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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: EFN is starting to look very attractive. Why is it so beat up?
The management presentation references tangible leverage, which appears high but wondering if you could put it in context, I'm guessing as a financial this kind of leverage is more acceptable. They seem to be generating higher returns now but if thats just happening due to additional leverage its not really a value add. Do they have any oil and gas exposure? Chesapeake is referenced in the deck, not sure how that ties and how large that exposure would be.

Thanks
Read Answer Asked by Rob on February 03, 2016
Q: Would like your opinion on IT after recent $21 offer for Amaya.
Thank you.
Read Answer Asked by howard on February 03, 2016
Q: Hello Peter & team, Any reason for the 4% decline?
Thank you!
Read Answer Asked by Silvia on February 01, 2016
Q: Growth stock 5i favourites are KXS, TNC, SIS and NFI which is on sale. Also oil stocks are on an uptrend. Rank on which order you would buy 5 these entities? Here are some of my under-performers which I am considering selling a couple of in order to help purchase buying your top rankings. List the three worst performers of the 6. PLI, CXR, IT, ESP DSG and DRT. Thanks Dennis
Read Answer Asked by Dennis on February 01, 2016
Q: peter what do you of phm and possible upside
Read Answer Asked by aldo on February 01, 2016
Q: "Yesterday there were two 500,000+ blocks at $6.60. We think the moves in the sector are entirely political worries, or sector rotation (into energy perhaps) but can't offer much more here. "


In your response to David's question I interpret it that someone(s) sold 2 blocks of 500K shares at $6.60.

I suggest it was someone(s) buying at a low. Especially considering it is rising now. I do not know if they were Black Pool buys.

Could these be viable possibilities?
Read Answer Asked by Stan (1) on January 29, 2016
Q: Hello.
Thanks for quality answers to questions.

Would you please help by offering insight to dealing with investor psychology and behaviour; 50% gain in PHM only to now be in the red on this holding?
My current thinking does not make sense to me to hold at the top of a gain only to feel like getting out now that the stock price has declined to the point that it feels like a poor investment decision.
I have been drawn into more aggressive type investments being connected to this subscription (beyond normal style) so I believe I can benefit from your experience and comments about dealing with volatility of the nature in this question.
Thanks
Dave

Read Answer Asked by David on January 29, 2016
Q: Thoughts on CXR looking very attractively priced at the moment? They've got enough international exposure to their business that any action in the US to lower drug prices (which would likely take a new government and years to pass legislation) would not have a significant impact on CXR's business. Clinton's new video against Valeant and people panicking and selling CXR seem to be providing a great entry point.
Read Answer Asked by Arneh on January 29, 2016
Q: i have been reading that beacon lowered the price target to a $1 and also i read about medicare reimbursement cuts which can negatively impact PHM ? Do you think PHM is still worth holding or should it be sold? What are your thoughts on this company?
Read Answer Asked by steven on January 27, 2016
Q: Hello team,

My wife's TFSA currently holds full positions in WSP, BYD.UN, DH, WCP and 1/2 position in BDI. With new money, we are thinking of adding four half positions from SYZ, CXI, BOS, GUD, EFN or XTC. This is for long term hold and we are OK with volatility. Which four would you pick out of the list or would you suggest other names instead for better diversification? We are looking for smaller cap names with better growth potentials.

As always, thanks for your guidance.

BK
Read Answer Asked by Bekaye on January 27, 2016
Q: knight did another deal yesterday, and the way goodman structures it , it seems brilliant.
but the stock cannot get any traction. can you comment on the stock and the deal. dave
Read Answer Asked by david on January 26, 2016
Q: Hi, could you please comment on today's release of People Corp's financials and advise if there was any guidance given.
Thank you
Read Answer Asked by Mark on January 25, 2016
Q: Re Dennis question on CXR
Scotia itrade actually has CXR as a sector outperform with a target of $75 (see company Edge report). Dennis may be looking at something called Research Team report which is a separate service that Scotia includes on their site. They do have it as a sell but it is only 4 analysts, and their accuracy was poor in 2015 as note on the very bottom of the report. It is not the Scotiabank opinion.
I bought some CXR based on the 5 i - Ryan M blog at under forty and sold at $50 ( thanks Ryan!) Will try it again if the price dips below $40 again.
food for thought, Dennis
Read Answer Asked by john on January 25, 2016
Q: In your Balanced Portfolio you have a holding in Goldcorp because you want to have a stake in gold for strategic reasons. Recently, in answering questions on investing in gold stocks, you have consistently referred to AEM as a better investment than G. Why are you not swapping G for AEM in your balanced Portfolio?
Read Answer Asked by Bryan on January 24, 2016
Q: Hey guys, great service. I've been slowly building the balanced portfolio and have some cash. It seems like a good time to buy. The four stocks I'm missing are MG, DSG, CXI and ESL. Which do you think is the best buy today? Thanks.
Read Answer Asked by Matthew on January 24, 2016
Q: Hi Peter,

Thanks for answering my question. If you can kindly check yahoo.com and go to finance type in the symbol et.to and then check insider transactions you will find that sales force dot com purchased on july 12 2013 7,362,248 sharesat 33.75
If it is correct what is the relevance to their business as I see at some time they being bought out

Thanks
Paul
Read Answer Asked by PAUL on January 22, 2016
Q: Hi Peter,

Could you pls let me know whether sales force is holding 10% of evertz shares and if so what is the relevance to their business.

Thanks
Paul
Read Answer Asked by PAUL on January 22, 2016
Q: What's going on with PEO? 13% down today only!
Read Answer Asked by Brenda on January 22, 2016
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