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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: Hello 5i team,
Since I think the probability of a competing bid is close to zero, and the closing ability of the buyer is good, I want to understand the price at which PJC.A shares trade.
The facts: each shareholder can choose between (1) cash = 24,50$ or 0,61006 MRU (currently 26,09$); the aggregate consideration will be 75% in cash + 25% in MRU shares. Currently, MRU = 42,78 and PJC = 24,83 =>75%+25% = 24,90$.
Can I expect PJC shares to trade directly on this 75% & 25% prorata? Will the Coutu family exclusively get shares (they will get 2 seats on the board)? If yes, than there won't be that many shares of MRU available for the rest of PJC shareholders. Today, no PJC shareholders would choose to be paid 24,50$ cash, all would choose 100% MRU shares (price 42,78 x 0,61006= 26,10$). If I have no particular desire to own MRU share, and if I want to maximize my wealth, what should I do, if I cannot forecast MRU share price? The difference between the current price of PJC.A shares 24,83$ and the 75%+25% sum 24,90$ is very small for a transaction that will close between March and June 2018
Thank you, Eric
Read Answer Asked by Eric on October 05, 2017
Q: I am trying to clean up my husband's portfolio but am missing some ACB data. Specifically, when I checked his 2000 investment statement, he had Janus Global Equity Fund, but now he doesn't have this holding. However, he has a Mackenzie fund (MFC1055) that he didn't remember buying. I am thinking there was a fund merger at some point. Where can I find information about historical fund mergers?
Read Answer Asked by M on October 04, 2017
Q: Any guess on hypothetical FTC settlement if SHOP were to face similar claims as Herbalife did with $200M US settlement. Any guess on what impact may have on shares based on relative revenue, and market cap of each? Recently sold SHOP from 4% down to 2% for 3rd time I think, and hate sticking around with shorts, but still more than a double if goes down to Citron's $60US target. Would you sell off 2% or stick around.
Read Answer Asked by John on October 04, 2017
Q: Hi team,

Would you buy NVO at these levels or would you wait for it to settle. I have been trying to be cautious a bit but the stock keeps going up and up. What do you think of the story and Mr. Hennigh's theory? How much the involvement of Eric Sprott and Newmont and Kirkland mean here? Are they speculating too or are they interested in developing a mine? Has the easy money been made already or do you expect to momentum to continue?
Thanks as always!
Read Answer Asked by Saeed on October 04, 2017
Q: I noticed this month that with the exchange of ENGH for CG that it changed the tech sector allocation from 19% to 16% was this done to facilitate a sector rotation that seems to be underway or simply a function of one company with better prospects over another. I tend to complete the Balanced Portfolio and also have a number of your Income Portfolio stocks in my portfolio and was wondering if I should move my portfolio to that percentage in tech..as usual thank you for your great service...Eugene
Read Answer Asked by gene on October 04, 2017
Q: Hi,
Just curious. Prometic float display a number of shares of 683 781 000 which means that any 1 dollar tick will increase the value of the company by $ 683 781 000.
I show assets of 62M and liabilities of 121M
I show revenues of 4M.
I know that you will answer discounted cash flow and phase 3 trials. but in this new world of ...." I don't care about valuations type of thinking" would it make sense to really ask how high the stock value will go.
CDJ
Read Answer Asked by claude on October 04, 2017
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