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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: I own equal amounts of both of these shares (1% of my portfolio).

BDSI is performing well and owns a non-opiod painkiller (BELBUCA) that just received approval from Health Canada. They need a contact in Canada to sell/distribute it. Is this the sort of thing that Knight would facilitate?

Palladin used to sell BDSI products but recently returned that portfolio to BDSI to focus on other areas. BDSI now sells directly in US.

Cam.
Read Answer Asked by Cameron on June 26, 2017
Q: Hi guys.
Feeling a bit deflated. I joined pretty recently and decided to take a chunk of cash and put into your highest rated stocks above. In a short couple of months I am down almost 10%. Every one has lost money. Are they still all in favour. Do I just plug my nose and wait? Also, I have some short term cash I need to park. Was going to put half in Apple with the recent pull back....thoughts? Any other ideas for a two month hold?
thank you
Read Answer Asked by Brigid on June 20, 2017
Q: Could 5i please list the companies that are no longer followed or no longer in portfolios due to under-performance? The dates they were pulled would be great too. Thank you.
Read Answer Asked by Jerry on June 19, 2017
Q: Regarding today's decrease in the price of CCL.B you responded to a question "CCL has done a secondary bought deal of $333 million at a discount". I must admit that I do not understand the answer, nor do I understand why this would cause a significant drop in the price of a stock. I would greatly appreciate clarification of your answer. Thank you.
Read Answer Asked by Dennis on June 16, 2017
Q: As a conservative investor/retiree with a diversified portfolio looking for income and some growth, I am considering Enbridge (now own TRP). Sources mention Enbridge's pipeline of growth opportunities and anticipated 10% - 12% annual dividend increases through 2024. These projections "feel" optimistic, given the large debt taken on to acquire Spectra? Does 5i feel the debt/equity mix was appropriate on the Spectra purchase? Does 5i see any reason to be concerned about "culture clash" between the management groups or other integration risk? Thank you for your comments. Edward
Read Answer Asked by Edward on June 16, 2017
Q: Hello 5i,
I've held finning for a long time and recently sold it and wish to replace with byd.un.
I think I read that byd.un raised financing in may 2017. Does that mean it will NOT need to raise more to close its' recent purchase?
If byd does need more financing:
Who would do this deal? Who did the financing for byd in the past?
Where would you expect the share price to adjust on the announcement of such a deal (provide a typical range or 5is best guess based on past deals)
Would more debt suppress the share price for the next 12 months?
In a volitile market would byd bonds be worth holding ?
Many thanks
Read Answer Asked by Kat on June 16, 2017
Q: Hello Your A rating and recent report on Cineplex using the word "Monopoly" got me interested in the Sector. Would purchasing shares in AMC Entertainment be worse, equal to, or better than buying Cineplex given the lower valuation of AMC and scale that AMC has? ceteris paribus on the dividends and exchange risk aside. Thanks very much
Read Answer Asked by Michael on June 16, 2017
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