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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 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
Read Answer Asked by Willie on October 23, 2019
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!
Read Answer Asked by Steven on October 21, 2019
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Read Answer Asked by Peter on October 21, 2019
Q: Boyd Group Income Fund is planning to convert from an income trust to a corporation. The conversion will be on a taxable basis. I am holding Boyd in my Margin, RIF and TSFA
accounts. Presumably there will be no tax consequences for RIF and TSFA holdings.
However, how will my Margin account be affected and what
is your advice. Thanks.
Klaus
Read Answer Asked by Klaus on October 21, 2019
Q: Hi, In a Q&A in The Globe and Mail, Friday, John Heinzel explained that BYD.un units conversion to common shares will result in taxable gain (if held in non-regd accounts) as if units are sold at market price by the holders, on the conversion date. Is it true? Thanks to 5i, most of us have owned this remarkable company for years and enjoyed huge price appreciation. Is there any way or means, in your view, to avert or minimize this large capital gains event ? Thanks
Read Answer Asked by rajeev on October 20, 2019
Q: GIL is on my add to holdings at next opportunity to align with the 5i portfolio. Is today the day to do it with the drop? I assume this is greatly Trump China trade related so who knows how it will go. CAE and BYD.un are also on my buy at next opportunity list would you prefer one of those...
Read Answer Asked by Tom on October 18, 2019
Q: I have a list of all earnings release dates and when I feel it is necessary I will do a protective put before earnings, which seems to work very well in this volatile market.
What the h--- happened with the GIL guidance which just seems to come out of the blue with no warning etc?
How does one protect against something that happens haphazardly?
Why would they do this? To piss off their shareholders?

Sheldon
Read Answer Asked by Sheldon on October 18, 2019
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