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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 have WELL thanks to 5I bringing it to my attention but
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.

For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?

Thanks and I am very interested to your response.
Read Answer Asked by Herm on February 08, 2021
Q: Hi, This morning's NR about the $295.5 mln Equity offering of WELL shares/subscription receipts for $9.80, through private placement by Li Ka-Shing and others, to finance proposed acquisition of CRH Medical in Cash for USD$4 - What does it mean ? Why at 25% Premium to 5 day WELL average market price ? Just trying to understand ..How does it impact the company and its shareholders/stock price ? Thanks
Read Answer Asked by rajeev on February 08, 2021
Q: I’ve held BAD since it’s .un days so done well with it over the long term, and was fortunate to be able to add to my position last March taking it to 3.5% in a well diversified RRSP. I’m looking for some decent growth out of it, however, and I’m not sure this one has that over the next couple of years unless oil activity fires up again in NA (fat chance). Does BAD have potential to benefit from from all the recovery infrastructure spending and is that a catalyst worth holding/adding to BAD?

Thanks
Read Answer Asked by Tony on February 08, 2021
Q: Hi,
Which stocks would you recommend to buy now in your Balanced Equity, Income and Growth model portfolio?
Thank you.
Read Answer Asked by Thomas on February 08, 2021
Q: I am confused concerning your point of view regarding the growth potential of SYZ. Recently, you gave the following answer :
''We would view it as an income stock and see any gains as a bonus. Growth has not been great, but it has a solid record of raising its dividend and paying special dividends. It has too much cash and has been slow at making acquisitions. It should have a very strong 2021 in a recovery and we would still view it overall in a positive light. But there are faster-growing companies, with higher valuations. We would be fine holding it, but would classify it as income/slower growth.''
But in your last June Company Report, you grade the 5 Yr. Revenue Growth as A- and the 5 Yr. EPS Growth as A+. It looks to me contradictory. What am I missing?
In the past ten years, there was a yearly revenu growth of 15,5 % and 17,5 % for the earnings, which look great to me.
Thanks. I really appreciate your sound expertise.
Read Answer Asked by Jean-Pierre on February 08, 2021
Q: I would appreciate an update on this company(ECN) in terms of your projections over the next 2 years. Revenue growth, expected profit and EPS and other metrics you consider important. Also any developments within the company and also in its sector, positive or negative , that could influence the shares. In essence how do you view this company over the next couple of years? And based on this analysis where do you see the share price going based on reasonable multiples of your projections?
Thanks.

Read Answer Asked by John on February 04, 2021