Q: Regarding Intertain Group, they seem to continue delivering having just had a quarter that surpassed expectations nicely but the stock cannot get any traction. Would you say that the company is not trading in accordance with its fundamental strengths and has simply fallen out of favour? I am starting to look at it as a growth/value stock that almost inevitably has to move up 20% barring a scandal. Your thoughts?
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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 would appreciate your comments on PLI's announcement this morning that it plans to acquire all of the shares of Telesta Therapeutics. Also is private equity or a large controlling shareholder behind PLI? In thie press release management exudes a lot of confidence about the future and it is hard to assess whether their confidence is misplaced.
Thank you, Peter
Thank you, Peter
Q: I see QHR is trading at $3.12 which is above the buy out offer although at small small amount (2 cents).
Are these buyers hoping for a better offer to emerge?
At what point would it be wise to trade into the market to take advantage of this premium?
Thanks
John
Are these buyers hoping for a better offer to emerge?
At what point would it be wise to trade into the market to take advantage of this premium?
Thanks
John
Q: 5i team, can you comment on latest Special Meeting (Tues Sept 20, 2016 9 am EDT), RE: Element Arrangement Resolution; ECN Capital Equity Plans Resolution; and Share Issuance Resolution? thank you
Q: Hi guys,
Your reaction/thoughts (and the markets) to the purchase of Telesta.
Thanks,
Jim
Your reaction/thoughts (and the markets) to the purchase of Telesta.
Thanks,
Jim
Q: What would you suggest replacing QHR with(staying in the same sector)? Do you have anything lined up as a replacement in the growth portfolio?
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Dollarama Inc. (DOL $186.90)
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Alimentation Couche-Tard Inc. (ATD $75.38)
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Premium Brands Holdings Corporation (PBH $96.77)
Q: Hi team, given today's news on Alimenation Couche Tard and price jump, is it still a buy for long term growth, or would PBH or DOL be good alternatives
Thanks. Sam
Thanks. Sam
Q: I am currently rebuilding my portfolio to closely match the Balanced Equity Portfolio. Can you tell me what 5 names are the best bets to start with and why?
Thank you, Shane
Thank you, Shane
Q: Is the Loblaw offer to QHR a done deal? They say it's a definitive offer. Should I just offer my shares for sale at $3.10.
Q: Hi guys,
I read an article on Stella Jones from a couple of years ago where the CEO said that eventually the Company would move up its payout ratio after its exhausted its acquisition/growth phase and it envisions itself similar to a utility in the future with slow growth, but a high payout ratio and yield. Do you think the same can be said for ATD.B eventually. Do you think they will raise their payout ratio to more than 50% when growth slows and transform themselves into a utility like stock?
Thanks,
Jason
I read an article on Stella Jones from a couple of years ago where the CEO said that eventually the Company would move up its payout ratio after its exhausted its acquisition/growth phase and it envisions itself similar to a utility in the future with slow growth, but a high payout ratio and yield. Do you think the same can be said for ATD.B eventually. Do you think they will raise their payout ratio to more than 50% when growth slows and transform themselves into a utility like stock?
Thanks,
Jason
Q: Would you add to positions in either of these companies after today's news and the subsequent rises, or wait?
Q: Hello group.. Just sold 3600 shares of pli . Can you give me two replacement choices.. No oil aS heavy there! Thaks for everything.. Great job guys!! Cliff
Q: When does the amount of debt that ATD.b take on become a problem? It seems all companies that grow through acquisition eventually hit the debt wall and collapse? thank you for the quality service
Q: A great day to be a 5i member,Qhr,atd.b and pki up substantially.Should we sell qhr and reinvest in other companies in the growth port.,the only one I don't own is drt.
Q: I own many stocks from the growth portfolio, but not QHR. Please confirm that, given recent events and it's current price, I shouldn't purchase any now.
Q: The current trading price of QHR at 3.10 appears to be quite a bit below the valuation calculated by dividing the offer of 170m by the outstanding shares. I get a value of 3.25 which seems worth waiting for. Do you agree? Thanks
Q: I would appreciate your suggestions in what to do with this stock. Are my options selling or acquiring Loblaw stock or is acquiring Loblaw stock an option? If I sell I will have a nice capital gain which I will have to declare as I hold it in a non registered account. If I were to acquire Loblaw stock and then sell Loblaw in a few months does a capital gain apply? Thank You.
Q: Just wondering with todays news if we should hold or sell?
Thanks
John
Thanks
John
Q: Hi Guys,
Could you please comment on both the Atd.b and Loblaw deals.
Thanks
Jim
Could you please comment on both the Atd.b and Loblaw deals.
Thanks
Jim
Q: Hello 5i, Can you comment on shopify offering of shares. Do you think this dilution of value is going to affect the share price.Or is this for an acquisition? I thought the share price would drop after this offering but it seems pretty strong. Thanks. Shyam