Investment Q&A

Q: Hi guys
I wondered if you listened to the earning call for ENGH. And if so, how that flavoured your interpretation of earnings and the next few years?

I greatly appreciate your service. All the best to 5i staff and family. You folks were such a steady hand in this difficult year.

Stuart

Q: With the news of a higher bid. Would you sell your shares into the market or just wait till the end.

And why?

Thanks

Sheldon

Q: Hi 5i team,
Looks like you guys were right (again) on GC. They negotiated a new price of $45 over the weekend. The original proxy was due today. I did not vote as at the time the major shareholders opposed the deal. They now all support it as I read the news release, so I would support it as the game is over. Proxy voting is extended to Wednesday. I just want to confirm that whether or not I vote has no bearing on my disposition of the shares. If I get lucky with a takeover, I tend to let it run a bit but sell before the closing date, which I think is 2nd Q, 2021.
Thanks again.
Dave

Q: Hi, Topicus.com dividend scheduled for Jan 4 will be considered as eligible dividend for Tax purpose for Canadians. ( I think, I read in one of the answers)
We have CSU shares in a Non Regd account. What will be the Dollar value of dividend ? Thanks

Q: Good morning,

CSU has filed a final prospectus for the Tropicus spin out. It is not posted on Sedar, at least not as of now ie post news release. I would like to read it, where could I find this document?

Thanks

Q: Getting cash in lieu of a full share of BEPC seems a bit cheeky to me. We were supposed to get a full share for any fraction.
I received $31.81 for half share. A full share is would have been worth $63.62. At the close on Friday that share was worth $66.98.
I didn’t see any mention of cash in lieu of fractional shares. So as of Fridays close I’m out $35.09.
Does anyone else think the same way I do?

Roy

Q: Good morning, ENGH announced a special dividend of $1.50. I believe this amounts to ~ $83 million, representing ~ 34% of their Oct/20 year-end cash balance. One might have hoped the ENGH Board foresaw 'better' ways to use this cash to advance the firm's market position. 5i has been positive on ENGH for some time. Does this large dividend change 5i's views on ENGH in any meaningful way as a solid investment going forward? Thank you. Edward

Q: Saw that CSU has an update on the spin-off of Topicus.com. Great to hear that they got it done before year-end.

Question about their news release, when does Topicus.com actually start trading on TSX? And when do current shareholders get that spin-off dividend?

Q: what do you mean by" a transition in shareholder base" for Real? could it be that institutional sellers feel the stock has lost momentum or there is short term problems with the financial metrics? thanks for the clarification Richard

Q: Hello Peter and team,
Echoing the comments of so many others, I would like to extend great thanks for the wonderful service 5i provides and wish everyone a wonderful holiday season.

I currently own GC, but as part of a portfolio re-balancing, was planning on selling it when adding new money at the start of January. It appears the current offer will be voted down. Having never owned a stock that has had a tender offer fail, I am a little unsure as to how this might play out. I would hate to lose some (most?) of my gains by holding onto the stock too long.
You have already expressed the opinion that Apollo will likely increase their offer rather than walk away. If that were to happen, would Apollo make their intentions known before or after the vote happens? If comfortable sharing, what is your best guess as to how the stock price will react over the next few days.
Thanks in advance,
Rory

Q: Engh took a big hit,undeservely so, after decent results What is a good price to enter ? Thanks for u usual great services & views

Q: Do you know why there were 9.5 million shares of GUD traded on the 18th? What should we do on this news?

Q: The current news that Go Easy is buying back shares could indicate good news or bad, which is it. If I should sell now looks like the time if there is bad news ahead.

Q: Thoughts on the savaria announcement. Material enough for an announcement?

Q: how many large Canadian and US banks and insurance companies use the services of Real and what are their names? who are Real's biggest competitors? what percent of revenues are in US funds v. CAD. thanks Richard

Q: WSP is joining forces with Golder thus creating the leading global environmental consulting firm helping clients to a more sustainable and low carbon future.

Do you think this warrants an upgrade to an A- for WSP Global?

Many thanks.

Q: Would you average down ? if so what would you look for to do so? Thanks for great job

Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?

Thanks for all you do.

Q: Peter; So they missed on revenue but eps exceeded expectations? How do you feel the market will interpret this- as a miss or not? Thanks.
Rod

Q: Can you comment on Syz latest earnings. A miss. Anything to be overly concerned with? Still a buy in your estimation?