Q: HI Folks, I have been following SPB and CUS for some time and own both at a considerably higher price than current. CUS has obtained court approval and voted for the merger but we are awaiting regularity approval. Could you explain what is the process that they are going through. Do they have to apply to a government agency in Canada and does this have to be done in the US as well? Thanks.
Q: Thank you for the analysis of CUS and SPB. One option you did not discuss is a purchase solely of SPB. I would appreciate your opinion on the option of purchasing only SPB at this time.
Q: Hello 5i, Can I get your analysis on Richards. One thing I noticed going thru the financials is that the distribution is a return of capital and not a dividend. Could you clarify that as well and the implications on my investment as I understood it to be them simply returning my money as opposed to getting a dividend from profits. Thanks
Q: I asked this question in the blog but probably should be here.
My broker told me that BEP.UN was a bad investment because the $2.25 payout far exceeded the $1.11 earnings? When I go online to check this out I get conflicting numbers, so not sure who to believe. Can you clarify as to the integrity of BEP.UN
Thankyou....Jim
Q: Both companies are in the same business, and have similar dividends.
I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?
Q: WSP has not done well and the price trend is down for some time. Should I HOLD, SELL or wait until the FED. GOVT. releases its budget for infrastructure. WSP might gain from infrastructure. I will appreciate your analyses of WSP. Thanks
Q: As a follow-up to the earlier Whitecap comment, it's only fair to point out that the proceeds from the financing are being used for an acquisition. Whitecap had a Working Interest in the assets being acquired from Husky so it made very good business sense to opportunistically consolidate control of the property which will now be 90%. Also, a number of insiders also bought stock this month.
Q: So the B.E. Model Portfolio has had a cash balance of at least 9% that was deployed Feb. 18. Who knew cash had been building as it has been several years since this was reported in the monthly numbers? Personally I think this would be useful for members to know if cash is being accumulated; for members who want to emulate the p/f's this can be critical information and I urge 5i to add a reporting line for cash held.
Q: Hi, thanks for the great service, very educational, what would be your top two or three stocks in the growth portfolio with the best fundamentals, thanks?
Q: Good Afternoon 5i
Your comments please on how the announcement that Pokers and Full Tilt brands will be operating in the State of New Jersey by Monday March 22nd., 2016. Yahoo! How will this impact the current discussions about taking the stock private and SP?
Thanks for your wisdom.
Q: Hi Peter/Ryan and Team, a follow up to your PHM answer just provided. The question is have you followed up with management for clarification regarding this 'hidden' information, considering PHM is in the growth portfolio? Any further insight from you would be greatly appreciated as I have slowly been building a position in PHM. Time to use caution on this one?
Comment: Hate the hidden way they provided this information and this in-of-itself should be a cause for concern!! Sorry, but this is Not management inexperience in my opinion! Seems calculated and the market is reacting! Thanks!
Q: ABNN guest just mentioned a 40% reduction in revenue in their ventilator business. Apparently it was disclosed but buried in the recent press release. Could you please confirm you confirm and comment. T