Investment Q&A

• Yangarra Resources Ltd. (YGR)
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Q: May I please have your opinion on earnings and longer term view of YGR. Thanks.

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Read Answer Asked by Manoj on August 10, 2018

• Mogo Inc. (MOGO)
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Q: May iI please have your thoughts on Mogo's Q2 results announced yesterday. Would this be a buy at this time? Thank you as always.

Jason

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Read Answer Asked by Jason on August 10, 2018

• Flowserve Corporation (FLS)
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Q: Hello 5i
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.

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Read Answer Asked by Kat on August 10, 2018

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Descartes Systems Group Inc. (The) (DSG)
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• Knight Therapeutics Inc. (GUD)
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• Savaria Corporation (SIS)
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• Cematrix Corporation (CVX)
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• Crius Energy Trust (KWH.UN)
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Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.

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Read Answer Asked by Brad on August 10, 2018

• McCoy Global Inc. (MCB)
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Q: What is your opinion on this stock? Specifically, can you comment on the recent quarter including its current and potential future cash flow. It has appears to have low debt and increasing order backlog.

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Read Answer Asked by Maurice on August 10, 2018

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Constellation Software Inc. (CSU)
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• Methanex Corporation (MX)
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• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Good morning 5i,

Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?

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Read Answer Asked by Michael on August 10, 2018

• Ag Growth International Inc. (AFN)
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• Nutrien Ltd. (NTR)
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Q: Hi Peter & Team. Looking to invest in the AG space. which of these two companies would you recommend for a long-term(5-10 year) holding period. Many thanks Joseph.

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Read Answer Asked by Joseph on August 10, 2018

• Tricon Residential Inc. (TCN)
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• Tucows Inc. (TC)
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Q: Can you please comment on Tucows recent quarter and if your comments back in May - "its buyable for the long term now" - still applies.
Could you also comments on Tricon's recent quarter and if you view this is a positive sign that its potential is finally emerging.

Many Thanks
Scott

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Read Answer Asked by Scott on August 10, 2018

• Parkland Corporation (PKI)
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Q: Do you recommend profit taking in this name? Its rare to see this kind of performance in this industry. Greg

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Read Answer Asked by Greg on August 10, 2018

• Inter Pipeline Ltd. (IPL)
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• IPL Plastics Inc. (IPLP)
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Q: Earnings numbers for IPL please and how they compare YOY. Thank you.

I am a fan of the polypropylene plant IPL are building to make a value added product using propane in AB. How does IPLP fit into that picture? How similar/disimilar is TCL.A's recently acquired packaging business to IPLP?

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Read Answer Asked by Marco on August 10, 2018

• Northland Power Inc. (NPI)
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Q: Could you comment on results and going forward ?

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Read Answer Asked by terrance on August 10, 2018

• Tidewater Midstream and Infrastructure Ltd. (TWM)
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Q: Hi 5i
Have you had a chance to read over Tidewaters Q2 report?
What are your thoughts on this company going forward?

Thanks, Barry

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Read Answer Asked by Barry on August 10, 2018

• Currency Exchange International Corp. (CXI)
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Q: CXI doesn’t seem to be trading and I can’t figure out why. Can you please explain? Thank you!

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Read Answer Asked by James on August 10, 2018

• High Arctic Energy Services Inc. (HWO)
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Q: Please comment on earnings. Thanks.

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Read Answer Asked by Chris on August 10, 2018

• Sylogist Ltd. (SYZ)
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Q: When does SYZ report and what is the expectation? Why has it been pulling back?

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Read Answer Asked by Jordan on August 10, 2018

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Investors must be very mad with Toy's owners'decision to sell some shares @ $53.40 as current price @ $52.30 (lower yesterday)is below the above owners'price. Announced good Q after close on Aug 1 prompting a sharp increase the next day to $57.50 H.On Aug 3 our great Peter made it a top pick on BNN @ $55.91 .What an expensive haircut for my purchase on Aug 3 after top pick?

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Read Answer Asked by Peter on August 10, 2018

• Maxar Technologies Inc. (MAXR)
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Q: At what point would you suggest I consider adding to my two percent holding in MAXR? It’s up today but I’m still underwater the result of the short attack. I had thought of going to three percent plus if the rebound continues.
Thank you
Geoff

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Read Answer Asked by Geoffrey on August 10, 2018

• Canadian National Railway Company (CNR)
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• TC Energy Corporation (TRP)
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• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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• ONEX Corporation Subordinate Voting Shares (ONEX)
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• Inter Pipeline Ltd. (IPL)
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• TFI International Inc. (TFII)
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• Open Text Corporation (OTEX)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.

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Read Answer Asked by Keith on August 10, 2018

• Raging River Exploration Inc. (RRX)
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Q: Hi

I see I can sell the October calls 6's on RRX for 35 cents. If I did so covered with my long position, how will the takeover affect the options?

Thanks

Sheldon

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Read Answer Asked by Sheldon on August 10, 2018

• ECN Capital Corp. (ECN)
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Q: Please comment on earnings. Thanks.

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Read Answer Asked by Chris on August 10, 2018