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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: Greetings 5i team,
I understand that the context under which the 5i team will answer questions is critical. A view to SELL a stock in one instance does not necessarily contradict one to BUY given a different set of parameters / assumptions etc. However, a Q/A provided recently concerning FSZ has me scratching my head a bit.

It would seem to me that the answer endorsing SLF over (CIX, IGM and FSZ) was too dismissive of FSZ given that FSZ is in the Income Model Portfolio and a (B+) report was provided 30 May 2019, citing the many positive aspects of FSZ, and a mere nod to the 'generally slower growth asset management industry'. Your comments please?
Thanks as always
Steve

Read Answer Asked by Steve on October 01, 2019
Q: Hi,

I've been watching this stock for a while now, waiting for a bounce or some indication its decline was done. Today was not the day I was looking for (down 9%) following its announcement that it will no longer charge commissions on trades. Down 9% seems a bit much for this news. Thankfully, I don't own any shares - yet.

My research indicates that this company is doing much better than its stock performance...annual growth in each of revenues (CAGR or 10%+), operating and net income (16%+) and equity growth (17%). Cash flow (down about 30% TTM) is about the only concern I can see from its filings. Debt seems manageable and on the low side.

Trading near its 52 wk low, is this actually a good time to step into a quality company? Is its continued decline more a reflection of general concerns about the economy? What's really happening here?
Read Answer Asked by Cameron on October 01, 2019
Q: if one sells a stock at a loss within a registered account, does one still have to wait for 30 days before buying it back, in either that account or a non- registered account? thanks
Read Answer Asked by george on October 01, 2019
Q: I have shares of HLTH in a cash as well as a registered account with TD Waterhouse and noticed that they are now showing as zero value in the accounts. I assume this has to do with them being recently delisted? This is new to me. Do the shares have value? Can I trade my shares now or in the future and how do I do that if they are delisted? If the shares are worthless, how do I go about claiming the tax loss in the cash account? I am really just looking for your guidance as to what you would do in this case. Help!

I also own AGN stock which has been a terrible performer for me. It perked up when ABBV made to offer to take it over. I believe the offer was for $188.24 in ABBV stock and cash but am not sure how that works,...in calculating how much ABBV stock you get, do they use the value of the ABBV stock on the day of the offer (June 25th) or the day of the closing (likely sometime 1st Q 2020)? Do we know what % of the $188.24 will be given in stock and what will be given in cash? Initially the discussion of the purchase was neutral to negative, but I noticed that ABBV has been getting upgrades recently and the narrative may be changing. If you owned AGN stock, what would you advice be?

Thanks You

Scott
Read Answer Asked by Scott on October 01, 2019
Q: I am one of those shareholders which held my shares in VNR until it went ex-divi. It seems the acquirer, Noverco has intentionally obfuscated the previous communications around the September dividend. Do you think the companies involved were trying to be, in anyway, less than fully transparent?
Read Answer Asked by Harry on October 01, 2019
Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
Read Answer Asked by sam on October 01, 2019
Q: Hi 5i,
Further to Andrew's question about the BIP.UN creation of the BIPC entity, here are a couple of exerpts from BIP's press release. They do make mention of this also being something of a "special dividend", for what it is worth.
"the transaction will be analogous to a unit split as it will not result in any underlying change to aggregate cash flows or net asset value except for the adjustment for the number of units/shares outstanding."
And,
"Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution."
Not sure if this helps clarify or just further muddies the waters, but thought I would pass this along.
Cheers,
Mike
Read Answer Asked by Mike on October 01, 2019
Q: I keep hearing about how some socks have appreciated by 1000 + % or higher BUT I do not get the Math. e.g. this weekends Star spoke about how WEED had appreciated by 1,838% as of June. I have owned WEED for a long time, why am I NOT a millionaire. Please explain.
Thanks!
Read Answer Asked by Austin on October 01, 2019
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