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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: Hi gang,

With all the talk about ESG I was wondering if it could be added to your stock info page? I realize it may not factor high in your evaluation of a company, but a lot of fund managers are referencing in their answers to questions about stocks.

For example today's guest on Market Call used it in her response to a Q on ATD, stating that because they sell cigarettes in their convenience store, she would not invest in the company.

Thx again for all your great work!
Read Answer Asked by Christopher on December 14, 2020
Q: I've owned both OSB and WFT since mid April, was very lucky with my timing. I had planned to hold both for a couple years due to the strong housing and retro markets. A month or so ago, as we all know, WFT (trading at +/- $72.00 at the time) took out OSB (trading at the time +/- $43.00) in an all stock offer which seemed at the time to be acceptable by large institutional shareholders (Pattison/Brookfield) as well as the two boards in general. The take out price for OSB was +/- $49.00. Being an all stock offer, I believe OSB shareholders were to get +/- 0.6 WFT shares for their OSB shares. In the time since the announcement, both WFT and OSB have continued to rise in value. As of late last week, WFT closed at $82.68 and OSB closed at $55.36. Can you please help me understand how this structured all stock take over might now pan out???? Will OSB shareholders only get the $49.00 offer upon closing or was the structured all stock take out offer based on a %, ie, will OSB shareholder still receive +/- 0.6 WFT shares. I need to decide what's best for my family accounts. I like $55 a lot more than $49, but it's a wash if it's 0.6 shares of WFT
Read Answer Asked by jeff on December 14, 2020
Q: According to a recent report by Statistics Canada, household debt has been on a steady rise since 1990. What effect, if any, do you think this could have on the markets long term? What needs to happen for household debt levels to flatline or reverse? Curious to hear your opinion.
Thanks
Read Answer Asked by Curtis on December 14, 2020
Q: Hi guys, I have 80 WORK stocks and 25 CRM stocks and was wondering if I should sell my WORK stocks or keep them. With the Slack acquisition from Salesforce, I am not sure what the implications are. Can you please explain and what is beneficial in either keeping or selling my WORK shares. Thank you so much for your service. Keep up the good work! No pun intended.
Dan
Read Answer Asked by Daniel on December 14, 2020
Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks
Read Answer Asked by Dennis on December 14, 2020
Q: Hi, I know that Chinese stocks are not your focus but I'd appreciate your comments if you have any thoughts.

In October, Huya, a gaming company announced that it would buy out Doyu at 0.73 of its own share early next year. From my understanding, once the buyout ratio is confirmed publicly, the price of the bought company (Doyu) should trade very closely to the bought ratio (0.73). However, Doyu is now trading at 20% less than the closed out price.

As of Dec 11, Huya closed at $20.35 USD and Doyu is at $11.71 USD. 73% of $20.35 should be $14.85. There is a big gap between the proposed buyout price and the market price. Do you know why this is the case? The gap doesn't make sense. Thanks.
Read Answer Asked by Esther on December 14, 2020
Q: Hi Peter,
I asked this question several yrs ago; If you became a fund manager again starting this week, what would be the first stock you would want to buy? Your answer was CSU:ca

Now that you are becoming a fund manager again, what would be the first stock you plan to buy? That's if you can answer. Thanks
Read Answer Asked by David on December 14, 2020
Q: These Canadian banks and probably others seem to be strong proponents of ESG principles in running their companies. It seems clear that at least some aspects of ESG impacts profit negatively and therefor share price. A recent Financial Post column suggests the growth of this approach will erode the performance of companies and ultimately the Canadian economy. At the same time some investors see it as essential in choosing investments. Has 5i written about this trend and what weight do you place on it in making investment recommendations? Your opinion would be very helpful.
Read Answer Asked by Bob on December 14, 2020
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