Investment Q&A

Q: Can you please comment on the most recent earnings.

Q: Can you provide insight on CRH Medical? Cantor Fitzgerald has a $7.00 target price. Looks interesting.

Thank you

Marty

Q: Hi Team, apples to oranges but I bought GILD a while back for growth. What would you consider if deciding to switch to CRH Medical. Size, geography, I know. But for a five year growth play does this make any sense from a risk return perspective? Thank you, Michael

Q: Been following your site from the beginning. Really enjoying and learning.
Got in SIS at 6 still hanging on
Any other stocks small cap that you see right now low under the radar with some potential. Thanks.

Q: Hello, I would like to purchase has some more of these shares but am worried about the potential of the USA cross border tax and especially in the health care field. Do you believe CRH would be included in this tax and should I hold off and see what happens and how will I be able to tell when or if the tax will be imposed? Thanks for your insight.

Q: Hi Team,

I owned CRH in the past and see it would have doubled if I had kept it. What are your thoughts for a long term hold or do you have a better pick in that space. Thanks
Bob

Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?

Thanks again.

Q: Good morning. As a new member I was wondering if you could comment on the equities I have in my TFSA. It's value id approximately $45 K. I have been retired for 10 years on an educator's defined benefit pension and would consider myself a medium risk investor.
The equities are ZUB, CRH, HXQ,RY, SHOP, ZCL (with values of $4-6K) and CPG and NPC ($2-3K values).
Can I feel confident with the growth opportunities of these? Do you have other suggestions to look into?
Thankyou.
Jim

Q: Gud was doing ok until Mackie downgraded it on Jan 4.I have a 0.50 position @ $10.Should I add now or after Jan20. CRH was recommended by a guest on BNN on Jan 6 basing on ROC of 104% & undervaluation.Please comment.Appreciate u usual great services & views

Q: Thanks for ENGH,GUD & PHO. Re CRH,please comment on 1)Why was there a big drop to $7.01 on Nov 28(Monday on big vol. of 2.12m) from $8.36 on Nov 25(Friday)? 2)Thomson/Reuters & CIBC reported that it missed estimated EPS 4 out of the last 6 periods & 5/6 respectively.Already own GUD,the only stock in the sector & thinking of adding CRH.Always appreciate u usual great services & views.All the Best for 2017

Q: I have the listed companies in my TFSA($60k). I haven't been too concerned with portfolio weightings due to the portfolio size and have let the winners run. As a result close to 50% of the portfolio is held in just 2 stocks (CCL.B and CRH) I have nice gains in the others except DBOX and SYLOGIST which are both flat and I have considered switching out. Two questions I have are 1. Do you think it is a prudent strategy to stay this course or would you rebalance keeping in mind these weightings are not that out of whack when you consider my other portfolios? 2. What name(s) would you consider adding to this mix for my 2017 contribution of $5500.

Thank you and Merry Christmas to the entire 5i staff for your outstanding service.

Q: Peter and team

I am looking to add some growth potential (along with acknowledged risk) to an otherwise fairly balanced portfolio.
Sector allocation aside, could you please comment on CRH, ITC, and PHO with regard to current valuation, potential growth, risk, and order of preference in the current market.

Thank you for a great service.

Phil

Q: Which of these two is your preference at current prices? I have no exposure to healthcare at the moment.

Thx
KR

Q: Not a question but a comment. I'm glad to see you are covering CRH Medical now. I had thought about asking the question a while ago, "why shouldn't I own CRH" to get the sell side argument in case I was missing something. But it sounds like you are agreeing that CRH has a bright future. Great growth, mgmt, and their expansion from the Gastro side to anesthesia services was very smart. I find them to be one of the better run companies in my portfolio, so far.

Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael

Q: Hi Peter and Ryan,

If you could only own shares of one company, which would you choose Savaria (SIS) or CRH Medical (CRH). Why ?

As always keep up the great work !!

Dave

Q: On Nov 28, a member commented on an scare-mongering article from "Frisco Fastball." Bear in mind that no human being was involved in the creation of this article (or, as far as I can tell, any other from this publisher.) Investors may indeed have sold on jitters, and FF may have been part of that dynamic, but most of its blather is transparently kooky. Smear jobs still need human trolls - at least, they do for now.

Q: just a comment on crh, i bought 25000 shares between 6.56 and 7.10 yesterday, i thought the drop was ridiculous since the target was increased from 7.00 to 8.50 by rbc and their return on equity is north of 20 per cent, also i already owned 20,000 shares at prices below 5.00.
furthermore it seems most of the selling was retail investors panicking and selling.
and if it goes lower from here i will buy even more. dave

Q: Not that you need another CRH question. So just a comment. It is interesting that it could pile up 4x average volume with only two trades as big as 10,000 shares. Jitters and shorts maybe. "Frisco Fastball" posted an extremist sounding article on Friday: "CRH Medical Corp Can't Be More Risky - Trades Significantly Lower". The almost substance-free article is accessible via Google Finance.

Q: Hi Peter,
I went over your replies with respect to CRH. RBC increased the target price. I would have expected shares to stay the same or go higher. Hence, is this just profit taking by institutions and if so, they basically control the market. What is a retail investor to do? Last week, cRH was hitting new highs and now all of a sudden drops due to RBC's call. Can you please advise on how a retail investor should react? I am thinking just stay put given CRH is doing well(based on last earnings ) and it was not a really a downgrade on the target price. Please advise.