Q: Hi folks,please get your opinion on takeover of Nuuvera by Aphria,basically priced at $8.50 per share, a 30% premium to Nuu stock price. Would you just sell at $8.50sh??, or hold onto shares as get 0.3546 shares of Aphria when transaction closes. The combo of two companies supposedly makes Aphria, "Global leader in medical cannabis", (their words,not mine haha). Thanks for the advice and great service, jb
Q: I think that the capital losses of CPD in 2015 were because of the BOC reducing the bank rate and the etf owns a large % of rate reset preferreds which do much better in a rising rate environment. Please confirm and explain why CPD also experienced large capital losses in 2008. I didn't think that reset preferreds were around in 2008. Did interest rates increase in 2008 and CPD was composed of perpetual preferreds back then? Thank you 5i.
Q: I have been following Imperial Oil for quite some time, looking for some momentum that might indicate it is time to take a position. They seem to have had some operational concerns at their new Kearl facility, but management appears to be taking steps to address those weaknesses.
Dividend has never been high, but appears to be stronger than traditionally the case.
With crude continuing to strengthen, what do you think might finally be the catalyst that would help their stock price? Also, what do you feel outlook is for 2018 for IMO?
Q: hello 5i:
would the 2 companies above be 2 of your favourites in the pm space? I note that there hasn't been much interest in OSK (at least on the 5i question space) since earlier in 2017. Why would that be? Out of favour? Do you think these names will outperform XGD?
thanks
Paul L
Q: Just reduced short term position in OR with a 30 % annualized profit. Used money to take a position in MFC at 26.88 having second thoughts after today’s news on mfc. How will this right down affect the price or is it already price in ? This. Is my only position in insurance. Your thoughts.
Q: This is a followup to my question on PSA. For shorter term funds how would you rate the safety/risk between PSA and HFR ? Are there any tax implications in a TFSA for either product .
Also, a suggestion - I notice a number of people are looking for a place to park money with some degree ( including 100% ) of safety but don't necessarily want to get locked into GIC's. Any chance you could do a comparison chart for various alternatives that you feel would be appropriate, including tax impact for TFSA, other registered funds, and non-registered ?
Thanks again.
Q: What do you think of this company? I own the XGD but thought of this name as a decent derivative/alternative play on gold. The plant looks to be at capacity and baring no major weather issue (flooding) in Peru, I'm hopeful it will post good y/y results in 2018. Thanks.