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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: How likely is Mindbody going to receive a sweetened offer from Vista Equity Partners based on your experience?

Is the deal at risk here?

The cash offer represented a 68% premium to the prior trading day’s closing price but the SP was depressed due to recent reduced guidance combined with the fall's downturn. Shares have been trading at or near the purchase price of $36.50.
Read Answer Asked by Dominic on January 08, 2019
Q: Hi
I often see on the SEDAR website the title Company A (formerly Company B) where company B is totally unrelated to company A. Would this be a form of cost savings for company A by taking over/changing a name or a red flag for me?
Thank you
J
Read Answer Asked by Jeremy on January 08, 2019
Q: Hi fellows,
In the US consumer cyclical sector, would crox be a good buy now in view of the coming spring/summer and is it very sensitive to the Asian markets ? What would be your favorites in the consumer cyclical sector, Canada and USA, for the coming months ?

Have a good year in all regards,

JD
Read Answer Asked by Jacques on January 08, 2019
Q: Given the uncertainty in short term market direction,I have 50% of my TFSA in cash.I believe Canadian interest rates are not going to rise.I am considering the choices listed above, unless you can suggest others.I also have some cash in my US$ RRSP and am considering the Vanguard fund for this cash.US rates may climb further,but not much.Perhaps you could rate these according to risk.
Thank you.
Read Answer Asked by Allen on January 08, 2019
Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim
Read Answer Asked by Kim on January 08, 2019
Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John
Read Answer Asked by John on January 08, 2019
Q: I am looking to purchase some prefer shares because the prefer shares price down quite a bit in some cases. I compared two prefer shares offered by the same company "BrookField Asset Management Inc". BAM.PF.D , current price $21.10 yield 5.81% vs. BAM.PF.I current price $25.58 yield 4.63%. Both have the same face value of $25, why priced so differently on the market, are their risks different? So in general, how to pickup a prefer share from others?

Thanks,
Read Answer Asked by Joseph on January 08, 2019
Q: I understand how MAXR's debt (and now, cost of capital) undermines its prospects, but: isn't MAXR still a high-barriers-to-entry stock? I believe 5i said, many years ago, that there weren't that many companies that could even attempt the sorts of things they did. Aren't the rules for de facto monopolies more foregiving - for example, as concerns the multiplicity of suitors who would be prepared to look past this particular failure?
Read Answer Asked by John on January 08, 2019
Q: Morning good 5i people,

My question is on calculating capital gains. I have the same stock in both a non-registered (cash) account and an RRSP, bought at different times and at different prices. To calculate the adjusted cost base for when I sell the stock from the cash account, am I supposed to use the average of the 2 acquisition prices, or just the price from the cash side? In other words, do I use the purchase price of the RRSP stock in the calculation of the ACB?
Thanks,
Mike
Read Answer Asked by Mike on January 08, 2019
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.

Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Read Answer Asked by Mike on January 08, 2019
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