Investment Q&A

Q: Hello 5i Research team,
Would you say the acquisition of Biotoscana reduces the probability of GUD acquiring ENDO in the short term? Would GUD buy all ENDO, or exclusively the equivalent of the former Paladin? What premium or what price would you expect GUD to pay for ENDO if buying the whole company? What would be signs ENDO would be ripe to be saved?
Do you think the acquisition of Biotoscana will shut down Medison for a while? At least until after the next annual meeting, so that a second proxy fight would be avoided in the short term?
Based on the evolution of its stock price since its IPO, Biotoscana seemed not that successful as a stand alone company. What GUD can do to help turn things around / improve operations with such a small GUD team?
Thank you for your collaboration, Eric

Q: I have been through the conversion from a trust to a corporation with inter pipeline and you are given a choice by the tax authorities to differ the taxes until you actually sell the shares. The're was no automatic capital gain at conversion.
Just a comment on Terry's assumption.

Q: I understand that there will be a capital gains tax generated in 2020 when Boyd converts to a corporation.
I currently have a profit of $57,000 on these shares which are held in a non registered account. I think that I should sell the shares now with a view of buying them back after 30 days as the tax rate could be higher next year
I believe the Liberals will agree with the Ndp to increase the capital gains inclusion rate next year if the Ndp agree not to block the Transmountain Pipe Line.
This will help appease the wexit provinces and generate additional tax revenue.
Should I sell the shares now or after the November 13th earnings report or sell half now and the other half after the report
Thank you for your excellent service and your recommendation on Boyd.







I

Q: hi
what should one be monitoring in order to get some info on whether or not the chip or appropriate tech sector is coming back to life?

Q: why have bell and telus dropped today?

Q: Can I get your take on earnings? What do you see going forward for each? Buy, hold or sell?

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.