Investment Q&A

Q: Does this make sense? Thanks!
This is an incredibly simple idea for any Tilray shareholders but it is also a good one. Tilray (TLRY) and Aphria (APHA) are combining. They will become one, probably by August. So if you own Tilray, you will still own TLRY shares by then. If you own Aphria, you’ll own TLRY shares by then, too. But if you invest the same number of dollars in Aphria, you’ll end up with more TLRY. More TLRY is better than less. Today, the deal is worth $53.51 in TLRY shares for each Aphria share you own. That is a $27.21 net spread above today’s Aphria market price.
WHY?
EACH Aphria share WILL GET 0.8381 TLRY shares.

Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.

Q: Any thoughts on ParcePal
Been making a move lately
Greatly appreciated
Barry
Montreal

Q: Question regarding investing in a US dollar TFSA. Are returns taxable in any way? And if so are these deduction at source before generating into the tfsa? If there are consequences, what is best inside the US tfsa, dividends or capital gains. Deduct as needed

Q: Would it make sense for both Couche Tard and Suncor to strike a deal for the former to take over the latter's retail gas stations? Would such a deal unlock value for Suncor, and at the same time be a meaningful addition to Couche Tard?

Q: I have BPY.un in my TFSA and I intend to sell it as soon as Brookfield raises its offer (hopefully). To replace it, I will choose between PPL and KEY; I own both in a cash account and my strategy for my TFSA is to "hide" higher-yield equities in it, hence my willingness for putting PPL or KEY in my TFSA. For a 10+ years holding, which one should I choose if I want dividend growth, some capital growth and lower volatility?

Thanks, Martin

Q: I hold a 4.1% weight in Manulife in a diversified portfolio. Given the recent quarterly results and growth forecasts for Manulife and Sunlife, would you recommend selling my Manulife position and purchasing Sunlife? Please provide a rationale for your answer.

Q: My understanding is the regulator has ordered the banks to halt dividend increases for the time being - does that also apply to Insurance companies (both Life and P & C)?

Q: Hi 5i,

Apparently, Brookfield already owns almost 20% of IPL (I must have missed reporting of this fact). Could they sell their IPL shares and only report the sale after they have been completed? Could this “almost” offer be a way to increase the price before they sell?

Thanks for the input.
John

Q: I am considering the above 7 REITs and would like to concentrate on the best 4-5 for long term in RRSP; based on current value and growth potential. I am concerned that CRT is trading at too high a valuation (P/B higher than others). Could you please tell us where each of the 7 REITs are trading, relative to their NAV (for example DIR's may be trading at a 10-per-cent discount to NAV). Can you please rank all 7 REITs? Thank you!!
PS: Is it hard to calculate trading price relative to NAV?

Q: I came across PUMP, World Class Extractions, on Jan 26 had an update on Pineapple Express Delivery, they have controlling interest. They deliver Cannabis B-B, and B-C, and also Liquor in some jurisdictions. They deliver Medical Cannabis for Shoppers Drug mart , as well as for Spectrum, medical division of Canopy Growth. Now they’re applying for license from Canadian Gov for “Sale for Medical Purposes “ for its facility in GTA. They seem relatively undiscovered, but getting attention lately. Do you think they could be a good Aquisition target by Shoppers or Canopy Growth, or any other bigger player for that matter.
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks

Q: May I have your thoughts on taking new positions at this time in any of the above three names? My time frame is long term. Thanks in advance,

Jason

Q: Can you provide your usual great insight into the upsized bought deal for GDNP?

Q: If a stock trades on BOTH TSE & NASDAQ, does it matter which exchange I buy it on? Will the Price I pay on the TSE, be in since with the US price?

Thanks!

Q: Any comments on this one?

Q: In my RSP I hold 10% positions in Enbridge and Pembina Pipeline, and am satisfied with the results. What do you think of also buying InterPipeline in view of Brookfield's takeover ambitions?

Q: I am invested in both at the moment , which looks better and should I go to just one position.

Q: Good morning,
I was happy to see QST finally getting some positive traction but it has been sliding downhill since Feb 3. I understand that short interest in QST is significant. Can you shed any light on what is happening?
Thanks

Q: The ups and downs of cannabis stocks since Feb 1st look to me as an « a la Reddit » wave. Who knows what will be the next sector. A lot of winners and losers, but no real substance (no pun intended) I think .

Q: What does the market expect from CSU tomorrow? Thx