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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: Similar to Dave I am having trouble assessing the value of Aimia and specifically assessing expected tax impacts of the sale of Aeroplan. Aimia's largest shareholder (Mittleman Brothers LLC) issued a statement supporting the recent offer - however, in this statement it notes expected taxes on the sale should be minimal - can you please confirm this?
The statement also notes that their "sum of the parts" valuation for Aimia is C$7.50 per share. This is based on a "full valuation" for PLM Premier - however, even discounting that to the recent offer received the valuation is closer to C$5 per share. Also no value is being assigned to potential tax losses that could be carried forward.
What is driving the substantial discount in the share price? Does 5i have a view on what the "fair value" of Aimia is based on the revised Aeroplan offer?
Read Answer Asked by Shyam on August 22, 2018
Q: Is Goldcorp still worth holding. What is your present opinion on this stock? Thanks.
Read Answer Asked by Gerry on August 22, 2018
Q: My question is on VIVO. It's a rebrand from former Abcann Global and apparently your system has not yet updated so I couldn't put it into the box above. Just wondering if you have any further insights in regard to this stock. I recognize that it is just one more entry in a large field of cannabis "wannabees". They suggest on their website that they have some proprietary technology in regard to cannabis production that might give them an advantage but I'm not sure how much credence to put in this claim. Generally, please give your opinion on VIVO currently in regard to valuation, management and forward guidance, to the extent that you are able. Also, do they have any free cash flow at the moment and what is their debt level like. Thanks.
Read Answer Asked by Donald on August 22, 2018
Q: I have been seeing more questions on TH recently and see no reason not to begin a modest position but I wanted to compare it to two companies you have endorsed and which I own. Do you see more or less upside in TH vs RHT and COV? Could you rank these three according to growth potential and risk? To clarify, please rank 123 based on which have the most upside and 123 based on which are risky from least to most. Deduct credits as you see fit.

Thanks!
Read Answer Asked by Tim on August 22, 2018
Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.
Read Answer Asked by Piyush on August 22, 2018
Q: Peter and His Wonder Team
KOSS is a USA company. It is spiking on high volume! Any news on the wire? Thanks!
Read Answer Asked by Ernest on August 21, 2018
Q: Good morning
Over the next few months I would like to invest in a long-term portfolio [10 years] of 10 Canadian and 10 USD stocks/ ETFs/ Funds based on Growth at a Reasonable Price [not interest]. I have reviewed your answers about stocks characterized as "forever" well-diversified", "top growth pick", "5 year top growth", "top US most growth" "most long-term potential" - maybe that is closest.
From these answers I tried to cull the list, but would like your confirmation.
Financials: I am leaning to TD vs BNS - Long-term results, mgt, US; BAM, VISA, and have added SYF [both Buffet and Seth Klarman own]
Industrials: CNR, ITA ETF, CCL and maybe BBU [but currently overvalued];
Consumer Defensive: PBH;
Consumer Cyclical: AMZN, TD Enternment & Communications, TSGI, MG [wait];
Technology: CSU, KXS, ARKW ETF, MSFT, SNPS?, GIB-A
Health: COV, ISRG,
Global: IJR or Mawer Global Sm-Cap
CYB or Edgepoint Global Portfolio

I have no doubt missed a few or priorities have changed.
Thank you,
Sam

P.S. I should have added "capital allocators" to my criteria for a 10 CAD + CAD USD L/T portfolio question.
Thx

Sam
Read Answer Asked by sam on August 21, 2018
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