Investment Q&A

Q: hello 5i:
we hold MRK in our portfolio, and have been notified of the allotment, as of 2 June, of shares of Organon. Can you discuss how you will see MRK shares being affected and whether or not you think the new Organon shares will have opportunities in the future that MRK did not have. Said another way, do you see this as beneficial to existing shareholder and does the new company hold some promise. CSU and TOI come to mind
thanks
Paul L

Q: Greetings,

I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.

Cheers!

Q: I realize it is early in the acquisition, but would you be able to highlight the move, and give us your thoughts on the new, and hopefully improved PPL with the addition of IPL and the amount of debt they are taking on. Thanks

Q: If you owned IPL today would you:
1. Sell the stock with today's news
2. Accept the PPL stock (if the deal goes through)
3. Wait and see if Brookfield offers more
Thanks!

Q: Market cap as questioned in my April 6 query - 3.06 Billion or some other number?
5i had contacted TOI in April to confirm this - has there been a response?

Q: Recent IPO from Swedish oat milk company that is expanding to North America. You can buy their product at Costco for example.
Appreciate your take on this company for 5 year investment.
Many thanks
Peter

Q: Regarding todays nr, is it safe to assume the observations from the clinical trial are in a positive light? I have a small position and am considering adding - since the casino is closed. London, Ontario-TheNewswire -June 1, 2021 - Sernova Corp. (TSXV:SVA) (OTC:SEOVF)(FSE/XETRA:PSH), a leading clinical-stage regenerative medicine therapeutics company, is pleased to announce that lead principal investigator Dr. Piotr Witkowski and the Clinical Trial Investigator Team for its US Phase I/II Type 1 Diabetes clinical trial will present data and observations from the ongoing study in a presentation at the upcoming American Transplant Congress (ATC) Virtual Connect to be held June 4 - 9, 2021.

Q: With all the ESG interest these days, are there any companies you know of that help clean/protect oceans? Thanks

Q: Is the purchase of IPL by PPL a taxable event? Thanks. cheers

Q: what happens to ipl shares after the deal is done?

Q: Can you provide a few companies or ETF's, that you think will be a good way to be involved in Copper, and for these stocks/ETF's would you suggest U.S. over Cdn?
Companies for a 3-5 year hold?
Companies for 8+ years?
Thank you.
Grant

Q: I am holding a 70% position on RBA and would like your thoughts on a full position move, their latest QTR was not bad but SP has drifted down since then,
Would you recommend RBA now or wait

Q: I would like your analysis of the current stock price of this AI company which recently went public.
I believe they feel they will be profitable in one year?
Would irt be a buy or is it way ahead of itself?

Q: what value / cyclical suggestions do you have ETF wise?

Would one play a DOW ETF or the Russell?
or Canadian ETFs ?

Thanks

Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.

Q: How does an unanticipated interest-rate rise in the US or a serious deterioration of the corporate debt market affect these two ETFs? Can you roughly estimate in % the impact compared to that of the stock market in each case for each ETF?
Thanks,

Q: If you had to sell all or some shares of one of the 5 big Canadian banks to generate some cash, which would you choose and why?

Thanks very much!

Q: Hello 5i,

We are considering moving our ENB position into two other stocks, CNQ and EPD.
1. Is CNQ considered to be a safer haven than ENB at this time with higher 3-year upside?
2. Would you recommend EPD over ENB now and for the next 3-years?

Cheers,
Debbie and Jerry

Q: I am chary of jumping in to a position on GLBE as I am a bit of a sucker for a good stock story. What are your thoughts on this stock’s prospects?

Q: NWH.UN's proposed purchase of Australian Unity Healthcare: https://www.newswire.ca/news-releases/northwest-healthcare-properties-real-estate-investment-trust-announces-2-6bn-proposal-to-acquire-australian-unity-healthcare-property-trust-884830846.html

Earlier 5i had summarized NWHs last results as "cash flow per unit of 20 cents missed estimates of 22 cents. 98.6% of rent was collected. Revenue was unchanged at $92.6M. Payout ratio 97% (87% normalized). Occupancy 97%. Assets rose 16.2%. Net asset value increased 2%. Leverage ratios declined. Considering covid, we would consider it a fairly decent quarter overall." and have ranked it fairly "low risk" as REITS go.

What impact, if any, do you feel if it's bid (if approved ) to acquire Australian Unity Healthcare Property Trust (at a 16% premium) would have on the above and on NWH's share price?

If there is a significant drop in the share price of NWH.UN would you see this as a "buy"?

Thanks!