Investment Q&A

Q: hello 5i:
regarding the warrants that will eventually trade for the CSU bonds: can you hazard a guess as to what price range they might trade at; possibly looking back and seeing what others have done in this situation?
thanks
Paul L

Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

Q: Hello 5i Team
Of the two companies which one would you think has a better growth run way in the next 5 years.
Thanks

Q: Hi 5i, surprised no one has inquired about their quarterly results last week, so here goes. Pls provide comments and any information gleaned from their forward guidance. Also, do you feel this Dutch auction is providing a temporary floor to price, and once gone the downward action will resume? Thx.

Q: Big pullback in Adyen today. It has been a stellar company historically. Do you see this as a buying opportunity or the first of more red flags to come and more of a wait and see story? thx

Q: Any comments about the 6% pullback today?
Jerry

Q: Looking at the chart, MTY seems to have been stuck and now compounding for the past 5 years. Is this the fault of management not being even more aggressive or is their debt profile a drag on their strategy?

Q: What do you make of Panw announcing earnings on a Friday. The consensus seems to be bad news is in store. Thanks.

Q: Please comment on Saturn's latest (Q2) results and if it is a buy at current price.

Q: seems to hit all the important check marks on paper. your comments would be well appreciated thanks

Q: In a recent answer from 5i, it was said that BN was "sitting on a lot of capital waiting for attractive buyout opportunities".

A few questions I have are:
Do we know how much capital or cash that BN has to buy attractively valued opportunities? If they were to deploy this capital, would it move the stock positively? Historically, does BN buy slowly or do they make large purchases?

Q: Hi 5i
I see Mitek has taken a significant drop today.
Any news that you’re aware of ?
Thx
Gerry

Q: Upon reading and re-reading the announcement by CSU of the “warrant dividend”, I am still confused and have several questions. I like to understand what I am buying and/or being given, and I don’t fully understand that in this case.

1. Do these warrant dividends cost me anything? I am fairly confident the answer is NO, but please confirm.
2. Is there anything that I need to do, or will the warrant dividends magically show up in my account one day?
3. Once I get the warrants how will they appear in my (RBC) investment account. They won’t be listed on the TSX or any other exchange until the “Company Redemption Right” is exercised so I am not sure what to expect to see.
4. If the warrant dividends are not trading, what value can you ascribe to them? Just use the nominal fair market value of C$0.0001?
5. When the dividend warrants can be traded, will they be traded like a regular stock?
6. When I sell a dividend warrant in a non-registered account, are the proceeds from the sale considered a dividend, interest, or a capital gain? I guess since it is a type of dividend, I speculate it would be treated as dividend income.
7. Is this something that is good, bad, or indifferent for a CSU shareholder?
8. Is it possible to give an example of how this would work from the point of view of a CSU shareholder and the debenture holder. Assume today’s price of CSU and CSU.DB
9. Based on your experience with this type of situation if I could sell my warrants today, what price range would you speculate they are worth?
10. Have you seen this done with other companies? If yes, which ones, and how successful was it for the warrant dividend holder.

A lot of questions, but take as long as you need to answer them.

Thanks,
Paul

Q: I am holding 200 units and 130 units in registered and cash accounts respectively. Recently a special warrant dividend will be given to each unit of CSU share holders. I do not own the series 1 debenture and have difficulty to comprehend the debenture matters.
Please advise what are the appropriate actions to be taken for unit holders. Thank you for your great service. Bill.

Q: Do you know where you can consistently find "shareholder yield". Is there a company or service that shows this metric when analysing securities?

Q: May we please have your updated analysis on this company and its future growth prospects. Any explanation for the recent plunge in share price? Any concerns about the balance sheet? Would you continue to hold?

Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Q: Hi,

Could you tell me why Stone is dropping like a ''stone'' given that the quaterly results seemed pretty good ?

Thanks

Q: hi,
can I get your current thoughts on Lumine group as a long term investment-management-debt-earnings etc.... IPO was 16$, now trades higher? usually price goes to at least half IPO price? can you explain this price action? also, I think you have mentioned you like management, can you elaborate a bit, im having trouble understanding why by reading the company website.
cheers, chris

Q: With the expected downturn in profits and the problems on social media should I take my 300% increase and run or wait it out? Meanwhile it has been going up $4.00, $2.00 etc almost daily and I hesitate to let it go.