Investment Q&A

Q: With today's jump in ARM and current valuation, would you suggest selling and buying back when things settle ? I was tempted to sell when it hit $120+, but did not...

- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...

Happy Spring in February!
Thanks

Q: Thanks to Earl for his recent note on how to go about selling PDYPF shares (?) through BMO InvestorLine.

However I'm still confused as to what the Flutter Entertainment transaction is actually all about.

Is the Fan Duel listing a spin out from Flutter and a completely separate listing? Ie, is this a choice between owning Flutter shares or Fan Duel shares on the NYSE?

Is it a choice between what exchanges you want to hold your shares on, NYSE or London?

If the Fan Duel listing is a spin out, do PDYPF share holders get some Flutter shares and some Fan Duel shares?

Finally, if it's a choice between one or the other, which one do you favour, Flutter or Fan Duel?

Thanks,
Pete

Q: Is there an ETF similar to SPHD (larger companies with low volatility), however is focused outside of the US (and Canada) that you would recommend? Preferably with a yield over 3.5-4%. I hold VIU for general exposure however moving to retirement and am looking for a bit more income focus.

Q: Can you provide an current on EVVTY and an outlook going forward.

Q: Would you please give me your opinion on this company.Is it a very good company or would SHOP be the same or better?

Q: I need to sell my PDYPF shares but there is no hurry at all. Would you wait until the FanDuel spinout or would you sell now. In other words is the spinout likely to significantly increase the price enough for me to wait. Just your best guess. Thanks.

Q: I got a call back from BMO Investorline as a follow up to my questions last week. I think I now have the answers and want to share them. The PDYPF are not ADRs and he did not see a need to do anything immediately. I can have the shares converted to FLUT on the NYSE but there is a 1% "stamp" tax ($608 for me) plus to sell I would pay the standard $10 commission and would then have to do Norbert's Gambit to convert to CAD or pay their conversion fees. If I sell the shares on the LSE I would pay slightly over $280 commission plus two fees/taxes totaling 0.6% and have to pay the conversion from sterling to CAD. I'm glad I have a good profit on these shares because that sure adds up. I both cases slightly over 1% of the value. I hope this information helps others.

Q: Looks like an interesting turnaround play.

Q: What are your thoughts on this IPO
Thanx
Gary

Q: Hello,

FYLD was a top pick on BNN today. Any insights about this ETF. Thanks

Dave

Q: Would you know where this Flutter Stock (ADR? LSE, ISE) is traded? This is how it shows in my account and my broker did not know. And If traded on the LSE or ISE would anything happen following the new NYC listing? Thank you
F034505
FLUTTER ENTERTAINMENT PLC ORD EUR0.09 GREAT BRITAIN LISTED

Q: What's the best way to invest in Argentina? Big fan of Milei

Q: your thoughts on BASF (BASFY) ? Dividend payer/ large european company. For a long term hold. thanks

Q: These companies were touted as potential beneficiaries of U.S. restrictions on use of Huawei 5G tech. But no sign of this in their share prices. Too early, or not happening?
Jack

Q: I've discussed my Flutter shares with BMO Investorline representatives (and their backroom) for a couple of days now. The PDYPF shares are NOT ADRs but I'm not sure what they are. Are they CDIs (Depository Interest)? BMO IL says that I can only sell my shares on the LSE but to do that my shares need to be converted to FLTR. I see no logical reason they could not be converted to FLUT and sold on the NYSE. I don't think I am being given the right answer. Do you know what a PDYPF share actually is??

Q: Hello Team,
Could you give me a brief synopsis of this security and would you consider it a strong buy.
Thank You,
Barry

Q: CHINA how bad is it ?Unemployment rising in 20 to 30 year age group Foreign companies pulling out . Housing a mess.

What can Government do to stimulate and change course. Is China investable at present. or avoid.

Chinas slowdown effects Oil and Copper prices Although Copper is in short supply

Your thoughts on CS Capstone

RAK

Q: Don't know if the dividend is sustainable or not with this company, your opinion please and thanks

Q: As a follow up to the health care question posted on Jan. 15, what are your thoughts on NVO? I think that is has a similar market cap as LLY.

Thanks
Joe

Q: Question about Flutter Entertainment. I have received the LSE stocks (FLTR.L) following the deal with Amaya. I was wondering would it be possible to exchange my LSE stocks for the NYSE one after January 29th listing. What would be the charge if any you think?

Thank you again for the great service by team 5iR