Investment Q&A

Q: I currently own GC at a much higher price. Would you add to 1.5% position today or would it be better to add if and when there is some positive momentum? Also, would you start a position in LSPD at current levels?

Q: What's your opinion on TJX for growth? Would you consider the recent drop an attractive buy point or are there better alternatives for growth in the sector?

Q: Does this mutual fund pay quarterly or annual dividends. Also, do you receive the current year dividends if you cash it in mid-year?

Q: Thoughts on the stock hitting a 52 week low?

Q: Hello 5i Team

The market has announced a takeover of Kinder Morgan Canada by Pembina Pipeline. The deal indicates that holders of KML will receive 0.3068 shares of PPL per 1.0 KML shares.
The Pembina news release indicates the value of the KML shares for the deal is $15.02 and the Kinder Morgan Canada news release indicates the value for the KML shares for the deal is $15.12.
The current price for PPL this morning is approximately $49.00 and the current price for KML is approximately $14.77. Therefore KML is trading slightly below the offer price ($49.00 x 0.3068 = $15.03). The deal is not anticipated to close until 1rst quarter of 2020.
I own both PPL and KML, however in separate accounts.
Based on today's prices, PPL is yielding 4.8 % and KML now yields 4.3 % (down from 5.9 % prior to merger announcement).
The deal does not indicate whether KML will continue to pay dividends in Nov 2019 and Feb 2020. Is this correct?
Should I sell my KML today and reinvest in a completely different security (I do not wish to own PPL in the account I held KML in) or wait until the merger occurs and then sell the PPL shares I receive).
Thanks

Q: Hello Gentlemen,
I was looking to invest into Canadian Banks; Would appreciate your opinion on which two or three banks would be your top picks over the next 6 months to a year. I am looking for something more secure and pays a dividend.
Thanks Hugh

Q: I bought in Tsgi at $25, now $18.60 in my cash account and Tfsa, I was hoping it will go up but it seems going down, i want to sell it with 30% loss and buy Lspd for long term hold , could I please have your opinion? Thanks

Q: May I have your opinion on Luckin Coffee (LK) please? Thank you.

Q: As per the Prospectus from August 14th, "Closing of the Offering is expected to take place on or about August 22, 2019, or such earlier or later date as we, the Selling Shareholders and the Underwriters may agree, but in any event no later than September 15, 2019 (the “Closing Date”)."
If not a recipient of this offering, is there a way to monitor the activity over that above time frame?

Q: TNT.un has moved up, rather dramatically, to a new 52 week high this week. I see no news or rumours and am wondering if you do? I was thinking a new issue but I am not so sure with today’s move to $6.94. Any comments at all? Thank you.

Q: Hello 5i Team,
I'm getting more and more interested in Great Canadian Gaming's prospects for a long term hold. However, I have a 5% holding in TSGI, would you side with my view of adding a 3% position of GC or would I be too heavily invested in the Gaming sector?

Q: Callable December 30, 2019. Auto recall price is $45.86 and Barrier price is $32.10 tied to referee companies ENB, IPL, PPL, and TRP. Missed recall December 28, 2018.

Should I wait for the next recall and hope for a recall and get the return or take my losses now?

Thank you.

Donald

Q: Hello 5I team,
What is your view on these beaten up stocks, but great companies.!
Thanks you
Carlo

Q: Where would you put a stop lose in on NFI. Thanks

Chris

Q: Can I have your thoughts on Pembina's huge acquistion announced on August 21. I have held this stock for some time and have done well. What do you see for this stock over the next 5 years? Thank you.

Q: Believe it or not one of the key benefits of 5i is your amazing growth ideas in the US market. Although SHOP, LSPD, CSU have given me excellent returns to date your choices in the US market like AYX, TEAM, etc have been outstanding.

So my question today is, have you uncovered any other promising US gems that are growth oriented a la TEAM and AYX ,recently, that might not have been mentioned on this Q&A section as of yet.

If yes, Please share and thank you.


Sheldon

Q: I would appreciate your view on OneSoft Solution.
Peter

Q: I currently own both of the above securities in my RRSP account in equal weights. I want to sell one of them. I am leaning towards selling ENB because it will reduce 1 company risk, but on the other hand there probably would be more upside to ENB. The funds will be used to buy a growthier name in TECH. Which would you sell?
Still have 6 years before needing any funds from the RRSP

Q: Hi 5iTeam,
Cramer on CNBC's Mad Money mentioned a number of cloud stocks i.e. Splunk, Alteryx, Twilio, etc....that are not your household names for cloud stocks. As far as I can see, none of the above stocks mentioned in Cramer's piece are in SKYY's (cloud stocks etf) holdings. Just wondering if you are aware of an etf that are focused on the lesser known cloud stocks.
Cheers,

Q: Hi Team,
99.3% of PSA's holdings are in cash. Is it then reasonable to assume that the maximum downside to this etf is 0.7%.
Cheers,