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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 owned Paladin and was very happy with the sale to ENDP, but I, regrettably, held my shares of ENDO until I lost most if not all of my Paladin windfall. You endorsed ENDO and saw future growth there. Now that TSGI has been sold, I am wondering what to do. I realize there is some deal risk and regulatory risk, and I am not fond of the inconvenience of the London Exchange. I am thinking I might sell my TSGI shares and put the proceeds split into LSPD and/or SHOP. I know you see growth in all three, but you have perhaps been endorsing LSPD and SHOP for longer, now. And you took TSGI out of the portfolio (before the sale, I realize). To focus my question, let me ask: How do the two Canadian stocks compare to TSGI in terms of risks/rewards going forward. The 2 for 1 would at least add a bit of diversification.
Read Answer Asked by Gordon on October 08, 2019
Q: Hi. I have 200 shares of TSGI in a TD RRSP account and 200 shares of TSGI in an Interactive Brokers margin cash account (account that can hold shares traded globally)

Unfortunately,the share offer by Fllutter is still below my purchase price.
Questions:
1) What should I do with the shares? Do you think I should hold or sell?
2) What do you think is the potential of the share after both giants merge?
Read Answer Asked by Esther on October 07, 2019
Q: Hello,

I've recently acquired a half position (2.5% of my portfolio) in NFI Group. The company has announced several, large new orders since the beginning of August, is trading at a quite reasonable 12 times P/E ratio and is paying a very healthy dividend of approximately 6%. I have several questions however that I'm hoping 5i might be able to assist me with.

When NFI "sells" a bus do you know if they actually get paid whatever price has been agreed upon and are then free and clear of that transaction OR do they actually, typically either lease the vehicle to it's new "owner" or finance the sale price themselves in any way?

Are you able to please provide me with NFI's current dividend payout ratio, as well as with any information about what their dividend payout ratio may have been, on average, over the past 5 - 10 years? Have they ever cut or eliminated their dividend?

Do you believe that their recent acquisition of Alexander Denis Ltd. (ADL) might be exposed to any risks from Brexit?

Thank you!
Read Answer Asked by Richard on October 07, 2019
Q: Over several years Savaria has grown and evolved from a Canadian company to one that now operates internationally. Is Savaria's leadership evolving accordingly? Does 5i feel that Savaria has identified, and is recruiting, new people to join the Board and Senior Management with the necessary experience and skills to help guide the firm in its next stage of growth?
Read Answer Asked by Edward on October 04, 2019
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
Read Answer Asked by Eric on October 03, 2019
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