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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: Are there any Canadian and/or American small to mid cap companies in the same field that Score was, that have the potential to do well over the next two to five years. Thanks.
Read Answer Asked by Rob on May 18, 2023
Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?
Read Answer Asked by Richard on December 16, 2022
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.
Read Answer Asked by Rob on March 30, 2022
Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.
Read Answer Asked by Brian on January 18, 2022
Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).

Best!


Read Answer Asked by Saeed on November 17, 2021
Q: Hi team,

Just wanted to ask how the tax works for capital gains following PENN buying out SCR. I got some cash and some shares of PENN.

Do I subtract my ACB from the cash to claim the capital gain and leave PENN shares out of this? Or do I have to consider the shares from PENN also as capital gain?

If the latter is true then we assume that I had sold all my SCR shares at a profit and have to pay taxes on total gain.

Thanks for clarifying this and a lot more everyday for us! :)
Read Answer Asked by Saeed on November 03, 2021
Q: Hi,

I own SCR in my TFSA account and pleased with the recent acquisition announcement. However, I am not sure if I will receive Penn shares or Exchangeco shares when the deal finally closes.

I am assuming I would receive Penn shares as tax is not a consideration while holding this security in my TFSA. Is this a correct assumption?

Also, would I have to make an election prior to the upcoming special meeting on October 12th or would 'no action' allow the process to unfold as recommended and I end up with cash and Penn shares in my TFSA.

Thank you again for your insight.
Read Answer Asked by Rob on September 30, 2021
Q: What is the "Exchangeco" company? Does it makes sense to take the option of exchangeco shares?

From the circular:

Eligible Canadian shareholders will be able to elect to receive shares of Exchangeco (“Exchangeable Shares”) in lieu of the Penn Shares to which they would otherwise be entitled. Each whole Exchangeable Share will be exchangeable for one whole Penn Share, subject to adjustment.
Read Answer Asked by Robert on September 21, 2021
Q: Greetings:
I know because it has been mentioned countless times that you are not tax experts, but perhaps you can help. When does a section 85 form need to be filed and when not? In the case of IPL, PWF, Uranium participation by Sprott Uranium Trust it is necessary, but not with score media and Penn. Perhaps it depends if it is a merger or acquisition, and what determines this. Perhaps the rules have changed in the last months. Thanks for your help.
BEN.
Read Answer Asked by BEN on September 14, 2021
Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Read Answer Asked by umedali on August 16, 2021
Q: Hi !

Would you be able to suggest some worthy companies in the sports betting area?
Are valuations reasonable right now? Is 5i interested in any of them?
Cheers,
David
Read Answer Asked by D on June 28, 2021
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