,PLI and TOY. Looking at it as a mini portfolio, I'm thinking of adding for now 2 of the following 3: PBH,PKI or SIS; which would you add?
Thanks,
Antoine

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Read Answer Asked by Antoine on November 15, 2016

• Canopy Growth Corporation (WEED $1.50)
  • $1.50 Cap: $552M
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Q: Canopy growth is on an all-time high (ha!) after its earnings report. Comments, please?

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Read Answer Asked by Kurt W on November 15, 2016

• Open Text Corporation (OTEX $34.37)
  • $34.37 P/E (TTM): 12.89X Cap: $8.66B
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Q: Hello 5i, can you please provide the technicals (P/E etc.) on this company and would you recommend it for a long term hold. Thank you.

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Read Answer Asked by Valter on November 15, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.05)
  • $52.05 P/E (TTM): 57.43X Cap: $24B
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Q: Can you comment from a total return perspective which of the above three seems most attractive at Nov 15th levels??

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Read Answer Asked by Kim on November 15, 2016

• Miscellaneous (MISC)
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Q: Could you outline the best strategy when the underlying stock for a covered call goes significantly higher or lower prior to the expiration of the call? Thanks!

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Read Answer Asked by Linda on November 15, 2016

• Element Fleet Management Corp. (EFN $35.64)
  • $35.64 P/E (TTM): 24.03X Cap: $14.25B
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Q: What's up with this stock today? PR sounding all proud and confident and the stock drops,6% on heavy volume.

TIA

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Read Answer Asked by Gerald on November 15, 2016

• The Intertain Group Limited Exchangeable Shares (ITX $11.95)
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Q: Can you comment on why IT is halted.....

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Read Answer Asked by Tom on November 15, 2016

• AirBoss of America Corp. (BOS $4.88)
  • $4.88 Cap: $132M
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Q: Is it time to sell BOS ? Thanks

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Read Answer Asked by Marco on November 15, 2016

• WSP Global Inc. (WSP $266.83)
  • $266.83 P/E (TTM): 39.76X Cap: $34.85B
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• Stantec Inc. (STN $139.00)
  • $139.00 P/E (TTM): 32.61X Cap: $15.85B
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Q: Hello 5i Team!

With STN and WSP recent quarterly results in which company stands to benefit most with the planned future infrastructure spend in the US? I know that both companies are liked by 5i, however, which company has the current edge for a long term investment for capital appreciation? I held Stantec in the past and moved to WSP on your previous recommendations in the Balanced Portfolio.

As always, thanks for the great service!
Angelo

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Read Answer Asked by Angelo on November 15, 2016

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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Q: i am still having difficulty understanding the klg situation, i took a position in klg.
the offer from silver standard is for 12.76 a share, they proposed this to klg 3 times and klg refused each time.
why would any shareholder vote for the merger of equals with the australian company which would do zero for the stock and keep the stock around 8 dollars-- it does not add up. please explain. dave

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Read Answer Asked by david on November 15, 2016