Investment Q&A

Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks

Q: I am considering doubling down on this stock, I know all the falling knife stories... I am being cautious. It is coming close to its 52 week low. May I have your thoughts, fundamentally and technically speaking.

Q: Hi Ryan can you give me your thoughts on why shop has such huge swings
Regards Stan

Q: hi guys is there any news that would warrant the drop today thanks as always

Q: Hi,

Looking at adding 1% to my position on TOY to bring me to a total of 3%. Would you wait for the ER?

Q: I have just sold TSGI (at a 50 percent loss) and was thinking of adding to my GC position.
Haven't seen many stand alone questions about GC lately. Wondering what your current thoughts are,when they are due to report,and expected results
Thanks
Phil

Q: I am looking to initiate a position in Shopify. May I please get your feedback / analysis on the stock and what you are expecting with regard to the upcoming 3rd quarter financial results on October 29th.

Thanks

Q: After reading your most recent comments on the TSGI/FLTR transaction, I checked with my broker about the possibility of selling FLTR after the transaction closes in Q3 2020. My broker doesn't handle anything but CDN and USA stock exchanges. You've suggested that selling TSGI nearer the closing date (a year from now) might carry increased risk of share decline. That said, should I sell my $10k investment fairly soon, or sit and wait a while? Thanks.

Q: Would you update Knight;s share count following their buyback announced this summer? How many shares and floating shares are now outstanding?
Once they complete the purchase, do you think they will do a financing if they can get the share price back above ten dollars to finance possible future deals with their new company or possibly continue to pursue other deals.
Finally, how much cash will they be left with once they spend the $369M?
Thank you - very excited to see this deal!

Q: i had a small position in knight for years.
so the big deal finally happened.
my question is do you not think the stock should be a lot higher, who would sell on the news after waiting all this time. makes no sense and the deal looks great

Q: Good morning
I know you have had a lot of questions about the the take over, and I have reviewed them.
Two questions are:
When is the deal expected to close
What happens if I hold past this date,and will I be able to trade "flutter" shares easily

Thanks
Phil

Q: starting to get our toe wet with this one. do you think it will drift lower with tax loss selling. when do they report and what is expected?

Q: Good morning 5i. I have held GUD for 5 years hoping for a good deal. My weighting is now half of my full weight now. With this deal with Biotoscana now should I double up or wait to see what the market does? It is early Monday morning before the market opens.
Thanks for keeping me patient and on track with GUD. It's been a frustrating road.

Q: I own dsg and i am thinking of selling and buying byd.un. What do you think of this switch. How do you rate these two stocks for growth.

Q: Hi, Badger Daylightinh was added to Balanced Portfolio recently, as it dropped from its high after last quarter's soft results, which you characterized as " one time". Induatrial alliance today downgraded the energy services sector as well as diversified energy companies, expecting more misses in coming quarter. BAD's was a Hold and its price target was dropped to $43 from $46. Lower rigs utilization south of the border was cited as one of the reasons.
My question is that BAD appears to be lumped with energy services sector, for its valuation and growth prospects, although most of its clients are in utilities sector. If this continues to be the case, how do you see BAD separating itself from energy services pack and receiving a more appropriate multiple. Do you expect this to be an ongoing overhang and if so, does it deserve a place in Balanced Portfolio ? It was added to the portfolio at $39.90 ( I think). Is it prudent to just take a smal loss and move on? Thanks

Q: Can I get your thoughts on Tricon? Do you like the TAH part of the business? It seems to me that it could be a challenge to efficiently manage that many single homes over a large geographic area?

Q: Any news if they will trade on the canadian exchange. I am interested in holding this gambling/sports book stock as I think government fiscal pressures will generally be a boon for the industry. I am not interested in holding an british company and their foreign tax implications. Any suggestions when to sell and where I should be able to have this same play on the toronto exchange if they don't cross list. I am grateful for your informative service.
ps can you re check that you have my proper email address. I see you answered my previous question but did not email to advised as you used to.

Q: Can you please comment on the acquisition by LSPD.

Q: Hi, I’m interested in your opinion on psi going forward. Down about 28% so is a tax loss candidate.
Also, is it directly related to the energy sector, or is it insulated being a service and technical company ? Does it have any any contracts or work other than oil and gas?
Thanks

Q: Hi, In a Q&A in The Globe and Mail, Friday, John Heinzel explained that BYD.un units conversion to common shares will result in taxable gain (if held in non-regd accounts) as if units are sold at market price by the holders, on the conversion date. Is it true? Thanks to 5i, most of us have owned this remarkable company for years and enjoyed huge price appreciation. Is there any way or means, in your view, to avert or minimize this large capital gains event ? Thanks