Q: Hi 5i Team - Could you provide an update on this company including fundamentals, insider ownership, your opinion of management and potential growth prospects as a royalty company. Thanks.
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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.
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Annaly Capital Management Inc. (NLY)
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Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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Brookfield Real Assets Income Fund Inc. (RA)
Q: Investing in high yield securities involves assuming the accompanying risks of course ... One can own an individual stock like ENB, a covered call ETF like QYLD or even a mortgage backed security company like NLY . Looking on RA's website it appears the major holdings are 40% global infrastructure and 38% real estate with a mixture of investments to make up the balance . I recently read an article on Seeking Alpha which called it a " Widows and orphans " security which kind of shocked me for such a high yielding stock ..... Could you give me a comparison of RA's price movement in comparison to the S&P 500 since inception ? An assessment of the risks in comparison to the three securities I have mentioned ? As well as a breakdown of how 5I views their investment strategy ? ...... { in the normal font size if possible }
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Inter Pipeline Ltd. (IPL)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hello 5i Team
Inter Pipeline according to the TMX website has 429,219,175 Listed Shares Outstanding and 429,200,000 Total Shares (All Classes) outstanding.
Inter Pipeline according to Q2 financials has 429,200,000 shares outstanding.
Brookfield in their press release dated July 15 states the Brookfield entities own 41,848,857 shares and have an economic interest (but not voting control) through Total Return Swaps in 42,492,698 shares.
1 – Why is there a discrepancy in the shares outstanding on the TMX website and IPL’s financial statements?
2 – What is the actual number of shares that are required to be tendered to BIPC’s offer to meet the 55 % requirement set by the Alberta Securities Commission?
3 – What happens if the percentage of IPL shares tendered to BIPC offer is greater than 55 %, but less than 90 % (where BIPC can force the takeover of the remaining IPL shares)?
Thanks for all you answers during the saga of this takeover.
Inter Pipeline according to the TMX website has 429,219,175 Listed Shares Outstanding and 429,200,000 Total Shares (All Classes) outstanding.
Inter Pipeline according to Q2 financials has 429,200,000 shares outstanding.
Brookfield in their press release dated July 15 states the Brookfield entities own 41,848,857 shares and have an economic interest (but not voting control) through Total Return Swaps in 42,492,698 shares.
1 – Why is there a discrepancy in the shares outstanding on the TMX website and IPL’s financial statements?
2 – What is the actual number of shares that are required to be tendered to BIPC’s offer to meet the 55 % requirement set by the Alberta Securities Commission?
3 – What happens if the percentage of IPL shares tendered to BIPC offer is greater than 55 %, but less than 90 % (where BIPC can force the takeover of the remaining IPL shares)?
Thanks for all you answers during the saga of this takeover.
Q: Could you enlighten me about just why ECN is selling off a big chunk of their business and then paying a special dividend to shareholders? From what I can see and what you've said so far it will go from a $2.5 billion dollar company to a half billion dollar company. It will pay us $7.50 a share in a special dividend, but then the value of the shares we hold will likely drop by the same amount, if not more, since larger investors will probably abandon the newly shrunk company. So where is the benefit for shareholders in this action?
Q: As far as additions to any board is concerned, Mr Levitt is quite the addition for XEBEC.
https://finance.yahoo.com/news/xebec-welcomes-mr-brian-levitt-201500370.html
https://finance.yahoo.com/news/xebec-welcomes-mr-brian-levitt-201500370.html
Q: Good evening! (morning?)!
I would appreciate your comments regarding the latest earnings of these two.
Thanks!
Paul
I would appreciate your comments regarding the latest earnings of these two.
Thanks!
Paul
Q: whats expected from theses 2 ? Thx
Q: I respect the chip shortage is having an impact but MRE is stating their long term outlook is quite positive. Your thoughts on the latest quarter and long-term outlook. Any chance this will be "dead money" for 12 months or more ?
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Mission Ready Solutions Inc. (MRS)
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Sangoma Technologies Corporation (STC)
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Miscellaneous (MISC)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
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Topicus.com Inc. (TOI)
Q: Hello 5i team,
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
Q: Can you please comment on a special dividend that would be paid $7.50. Stock is only up .22 cents right now. The stock should go up by at least $7.50. Do you think the stock would move up by at least $7 to 7.50 once the date is announced? Do you consider buying the stock to collect the special dividends?
Am I missing something here? Do you expect the deal would not be completed?
Thanks for the great service
Am I missing something here? Do you expect the deal would not be completed?
Thanks for the great service
Q: Regarding Mike's question,that $7.50 dividend can't be right,looks more like $0.75 the way the stock is reacting!!
Q: Hello 5i Research
Why do you think Light Speed is changing it’s name ? Thanks for your great service.
Thanks
Why do you think Light Speed is changing it’s name ? Thanks for your great service.
Thanks
Q: With something like 2/3rds of ECN valuation coming back to me as a dividend (!) I will be losing a fair bit of my financial exposure within my portfolio. I do like the smallcap Fintech space. Do you have any suggestion on where to start looking to gain more exposure? I have GSY on a full tank and so not an option. Should I buy more ECN now or wait?
Q: How would you order these in terms of potential. In what order would you buy them today?
Thanks,
Milan
Thanks,
Milan
Q: I felt earnings and outlook were fine but the market felt differently. Your thoughts on the quarter please? THANKS
Q: Hi guys,
Please comment on their quarter and also is it a buy/hold/sell, inside a growth portfolio.
Thanks
Jim
Please comment on their quarter and also is it a buy/hold/sell, inside a growth portfolio.
Thanks
Jim
Q: Is this a good time to initiate a long term position in Apps? Thanks
Q: Can you comment on SAIL's latest earning?
Thanks
Thanks
Q: Crowdstrike has fallen just over 10% in the last 10 days. Is this a prelude to their upcoming (Aug.30th) report. Are you aware of any news that would cause this drop. They have several analyst recommendations with a target slightly over $300. Do you still feel that this is an outstanding buy or is it getting too costly to recommend at this time?
Ed in Montreal
Ed in Montreal
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Everyone,
A BIG thanks for recommending: SHOP, LSPD and NVEI. I am up 40x times on my original SHOP investment - only recently sold a small piece to by CSU. LSPD is now 4x my original investment after two years and I will not sell. And only up 70% for NVEI investment since I bought it this spring.
Thank you!
Clayton
A BIG thanks for recommending: SHOP, LSPD and NVEI. I am up 40x times on my original SHOP investment - only recently sold a small piece to by CSU. LSPD is now 4x my original investment after two years and I will not sell. And only up 70% for NVEI investment since I bought it this spring.
Thank you!
Clayton