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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: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Read Answer Asked by Joel on March 03, 2020
Q: Good morning 5i
H&R owns a 33% interest in ECHO, a privately held real estate and development company that owns a portfolio of grocery-anchored shopping centres in Pennsylvania and Ohio. H&R receives updates on ECHO's results "one month in arrears".
Does 5i have any information on the quality of this portfolio, and/or on the financial strength of H&R's partners? Does 5i view ECHO as a solid piece of H&R's overall asset base, or more of a question mark?
Thank you for your input.
Edward
Read Answer Asked by Edward on March 03, 2020
Q: Hi,

I own these 3 stocks as I am a high growth investor .

The market is up over 5% today while my stocks are either down or up less than 1%. Even some cruise line stocks are up more than the 3 stocks I own.
May I get your opinion on them?

Thank you
Read Answer Asked by ilie on March 03, 2020
Q: Artis Reit's strategic review seems to have drummed up some interest from more than one party including management (Not sure if that means they would want to take the company private, perhaps you could elaborate on that as well). Management I believe has quite a bit of "skin in the game" and they seem to think the shares are cheap because they are trading so much below NAV. What is your expert opinion? Is AX.un a good takeover candidate? On a side note, how reliable are real estate NAVs? I assume the price of all the real estate is valued if everything was sold on a orderly basis so that maximum value could be extracted, as opposed to rapid liquidation. I guess a more precise question I am asking is, "Are real estate NAVs realistic or can they be inflated?" The fact that Artis is buying back so many shares makes me think management is confident that the share are undervalued. I guess the 5 cent per month dividend gets easier to pay when they reduce the share count.
Read Answer Asked by Paul on March 03, 2020
Q: Alaris announced today the sale of Sandbox Acquisitions and Sandbox Advertising to a third party buyer at a material reduction to their initial offer. Why did the purchaser materially reduce their initial offer and why would Alaris have accepted it? Is this a good move overall by Alaris to have disposed of these companies?Thanks Gordon
Read Answer Asked by Gordon on March 03, 2020
Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks
Read Answer Asked by dan on March 02, 2020
Q: Hi 5i team,
Found this SP500 chart interesting to share "the reasons for selling " but the nice thing with the chart " You see why you don't have to sell"
Regards,
https://mobile.twitter.com/michaelbatnick/status/1233418188207067138
Read Answer Asked by Ben on March 02, 2020
Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord
Read Answer Asked by Gordon on March 02, 2020
Q: When I look at the FLTR shares in Dublin, they are trading at 97.24 euro, which implies a value for TSGI of 97.24 X .2253 X 1.44 = $31.55, however, when I look at the FLTR shares in London, they are trading at 8,478 GBX which implies a value of TSGI of 84.78 X .2253 X 1.76 = $33.62. Is my math correct and if so, why the discrepancy? TSGI is currently trading at $31.04 on the TSX. Why such a difference between the Dublin and London valuations?

Further to the question I just asked about TSGI, I called TD Waterhouse and I thought your members might be interested to know:
1) I could hold FLTR in my TFSA or RRSP accounts as well as my non-registered account as its listed on a major exhange (LSE)
2) if I traded it on the LSE, each trade would cost $125 US for trades of $5,000 - $20,000, $150 for trades of $20,000 - $30,000 ETC.
3) since it sells on the US OTC Pink, under ticker PDYPY, I could do the trade online for $9.99........however they cautioned that if I choose that route I should always use a limit order (makes sense). I just checked and it is trading on the US OTC Pink exchange under ticker PDYPY at $53.82.........which I believe implies a value of 53.82 X 1.33 xchange X .2253 conversion = $16.13.........it should be $30+....what am I missing?
Read Answer Asked by Scott on March 02, 2020
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