Investment Q&A

Q: Hello Folks:
Could you please give me your view on Merck and Company (which along with Smith- Kline) has had problems executing new drugs (eg. lung cancer medications) in their pipelines. I also have previously owned Gilead, whose new HIV drug was reduced in value because of government pricing restrictions. My other health care equities are Johnson and Johnson and Knight Therapeutics. Do you think there are better health industry options (with decent dividends and growth potential) in the U.S. other than companies such as Merck, Gilead etc. or should one look to another sector.
Thanks for everything
brian

Q: Could you please comment on ENB’s aftermarket strategic plan announcements. Will this help or hinder investor anxiety? Will the equity private placement be dilutive? Thanks.

Q: The tech meltdown hurt today, but the stocks which cost me the most weren't tech. Any idea why Visa and MasterCard were pummeled today? American Express was actually up on the day. And as long as we're on the subject, do you like the credit card companies?

Q: What do you think of the 500 million dollar offering of common shares at $27.80, almost a 4% discount at this price the yield will be about 7.40% look pretty good to me
Would you recommend to participate on this deal?

Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.

Q: Regal Entertainment (RGC) is in acquisition talks with Cineworld Group. A 23 cash purchase by Cineworld is being mentioned, could they do better and how long could the deal take.

Q: Hi team,
I am not sure if this is a question or a comment. My curiousity was raised earlier today when I read a question from Kenneth on MYM. I thought I was the only one who heard of it and it was barely for me as it was only a week ago. Many years ago, I used to dabble in the penny stocks but that is usually a losing game. These days I am mainly a large cap momentum style.
Anyway, through a friend of a friend out in Vancouver (you get the picture), I heard of MYM and PUF a week ago in the cannabis space, planning to build a greenhouse in Australia. I think MYM owns 25% of PUF who is leading the construction phase of the project in a joint venture with a construction company that I think is really a company. So, I think there is a question here. Is PUF the best symbol ever for a stock and are its prospects just another puff of smoke?
Thanks again,
dave

Q: Disappointed in NFIs stock performance this last month - down about 14%. I regarded this as one of my ‘hang on and ignore’ stocks. I can’t find any negative stuff on it - seems all positive. Is it tax selling this early? I realize it is up on the year so I suppose this could be it. I think I am missing something tho. Pls enlighten me. Thks guys.

Q: comments please on the quarter?

Q: Here we go again.The underwriters try to push the stock as high as possible,but in this case of ENB with limited success.After market closed today ENB announced it is going to the market again to raise financing to the tune of $1.5b of private placement of 33.5m of treasury shares @ $44.84(recent 52 week low of $43.91),At the same time it reconfirmed 10%pa increase in dividend for a number of years.Please advise who are the lead underwriter(s) & underwriters.I guess BMO is one as it did a glowing report in G&M @ end of last week.My purchase @ $50 is 10% higher than the. $44.84,so hopefully the gap can be bridged.Thanks for u usual great views & services.

Q: I am a holder of SYZ, IMHO they have the worst website for shareholders I have ever come across. The only good thing is a link to Sedar. Why not have a list of press releases at a minimum for easy div. date reference. Not acceptable for any Co. never mind it's a computer Co.
If you agree you would have more clout with SYZ.
Please contact them.

Q: Hello

Have about 1% in ALA ($29) and HR.UN (21). To reduce number of stks to watch I am considering selling one and adding to the other. I think ALA potentially has far better upside. Your thoughts?

Q: Peter, Maybe I’m not seeing this correctly but it seems to me the double financing by ENF and ENB today are a excellent opportunity to buy great companies at a discount - and get paid very well at the same time. Is there a value trap here ? Thanks. Rod

Q: on a private placement, what are the advantages for an investor to buy a convert. vs a stock offered at discount
Thanks
CDJ

Q: Gentlemen Good morning.
For TMX, BAM.A is in Real Estate sector, but as a holding company, it seems to me the Financial sector is more appropriate. Your opinion ?
Thanks
Best Regards.

Q: What is your opinion on SHOP. It up it is down?

Q: Hi. I own CSU and love it. Should I be concerned about the price today ?

Love your valuable service.

Jim,

Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob

Q: If confidence is high on GUD, am I better to buy some July 2018 calls?

Q: Which name do you prefer for a 3-5 year hold ?
Thank you,
Philip