Investment Q&A

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: Hi,
Do you have any further information on the proposed 25% premium om TNC's offer price, as to how it will be paid and when it will be paid? Do we have to wait until the closing of this deal?
Thanks for your help and keep up the good work.

Slainte, Chris

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Read Answer Asked by Christopher on February 15, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY $22.38)
  • $22.38 P/E (TTM): 18.71X Cap: $2.28B
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Q: Hello, I took a 1/2 position in TOY back in November at the peak, and I am currently down 20%. I was wondering if you felt that for a 3 year hold, if I take another 1/2 position that this would make sense at this time?

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Read Answer Asked by Ben on February 15, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Do you think Intrinsyc may benefit from small cap institutional buying, analyst coverage given the money made from recent small cap tech takeovers of RDM and TIO this week and while the stock is still inexpensive?

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Read Answer Asked by Charles on February 15, 2017

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: Is it best to sell TNC now at 3.30 or wait till the second half of 2017 for the extra .05. Seems like it would be better to sell now and re-invest?

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Read Answer Asked by Colin on February 15, 2017

• D-Box Technologies Inc. Class A Common Shares (DBO $0.31)
  • $0.31 P/E (TTM): 30.5X Cap: $66M
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Q: Hello, I had purchased 1/2 position in DBO at $0.50. After the current quarterly result and weakness in stock price, do you recommend to hold or buy a full position.

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Read Answer Asked by Harpinder on February 15, 2017

• Bausch Health Companies Inc. (BHC $9.63)
  • $9.63 Cap: $3.40B
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Q: Greetings 5i,

What is going on with VRX the past couple days? Seems to be moving up but I haven't found any news. What is your take on the company?

Cheers!

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Read Answer Asked by Duane on February 15, 2017

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Liminal BioSciences Inc. (LMNL)
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• D-Box Technologies Inc. Class A Common Shares (DBO $0.31)
  • $0.31 P/E (TTM): 30.5X Cap: $66M
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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• Lite Access Technologies Inc. (LTE $0.10)
  • $0.10 Cap: $8M
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Q: Hi Team, I echo the others to say thanks re: TNC, I have doubled my investment. I will replace with 2 different holdings and would like something of the same risk dynamic. In my small/cap higher risk category, I own PHO and a half position of DBO (down 35%). I also own PLI and LTE. I am up on everything except DBO. You have suggested ITC, which I don't yet own yet, is there another holding that you could suggest that would fit the description of a good quality company with growth potential, although higher risk? Should I add the other half position of DBO? Thanks as always.

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Read Answer Asked by Kim on February 15, 2017

• Knight Therapeutics Inc. (GUD $6.42)
  • $6.42 P/E (TTM): 62.67X Cap: $646M
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Q: Mr. Hodson, GUD is on a loosing slide currently ? Any problem ?

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Read Answer Asked by Serge on February 15, 2017

• Sylogist Ltd. (SYZ $9.05)
  • $9.05 Cap: $204M
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Q: Hi Team...Thanks for what you do!
Any insight on Sylogist's price decline. I'm done about 25% since purchase I've been adapting 5I's phylosophy on good companies and holding the course.............Thanks. Sam

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Read Answer Asked by sam on February 15, 2017

• Miscellaneous (MISC)
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Q: OSUR, OCLR, FIRST US BRANSCH (FUSB) These 3 stocks on my US watch list seem to be very aggressive movement to the upside. OCLR I have been in and out of and done well with. Can you give me an opinion on them? Thanks Dennis

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Read Answer Asked by Dennis on February 15, 2017

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Endo (ENDP) is up 7% this morning on heavy volume. Can you speculate why? They are reporting and giving an update on Feb.28. If they categorically state they are not selling Paladin, would Knight shares get hammered?
Thanks.

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Read Answer Asked by Steven on February 15, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 123.17X Cap: $263.86B
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Q: The first thing this morning I read a BNN headline: "Shopify reports bigger loss as expenses soar." Well, one thing for sure that's soaring is shopify's stock, up 6% on almost triple volume on early trading.

If anyone can shed some light on this predicament, it would be 5i.

Thanks as always

Rob

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Read Answer Asked by Rob on February 15, 2017

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.90)
  • $97.90 Cap: $2.07B
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Q: Hello,markets are looking real good,i'am thinking Trump will need some good news shortly to keep it going?It looks like the establishment is circling.
VGG as a dividend ETF has a fairly low dividend, does it only rely on capital appreciation or a special dividend at year end?
Could you recommend a ETF along the same lines that pay 4-5% dividend,or stay with VGG.
Thanks,great work Brad

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Read Answer Asked by Brad on February 15, 2017

• iShares Core U.S. Aggregate Bond ETF (AGG $99.01)
  • $99.01 Cap: $128.46B
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Q: I currently hold significant USD in my RRSP and have no bond exposure in any investments (registered or nonregistered) and am interested in diversifying my portfolio. I also have very low risk tolerance and am happy to sacrifice on what returns I might expect. Thoughts? Thanks.

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Read Answer Asked by Peter on February 15, 2017

• Pipestone Energy Corp. (BBI)
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Q: What do you think of Blackbird Energy as a short term investment?

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Read Answer Asked by Kim on February 15, 2017

• Miscellaneous (MISC)
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Q: Have you considered publishing a pro/con report on the 3-4 top engineereing services firms in a side by side fashion rather than by individual reports so key features can be easily compared?

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Read Answer Asked by John on February 15, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
  • $205.80 P/E (TTM): 123.17X Cap: $263.86B
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Q: Shopify is a great success which you identified early on and I am happy to have it in my portfolio. I know that assessing take-over potential is close to guessing but I am wondering if you think there are large tech companies out there who would like to acquire Shopify? Thank you, Peter

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Read Answer Asked by Peter on February 15, 2017

• Noranda Income Fund (NIF.UN $1.97)
  • $1.97 P/E (TTM): 5.6X Cap: $98M
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Q: Will NIF benefit from the current outlook on zinc? Is NIF a reasonable speculation at this point in time?

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Read Answer Asked by Nicholas on February 15, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: any ides what is pushing PLI up today?

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Read Answer Asked by Douglas on February 15, 2017

• Agnico Eagle Mines Limited (AEM $186.56)
  • $186.56 P/E (TTM): 41.93X Cap: $93.90B
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Q: Hello 5i team,
As a follow up to Eugene's question regarding AEM, you say your happy to hold it in the portfolio; does this mean that I could take a position NOW at current prices?
Thanks,
Antoine

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Read Answer Asked by Antoine on February 15, 2017