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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: PHM founders Michael Dalsin and Roger Greene had sold their 2.4 million shares right after exercising options yesterday. They had three companies on hand, and additional closed end health fund in the progress to be built. It asked shareholders to approve to increase 20% of its common shares. (I voted to against this shareholder dilution plan.)Also they keep issuing stock options to themselves. All those red flags make me start doubting this management. Am I wrong about this and do you still have faith in this company? Thanks for your unbiased insight as always!
Read Answer Asked by Rebecca on July 09, 2015
Q: GUD
I am impressed with the moves this company is making.I have a small position and am thinking of buying more. It looks good on potential, execution,market knowledge, industry savvy and connections.I am hesitant because of the fact that Mr. Goodman is such a dominant force in the company and what would happen should he be unable to contribution due to the unexpected.
Questions:
1.am I right to be careful
2.does he have a team that could manage with out him being involved.
your advice is appreciated.
thanks
Yossi
Read Answer Asked by JOSEPH on July 08, 2015
Q: I am slowly working my way into your growth and model portfolios. Next on my buy list are the above stocks. Which stocks would you see as a great buy today, and which would you wait for more downside? Thanks as always.
Read Answer Asked by Kim on July 07, 2015
Q: Would you mind commenting on the implications of CRA's tax proceedings against Silver Wheaton?
Read Answer Asked by Michael on July 07, 2015
Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices
Read Answer Asked by Peter on July 06, 2015
Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.
Read Answer Asked by ron on July 06, 2015
Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter
Read Answer Asked by Peter on July 06, 2015
Q: Hi. I'm looking at VNR and also CUP.U. They both seem like decent "bond substitutes" with very low growth and stable income. Would you agree with this? Based on prior comments you seem to prefer VNR. Could you compare the two please. Thanks.
Read Answer Asked by Noel on July 06, 2015
Q: Hello gentleman,

I have a little cash to play with. Of all the stocks in the growth portfolio, which has the most potential short term (1 year) as of right now.

Thank you for all your assistance.
Read Answer Asked by ron on July 06, 2015
Q: Hi Peter, Team,
From your answers, I understand the Balanced Equity portfolio stocks are mostly Large cap, with roughly 20% MidCap with a couple of Small Caps.
Re: the Growth Portfolio. you have a warning on the page re: the stocks being higher risk. Are all the stocks here Small Caps, with 4 Venture/Micro caps? Are there any Large caps or MidCaps in it? If so, can you indicate which ones? Thansk for the education. sarah
Read Answer Asked by sarah on July 03, 2015
Q: Good morning Peter and Team,

Your latest report on AirBoss is very intriguing.

I hope this isn't an unfair question, but if AirBoss were to be added to a model portfolio today (I assume the Growth Portfolio), what existing holding would be removed?

Thanks for all your superb work.
Read Answer Asked by Jerry on July 02, 2015
Q: While not a market timer I do like to buy things on sale. Given the decline (and maybe further drop) could you give me a couple of stocks from each of your balanced and growth portfolio that are currently cheap. Thanks as always, Bill Y.
Read Answer Asked by Bill on June 30, 2015
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