Q: Nice to see the acquisition news of PEO. What do you think is best to do now with my current shares? Should I sell now and buy/top up another industrial or wait until Q1 2021 for the deal to close(if any benefit)? What would be your top 3 industrials in your model portfolios to add to? Currently holding WSP, XBC, ATA, SIS, GDI, and AC. Thanks!
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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: Hi 5i Research team,
Could you comment on Goldman Sachs Merchant Banking take-over offer published this morning? What would be your guesstimate probability of a competing higher offer? Probably low since (1) : Goldman has access to large ressources, so acquirer competitors must know they would probably be at a disadvantage in a competing bid; and (2) this transaction is the result of a review of strategic alternatives for PEO. Isn’t such process (review of strategic alternatives) be a mandatory divulgation by compagnies since it can have a material impact? At what price would you sel at this time in a margin account? Thank you for your collaboration, Eric
Could you comment on Goldman Sachs Merchant Banking take-over offer published this morning? What would be your guesstimate probability of a competing higher offer? Probably low since (1) : Goldman has access to large ressources, so acquirer competitors must know they would probably be at a disadvantage in a competing bid; and (2) this transaction is the result of a review of strategic alternatives for PEO. Isn’t such process (review of strategic alternatives) be a mandatory divulgation by compagnies since it can have a material impact? At what price would you sel at this time in a margin account? Thank you for your collaboration, Eric
Q: Can you comment on any recent insider buying or selling for GUD. E.g. has the CEO bought any large chunks? I am curious if there has been some insider purchasing/selling either before or after the shelf filing. If there has been buying, what do you think are the odds that there might be an acquisition in the works. I bought GUD at $5 and am trying to decide whether to hold, sell, or top up. Because everything else in my portfolio has done so well this year (all fantastic 5i suggestions), GUD has decreased to 1.3% of total holdings.
Q: I have owned GUD for a very long time. I currently have 22,000 shares with a break even cost at 5.35. With Knight to be removed from the TSX by the end of the year what would your advice be?
Q: Comments on their earnings please.
Sheldon
Sheldon
Q: I’ve been very fortunate with LSPD since I first bought it at $18 and continued to buy on the way up to $65. I’m up over 130% overall. But now to tough part...when to sell. It seems that it has a very long runway and because of that, i’m hesitant to sell a single share. I have it in multiple accounts ( about 3/4 in a tfsa, and 1/4 in a LIRA ). I’m 47 and 10 year away (I hope) from retirement but consider myself an aggressive investor and have some stomach for volatility (how can you not during these times) Given where the SP is today, where do you see the stock going in the next 2-3years? Would you sell and buy something else? Or, let it run? Looking for ideas.
Q: Some great price movement and volume lately. Any insight?
Revenue has been flat since 2016 and the info I have access to shows very little growth in 2021 - i.e. not much to get excited about. Are recent buyers income seekers, is the stock benefiting from sector/risk rotation?
Cam
Revenue has been flat since 2016 and the info I have access to shows very little growth in 2021 - i.e. not much to get excited about. Are recent buyers income seekers, is the stock benefiting from sector/risk rotation?
Cam
Q: Good day all.
I've read a note at Motley Fools that An IPO of TELUS International is planned for Q1 of 2021. Are you aware of this? If yes can you elaborate on how the current investors would be involved? Would we get shares of the new entity? If we got a special distribution would it be taxable as a special dividend? Do we have an idea on the split would work?
Thank you for leading us through these tough times.
Yves
I've read a note at Motley Fools that An IPO of TELUS International is planned for Q1 of 2021. Are you aware of this? If yes can you elaborate on how the current investors would be involved? Would we get shares of the new entity? If we got a special distribution would it be taxable as a special dividend? Do we have an idea on the split would work?
Thank you for leading us through these tough times.
Yves
Q: Just beginning to learn about Sylogist, and have a quick question. Why does it, a smallish tech company, with presumably an intention to grow, pay such a large dividend? None of the big Canadian tech names pay anything close to that (if at all). Thanks.
Q: Please comment on the recent acquisition. Thank you
Q: Volaris Group, a Constellation Software Company, Enters into Agreement to Acquire SSP Limited
Little info on the deal as usual but looks like a great acquisition as SaaS is right in their wheel house. SSP Ltd is among Top 500 cloud software vendors according to the google search I did. What does 5i think of this deal?
Thanks
Dave
Little info on the deal as usual but looks like a great acquisition as SaaS is right in their wheel house. SSP Ltd is among Top 500 cloud software vendors according to the google search I did. What does 5i think of this deal?
Thanks
Dave
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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Premium Brands Holdings Corporation (PBH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Could you rank your order of preference today as I would like to add one of these 4 stocks, irrespective of sector? I am looking for total return for long term hold. Thank you.
Q: Did not see the financing coming. My take is that they might be close to a deal and want to be able to act quickly. Perhaps impatient optimism? Your thoughts?
Q: Thank you for all your advice. It's been very helpful.
Goldman Sachs downgraded GOOS to SELL. Could you comment on that?
Also I heard its competitor in China called Bosideng (HKG: 3998) is doing very well.
Should I be worried about its long term growth from competition?
Thank you!
Goldman Sachs downgraded GOOS to SELL. Could you comment on that?
Also I heard its competitor in China called Bosideng (HKG: 3998) is doing very well.
Should I be worried about its long term growth from competition?
Thank you!
Q: What is your opinion of GOOS today? Why is the stock price performing poorly recently? What might be a good replacement?
Q: Are you aware of any plans/ timing XBC may have regarding listing on the Tsx or Nasdaq?
Q: Any reason for the recent slide from $197.71 H to current $177.81. Is it timely to buy /add? Txs for U usual great services & views
Q: Hello Peter,
Three high value stocks - ZM, PLTR and XBC. Despite earnings, revenue beats and raised guidance, you said ZM will drift lower and settle. With PLTR a similar story but you felt it would not drop to the target short of $20. And now with XBC, despite pricing an issue at $5.80 you don't think it will drop much and it has been holding up pretty well. Can you give an insight into how you made three different calls on similar volatile high value stocks? Is it intution?
I have been wanting to take a full position in XBC but it kept running away. What price would you suggest I jump in?
Love to hear what you have to say.
Regards
Rajiv
Three high value stocks - ZM, PLTR and XBC. Despite earnings, revenue beats and raised guidance, you said ZM will drift lower and settle. With PLTR a similar story but you felt it would not drop to the target short of $20. And now with XBC, despite pricing an issue at $5.80 you don't think it will drop much and it has been holding up pretty well. Can you give an insight into how you made three different calls on similar volatile high value stocks? Is it intution?
I have been wanting to take a full position in XBC but it kept running away. What price would you suggest I jump in?
Love to hear what you have to say.
Regards
Rajiv
Q: Why PhO price still kept so low while nearly all the semi related companies price have increased to all time high? Do you know if there are any financial or internal problems for PHO?
Is there a Canadian dollar ETF you can introduce that tracks Semiconductor industry like SMH ?
Thanks
Is there a Canadian dollar ETF you can introduce that tracks Semiconductor industry like SMH ?
Thanks
Q: Down 30% . Bought in September because of strong Real Estate market. Good financials of the company.
Reasons for market sell-off: My assumptions are that people are taking profits, some are selling into tax loss season and others over fear of the raging pandemic south of the border and what that might do to the US economy for the next year or so.
Finally there is perhaps, a few dollars of downside left to go including any chance for a Santa Clause rally before any chance of recovery.
What is your educated estimate of the situation and likely future scenario? Sorry for being long-winded. Stephen S
Reasons for market sell-off: My assumptions are that people are taking profits, some are selling into tax loss season and others over fear of the raging pandemic south of the border and what that might do to the US economy for the next year or so.
Finally there is perhaps, a few dollars of downside left to go including any chance for a Santa Clause rally before any chance of recovery.
What is your educated estimate of the situation and likely future scenario? Sorry for being long-winded. Stephen S