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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: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary
Read Answer Asked by Gary on June 22, 2016
Q: Any comments on the deal announced today with HP?

As a secondary question, when deals that have long closing dates (this is scheduled to close in 2017, I beleive) when should we expect the share price to react? Of course it depends on the deal but is there normally an immediate change, followed by more activity towards the closing date or does it all tend to get baked in right away?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 21, 2016
Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks
Read Answer Asked by rajeev on June 20, 2016
Q: Hi Guys,

Can you speak a bit about the adjustments that CXR has been making to its financials? Is this accounting gimmickry? Is the underlying business sustainable without these adjustments?

My thinking is that these acquisition-related adjustments can't be made forever, so won't reality of low unadjusted earnings one day set in?
Read Answer Asked by Michael on June 15, 2016
Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.
Read Answer Asked by Brad on June 13, 2016
Q: I'm interested in PUR as an investment & would appreciate your comments on its future.I realize they had a strong last quarter.Currently I have 5% holdings of both SIS & DBO & they are doing well for me.If you like it, what %age of PUR should I buy or am I getting too much money in small caps.What %age of small caps would you recommend ? Thanks as always.
Read Answer Asked by Dave on June 09, 2016
Q: Hello, could I have your analysis of Ceapro inc please.
Thank you
Dave
Read Answer Asked by Dave on June 09, 2016
Q: Hello Peter
I still have Phm 8000@1.046 and Qst 3000@2.57 not looking so good.
Should I sell one and add to the other? Or cut my losses and add to a better growth stock from your growth portfolio?
I am diversified so just looking at a better stock for the next 2-3 years.
Thanks for your work!
Read Answer Asked by Brad on June 09, 2016
Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?
Read Answer Asked by Alan on June 08, 2016
Q: I hold ETFs that track the S&P500, TSX and the All Cap Ex NA index, both hedged and non-hedged. I'm considering adding an emerging market ETF but I'm concerned about the heavy China weighted that most such ETFs have. Your advice would be appreciated. In particular, can you suggest one that has a lower China weighting?
Read Answer Asked by Roland on June 03, 2016
Q: Well, that was a wild turn of events.

Buy more? Sell or hold for better days ahead?

If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.

Thanks
Read Answer Asked by Tim on June 02, 2016
Q: Could I please have an update on Solium Capital. What are the prospects going forward for this technology company? **Is it a strong takeover candidate? Management has been using profits to expand the business. Is this strategy paying off or should I simply invest my money elsewhere? Many thanks!
Read Answer Asked by Paul W on June 02, 2016
Q: I have some cash in my account and am thinking of adding to MAL and to XHY. Recent news and performance of MAL has been good, but I am concerned about the effect of US rate increases on XHY. My account is well diversified. I would appreciate your comments on both.
Read Answer Asked by Roland on June 01, 2016
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