Investment Q&A

Q: Do you know when ECN IS TP PROVIDE 4TH QTR EARNINGS RESULTS? CAN YOU PROVIDE ANY OPERATIONAL UPDATE . tHOUGHT WE WOULD HAVE SEEN A DEAL PRIOR TO EARNINGS

Q: Looking for news on ESI. The drop in price today seems extreme. Any ideas as to why there is such volatility?

Q: Would you comment on Gilead latest earnings and would you hang on for the longer term as a result, please.

Q: I have held Total SA in my RRIF account for several years; as it's dividend is not eligible for the foreign tax credit can you suggest a similar holding , preferably a US company, to replace it?
Thanks

Q: GUD has started its crescendo. How long, in your expectation, for Goodman to repeat his Paladin act ? The chap is almost on a mission, and exudes confidence. Even his own father is in awe.
Rightly so, I believe.

Q: My position in BYD.UN is now 501.53% over cost. However, it just isn't going anywhere recently. Is it possible that Boyd Group has finally reached it's level of incompetence? If you no longer consider this a proven growth stock, I'll gladly sell and get into something else. Any suggestions?

Elmer

Q: Zcl down 4% today. Any news to account for this? Is Zcl attractive at this point ?

Thx

KR

Q: Hi, I've noticed quite good increases in Concordia lately. I still (blush) have a lot of these shares. Any news? thks Gord

Q: Hi Guys

My 86 year old mother just just redeemed 100k GIC. I have a self directed acct for her. Could you recommend 4 or 5 stocks to purchase for her mostly for income.

Thanks
Mike

Q: Hello Peter et al.

What is your opinion of the takeover offer by Delek for all the outstanding share of Ithaca @ $1.95 a share? I am totally disappointed with the offer and find that the BOD are very cheeky recommending it. I find it a large undervalue with the potential of Stella in the near future and the 12% premium as a total insult to current shareholders. The stock price would have rose 10-15% alone on first oil from Stella announcement.

I have been reading some interesting things about the rules of the potential takeover. Also there are a lot of current shareholders mad about this low ball offer. Delek needs to get 50% + 1 share of the outstanding shares excluding their 19.7% of the outstanding shares. If Delek get 50% + 1 share they will have more than 50% of the company but if they do not have 90% of the outstanding shares then they can not force people to sell the remaining 10% or more outstanding shares. Is this statement correct by Canadian law? Currently there are two large institutions that hold 8% of the outstanding shares that are voting against the deal. If only 2% of the remaining shareholders vote against the deal can we force Ithaca to remain public so we can get our perceived future value with Stella online or force a higher take-out offer?

Your advice with the legalities would be appreciated.

Regards,

Brendan

Q: Hi peter
What your thinking on the long closure on this acquisition June 2018.
The sub receipts are income until then and what about being accretive do we have to wait till next year to see any results from the acquisition and div increase?
This seems to be a very complex scenario wonder if should cut and run.
Kind Regards
Stan

Q: Bought this company for the dividend and some growth, also company is trying to go private thus I believe creating quite the swing in s hare price. What is your opinion of the companies valuation,safety of dividend and how to deal with the prospect of the company going private? I know the company is buying shares on the open market so do you have a feeling for how long this process might take and if one day there may be a premium offer for the balance of the outstanding shares?

There are several questions here,please charge my account accordingly.

Keep up your great service and thanks for your answers

Q: We hold MST.UN in a RRIF and in a non-registered account, and have been advised that the the terms of the proposed takeover may be satisfied by way of dividend in addition to capital gain, thereby affecting the income tax treatment of the disposition. If this is correct would you recommend a sale now, or a hold, and is this the same for the RRIF and the non-registered account?

Q: Hello 5i
New member and really enjoying the service. I am looking to add a gold stock to my portfolio and wanted your impressions on Guyana Gold Fields. Ff not this one happy to hear your recommendations on other options in the gold sector.
Thanks
Sal

Q: Peter, I believe you've most recently favoured WSP over STN. STN seems to have behaved much better over the past few months. I'm about ready to pull the purchase-trigger on WSP (as I typically prefer a bargain over 'momentum') but thought I should check. For a long-term hold as of today, which of the two would you favour? Thanks!

Q: due to the complicated change of shares, i now find myself with 500 itx shares and 400 jpj shares. This was not my intention. To have all shares in itx will cost me about $200.00. Is it worth while to leave my shares in jpj that i cant trade? Would this be to my advantage for increased return? Thanks 5I

Q: Is this stock most suited for an RRSP vs TFSA or non registered account due to its foreign income portion in the distribution? Joe

Q: In Today's answer to a question by Peter,
5i wrote:
"Certainly AmazonGo is something that needs to be watched, as it reduces costs and time for the customer, thus it could be very popular. But others will follow if the techology works well, and Loblaw has already started a big online push."

Is this the technology that Shopify supplies ? Is there further opportunity to invest in this type of technology .

Q: Hello Peter/ 5I
Mawer Fund has started a new fund called the -Mawer Emerging Markets Equity Fund .Do you think that Emerging Markets is a good place to invest now?
Thanks
Claudio

Q: Other than currency what is the difference between these two products. I would like some insurance on market volatility but am unsure which product is best. Is there a better way to protect against volatility other than cash. Thanks

Kenn