Investment Q&A

Q: Good Morning 5i

Can you confirm % of WEED owned by Institutions/Funds? How has that changed in the last month? What percent is owned by insiders? What percentage is owned/controlled by Constellation (both owned and warrants)?

Therefore what percentage of total shares are available for retail trade? What effect could that have on future SP growth? I'm trying to understand how so many shares being already committed or tied up lends itself to increased likelihood of SP to increase in 2018.

Thanks for any comments.

Q: Your opinion on MCB's prospects going forward. Is this dead money?

Q: Hi Peter and Staff
I have suffered as have many with losses in this sector( most of which I have crystallized. I still own HWO, SES and CEU. Assuming I want to stay in the sector would you replace any of the above with either
TCW, SHLE or STEP.
Your opinion and supporting rationale is appreciated. Please dock my questions as you see fit
Thanks for all you do
Dennis

Q: Hi 5i,
I know that speculating on takeovers is not something you advocate but do you think Covalon may be heading for a buyout? The recently announced licensing agreement with “a large global medical company” reminds me of the deal that Pure signed with Xylem, leading to the takeout of Pure less than a year (I think) later. It looks like a ‘test drive’ of marketing COV’s product and services suite. If the larger company becomes convinced it can sell the product, preserve the margins, and scale that across a larger market, a buyout is a likely next step, isn’t it? Plus, the described global medical company is presumably not Canada-based. For a non-Canadian acquirer, the perceived Saudi-Canada relations risk would likely be a non-issue. Thanks!

Q: Is this stock a buy or do you have another suggestion in the cyber security space ?

Q: Peter and His Wonder Team
Here is a rather unfair question. I realize this may be a difficult comparison. However if you had to choose one of these companies based on current price for a 3 year hold which one has the better long term value? Your opinion is always appreciated!
Thank you!

Q: Hello 5i Team,
What do you think about the short report on Stars Group? The Co. seems to have countered most of the negative points raised. Also, is the short position big and/or still growing?
Thanks for your usual help.

Q: I currently hold shares in GC, TSGI, TSG US (TSGI), & WEED.
Do u feel GC, TSGI & TSG are good long term holds?
Would you take profits in WEED using charts (trade the ups and downs) or just let it run and take profits when?
Tks.

Q: hello! canopy growth has had a giant run in the last few weeks and looks way overbought. what do you think of adding puts at this time?

Q: Would you suggest holding off on REIT's until the economy (inflation) settles, or is the timing right for one of these REIT's? Better suggestions?
Also, for a newbie here, could you tell us what 5i considers a "full position"?

Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

Q: Hello 5i Team. My understanding is that there are 2 significant issues here. US tariffs, and recent miss on performance. I've just recently started managing my own rsp, I'm finding mg to be the toughest decision I've had to make so far. I read that the stock could drop by as much as 30% if the tariffs go through. I've read mostly positive feedback from 5i on MG. Can you help quantify the risk over the next 2 months to a year?
Thanks

Q: What are thoughts and expectations on these two for next 3-5 years.are they going to be alright with Trump tariffs or should I look at something else like MTY or Dollarama

Q: Hello 5i team,
I believe AQN should also be on your list of Canadian companies that pay US dividends.

Q: Hello. One ENF share is being offered as 0.729 of an Enbridge share (ENB today at $47.12). ENF price should be 0.7029 x$47.12=$33.12 as to the agreement. ENF is now $33.95. Why is ENF trading so much higher than the conversion rate (2.5% higher)? Is there a reason behind it? Is it because ENF has a higher monthly dividend? Also do you have an idea of the exact date ENF will be converted into ENB shares? Thanks as always.

Q: what thing or things prompted the 2 + decline today ( Aug 23td )

Q: my portfolio is 80 %growth 20 @% income and growth. wihtout adding new money I want to prune 20 % from growth stocks that have done well for me eg cgi.

as a first step I thought of financials I have full opposition in bof America, td and half in JPMorgan.

so should I add to JPMORGAN or create new in bANK OF NOVA SCOTIAOR MANULIFE.
NEXT when I release more from growthi ilke to consider adding to my half position in fortis or new in Algonquin and other growth and income stocks like pembina pipeline

hope the phrasing makes sense

Q: Score has been moving up. Has there been any executive changes recently. Outlook for gaming stocks is good. RAK

Q: Hi 5i team,

My dad is almost retired with a +/- 5 year timeline of when he will need a majority of his savings. I feel he should move it out of a bank account that earns him 0.07% and into an ETF or into some blue chips stocks. Can you recommend some ETF's or blue chip stocks for his timeline?

Thanks.

Q: Today which would you choose and why?

Thanks as always