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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: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Read Answer Asked by Kim on October 19, 2015
Q: Hi,

Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Read Answer Asked by Imtiaz on October 19, 2015
Q: Would appreciate your opinion on this company and if you consider it
a "buy" at todays price.Thank you.
Read Answer Asked by Uli on October 19, 2015
Q: I have held this company for some time and I'm down significantly on it. I lost money on it back in the day when it really was a tech company. I'm a slow learner. The stock hasn't done anything in the last 5 years except loose value. Over the last month it is down almost 8%, 16% over the last 6 months and 26.5% over the last year. In 5 years it has lost 45% of its value.

I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.

I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.
Read Answer Asked by Alvyn on October 19, 2015
Q: My position in BCE has crept up to almost 8% of my portfolio which feels a bit high. Its currently trading within 5% of the 52 week high so I am thinking of reducing the position a bit (to around 6.5%). I would like to replace the yield, div growth and risk profile. I was thinking of adding to my BEP.UN holdings (now at about 3%). My telecom total holding is now at 10.5% and my Utilities/Industrial holdings are about 12%. My Brookfield company (BIP.UN and BEP.UN and BPY.UN)holdings represent 13% now. Your thoughts on this move please. Many thanks
Read Answer Asked by Gary on October 19, 2015
Q: Hi 5i: With PHM shares under $0.60, their market cap is down to about $200M. Isn’t that roughly equivalent to their annualized revenue guidance based on their expected run rate at the end of the current calendar year? My understanding is that, but for their acquisitions-related expenses, their underlying business has been operating profitably for some time. Have I got that wrong? It seems like some very significant upside potential is being compressed within this story. I understand that it is a ‘show me’ story since the management changes and insider shareholdings shuffle. I also understand that there is some shifting of the balance toward organic growth opportunities and possibly less dependence on acquisitions in the plan to maintain the growth profile going forward. I see the big question (and risk) as whether the new management can deliver on its promises, to at least maintain the growth level achieved by the prior management. If they can deliver on the numbers guided to, wouldn’t PHM also be on its way to becoming a very compelling ‘value’ investment? Thanks!
Read Answer Asked by Lance on October 16, 2015
Q: Hello, I have owned Boston Pizza for about 2 years and while I like the dividend the stock is down about 15%. If you were going to stay in the same sector, would you stick with Boston Pizza or switch those funds to A and W? Thanks for continued great service. Bill
Read Answer Asked by Bill on October 14, 2015
Q: Hi Peter and team,

Of the following stocks that I currently own: GXI,CSU,AVO,WSP,IPL and XSR; how would you evaluate their status as to long term holds given the fact that GXI,AVO, and XSR are down approximately 33% - 46% ? What replacements would you otherwise choose?

Much thanks,
Dean

Read Answer Asked by Dean on October 14, 2015
Q: What two stocks would you recommend from the Growth Portfolio as having the greatest potential returns over the next two years?
Read Answer Asked by Larry M. on October 12, 2015
Q: Hello, I've been buying a few stocks from your growth portfolio per month since its inception and now have half. The 11 I don't have yet are:

AVO, CDV, DHX.B, GXI,KXS, BCI,LMP, PEO,PUR, QHR and TC.

I can afford to buy 4 of these this month. Which 4 would you suggest?

Best,

Carla
Read Answer Asked by Carla on October 12, 2015
Q: I have not completed filling out the model and income portfolios. I would appreciate it if you could suggest the top 5 to purchase now in each portfolio based on a risk/reward analysis.

Thanks again.
Read Answer Asked by Cyril on October 09, 2015
Q: I am re-balancing my portfolios this week and wondering which 6 stocks from the Balanced Equity model portfolio would be your top picks at the moment? Let's assume 3-5 years time frame here.
Thanks.
Read Answer Asked by Michael on October 09, 2015
Q: In reviewing the growth portfolio the biggest winners are kinaxis and tucows. On your theory of averaging up not down if not owned would these be the two to buy or go with the few showing a small profit ie dhx media and element financial or any other that you woukd prefer at this time.
Read Answer Asked by Helen on October 08, 2015
Q: I view of a potential sale, is this a proper time to acquire more
Read Answer Asked by Rick on October 07, 2015
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