Investment Q&A

Q: hi Peter &Ryan I know you guys don't follow american stocks much , but wonder what your thoughts are of this co. as always thank you Gary

Q: When do you expect GUD to be successful with buying back ENDO at the earliest ?

Q: Hi folks,

Could you please provide me an opinion on this company.

Thanks.

Q: CHH has issued a press release of their signing a New 5-year Credit Facilities for Completion of Debt Refinancing Plan. The reduction in borrowing costs from $26.4M in 2015 to a pro-forma of $4.5M along with a reduction in their weighted average interest rate from 6.7% to 5.25% is impressive. Would you please provide your assessment of this company and also comment if it time to buy this stock? Thanks Gordon

Q: Is savaria a buy now or do you see it going down to the price of the financing.

thanks

Q: Goodday folks..Just a huge thank you for getting on the straight and narrow. Question is bought 2850 shares of sis at 8.20 . Should I sell 1000 shares and Buy What.. No Energy have plenty.. Thanks for everything Respectfully Cliff

Q: I'm looking to take a long term position in CRH given the recent pull back and need to get into the health sciences sector. Would this be a good choice or should I invest in GUD instead or perhaps both?

Q: Savaria used up there cash finally making an acquisition this week on Span-America Medical Systems.
Do you think Savaria will continue to make adjustments?
Savaria is up 37% in last 3 months. Do you think the Dividend will increase?
Do you still see Growth Potential?
Nice call since 6 on Savaria.
Keep up the Great work Team 5i!
Thanks. Barry.

Q: With the sale of US assets, what are your views on CPH going forward? Comments on current valuation and growth strategy/outlook?

Q: Hi Peter,
What's going on with Medicure? It has been falling lately like a ton of bricks. Are there some fundamental issues with earnings or products? What is your recommendation on this stock going forward?

Q: Any reasons for the huge loses yesterday?

Q: Hello,
How do subscription receipts work? How do you purchase them? Do you think the subscription receipts coming for SIS are a good investment? Thanks Luke

Q: I notice that Savaria Corp is having its annual meeting on May 15. They have also called it a special meeting. Could you elaborate on the reasons why a "special meeting" would be held? Thanks!

Q: Please advise the price of subscription receipts for SIS's acquisition.Thanks

Q: I am looking for a health care ETF. Right now I am looking at ZHU and XHC. One is global and one is US focused.
ZUH has a MER of 0.39 and a yield of 0.42.
While XHC has a MER of 0.65 but a yield of 1.49.Which I think cancels out the higher MER.

I am not sure which one is right for me or how to choose. Could I use growth potential? Does one have more growth potential than the other? Or what other factors could I use to help me decide?

Q: Good day

I will like your assistance on guiding my investment decision. I have read your report on Knight Therapeutics. After Knight has deployed its war chest($736,000,000), you are forecasting earnings per share of $0.59, plus the EPS for the last quarterly report of 0.06$. If earnings grow at 15% per year for the next 5 years, then in 2022, EPS will be :

2017 2018 2019 2020 2021 2022

$0.65 $0.75 $0.86 $0.99 $1.14 $1.31

I am assuming cash is deployed this year, the share count remains constant and investors in 2022 are willing to pay 15 times EPS. If this scenario holds, then in 2022, the share price should trade at around $20 (1.31 X 15). At current price ($10.60), this scenario would result in an annual rate of return for the next five years of 13.1%. Are you comfortable with my scenario or would you change some of my parameters ?

Gilles

Q: Is there any disadvantage to CRH's ability to make acquisitions caused by their negative share price momentum?

Q: Do you think that the dust has settled with CRH yet ?

Would you say that it is still over-valued ? under-valued ?
or priced appropriately ?

Q: Looking for reassurance and Not a question per se, I am seeing many small amounts of shares being traded. No big blocks more than a few thousand which indicates that my fellow retail investors are leaving. Reminds me of when PHM was going to the dogs. I hope CRH isn't another medical shell game. Down 18 plus %.

Q: This is basically just an opinion but I think that last week the action with CRH was an example of what you really mean by volatility. The the 5 to 10% that happens some days for no good, obvious reason are to be expected in a growth portfolio and are just a healthy fluctuation in a share price. Such fluctuations actually strengthen the stock. Comment ?
Thanks for your support
Clarence