Investment Q&A

Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.

Q: AYA raised guidance on Jan 20 and then last week made a payment out of cash on hand on the deferred purchase price. What does it all mean and how does the prospects look Going forward?

TIA

Q: you say the fundamentals are strong at AYA. Unfortunately I have a cost of $24/share. Should I take this as an opportunity to "average down"? (as long as I'm below 5% of my portfolio)

Q: I've owned Amaya since it was under $10. I have a well diversified portfolio. What would you do with AYA? keep it, sell or replace it with something else?

Thank You.

Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter

Q: A past guest on BNN had a negative opinion on AYA, one of the reasons cited was a large financial obligation early in the new year, and the company didn't have the available cash. 5i thoughts? Is there any Trump factor in this name? With a change at the helm, should an investor have more or less confidence in this name moving forward? It's been quite the roller coaster being in this stock since low single digits, the drama is tiring and I'm starting to question whether it is worth it.

Q: Please comment on the offer by Baazov being terminated? What does this mean for the future? Are the company fundamentals good? Is this a time to start buying a little?

Q: Thanks for the webinar today. It's reminded me to think about fundamentals. Normally I rely on you think about that for me (I follow BE), but not always. I hung on to Amaya after you removed if from the portfolio and bought a bit more at ~19.50 when the original bid came and you did a great blog about two "trades" (the other being SPB--it was a nailbiter but I did well on that one).

There's a lot of noise on this company and I want to ignore that. What is your view about fundamentals and outlook for AYA? If you think there are better opportunities right now, could you please give me some suggestions? Doesn't need to be the same sector. I want to avoid the pitfall of hanging on too long if this is not a very promising company long term.

Thanks.

Q: I have owned AYA for almost 3 years and have sold when when my weighting was more than 7%, so I am just holding my profits now. I think when the stock was trading higher than $35, 5i was recommending the stock. As far as I can tell the fundamentals have not changed and that is why I am still holding some AYA stock. I can understand that external events may have turned some shareholders off and therefore the shares are trading at $19. On a stock like AYA, is it the momentum or in this case the lack of it that drives the price? If the potential was there when the stock was $38, is the potential not there anymore? I have my doubts that the privatization bid will succeed; but in the next two+ years is there not good growth expected?

I think 5i is the best!

Q: My question is a general one arising from the recent bid to take Amaya private. I want to know if a person who is making a bid for a company can trade stocks in that company while his bid, now made public, is being considered.

Q: Baazov back today again with new financing. Markets seem to like it again.

Comments from 5i please. If the company thinks the offer is fair might something happen over weekend?

Q: Thoughts on latest Amaya drama? Seems like this is more of a David Baazov drama but nonetheless frustrating. I thought it might affect Canaccord negatively but seems like at this point it's just AYA taking the hit.

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: IF THE 24 DOLLAR OFFER FAILS WHERE DO YOU SEE AMAYA GOING IN THE FUTURE? MY OWN THOUGHTS ARE THAT IT MAY BE A GOOD THING AS I BELIEVE THIS COMPANY STILL HAS A CHANCE TO BE A HOME RUN FROM HERE. DO YOU AGREE THAT ONLINE GAMING (WAGERING) HAS A BETTER CHANCE OF HAPPENING WITH TRUMP AS PRESIDENT. THANKYOU

Q: Hi folks,I am perplexed by trading of Amaya,currently in $19's when the $24 takeover offer seems like a slam dunk. Am I missing something?? I have 400 shares at $20.20,held thru thick & thin and don't understand why stock would not be trading at or near $24 range.Why shouldn't I buy more in $19's and tender to $24 offer,thanks for clarifying situation for me,jb

Q: How will the offer work? Are shareholders to expect an offer, in writing, requesting that they tender their shares for $24.00 share?

Q: I am contemplating taking a position in AYA following the offer that Baazov has tabled today. In your view is the current price of $21 an attractive entry point or is the risk not justified?

The market's reaction seems to be one of skepticism given the current discount. Can you outline what factors may be attributing to this discount? Should one be concerned that the financing Baazov has secured is mainly from China (one participant is from Dubai)?

Finally, do you believe Baazov's pending charges will have any bearing on the ability for the deal to go through? Thanks!

Q: Could you please provide your opinion on Amaya's quarterly results?

Thank you, Peter

Q: Can you please comment on Mr Baazov's offer. More smoke and mirrors, and would you tender shares at $24 if it hits that mark today?
Thank you