Investment Q&A

Q: Could the weakness in Brookfield shares be attributable to them funding $250 million of Musk's purchase of Twitter which he has stated "has been in the fast lane to bankruptcy"? New shares are being offered at $54.20 so Brookfield may have to cough up more too.

Apparently it's Brookfield Growth that stands to lose the money - is this an arm of BN or BAM?

Q: I have some shares of twitter. I see that the offer price at my brokers is 53.70? I thought the offer price was over 54$. What are my options to sell this stock now.

thanks, Jean

Q: Hi

A few days ago I shorted TWTR at $52.00. My rational was that if the deal closes at $54.20 the downside is a few dollars and if the deal doesnt close the upside is $10.00 or more. Today Elon said the he would close the deal Friday. I also heard that TWTR would not trade Friday. I can (A) cover my short before Friday and take my loss or (B) hold on to my short in the hope that the deal never closes.
What happens to my short if I select option B? Will trading resume again, perhaps next week and I can cover my short or will Thursday be the end of trading TWTR? What happens to the shorts if TWTR doesn't trade again?

Thanks always for your insight

Q: What do you make of the current arbitrage on twitter?

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks

Q: I am confused and would appreciate some of your knowledge on the mechanics of the type of transaction Mr Musk is doing in buying Twitter.

a) I thought that stockholders were the owners, so that buyout would mean everyone's shares were being purchased. Is this the case?

b) Then Musk said that the Board were refusing to consider his offer and they weren't aligned to Twitter's performance because they weren't big stock holders. Can a Board actually block a takeover? The press seemed to think so. Isn't there going to be a vote by shareholders on the offer?

c) Then there's the purchase price. If it's going to remain a public company, then that $49B goes where, into whose pockers?

Thanks for your guidance on these questions.

Q: Perhaps dumbest Q of the day.

With the board approval for Elon to buy the company why wouldn’t I buy Twtr at 51.77 and get a 4.6% profit in a fairly short person of time ?

Thanks

Q: Should we buy TWTR now around $46? Almost have 20% profit! Since Elon Musk asking for $54.20!

Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

Q: What would be a good proxy for PINS as a tax loss strategy?


Thanks for your service?

Q: Hello,

Can you please commend on the recent drop in Twitter price per share. At these levels would you consider the current price as a good entry point. Thank you!

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Peter; Do you have any thoughts about the Metaverse ,i.e., is it investable and if so how ? Thanks. Rod

Q: I heard an interview where Jack Mallers indicated twitter through an app called strike, was providing free money transfers to and from any country in the world and this would be very advantageous for Twitter going forward and very disruptive to banks. Would facebook and other companies also be able to provide this service? Is money made when currencies are exchanged to bitcoin and back again. Please provide any information and opinions you may have on this subject. Feel free to use 5 credits. Thanks for your insights.

Q: I am thinking to sell TWTR and replace it with AMD or NVDA.
What do you think?

Thanks,
Milan

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: I bought TTD @ $200 (pre-10:1 split) and rode it upward to a peak of $970 during the pandemic. Since December 2020 it has settled back and been as low as $48 in 2021. My question is whether the good times are over and it's time to take my profit from this stock and move on. Thanks.

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.