Investment Q&A

Q: Hello 5i Team
Northview REIT (NVU) has issued the Management Information Circular for the proposed takeover of NVU by Starlight and Kingsett Capital at a price of $36.25.
Please advise on the following questions:
1 - As no other offer came forward during the go shop period, I am assuming the $36.25 per unit offer will be the best and final offer current shareholders will receive.
2 - Which is the best option to select: OPTION 1 —ALL-CASH ELECTION or OPTION 2 —HIGH YIELD FUND SUBSCRIPTION ELECTION and if Option 2 is selected which percentage of the Unit Election should be selected (refer to the Letter of Transmittal and Election Form).
3 - Reviewing the Management Information Circular, the High Yield Fund looks like the original Northern Properties REIT prior to the 2015 takeover of the True North Apartment REIT. Essentially it looks like Starlight Capital (Mr. Drimmer) is buying back what they sold in 2015. What is 5i's view on this?
4 - I noticed Credit Suisse Securities (Canada), Inc. has become a 9.95 % holder of NVU - do you think they are playing the arbitrage between their purchase price and the offer price?
Thank you

Q: Can you please comment on Riocan results and safety of dividend?

Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM

Q: I want to get in natural gas companies because HNU is at present 14% up, what companies would you choose
thanks

Q: Comment on earnings release? Would you add at these depressed prices?

Q: Tom

Q: Hi folks. In you coverage you say FLIR is Info Tech but your answers say Industrial. Could you please clear this up for me.
Much thanks

Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

Q: Is this a buy now ?

Q: Hi,
I hope everyone is well. I have a friend who has inherited 500K in USD$. She needs to convert this money into canadian dollars. ( She has no experience with investing or an FA) What is the most cost efficient way for her to transfer this sizeable amount money into Canadian currency? Any suggestions from other members are also welcome. Thank you everyone.
Kerri

Q: What do you think of purchasing this stock? Maybe with a small position?

Q: Hi group recently I bought a Canadian bank along with BAC + JP Morgan since then it has gone down every day. The rally appears to be over or at least adjusting what is you view on these 2 banks I am down 10% in the last week- buy sell or hold ? thanks for you views on US banks

Q: This is a company that has no debt, mgm owns 12% and is number 1 on investors website. Would you invest at this time and what is not to like about it. Thank you.

Q: Hi Everyone at 5i! The market has surely been a rollercoaster ride over the last few months. I have 40K US to deploy and am looking for a solid growth stock or two with a good moat. Right now might not be the time to invest but I have time. Do you have a few stock suggestions for me for now or in the near future? Thank you , Tamara

Q: Any idea what is going on with Atco?
Thanks.

Q: Good Morning.... Is there a Canadian ETF that is roughly equivalent to ROBO? If not, can you suggest a Canadian ETF that covers this technological / industrial niche within its overall composition? Thanks.

Q: I am down a bunch here, Would you consider averaging down with 2 or 3 year time range? Thanaks

Q: Can you explain how HRX has held up better than Mal during the downturn?

Q: Good morning,

Could you give me the sector revenue breakdown for RTX? How much is commercial vs defense, etc.

TIA

Q: If already long, would you be a seller or holder at current price and outlook for next year or so? Current price is approx same as mkt price. Thanks!