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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: Hi 5i,

I received a notice of a tender offer for ECN shares. The offer advises that existing shareholders can participate by specifying a price between $3.49 to $3.90 per share as a Dutch auction. Can you clarify how this sort of thing typically works, versus just buying at the market price? I'm wondering if this is a good deal for existing shareholders. As of me writing this, the share price is $3.71.

Thanks!




Read Answer Asked by Elliott on March 13, 2018
Q: There was a report today on BNN about fraud in the automobile body shop business. It was admittedly a very limited 'sting' operation by Aviva but a disconcerting one nonetheless. I could not find any further detail on the Aviva website as to the body shops involved and I was wondering if you could find this information and, more specifically, whether any of them are part of the Boyd Group operation?
Read Answer Asked by richard on March 13, 2018
Q: I checked out Trevali Mining at the PDAC conference this week and noticed that it has over 800 million shares outstanding. Do you think this is a concern in the sense that they might decide to consolidate at some point. Also could you provide the fully diluted number of shares as well as recent insider activity and overall ownership. Thanks.
Read Answer Asked by Rob on March 12, 2018
Q: Hi Peter and gang.
What do you think of ProMetic’s medical application and technology?

Secondly, does ProMetic have the financial strength to survive until they can turn a profit? I see analyst consensus is they won’t be profitable until 2020 / 2021.

Lastly, are there any 2018 red flags or developmental milestones we can be on the lookout for to monitor the viability of ProMetic as an investment?

Thanks.

John
Read Answer Asked by john on March 12, 2018
Q: Dear 5i:
Multipart Balanced Equity Portfolio question (please deduct credits as appropriate):
I have roughly $12000 to contribute to my RRSP (2018 contribution) right now, which four or five companies should I put this money in? Please exclude TECK, CSU, BNS, MX, PBH, and SIS in your response since I have full weights in these companies. I would much rather just add to positions to bring the weights of each position closer to 'equal weight', but this would involve averaging down (which 5i doesn't generally endorse). However, you have commented previously in the past that any company currently in the BE portfolio is 'buyable today'. So would averaging down be reasonable if one is only considering BE portfolio companies (for example, would be happy to average down on CLS/GUD if you think this is a reasonable move). I would far prefer to avoid individual security concentration risk by adding to other positions rather than trimming a winning position (regret trimming TOY, for example). Please provide your thoughts and guidance, and thanks as always.
Read Answer Asked by Walter on March 08, 2018
Q: Boyd seems to be on quite a run here but i have seen no news and they don't report till later this month. given the impacts from the hurricanes, my understanding is that Boyd was anticipating a softer quarter here. Have i missed something - generally this one does run up prior to announcing and then tends to sell off after earnings. Given your views of the company, is this what is happening here.?
Read Answer Asked by kelly on March 07, 2018
Q: Hello 5i
I see you continue to be positive on RHT and recommend it at all near term prices.

With an effort to protect against downside movement in holdings owned, one of the technical rules I am working to utilize is to not purchase investments with declining stock prices.

What are your thoughts on buying RHT here ($2.23) and with the awareness of a price that appears to be undergoing a short term technical pullback. (potentially magnitude may be 1/3 of the rise)

Appreciate the service and your thoughts.
Dave
Read Answer Asked by David on March 07, 2018
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