Q: Exceptional company with a visionary CEO. Latest quarter: Top line looks impressive enough with inroads to profitability and is free cash flow. Comment and how does balance sheet look?
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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've been in and out on PLI a couple of times. It has been a volatile stock. It has hit new highs lately. I'd like to get back in but I feel it has received a lot of attention now and it might be overpriced at this time. I want back in but feel the price will drop and if I wait it out I'll get a better price. What are your thoughts ?
Q: Presently, I own CRH Medical (CRH), Patient Home Monitoring (PHM) and Prometic Life (PLI). CRH is going up nicely every day - is the valuation stretching?
Please suggest a fourth name to add to this list. I don't mind some risk for the rewards the three mentioned have given.
Thank you.
Please suggest a fourth name to add to this list. I don't mind some risk for the rewards the three mentioned have given.
Thank you.
Q: Hi - your comments on the financing- it appears to have been upsized and over subscribed. What do you think of the theory that this will be used for more acquisitions?
Q: Cipher recently announced that one of its products was accepted for Health Canada review. How long does this process typically take? and what do you think of the company for a 1-2 year investment?
Thanks
Thanks
Q: Hello Peter & Co,
The above represents 13% of my RRIF Equity portfolio. I hold CCT,CPH,CXR,GUD,RX and thinking of nibbling in VRX,CRH,PHM; would you please rank them as if I did not own anything.
Thanks,
Tony
The above represents 13% of my RRIF Equity portfolio. I hold CCT,CPH,CXR,GUD,RX and thinking of nibbling in VRX,CRH,PHM; would you please rank them as if I did not own anything.
Thanks,
Tony
Q: Hi- your comments on the announcement re: egaming- how will this impact revenues and potential new advertising going forward. The market seems to like it- a lot
Q: what are your thoughts on the intertain deal. dave
Q: Would you buy these stocks for a 5 year hold in a TFSA? Or is it still too risky? Wait for oil to stabilize?
Thank you
Thank you
Q: Thank you for your great service. you now have the income portfolio for conservative investors Do you have some names that you would recommend for the higher risk investor. I have done well with your advice so far and would like to "gamble" with 1 or 2% of my portfolio.
Again thanks for all you and staff do.
Again thanks for all you and staff do.
Q: Hello, every one, Could you please help me to understand the current earning report of GIB.A, in which earnings expanded, but revenue was slightly shy of expectations. Since this is a growth stock, I thought missing revenue estimates would have negative impact on it. But the stock rose upon earning release. Your thoughts please. In addition, what is your view of this company? Also the company's debt level is high, will they issue more shares to acquire other companies in the future, if yes, how will this affect the stock?
Thanks,
Lin
Thanks,
Lin
Q: Would be interested in your quick thoughts / summary on this stock.
Q: Dear 5i
What are your thoughts on KLS at this time ? Is it a good time to invest in this company and are they expecting good earnings growth over the next couple years ?
Also what sector is currently the strongest in the U.S. And what ETF would you recommend within that sector . Looking for high growth .
Thanks
Bill C.
What are your thoughts on KLS at this time ? Is it a good time to invest in this company and are they expecting good earnings growth over the next couple years ?
Also what sector is currently the strongest in the U.S. And what ETF would you recommend within that sector . Looking for high growth .
Thanks
Bill C.
Q: Could I have your thoughts on Element's increased outlook for 2015 announced today? Thanks.
Q: Any thoughts on OTC today after the disappointing earnings?
Q: Hello Peter,
Fairfax has been on a roll lately. The fundamentals are good from PE and ROE, but the technical now are over bought (RSI). Any reason why the stock continues upward? I do not see any news other than Fairfax india IPO and potential Blackberry takeover (as Fairfax owns 10% of the company). Any comments. Also, to de-risk my portfolio, if I am to put more money in Fairfax, is it better to add to FFH or use those proceeds to invest in FIH (Fairfax india ) once the IPO stables (as you had indicated in prior replies about potential of fee covering of 8% from brokers etc from IPO). I have seen your replies on Knight Therapeutics that is a sector and management bet. When it comes to companies like these, does one simply go on technical charts to buy and sell as there is not much in terms of fundamentals to base the buying decision (what price to pick it up at). Also, BioSyent has been referenced as the next potential Paladin Labs. If so, can you see a potential of Knight buying BioSyent? Thanks again and appreciate the detailed replies you provide.
Fairfax has been on a roll lately. The fundamentals are good from PE and ROE, but the technical now are over bought (RSI). Any reason why the stock continues upward? I do not see any news other than Fairfax india IPO and potential Blackberry takeover (as Fairfax owns 10% of the company). Any comments. Also, to de-risk my portfolio, if I am to put more money in Fairfax, is it better to add to FFH or use those proceeds to invest in FIH (Fairfax india ) once the IPO stables (as you had indicated in prior replies about potential of fee covering of 8% from brokers etc from IPO). I have seen your replies on Knight Therapeutics that is a sector and management bet. When it comes to companies like these, does one simply go on technical charts to buy and sell as there is not much in terms of fundamentals to base the buying decision (what price to pick it up at). Also, BioSyent has been referenced as the next potential Paladin Labs. If so, can you see a potential of Knight buying BioSyent? Thanks again and appreciate the detailed replies you provide.
Q: Hi guys,
I would like to start dipping my toe in any of these names, the only thing that is stopping me is that I am worried about valuation. I need some exposure to consumer staples/discretionary and healthcare however, I would not like to buy at high multiples if possible.
I would like to know if I should wait for a little pullback OR buy now and if there is a pullback add to a position. Could you comment on the future prospects on them if you can, it will help my decision.
Feel free to suggest any other names that might be a better substitute.
Thanks, keep up the great work, it truly helps alot !!!!
I would like to start dipping my toe in any of these names, the only thing that is stopping me is that I am worried about valuation. I need some exposure to consumer staples/discretionary and healthcare however, I would not like to buy at high multiples if possible.
I would like to know if I should wait for a little pullback OR buy now and if there is a pullback add to a position. Could you comment on the future prospects on them if you can, it will help my decision.
Feel free to suggest any other names that might be a better substitute.
Thanks, keep up the great work, it truly helps alot !!!!
Q: Any reason you know for the precipitous drop in the PHM share price? Thank you.
Q: Peter and team:
Would you consider buying IT at these levels (including today's spike up)?
Of the forest group which stock would you recommend buying at current levels: WEF, Interfor or West Fraser? Or any other? Is there an ETF for this group?
Thank you for great feedback, SS
Would you consider buying IT at these levels (including today's spike up)?
Of the forest group which stock would you recommend buying at current levels: WEF, Interfor or West Fraser? Or any other? Is there an ETF for this group?
Thank you for great feedback, SS
Q: According to this news, Intertain Group is in the process of selling off a significant portion of their assets for 1B. If their market cap is >500M and this goes through would this not cause their per share price to spike 100% or am I dreaming in a haze of confusion?
http://www.newswire.ca/en/story/1477923/the-intertain-group-in-negotiations-to-potentially-acquire-assets
http://www.newswire.ca/en/story/1477923/the-intertain-group-in-negotiations-to-potentially-acquire-assets