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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: 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: It's been over a year since Cipher's price has met it's 200 mva. Must be quite a shock! Plenty of CPH stock available for small fry like me. I have some small cap pharma winners that I could take some profit in PHM/GUD to make room. Is it worth buying now or should I wait for bigger fish to start nibbling?
Read Answer Asked by Gerald on March 23, 2015
Q: Hi Peter and 5i team, what are the catalysts driving Canadian/Global health-care/pharma sector at present. What s your near and mid term outlook for the sector and what headwinds do you foresee for the sector
Read Answer Asked by RAJITH 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
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