Investment Q&A

• Stars Group Inc. (The) (TSGI)
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Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

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Read Answer Asked by Rodney on June 14, 2018

• Dollarama Inc. (DOL)
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Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T)
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Q: Your thoughts on the court ruling in favour of AT&T's acquisition of Time Warner please. With the price drop today it yields 6% with a P/E of 7. Seems attractive. Can you offer any insight as to why the markets hold it so out of favour?

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Read Answer Asked by Marco on June 13, 2018

• AT&T Inc. (T)
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• Time Warner Inc. (TWX)
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Q: Hi. What are your thoughts on the AT&T - Time Warner merger?

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Read Answer Asked by Mario on June 13, 2018

Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.

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Read Answer Asked by Ray on June 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T)
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Q: at&t are paying 6 pct dividends .do I get dividend tax credit on US companies. thank you. mike miller

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Read Answer Asked by mike on June 13, 2018

• AltaGas Ltd. (ALA)
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Q: hi Folks can I have your comments on the sale of assets announced today.
In your opinion does this type of sale bode well the co?
Kind regards
Stan

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Read Answer Asked by Stan on June 13, 2018

• Air Products and Chemicals Inc. (APD)
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• P10 Inc. Class A (PX)
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Q: do you have any helium related stocks that could be worth watching?

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Read Answer Asked by jim on June 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Do you see any news fro the abrupt sell off this am - hit $50. and then dropped like a rock. ThanksRod

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Read Answer Asked by Rodney on June 13, 2018

• Endeavour Silver Corp. (EDR)
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Q: Good Morning,

Would you have any reason for the recent surge in this stock the last couple of days?

Thanks

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Read Answer Asked by rick on June 13, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you please tell me how you are valuing SHOP today and on what metrics are you using going forward , 2020, that a buy/ hold recommendation is warranted.
I still own 40% of my original position which I bot at 50.00.
Regards

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Read Answer Asked by Bill on June 13, 2018

• Alcanna Inc. (CLIQ)
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• Sleep Country Canada Holdings Inc. (ZZZ)
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• VersaBank (VBNK)
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Q: These 3 holdings out of 6 in may TFSA, please share your thoughts on them and whether one should continue holding.

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Read Answer Asked by Peter on June 13, 2018

• Photon Control Inc. (PHO)
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• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: These company shares were strong yesterday GC, TSGI, TOY and GOOS. I own all four. Do you like them all for Long Term. What others would you buy ? RAK

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Read Answer Asked by bob on June 13, 2018

• Inogen Inc (INGN)
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Q: Hello 5i just wondering what you thought of ingn. Thx

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Read Answer Asked by Kim on June 13, 2018

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• PIMCO Monthly Income Fund (Canada) (PMIF)
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• Vanguard Growth ETF Portfolio (VGRO)
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Q: For portfolio diversity using ETFs. what do you think of simply buying VGRO instead of an XAW/PMIF type combo or would you recommend another equity/bond mix?

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Read Answer Asked by Stephen on June 13, 2018

• Bank of America Corporation (BAC)
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• Citigroup Inc. (C)
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• JPMorgan Chase & Co. (JPM)
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Q: I have owned and added to these three US banks over the past 12 months. I'm down on Citigroup and have done well with JPM and BAC. I have 25 years before I need the money, should I sell Citigroup and add to the other two or keep all three.

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Read Answer Asked by Wes on June 13, 2018

• Alcanna Inc. (CLIQ)
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Q: 2/3 position @ $10.67 down 15%.CLIQ has dropped from $12.39 @ end of Jan despite ACB's purchase of 20% plus option @ $15.Appears there is some tech.support @ or around $9.Is it time to add a bit?Thanks for u normal great services & insights

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Read Answer Asked by Peter on June 13, 2018

• Sylogist Ltd. (SYZ)
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• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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• Boyd Group Income Fund (BYD.UN)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Knight Therapeutics Inc. (GUD)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence

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Read Answer Asked by Clarence on June 13, 2018

• Bank of Nova Scotia (The) (BNS)
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Q: BNS recently acquired assets totalling $7b over a short period. resulting in downgrade by BAC,& Merill Lynch to neutal & RBC(sector perform Tp$86 fr.$95) & NA(sector per,Tp $85 fr $88),There is a fear of indigestion.BNS is making purchases @ the heights(so far) of a 9/10yrs(long tooth) bull market.There are doubts from some circles about the strength of the global markets,where BNS invests.Your views please.Is this a good time to buy/nibble? Thanks foru normal great services & views.

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Read Answer Asked by Peter on June 13, 2018