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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: I know you like Knight Therapeutics. Stock has been hit quite hard recently, and currently is trading around $8. Do you think it's a good entry price here? Also is it a safe stock to hold in a RESP account? (My kids are quite young, so the money inside RESP won't be cashed for minimum 10 years.)Thanks for your great advice!
Read Answer Asked by Rebecca on March 26, 2015
Q: Hello, could we have your thoughts on the current valuation and prospects for Savaria. It is approaching 6 per cent of my portfolio which is pretty high for a company of this size I think. Thanks.
Read Answer Asked by Adam on March 24, 2015
Q: Can you give me your opinion on NYX Gaming Group? Thanks
Read Answer Asked by Theresa on March 23, 2015
Q: Hello Peter & Co.
My exposure to Health Pharma (11% of my RRIF portfolio comprises CCT,CPH,CXR.GUD and VRX.
I hold in my TFSA (approach: buy and forget): small amounts of RX,PLI and would like to add equally small amounts of CRH and PHM; I value your opinion.
I also own in the TFSA: DHX Media but do not have any "small & torquy" Info Tech; would you please suggest a couple of names other than CSU,DSG,ESL,CGI,MDA and OTC which I hold in my RRIF?
Thanks,
Antoine
You may count this question as two questions.
Read Answer Asked by Antoine on March 23, 2015
Q: On PHM's recent conference call, management claimed they could reach $125 MM revenue run rate by end of summer 2015, and then stated that their new year end "goal" (not guidance) was for $175 MM run rate revenue. Taking this announcement into account, how does PHM stack up on a risk reward and valuation basis with CRH Medical and Nobilus Health Corp? For a risk tolerant investor, are any of these stocks buys today and in what order?

Thanks for the great service!
Read Answer Asked by Scott on March 23, 2015
Q: In Johnathan Goodman's comments this morning, following release of their results, he indicated he will not rest until Knight realizes the same gains as Paladin (paraphrased). Do you see the possibility that this stock will go from $9 to $140 and was there anything in their year end results that gives a hint this is even remotely possible??
On another note, what happened to RMP Energy?
Thanks.
Read Answer Asked by Steven on March 19, 2015
Q: Hello, I see you have had a few questions on this company recently and I too am intrigued with it. I personally am hesitant when any stock is considered expensive and would like to know what you would like to see change in the companies metrics that would make it a bit more palatable. Thank you.
Read Answer Asked by Adam on March 19, 2015
Q: Given the structure of recent financing(s) does it cap the stock here in a tight range (14.00-16.00) for a while? Acquired companies received millions of shares in IT that I believe they are free to sell to crystallize their profits. I know know insiders are buying (today's news) but it's not huge given their net worth in the stock. It's positive of course, but seems curiously times.
I was thinking it would be a "no brainer" buy under the subscription receipt price of $15.00 but I'm not sure. Peter, what do you think?

Thank you
Read Answer Asked by Douglas on March 19, 2015
Q: Can I have your thoughts on Lumenpulse. Thanks
Read Answer Asked by Leonard on March 18, 2015
Q: Would like to have your thoughts on new look eyeware. tks
Read Answer Asked by Albert on March 17, 2015
Q: Could I please get your opinion on investing in this company. How high risk is it in comparison to PLI.
Thankyou
Read Answer Asked by maida on March 17, 2015
Q: I am up over 55% in less that a week on this stock in my RRSP which has taken a hit since Dec. from Bank stock and Energy stocks with over a 30% of total portfolio. I realize I did not diversify, as I always felt safe with these type of investments.
I sold $12000 of Royal bank after the quarterly dividend and invested in Concordia which has netted me $17000.00 as of today with the stock currently off $3.72, and dropping at the moment
I am concerned that cxr will probably pull back for profit taking, however if cxr is a roll up story, like csu, would it not make sense to hold on, or should I sell half or all, and wait for a proper pull back to get back in.

I listened to the ceo of cxr about how the fundamentals of the new company are accreditive, as well as his goals going forward. Very impressive to say the least

I know 5i highlighted this company in the past, and really would appreciate your thoughts going forward

Thanks for your awesome service.
Read Answer Asked by Rick on March 16, 2015
Q: further to your response to Alexander re: PLI and CRH, could you expand to include comment on MSL potential and any other similar Cdn. health small caps - thanks
Read Answer Asked by don on March 16, 2015
Q: Hello Peter & Co,
Healthcare/Pharma represents 12.1% of my RRIF portfolio with Catamaran, Cipher, Concordia, Knight Therapeutics, BioSyent and Valeant; I also own ProMetic Life Sciences in my TFSA.
I was thinking of adding a small basket of the following: CRH Medical, Patient Home Monitoring and Nobilis Health; this would add another 1.9% to my RRIF portfolio.
Which of these additions would you consider to be complementary to my current holdings? or does the additional return warrant the additional risk?
Thanks,
Antoine


Read Answer Asked by Antoine on March 12, 2015
Q: HI;

I'm considering adding one of these two companies to my portfolio. Which one would you prefer for growth over the next 2-3 years?

Ray
Read Answer Asked by Raymond on March 12, 2015
Q: Good Morning 5I,I hold a small position in this company. They reported earnings this morning and appear decent to me. Would appreciate your analysis. You did mention the high valuation on Feb.22. Enjoy the question section and your excellent service. Thank you... Marlene
Read Answer Asked by marlene on March 12, 2015
Q: 5i
What are your thoughts on this stock ?
The last 3-6 months have seen a significant upward trend . Do you anticipate this trend to continue ? Are earnings growth looking good over the next 1-2 years ?
Is it solid enough to invest in ?
Thanks
Bill C.
Read Answer Asked by Bill on March 12, 2015
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