skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've been searching for relatively cheap canadian pharma stocks that have postive cashflow and earnings growth. I recently came across CRH Medical, a recent recommendation of J.Donville. After accounting for the recent aquisition (trailing earning, some dilution, and debt), to me, it still appears quite cheap relative to the sector. I realize there is some execution risk, and now a fair bit of debt, but it seems reasonable. How do you assess this company and compare it to other small/growthy names in the sector? I currently have a half position in CRH and I am thinking about doubling down. I also own PHM and CPH in the sector but they don't look as cheap anymore. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: Would you please give me a quick rating for the following companies: Concordia (CXR), DH Corp (DH), Boyd Fund (BYD.UN) and CGI Group (GIB.A) -- in the A, B, C rating that 5I does. I realize a full analysis is impossible, but just wondered in a "wish list" of descending companies, which would you choose for a post-Christmas present to yourself, for growth in 2015? Thanks.


Read Answer Asked by Sylvia on December 30, 2014
Q: Hello Peter & Co,
Hope you had a Merry Christmas and wish you a Happy New Year.
12% of my portfolio is in Health/Pharma which comprises CCT, CPH, CXR, GUD, RX and XHC; is there a point to adding CRH which is similar to RX?
Thanks,
Tony
Read Answer Asked by Antoine on December 30, 2014
Q: Can I get your views on this company at present stock price. Does not want to seem to pull back any. P/E seems high at 48x and P/B is at 18. Is this considered high for small cap?

thanks
Read Answer Asked by pietro on December 29, 2014
Q: Hello Peter and team,

I am getting ready to make my 2015 TFSA contribution on Jan 2nd, and with some cash in that account I would like to invest in one or two growthy stocks. What are your top 5 suggestions for a TFSA at this time (holding period is 3 years minimum).

Also can you list your top 3 TFSA suggestions in the Information Technology and the Health Care sectors.

Please rank your choices highest to lowest.

Happy New Year,

Paul J.

Read Answer Asked by Paul on December 29, 2014
Q: I was disappointed to read this week that the “Growth Portfolio” won’t be available until March. I need to be very aggressive for a while. I currently hold: atd.b, ccl.b, stn, gil, aya, which I suspect will be candidates for this portfolio. Could you name a couple of others that you are considering. Thanks.
Read Answer Asked by Bill on December 22, 2014
Q: Hello Peter
I would like to diversify into the health care and pharma industry. I could not find in the database any companies that have a minimum of a B rating. Are there any health care and pharma companies that you would recommend with at least a B rating. Would an ETF be better? I would like to hold it in my rsp and have a 3-5 yr time frame to hold.

Thank you
Read Answer Asked by pietro on December 16, 2014
Q: I have accumulated Canadian biotech/pharma companies RX, CPH, CXR, MSL, NRI and NHC with a hope that some of them might be taken over by the others. Do you think there is a possibility of any of these companies buying the other. Who do you think will be the most probable target and who is the most likely acquirer. Thanks
Read Answer Asked by Imtiaz on December 15, 2014
Q: Hi Peter,

Would you give me your opinion on above stock please. I consider to start buying some now.
Thank you.
Albert
Read Answer Asked by ALBERT on December 04, 2014
Q: Some reasons for good equity market.Seasonality & 3rd year of mid term election indicate strong Nov to April period.Low interest rate.Increasing earnings growth. Please advise if it is time to invest now?.If so,please provide some appropriate "growth & dividend" stocks. Thanks a lot for your usual excellent advices & serices
Read Answer Asked by Peter on November 23, 2014
Q: In spite of the much improved 2015 Q1 operating results over 2014 Q1, LMP's stock price had dropped from its highs in August/September by some 40% by early November (although it has a major rally over the last week or so but still down significantly from its highs). Your comments on this company going forward would be much appreciated.

H.S.
Read Answer Asked by Harry on November 20, 2014
Q: Is there news on PLI? It's hit a new year high.
Read Answer Asked by Brenda on November 18, 2014
Q: Hello Peter,
Is there additional information on PHM from your previous answer as the stock continues to move higher? Also, what is your sell strategy for small caps versus large caps? Do you sell to get back to your weighting (assume you had 3 percent) or let the winners run until the fundamentals are no longer in play? My main concern with the latter is if the fundamentals deteriorate, the stock may take a huge hit. Any comments please ?
Read Answer Asked by umedali on November 17, 2014
Q: Hi 5i: What is your assessment of Kelso's recent results, and what do you think of its prospects over the next year or two? Thanks again for your invaluable advice.
Read Answer Asked by Roland on November 14, 2014
Q: Hi Peter,
Can you give me your opinion on this company and would you consider it a buy? thanks Clare
Read Answer Asked by clara on November 12, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!