Investment Q&A

• Savaria Corporation (SIS)
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Q: Hi 5i
What is your reaction, in the shoes of a small retail investor, to the timing of a share issue while having full visibility to a results miss?
This is now the second time mgt has damaged share pricing; from which the price has not yet recovered from the prior issue.

I get we need to look long term but it looks like mgt behaviour is less aligned with investors lately.

Hopefully damage repair can happen sooner rather than later.

Thanks for your thoughts
Dave

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Read Answer Asked by David on May 11, 2018

• Boyd Group Income Fund (BYD.UN)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, would appreciate if you can provide estimates for upcoming earnings release. Thanks

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Read Answer Asked by rajeev on May 11, 2018

• WSP Global Inc. (WSP)
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Q: WSP is taking a hit out of the gate this morning. Any idea about the cause?

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Read Answer Asked by Ted on May 11, 2018

• TELUS Corporation (T)
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Q: I am low in my Telecommunications sector and need to add to either my current holdings; BCE, RCI.B, T or add something new. Income with growth is always preferred. What would you suggest? Thanks

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Read Answer Asked by Lyle on May 11, 2018

• Alaris Equity Partners Income Trust (AD.UN)
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• Rogers Sugar Inc. (RSI)
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Q: Both these stocks have dropped substantially in just a few days. What is wrong?

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Read Answer Asked by Bob on May 11, 2018

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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Q: I have been watching both of these and have procrastinators regret today, I have money to buy today or tomorrow... Which one or both?
Good call on BNN
Thank You

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Read Answer Asked by Peter on May 11, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: I am an Income investor and held units in SIN.UN. Now that the trust has been wound up, I'm looking for something to replace it. Any suggestions?

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Read Answer Asked by Ron on May 11, 2018

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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• ECN Capital Corp. (ECN)
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Q: hello 5i:
with the understanding that they are worlds apart, and knowing that I am down substantially on ECN, would you think a switch to CTC.A would be a prudent move? Looking at a long term chart (5 years, or 10 years), and reviewing its earnings expectations (seem to meet or beat on an annual basis), it appears that CTC.A, is, at worst, fairly valued, and at best, lightly undervalued. Factoring in the Helly Hansen acquisition seems to make it look more undervalued. Your comment please, and I am NOT adverse to continuing to hold ECN.
thanks
Paul L

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Read Answer Asked by Paul on May 11, 2018

• AltaGas Ltd. (ALA)
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• Crius Energy Trust (KWH.UN)
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Q: KWH.UN or ALA and why?

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Read Answer Asked by Carla on May 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: What is the Q1 consensus for Fiera's revenue, adjusted ebitda and adjusted net earnings please?

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Read Answer Asked by sandy on May 11, 2018

• Great Canadian Gaming Corporation (GC)
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Q: Gentlemen.
My understanding is that the weighting of given stocks in your potfolios is based on your comfort level with the underlying company. When you added GC it was at the 2.5% level (as opposed to some at 5%). It's now about 4%. Do you have any problem with this, or with it continuing to increase?

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Read Answer Asked by John on May 11, 2018

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Hi can you please give me your thoughts on their latest results

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Read Answer Asked by Dale on May 11, 2018

• Stars Group Inc. (The) (TSGI)
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Q: For TSGI, would be classified as being part of a balanced or growth portfolio, and also what portfolio weight would it be given, 5, 4, or 3%?.......Thanks

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Read Answer Asked by Tom on May 11, 2018

• New Look Vision Group Inc. (BCI)
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Q: I was surprised by the fact that New Look Vision only traded 1100 shares, as it looks to me that they had a good beat on earnings. Would you comment, please. How is BCI coming along, in your opinion?

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Read Answer Asked by james on May 11, 2018

• Dollarama Inc. (DOL)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• CAE Inc. (CAE)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Great Canadian Gaming Corporation (GC)
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• Magna International Inc. (MG)
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Q: Hi there,

For a balanced investor with a growth tilt and a longterm hold - how would you rank the following 6 stocks from best to worst?

Thanks for your great service!

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Read Answer Asked by Michael on May 11, 2018

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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Q: Hello,

With the big run ups would you still recommend buying these two stocks? Thank u

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Read Answer Asked by Josette on May 11, 2018

• Stars Group Inc. (The) (TSGI)
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• The Intertain Group Limited Exchangeable Shares (ITX)
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Q: Hi- have done ok with itx since the move to london, would you advise to sell all and buy tsgi or stay the course or a better way to stay in the sector. Thanks

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Read Answer Asked by Peter on May 11, 2018

• ZCL Composites Inc. (ZCL)
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Q: Does ZCL's future look interesting enough that you would entertain buying it now for the special dividend ? Thanx Robbie

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Read Answer Asked by Robert on May 11, 2018

• Savaria Corporation (SIS)
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• Trevali Mining Corporation (TV)
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Q: Please comment on SIS and TV results. Thanks

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Read Answer Asked by Imtiaz on May 11, 2018

• Algonquin Power & Utilities Corp. (AQN)
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Q: Results look good to me. I currently hold a 4% weighting.
I have a long time frame and high risk tolerance. If the stock performs well is it ok to carry to a 7% weighting before rebalancing.
2nd question is I like to set targets like 7% above and let the target dictate rather then the emotion that may play in the moment.
3rd question is 7% to high.
My overall comfort perfect portfolio target is 4% but I know there is times to overweight. When I do overweight I prefer it be less speculative which I consider Aqn to fit.
Thanks
John

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Read Answer Asked by John on May 11, 2018