Investment Q&A

Q: any idea why TSGI would not update about Skybet?

https://assets.publishing.service.gov.uk/media/5b9a8f91e5274a13830db86e/revocation_order.pdf

Q: I see the CMA has lifted its initial enforcement order agains the merger of Stars/Sky bet.

Some good news for the peeps!

Regards,

KC

Q: We are removing our losing position in The Stars Group Inc. (TSGI-T, portfolio weight 1.3%) from our large-cap model portfolio. The price and forward earnings momentum of The Stars Group has turned sharply downwards in recent weeks. In an overall market which we believe may be shifting more towards equities with lower volatility and more predictable earnings, The Stars Group is not a good fit, in our view. We have also seen weakness in the overall gaming subsector as seen through the VanEck Vectors Gaming ETF (BJK-US), with many names such as Las Vegas Sands Corp (LVS-US) and MGM Resorts International (MGM-US), seeing steep declines in recent weeks.
After reading the above in a TD commentary I feel I should sell my position in The Stars Group. Do you agree?

Q: Hey Team,

Would u consider KXS a buy at this level for the long term?

Thanks

Q: Ryan U were great today on BNN. After market close,TSGI announced launch of Betstars online sports betting in New Jersey.Your take please Thanks for u usual great services & views

Q: Covalon down about 6% today. Buying opportunity? Your overall thoughts on the company and stock going forward would be appreciated. Thanks

Q: Please comment on their preliminary results. Would these results calm the market down?

Q: 1) with all these recent acquisitions, is management getting over their skis somewhat regarding integration and operating the business?
2) is restaurant/etc. food delivery a major headwind for the future?
thanks, Mike

Q: What is the insiders ownership? Motley Fool said it is 70%. Is this a good time to start a position?Thanks for u usual great services & views.

Q: Any reason for PBH to be up 3.3%?
I can't find any news?

Q: What did you think of the most recent earnings release? Was there anything that showed the bank license approval is helping with revenue growth?

Q: Is DHX going belly up? Every day is going down hard

Q: Hi guys,
Do you see further downside for Great Canadian Gaming (GC). The technicals don't look good. Would you buy at the present price ? When does it reports ?
Arte they any US stocks more interesting in this sector ?
Thank you for your assistance,
J.D.

Q: Good Morning 5i,

Sorry to ask another question on TSGI but my question is regarding the debt. I believe the debt/EBITDA is just over 6x. Is this not concerning? Why would you not be concerned by this?

Thanks!

Q: The Saudi/Canada conflict definitely will have a bearing on the contract with COV. What are your thoughts on this. Is it still a hold or Sell

Q: Both these have been a little sideways lately. Who should i cut to make another acquisition?

Thanks for all your insight
Mark

Q: After close today TSGI stated it is reporting on acquisition of Sky Betting on Sep 17Your take please..Hope it is good news as it has dropped from some $50 to current $31.72 in a short period.Iam down 30%. Thanks for u usual great services & views On a aside looking forward to Ryan on BNN on Sep 13

Q: With the changes announced at HR.UN, what effect do you see this having? Will the yield, ROC, interest change etc?

Thanks for your service

Q: I have a clarification question. I did not find the answer you gave Mike on BFP.UN on September 6th clear. Are you saying it the stock is a buy at this price?

Q: TFI - TFSA or Unregistered account?

Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?

RHT / TSGI- average down or be patient?

Thanks. Keep up the excellent work.

Best Regards,

KC