Investment Q&A

Q: Hello Peter & Team,

I noticed you added REAL.CA to the Growth Portfolio in the past month or so at 12.95. It's down slightly since. (ask today is around 12.28) I am considering adding a position to my Portfolio in consideration for how well I have done in following other Growth Portfolio additions you have made. My question is... what your reasoning was behind adding REAL to the 5i mock portfolio and, have you seen any changes to their story since doing so that you feel reflects negatively or positively on your decision?

Thanks for all you do

gm

Q: Is PHO and the semiconductor space taking off again after the last few years of declines? Is PHO a biuy again?

Q: Hi, here is the email response as received from the CFO of Boyd Group, for clarification about conversion price of units. Hope it's helpful. I now, intend to take it up with my broker.
" At December 31, 2019, the closing price of the Trust Units was $202.00, which could be deemed to represent the fair market value of the BGSI Common Shares on January 1, 2020. This position is not binding on the CRA and we recommend that you consult your tax advisor with respect to the appropriate mechanism of valuing the BGSI Common Shares received pursuant to the Arrangement. "

Q: According to todays news release, the acquisition of Terraform is accretive to both companies. In addition, BEP announced a 5% distibrution increase. So why is the stock price down about 5% today? Is it a good buying opportunity?

Q: Hi, Sounds like many of SYZ small investors like me (and other 5i members) are frustrated with its recent performance (perhaps the only CDN Tech stock with a price decline during 2019 -20%) and questioning the wisdom of continuing to own it. You are right, boring sometimes could be beautiful and we are in no rush to sell our holding, specially with a decent dividend coverage. But, what I wonder is that something strangely appears to have changed with the company/management's approach after recent changes in executive compensation structure. Insider buying has dried up and company stock buyback is non-existent, despite a steady decline in share price. This has also added to the lukewarm market sentiment towards the stock, in my view. What are your thoughts ? Thanks

Q: Does WSP offer a discount on its DRIP. If yes what is it?

Thanks


Sheldon

Q: Hello 5i, I have ~ 20% position in LSPD with an average cost of $ 39.15.. @ current level I am finally up... I plan to hold it for 1-2 years.. What are your thoughts on the company in terms of cash flow ? if they are not cash flow +ve, when has management stated that they will be? And do you have a target price?
Thanks
Carlo

Q: Hi 5i team,
I've a 2% holding in PHO in a loss position now in my TFSA. I'm thinking of increasing the holding to 4% for a 2-3 years hold. With the current stock price, the general economy, and the semi-conductor business in particular, is this a prudent move or should I wait for a better price or a sign of recovery of the semi conductor business? Thanks.

Q: Peter LSPD had a great weak these last 5 days. Is there something brewing?

Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?

Happy New Year from the wet coast:
IslandJohn

Q: Hi Peter and Staff
Lyle asked today about replacing GC in consumer cyclical. You mentioned GSY - isn’t it a financial ?

Dennis

Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob

Q: Following up my Jan.7 question on the official changeover my broker -TD- shows the Jan.8 close of $215.77 as the disposal/acquisition date. Is this correct?

Q: Hi Peter, Ryan & Team,

I currently hold PBH in my TFSA and I am breakeven at the moment and am thinking of selling it and buying something else. Do you recommend this stock for a long term hold? If not, what similar stock would you recommend?

Thanks.

Q: You answered a question on the disposition price for BYD.UN conversion to BYD saying that the company has announced the conversion price and that the last trading price for BYD,UN was $202. I own some BYD.un in a TD Direct account and TD indicates that the price on disposition is $215.77 and that is the ACB on new BYD shares. I cannot find a reference to disposition/conversion price on any releases or on the BYD website.. Would you have a reference for the correct price?
Thanks

Q: Good morning...i own a position in CGX and will have a large gain...will there be any chance of a tax friendly disposition of these shares into cash in my accts...and secondly, does it make sense to keep this position until Feb. when they will be taken over...thanks for a great service...Gene

Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.

Q: Given the number of questions you've entertained on ENGH, your subscribers should be aware that the company has had multiple upgrades since the beginning of the year. Thanks for your service.

1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00

Q: Hello 5i,
I am down quite a bit with TOY. Is it time to move on or stick with it with a 10 year outlook?
Stanley

Q: Using a crystal ball (my favourite market tool!!), do you see it as a decent possibility that ENGH is a possible takeover candidate? Why or why not? Thank you for all your great work.