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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm planning to enter a position to buy GC. I figure that even if Apollo's buyout deal falls through, GC is still likely to be a good hold for the next few years. Apollo's offer of $39/stock in the middle of the pandemic is a low-offer - I think that after the COVID vaccine has been distributed, GC's income will normalize and the stock price will be worth more than the offer price. I'd like your thoughts as to whether my logic is sound and without too much emotion. Thanks
Read Answer Asked by Esther on December 15, 2020
Q: Hi 5i Research team,
Could you comment on Goldman Sachs Merchant Banking take-over offer published this morning? What would be your guesstimate probability of a competing higher offer? Probably low since (1) : Goldman has access to large ressources, so acquirer competitors must know they would probably be at a disadvantage in a competing bid; and (2) this transaction is the result of a review of strategic alternatives for PEO. Isn’t such process (review of strategic alternatives) be a mandatory divulgation by compagnies since it can have a material impact? At what price would you sel at this time in a margin account? Thank you for your collaboration, Eric
Read Answer Asked by Eric on December 14, 2020
Q: Hello Team, the price of Canadian Gaming (GC) has been dropping a bit lately.

1) What do you think is the probability of the deal falling through? High or low?
2) I saw a news release titled "BloombergSen Inc. Files Early Warning Report in Respect of Great Canadian Gaming Corporation". What does the release mean?

Please comment on where you think this stock will go.

Thanks
Read Answer Asked by Esther on December 14, 2020
Q: Can you comment on any recent insider buying or selling for GUD. E.g. has the CEO bought any large chunks? I am curious if there has been some insider purchasing/selling either before or after the shelf filing. If there has been buying, what do you think are the odds that there might be an acquisition in the works. I bought GUD at $5 and am trying to decide whether to hold, sell, or top up. Because everything else in my portfolio has done so well this year (all fantastic 5i suggestions), GUD has decreased to 1.3% of total holdings.
Read Answer Asked by Justin on December 14, 2020
Q: I’ve been very fortunate with LSPD since I first bought it at $18 and continued to buy on the way up to $65. I’m up over 130% overall. But now to tough part...when to sell. It seems that it has a very long runway and because of that, i’m hesitant to sell a single share. I have it in multiple accounts ( about 3/4 in a tfsa, and 1/4 in a LIRA ). I’m 47 and 10 year away (I hope) from retirement but consider myself an aggressive investor and have some stomach for volatility (how can you not during these times) Given where the SP is today, where do you see the stock going in the next 2-3years? Would you sell and buy something else? Or, let it run? Looking for ideas.
Read Answer Asked by David on December 11, 2020
Q: Down 30% . Bought in September because of strong Real Estate market. Good financials of the company.
Reasons for market sell-off: My assumptions are that people are taking profits, some are selling into tax loss season and others over fear of the raging pandemic south of the border and what that might do to the US economy for the next year or so.
Finally there is perhaps, a few dollars of downside left to go including any chance for a Santa Clause rally before any chance of recovery.
What is your educated estimate of the situation and likely future scenario? Sorry for being long-winded. Stephen S
Read Answer Asked by Stephen on December 09, 2020
Q: Hi team,
Real has been a falling knife since the last earnings release. I own it in 2 different accounts and are down 20-30% on them.Should I continue to hold out for better days, or should I sell one of my positions and replace it with something else? My plan was to hold for long term as it seems like a good company with good growth prospects. If you do suggest selling part of my position , what would be your top stock to buy today either US or cnd for growth to replace it with ? Thanks
Shane
Read Answer Asked by Shane on December 09, 2020
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