Investment Q&A

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John

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Read Answer Asked by john on August 03, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Can you provide your thoughts on PLI as a company and its outlook? Thanks.

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Read Answer Asked by Chris on August 03, 2017

• High Liner Foods Incorporated (HLF)
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• Mountain Province Diamonds Inc. (MPVD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Telo Genomics Corp. (TELO)
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• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: Hello 5i. I may just need a bit of hand holding here. I have the following stocks in a high growth portfolio. I do not need to cash anything in but do wonder if these stocks are worth holding on to? Am I missing other better opportunities? All are down from where I bought them.
ATZ,HLF,DXD,FRII,MPVD

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Read Answer Asked by David on August 03, 2017

• Seven Generations Energy Ltd. class A common shares (VII)
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Q: Any news as to why VII is down +10% today?

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Read Answer Asked by Bob on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: I thought zzz earnings were good. Same Store sales were up again. a trend that has occurred in many of the Companies past quarters. They will benefit with Sears Canada closing many of their stores. Is it a buy ? RAK

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Read Answer Asked by bob on August 03, 2017

• Great-West Lifeco Inc. (GWO)
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Q: Good morning 5i team!
Can you please provide your comments on the q2 earnings, valuation and future?
Thanks!

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Read Answer Asked by Rossana on August 03, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: Please provide your comments on their earnings. Would you be adding at this point or selling? Thank you for your great service.

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Read Answer Asked by Stella on August 03, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Hello 5i. Could I please have your thoughts on AD's Sequel announcement? Is the impact here short-term, subject to AD's ability to find new royalty partners as beneficial as Sequel? The market obviously doesn't like the announcement. Thanks as always.

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Read Answer Asked by Thomas on August 03, 2017

• Sierra Wireless Inc. (SW)
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Q: Sierra Wireless reported I thought fairly good results and made an acquisition which should bear fruit in the near future, yet yesterday the stock was down in after market trading in US of over 6%. What am I missing??
Thank you

Steve

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Read Answer Asked by Steve on August 03, 2017

• Home Capital Group Inc. (HCG)
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Q: Hi Pete and Team,
Can you please comment on earning, outlook and valuation of HCG. Is it worth holding this stock?

Thanks

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Read Answer Asked by Victor on August 03, 2017

• Lam Research Corporation (LRCX)
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Q: LRCX has fallen precipitously over the last few days. I cannot find a specific reason for this. Are you aware of why it has fallen so fast? Thanks.
Mike

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Read Answer Asked by Michael on August 03, 2017

• Fiore Gold Ltd. (F)
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Q: Hi, this company isn't trading since a few weeks. They whent threw a merger from what i understand. Would you be able to tell me when trading should resume, because i can't find the info. it is less than 1% of my portfolio. thanks.

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Read Answer Asked by Dario on August 03, 2017

• Oclaro Inc. (OCLR)
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Q: What is your opinion of this NASDAQ stock regarding the space their in as well as the management team for a 1-2 year hold also any potential to be taken out by a bigger competitor thanks a bunch

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Read Answer Asked by Greg on August 03, 2017

• Miscellaneous (MISC)
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Q: Marylin question.
I use this web site for dividende growth http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Publish as you which

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Read Answer Asked by Djamel on August 03, 2017

• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: Why the sell off in ZZZ this morning?
Results seemed to me to be okay. Your comments please

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Read Answer Asked by Rudy on August 03, 2017

• Grayscale Bitcoin Trust (GBTC)
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Q: Hi 5i do you have any suggested companies either start ups or mature that can be invested in for exposure to blockchain or crypto currency like bitcoin,ethereum

Thanks

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Read Answer Asked by Kolbi on August 03, 2017

• Kinder Morgan Canada Limited restricted voting shares (KML)
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Q: Analysts seem united in valuing KML in the mid $20 if pipeline is completed. Using comparable metrics( ENB ?, TRP?, Other? ) what would be value of shares if pipeline did not get built?
Thank you.

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Read Answer Asked by JACK on August 03, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.

SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2

Comments? Also what is the source of the adjustments?

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Read Answer Asked by Jeff on August 03, 2017

• Avante Corp. (XX)
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Q: Please comment on the current and year results for XX. Thanks

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Read Answer Asked by george on August 03, 2017

• Currency Exchange International Corp. (CXI)
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• Gluskin Sheff + Associates Inc. (GS)
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Q: I hold a small amount of CXI and after about 2 years I neither up nor down and am tired of "waiting". I'm thinking of switching to GS, which I think you're warming up to with its litigation behind.

Is this a reasonable switch?

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Read Answer Asked by Cameron on August 03, 2017