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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: Absolute has doubled to 7% of my portfolio. Do I sell half or wait a few more months, see what happens?
Read Answer Asked by John on July 28, 2020
Q: Hello. I have a two 'DSG questions':

Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?

Why do you think KXS has significantly outperformed DSG since March?

Thanks!
Read Answer Asked by Robert on July 28, 2020
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Read Answer Asked by Stephen on July 27, 2020
Q: Hello 5i Team
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Read Answer Asked by Stephen on July 21, 2020
Q: Regarding the recent issue of shares and debentures, which closed July 16 - what does this do for the balance sheet… or for any other aspects of PBH you feel is relevant?

Thanks!

From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
Read Answer Asked by Robert on July 17, 2020
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