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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: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: Hi,

I'm underweight Industrials according to the Portfolio Analytics tool and was looking today to add one of CCL and TFII. They are both are in the Balanced Portfolio. Which one would you pick up today?
Thanks,
Robert
Read Answer Asked by Robert on June 22, 2020
Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)
Read Answer Asked by Harry on June 19, 2020
Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.
Read Answer Asked by Alex on June 17, 2020
Q: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Read Answer Asked by Lotar on June 15, 2020
Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
Read Answer Asked by Leonard on June 15, 2020