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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: Hi,
Have a 1.55% position now, avg price $5.36. Had a nice double on it before but down now, which is disappointing for sure. It's closing in on that $4 price which you were concerned about breaking. What are the different scenarios you see playing out come the March 24th full release? Can you give any insight on what additional or further news could impact the stock either up or down going forward. Thanks!
Read Answer Asked by Keith on March 17, 2021
Q: Hi 5I: How do you think Shaw carry on over the long term if the takeover does not go forward now that there position is stated by the CEO in his takeover announcement that Shaw needed financial help to meet the huge cost of 5G installation in order to to keep up with the much larger media companies. Thank you for your opinion. Regards John
Read Answer Asked by John on March 17, 2021
Q: Retired, dividend-income investor. I am in the process of trimming my way out of Shaw (held in my TFSA) and looking at where to deploy the funds as they become available over time. I know WELL is not the same risk as SJR, but I am considering it.

However I really focus on asset allocation. I see WELL listed as Healthcare as well as Technology. Is it a hybrid? My tracking system has no problem with splitting it up into either or both sectors. As an example TC Energy, as a pipeline, is categorized as both a Utility as well as Energy. I believe it is a Utility, but because it seems to trade more like Energy stocks. I go 50-50.

I could do the same with WELL. What portion of their business is technology? Is any part of their business related to the Telecom sector? If I was forced to pick one sector, I'd go with Healthcare. Your thoughts?

Thanks....Steve
Read Answer Asked by Stephen on March 17, 2021
Q: Hi
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.
Read Answer Asked by Dave on March 16, 2021
Q: Hello 5i Team
Referencing the proposed takeover of Shaw Communications by Rogers Communications, I have the following questions:

1 – No mention of the Shaw Communications preferred shares (SJR.PR.A and SJR.PR.B) was made in the news release or presentation. Do you think they will be assumed by Rogers (i.e. similar to Cenovus takeover of Husky) or would Shaw/Rogers redeem the shares at par value at the next redemption date of June 30, 2021?

2 – Rogers will be exchanging 60 % of the SJR.A / SJR.B shares (owned by the Shaw family) into RCI.B shares, however, Rogers will not be extending this exchange to public shareholders of SJR.B. Do you think activist investors could pressure Rogers to modify their offer to allow public shareholders of SJR.B to exchange their shares of SJR.B for RCI.B [given the Shaw family controls the voting rights for Shaw Communications, I don’t see any support from Shaw family for this change otherwise it would have been part of the deal from the outset]?

3 – The exchange ratio of RCI.B to SJR shares will be 0.70. Given the cash offer price of $40.50 for SJR.B shares this would result in an equivalent RCI.B price of $40.50/0.70 = $57.85. Given RCI.B is trading 6 % higher than the conversion price [$61.57 March 15 close], would it make sense to sell my Rogers shares this week, buy additional shares of SJR and then when the transaction closes, re-purchase my desired holding of Rogers shares? I currently hold equal weight amounts of Rogers and Shaw.

4 – Could the regulators (Federal Government) require Rogers to divest its equity holding in Cogeco Communications as a condition of the deal?

Thank you
Read Answer Asked by Stephen on March 16, 2021
Q: Hi 5i,
GSY has always been a thin trader. There was a question yesterday about several companies being added to the TSX composite. You said that trading volume will increase and GSY will benefit the most. I understand a pickup in volume as funds that track the TSX take their positions in GSY. Once that is done, won’t GSY settle back to its old thin self?
Thanks again.
Dave
Read Answer Asked by Dave on March 16, 2021
Q: In a G&M article it states that the takeover deal requires two-thirds approval of both the Class B (non-voting) shares and Class A (voting ) Shaw shares to complete the deal - how does that work If the Class B shares are (non-voting).
Also, the Shaw family own the majority of Class A shares who already stated they approve the deal. If the Class B shares somehow vote against the deal - does that mean - no deal?
Read Answer Asked by Reg on March 16, 2021
Q: Hi folks, Vivo has been a dog & disaster heading into 2021...but things appear better....2 of top 5 edible brands & 39% market share of Ontario edibles, new sales into Quebec, and just announced certification/licenses for EU-GMP, so that Vivo can begin shipping product immediately into Germany/Europe. Stock sits at .18 with 367M shares outstanding. Can please get your opinion on company going forward...I would think with $70M Market Cap...the EU-GMP news would be worth more than that on a buyout......Buy/Hold/Sell....thanks as usual for great service, JB Piedmont QC
Read Answer Asked by John on March 16, 2021
Q: I asked a question earlier where you responded that VVL would be a good choice. My funds are in US$ in a US account, though, so do you have a suggestion in US$? Thanks again.
Read Answer Asked by Martin on March 16, 2021
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