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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: Emotion aside about a stock everyone has loved to hate for over a year, PHM just reported their best positive cash flow results, have an astounding 78% profit margin, substantially reduced their bad debt to a manageable level, increased their cash balance from the previous quarter and reduced their overall debt. They say after 18 months of hard work, they have trimmed unprofitable business which has reduced revenues but are making more money and now seem ready to propel sales upward. It's very unfortunate they are splitting into two separate companies but when the leaders don't get along, it can be toxic. The same personnel have steered this turnaround so there is substantial commitment as each owns millions of shares. Can you see anything remotely positive in this effort? Two big concerns are the number of traders swarming this stock and it seems there may be a lot of shorts considering they have 375M shares and, second, do you foresee one or both new companies being taken private by the large share-positioned CEO's once the split is complete. Any insight would be appreciated. Thanks.
Read Answer Asked by Steven on February 27, 2017
Q: These three stocks are held in registered portfolios representing 6% of total investments and are down significantly. Is it "time to cut bait " and if so, can you suggest two or three promising investments we can have a look at.
Read Answer Asked by John on November 04, 2016
Q: Hello 5i Team, I am down signifigantly in each of these 6 holdings. I'm prepared to hold for the next few quarters if any will make turnarounds in 2017. I'd appreciate your opinion. All are in a non registered account.
Thanks
Read Answer Asked by Gary on November 04, 2016
Q: Hi Gang,
I'm looking to add 2 more stocks to complement my TFSA with cash availble.Current holdings are: ALA+4%;BEP.UN+5.5%;BHX.B+2%;ET-2%;FTG+15%;HCG-28%;MTR.UN+7.55;PHM-38%;PUR=1%;TNC-15%.
Would you dump PHM &HCG and take the loss and redeploy or hold for a eventual turn around which my be years?
Read Answer Asked by Henry on September 21, 2016
Q: Your comment on PHM splitting into two companies prompts a few questions:
Do you think Hoyt and Crawford had a difficult relationship so Hoyt decided to take his company out of PHM and do his own thing with the company he sold to PHM? He owns 20M shares @$1.46. Crawford now has his company that he sold to PHM for which he took 33M shares @ .33. Do you think Hoyt was squeezed out?
Dalsin, as Chairman, was toxic and the news release says he is "outgoing". Glad he's out. Is this a major plus for both companies?
Finally, PHM presently has 375M shares? Does each company retain half that number?
As a shareholder who loved the business plan "pre-chaos" I am excited about new names ridding us of PHM'S heavy baggage - and Dalsin! I say go for it and may both men win!
Read Answer Asked by Steven on September 21, 2016
Q: Patient Home Monitoring announced they will hold a conference call on Aug 24th to review the Qtr results and update the market (not shareholders) on plans for 2016 and beyond. Participants will be the CEO and CSO. No mention of the new CFO they announced on June 29th. What's your read on why they wouldn't take this opportunity to formerly introduce the CFO to the market? Do you think this is because the results may be okay and the forward strategy is what they want the market to focus on?
Read Answer Asked by Gordon on August 22, 2016
Q: Trying to think of away to avoid two mistake made recently, or at least increase odds of avoiding in future.

PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.

CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.

Gross losses manageable as portfolio weighting was responsible.

PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?

CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.

Ideas? Lessons?
Read Answer Asked by John on August 12, 2016
Q: In the past I have just held a few stocks (PHM was one of them) but am now planning to take a much larger position in the Canadian market and would very much welcome your opinion, comments and suggestions on the list of stocks I have chosen. They were chosen largely based on their current price and the apparent opportunity for capital gain. What do you think.

Bob
Read Answer Asked by Bob on August 02, 2016
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