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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: TV entered into an agreement with Puma on March 16 at a cost of $500,000. This is not that much money but is this a beneficial agreement for TV & its shareholders? It appears that the strike price for the shares & warrants is quite low but there may be more positive facts & conditions that have not yet been released.Is TV getting a good deal for this agreement or is so small it is inconsequential? Thanks as always,
Dave
Read Answer Asked by Dave on March 21, 2018
Q: Hello Peter / Ryan and Team,

I have the model balanced portfolio other than KL for AEM, a tiny position in MG, and am still missing Teck.B. My thoughts for new money is to either get MG up to a proper position size (approx 4%) or to buy Teck.b for a 3% position.

What are the pros and cons of each. Thanks for all your hard work.

Wes
Read Answer Asked by Wes on March 20, 2018
Q: I have been researching Crius in great depth and I cannot find the cause of the price freefall. I am beginning to think there Crius might be impacted by the new Federal Energy Regulatory Commission guidelines on pipeline and electricity transmission line profits. Still, it seems a stretch the Commission would destroy an industry.
Can you help a drowning investor?
With great appreciation.
ED
Read Answer Asked by Ed on March 19, 2018
Q: Good morning 5i
Missing from my notes is the reason for opening a position in crius energy. I thought it was on a positive comment or portfolio inclusion at 5i. But I can find neither direct reference.

Would you please remind me of the attractiveness of kwh ......recognizing this is not a fortis or Brookfield size/risk type company.

What is it that is not working and dragging the stock price down?

Thanks
Dave
Read Answer Asked by David on March 19, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018