Investment Q&A

Q: Hello,

Is there anything unusual about the volume spike on Friday? I see we’ve had a few of these abnormal buying spikes in the past followed by a rally. Just wondering if there is any information on who may have been buying or why?

Thanks!

Gerald

Q: I have 3k shares of Btg (Bto in Canadian market), I want to sell and replace with TSG, your thoughts please, thanks always.

Q: Hi Guys - I am looking for 2-3 "core" ideas to invest in for the next 3-5 years to provide solid gains but also a couple of potential "home runs" - ideas that can go up 2-5x (but obviously have risk associated). Which names are you most excited about?

Thanks in advance,

Dave

Q: please explain differences and evaluate potential

Q: Top up my quarter position in SIS or start new quarter position in TSGI? 5+ year hold

Q: tsgi deal with eldorado seems to be an excellent deal, with only a million shares issued on a share count of 270 million, its peanuts yet stock is down, why. dave

Q: At what price is ERI getting a million TSGI shares plus options on more. I see somewhere $23 and change. Is that correct? And are those shares from Treasury or are TSGI shareholders getting diulted? Thanks.

Q: Hello Peter and Team,
I hold these three securities in my RIF account with over 20% loss.
I am thinking of selling specially MAXR and PHO to replace them with two other securities with more potential upside when and if the market recover.
Please give your opinion and potential replacements.
Raouf

Q: What do think of tsgi now? Is it time to buy full position at current price? Thanks always

Q: I would appreciate your comments regarding the TSGI press release issued this morning -"The Stars Group and Eldorado Resorts Enter Agreement for Online Betting and Gaming Market Access".

Thank you, Peter

Q: I have room for one of these in my TFSA. Which one would you pick for best rebound when all this madness in the market goes away over the next 12 months? Thanks
Derek

Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike

Q: Tsgi has been up nicely for a couple of days now with no reason, Is it time to buy full position of tsgi? Thanks always

Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?

Q: Tsgi is up 7% today, is there any good news? Thanks

Q: Hello Peter,

First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?

Thank-you for being in our investment corner.
Angelo

Q: Hi, I took a half position in TSGI at $44.68, what do you think of adding to it now? Thanks. Peter

Q: Good Day,
With these companies taking huge hits lately isn’t this the time to be greedy when others are fearful? Do these companies deserve full positions with a long term outlook?
Thx

Q: What’s the book value of tsgi?

Q: Hello all at 5i,

I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.

After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.

Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.

Thank you for your insight.