Investment Q&A

Q: FYI I saw you thought the US listing might be kept. I was looking over the slides and listening to the presentation. On page 18 it states that neither US or Canada listing will be kept. It will trade in the UK and Dublin only. For myself (depending on the tax implications) this complicates things considerably.

Q: Any thoughts on the press release by Tricon? This looks like there may be a massive overhang on the stock. US holders of a TMX listed stock may not have a pretty outcome.

Q: Hi I asked about this stock Sep 9 when at 42.00 and you said no news now it’s down to 26 please comment I am puzzled On what to do buy sell or hold and why

Q: Hello 5i team,
I have read the first wave of questions yesterday. (1) I understand the probability of another bid is higher than zero: this probability is similar to what other deal over the last 2 years? From which entities could it come from? Private equity firm?
(2) Approximately when will the information about the tax consequences will become available (circular)?
(3) Wouldn’t be logical for the new company to trade on more than one exchange (London) since it is a merger of large entities active worldwide? Would it be announced in the circular?
(4)Do you expect the current large discount to persist until the Uk authorities release their decision?
(5) I am right to interpret market reaction this way: Flutter price says the deal is good and it is going to happen; TSGI price says the deal looks good, but not so sure it is going to happen?
(6) in this current context: at what discount % would recommend to sell or sell half of now ?
Thank you for your collaboration, Eric

Q: Could there be another company such as Fox or a private equity firm that might be interested in TSGI? Thx

Q: Hi Peter/Ryan I'm not one to want to hold UK shares of a company, I have 350 Shares of TSGI in my RRSP and TFSA stock accounts what would be the best thing to do at this point. Would you sell now or is there a chance the price will increase. Thanks, Nick

Q: Hi 5i,
What happened to winpak today? How accretive is the deal? Is the price move overly enthusiastic? (Typical of winpak not to require funding for the deal.) worth adding or hold?
Many thanks.

Q: Hello Peter, Another question and bit more direct as still had the shares at slightly higher price than trading today . Would you suggest holding if you see better future or sell and put money elsewhere where you see better potential ( considering the market meltdown today many are becoming more attractive - example 0 TEAM< TTD< ROKU). Thanks

Q: With this company leaving the Canadian and US exchanges what expenses would have to be paid to trade the combined shares in London.

Q: If tsgi was so cheap should a person continue to hold even though the new company trades on london.

Q: Not a question just an F.Y.I..... BNN just posted some numbers on the TSGI deal.... Flutter currently trading at $146.34 which puts a current value of $32.97 on TSGI shares. I wouldn't be too quick to sell at what the market is valuing TSGI after the announcement..

Q: its very interesting that tsgi is merging with this flutter group at about 28. a share.
i sold my tsgi shares over a year ago.
but really this is a horrible deal, what about all the shareholders who bought between 28 and 50 that are still holding it.
its really only a good deal if you bought at 19-20 and i am not sure there are many of those.
even your portfolio exited long ago.i get it we were all in early with amaya but still this deal stinks.
comments dave

Q: I continue to hold this stock, in my TFSA. What are my options, and how does the merger affect my holding.

Q: Your recommendations please on the takeover offer. Wait pending another offer or continued strength in Parent company or sell? The premium is nice but well under what I paid.
Thank you

Q: Can you comment on the Flutter takeover of Stars Group

Q: Tsgi is up today with no news. Do you think Tsgi is at support level or further downside? What's the book value now? I am down 20% and undecided either hold or sell? Is it recession proof? Your thought please, thank you

Q: I would appreciate a recommendation on 6 Canadian dividend paying stocks with a growth element to them.

Q: BNS, and indeed all the Canadian banks have wealth management units, including brokerage units like Scotia Itrade which generate considerable profit. The announcement by Charles Schwab that it would stop charging commissions on trades seems to have hammered a number of other broker related stocks. Do you see this as putting pressure on BNS to lower or eliminate their commissions? If so would this put downward pressure on the stock?

Q: Hi, Another question on SYZ trading on Thursday. Stock sold off in the morning and a large block of 291,000 shares changed hands at 11.44 AM at $10.75, causing the daily volume to spike. Would you know the brokers/buyer/seller institution, for this block and if this trade is relevant to compensation news and share price drop ? Thanks

Q: Hi group is it time too sell CCL.B.CA. It b been on a steady slide downward for quite a while now with no recovery in sight -money would be better deployed elsewhere