Investment Q&A

Q: With the proposal of ENB to take out ENF at 29$ ( deal timeline for end of Q4) what are the risk associated with an arbitrage position by collecting dividends at around 8% and buying ENF at under 29$ and waiting for the stock equity swap date to happen. Two option are offered , having the optionality to A) sell ENF at 29$ while collecting the income ( would drip still be in place during that waiting time ) or
B) to swap ENF shares to ENB shares and at what ratio $ value per $ value or share for share fixed ratio at date of announcement ?
What impact will of a rising interest rate will have on ENF shares during that waiting time as ENB shares would probably fall further during those coming months
Thank you
Jean

Q: What is your view at this time of Canadian bond proxy stocks versus Cdn dividend growth stocks, and their valuations relative to interest rates?

If you are of the view that dividend growers are more appropriate at this time, can you provide three growers that you recommend, and 3 bond proxy stocks that you would suggest to stay away from, to better understand the types of stocks that fall into this category. Thanks.

Q: The gaming space seems to be very hot One Company that has caught my interest is QIC
Could you please explain how the corporate structure works for this company

They mention LuckyBucks as a indirect Company which they control, It mentions that all the equity is held by the parent company Does
management have any investment in the Company

What is your opionion on a long term purchase Is this an investible company

When are they due to report there next quarter

Thank you for great service

Paul W

Q: Hi Everyone at 5i! Pond is a TSX venture stock. It certainly is interesting as to what it does. I was wondering if you have heard of it and if you think taking a small position in it to be Ok. Cheers, Tamara

Q: Hi I know 5i thoughts of this ranges from not great to ok for income I have some for income and the drip they recently amended and changed some policy concerning the drip and optional buying more shares could you please look at what they have done and break it down to English for me and give me your thoughts on the changes thanks

Q: This company has just had a 1 : 9.5 reverse stock split and is now listed on the Nasdaq. Do you feel that this has any impact on the companies/share price? Thanks, Leah

Q: Any reason for the 11% drop on Reliq today? Would you add to a position or wait after earnings? Thanks!

Q: Hello 5i: Reading your answer today about JNJ and while you like it would maybe pick something else at this time, What would be your suggestions in the US,
Thank you as always. Barbara

Q: Any hope left for PTE at this stage, please?

Q: My TSFA has AQN, ADW-A, CSH.UNIT, CCL-B, ET, OTEX, WCP. Would like to add another energy stock for some growth. What are your thoughts on CNQ or perhaps you have a better name for the space? Should I replace ET and OTEX as they haven’t performed much! Thank you in advance for your excellent insight!

Q: Good afternoon guys:

I am up 35 percent on this name but it’s been on a downslide as of late. Would you average down here or just remain put. Would you ever consider putting this name in one of your portfolios ?
Thank you
Mark

Q: Hydropothecary Corp announced yesterday after the close the Acceleration of the Warrant Expiry Date. The press release reads that they ' elected to exercise their right'. If they have the choice, why would they chose to do so at this time? This company is speculated to be a takeover in the medical marijuana space so would this part of their process to clean up their balance sheet?

Q: How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work.

Q: Greetings 5i,

I have been considering adding a position in DWDP, as I view it as an excellent diversified blue chip in the materials sector (which I view as the weakest sector in my portfolio). Moreover, as a fairly young investor (I am 36), I also view their holdings as very appealing long term prospects, as I cannot envision a time when practices like agriculture and chemical manufacturing will not be essential. However, given the impending breakup, I am unsure how to proceed, and would like your advice. Please feel free to deduct as many credits as you see fit.

First, could you provide your overall assessment of DWDP as a buy and hold name for a conservative, long-term portfolio, where neither funds nor proceeds will be needed for the foreseeable future?

Further, would you recommend purchasing the shares as they are now (perhaps a half position to start), or would it be prudent to wait for the breakup to occur, and reassess at that time (I am not in any rush to add to my portfolio, but do not want to miss out on an opportunity either)?

Finally, is it known what will happen to held shares once the breakup occurs (I was unable to find any stated plans in my research)? If not, could you please explain the most likely scenario in your opinion?

Thank you.

Q: Any idea on why they changed the date of theirs earnings release?

Thanks

Q: What are your five favourite stocks? Thanks.

Q: Hi, What would be your top five ir six companies in your portfolios with the best balance sheets and strongest management combined, to me this is an ideal combination for picking stocks, thanks?

Q: Sylogist has been buying back shares in the market. I really don't see a big benefit in this seeing how the stock is already so illiquid, and we are already so late in a cycle. Is it really that hard to spend some of the 30million cash on something accretive where it is more beneficial to be buying back shares? Has the company stated in a conference call what they plan on doing with the cash and if they are looking to deploy it soon?
Thanks.

Q: I understand the WH has authorised only partial bank regulatory reform, with the associated benefits denied to the larger institutions. Could you please comment on the implications of this announcement and provide one or two suggestions. Thanks.

Q: Hello,
I have my accounts with Investorline. I have access to research reports from both S&P Global (quantitative stock reports) and Morningstar Equity Research as part of their service. Are these a good source of information or would you have any red flags that I should be aware of before using these as part of my research?
They also provide analyst ratings and target prices which I always take with a grain of salt. I know in past comments 5i doesn't view these favorably but do these offer any value to investors or should we just ignore these?
Reason I ask is there are always guests on BNN that do not view analysts very favorably for independence and other reasons. After hearing this many times, it gives one pause.
Thanks,
Dan