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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 guys as you know I have been a fan of pbh for years there acquisitions have always been extremely strategic
I am disappointed in this current acquisition into the seafood space which is been facing declining fish stock and First Nations conflicts on both coasts
Premium brands has made me a lot of money over the years
I will not exit my position but I don’t have to like it
Regards
Stan
Read Answer Asked by Stan on November 10, 2020
Q: Do you provide a listing of companies you currently have reports on (70 companies)? I have looked on your website and cannot seem to find such a listing. I could search by specific companies or by rankings, but would like a overall quick reference of what companies you have reports issued on. (preferably printable)

Perhaps it is already there and I have missed it?

Read Answer Asked by Terry on November 10, 2020
Q: Hi 5i Research team,
How confident are you that the deal to acquire CLR will close (Mi’kmaq and PBH have already the financing in place)? I know it is higher than zero, but what is the probability of a higher deal by another group of buyer (probably very very low with the constraints of Canadian ownership of quotas)? As the deal is expected to close in the first half of 2021: at what price would you be an immediate seller in a margin account?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 10, 2020
Q: great bear resources created great bear royalty ( not listed) and issued 1 share for 4 shares held of great bear resources. now there is a rights offering of .15 cents per share. i am trying to decide should i subscribe. i think this is a good thing because the company said going to use proceeds to go public. generally royalty companies can be sucessful.
Read Answer Asked by brian on November 10, 2020
Q: Retired dividend-income investor. Now that there is a bit more certainty regarding the outcome of the USA election, can you provide an update as to the "big picture" investment world for the next year or so?

We kept hearing there were basically 3 big issues = USA election, Covid and its related vaccines, and the timing/amount of USA stimulus. Impact from the split Congress? Impact on the severity of Covid and the timing of potential vaccines? Amount of USA stimulus in the near term?

I read the odd question about the potential for a 20% correction on the horizon. There is always a correction around the corner, but do you see us getting back down the the March 2020 lows again?

I'm currently sitting on roughly 6% cash and have been deploying $ into the markets on a steady state basis for the last 4-5 months. Just wondering your thoughts? I was planning to carry on with this strategy, but wanted your crystal ball views first.

Thanks...Steve
Read Answer Asked by Stephen on November 10, 2020
Q: I'm interested in your take on the likely effects on the markets of the two major significant events that have coincided: Pfizer's positive announcement regarding its vaccine, and the Biden victory.

Regarding the former, some commentators are suggesting that, after many false starts, there is at least a shortish term tradable opportunity in value over tech/momentum, partly inspired by a rotation out of the stay-at-home trade and a move into the Covid19-bitten cyclicals. Given that such a rotation would have to overcome the current vulnerability of under performing value stocks to tax loss selling, do you concur in this view, and if so, which sectors in value would you suggest have the most potential?

Regarding the Biden victory, how much of the clean tech trade do you think is already reflected in the market? Given the less confrontational world view of Joe Biden, would you now view the markets of China, Europe, and even Canada more optimistically? What else does the Biden victory (or the Trump loss) bring to the trader's table?

While I'm sure you wouldn't advise over-reacting to political events or corporate announcements, the transition from authoritarian to democratically-inclined leadership in the world's most influential country, in addition to a potential cure to a devastating pandemic, are not run-of-the-mill occasions. Assuming this new world is permanent and Biden's victory stands (most likely) while Pfizer's vaccine has no hiccups (less likely), an analysis of how one might adjust investing strategy, no matter how incremental, would be appreciated.
Read Answer Asked by Rupert on November 10, 2020
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