Investment Q&A

Q: Quis is having a good run up today over 20% and what looks like good volume.
Are you aware of any news to support this. Thanks John

Q: The federal government has made resent announcements about buying PPE from China and USA and just today of a large contract to purchase masks from General Motors but nothing of purchasing the products from Canadian based Alpha Pro. The stock had a large jump end of Feb but in the short term is trading 12-14 range. Appears to have a solid balance sheet; and CFRA has a Strong Buy recommendation.
What is the teams opinion of APT?
Thanks Douglas

Q: Can you please comment on IPA.V?
It has been on the rise since entering the covid-19 vaccine/therapy race. They appear to be a legitimate company not just ones of these pump and dumps targeting the latest trend.
Their last report indicated they were nearing profitability.

Thanks for your insight.

Q: DOC Could I have your appraisal of this co please. Surprised to see no questions yet on this. Thank you.

Q: Roi just reported is it a buy sell or hold in your opinion and why Thanks

Q: Please comment on recent earning. Does insider own a lots of shares?

Thank you,

Q: Good morning 5i team,
What is you opinion of the sale of Torstar for .63 /share. It appears to be below cash on hand and below book value of the company. Only Vertical Scope has BV of $115.3 million . Why would Fairfax support the deal when they paid a much higher price for their 40% and be willing to take a massive loss ?? Something does not feel right about this transaction.
Thanks,
George
George

Q: Please comment on STC's results.Txs for u usual great services & views

Q: Is this transaction a little unethical when the President of Fairfax builds up a 40% position in Torstar and at the same time involved in a private company and now the same company has offered to take it private? This arrangement does not seem to be fair to Fairfax shareholders?

The company that owns the Toronto Star and more than 70 other newspapers agreed to be taken private by two prominent Canadian business families.
NordStar Capital LP, controlled by the Rivett and Bitove families, will acquire Torstar Corp. for 63 Canadian cents a share in cash, according to a statement released Tuesday night. Based on about 81 million class A and B shares outstanding, the deal values Torstar at roughly $51 million. The offer represents a 58 per cent premium to the closing price on Tuesday.
The deal represents the end of an era for one of Canada’s largest newspapers, which has been controlled by a voting trust of several Toronto families for decades. Torstar has been unable to turn around years of steady losses in advertising revenue and circulation. The shares have fallen 77 per cent since the end of 2017.
The proposal has the support of Torstar’s board and its largest independent shareholder, Fairfax Financial Holdings Ltd. Torstar Chief Executive Officer John Boynton is expected to continue in his role following the deal and former Ontario Premier David Peterson will serve as vice chair, the companies said. The deal is expected to close in the third quarter.
Paul Rivett was a senior executive at Fairfax, a Toronto-based insurance and investment holding company, when it built its 40 per cent stake in Torstar’s Class B shares. He announced his retirement from the firm in February.

Jordan Bitove is a partner at private equity firm Spectrum Capital Partners in Toronto. His family was part of the ownership group that brought the Toronto Raptors basketball franchise to the city in the 1990s.

Q: Thoughts on XBC results today. Thanks
Robert

Q: With about $31m cash, a pfs done in 2019 and recent success with their pilot plant
the sp continues to decline to multi year lows. I don't get it.
What do you think about taking a partial position at this time.
thank you

Q: Can you please provide a few top picks in the small cap space with these criterias:
- strong balance sheet
- strong margins (or projected)
- 5 year+ hold
- attractive valuation
- No energy
- No financials
Thank you!

Q: IBI has a good looking balance sheet and seems to be in a business with lots of potential upside. However, their long-term chart is abysmal. Given their predicted growth prospects, is this a reasonable, low-key speculation for the next 3 years?

Q: WOULD APPRECIATE YOUR OPINION ON AKUMIN.
Thanks Richard

Q: SCL’s 52 week high of $18.89 occurred end of Q1 2019 and its prospects looked good for next 2 years, however it has since lost 85% of its value. Is there a potential/likely condition that would cause a bounce back or would you sell now and accept the loss?

Q: TGOD announced a Shoppers deal with and the stock surged over 100% same day as high as .64 cents and closed at .50. Then the next day the company announced a bought deal to raise $15m at .40 cents and the stock went down as low as .37 cents. Why would they dilute like that with great news, I am sure they could raise money at a higher price, please elaborate. Is it a good time to buy and hold for a few years? Is there any big risks I am not aware of?
Thanks,
George

Q: Any thoughts about Revo

Q: Hi 5i team,

General question on the following accounts. What is the best way to view holding
Richards Packaging keeping in mind the effective yield and stock at 52 week high but seems stable in this market. Or sell taking tax hit on the non reg account, and investing in Enbridge or something else you might suggest that might provide yield and some capital gain.

Thank you
Mike


cost income yield on cost basis
joint $13,084 $2,640 20%
rrsp $8,941 $1,584 18%

Q: Hello 5i team,
As per their Q1 report today, Quarterhill announced $20 million in share repurchases with money on hand. With a new CEO in June, what is your opinion going forward?
Andrew

Q: Please comment on their results and plans to buy back shares. Would you consider this a buy, hold or sell? Thank you.

Stella