Investment Q&A

Q: Please see the information below and provide an opinion on this company.
M Pharmaceutical Inc. Provides Further Information on Reformulated Orlistat
and Extrinsa Economic Projections

Q: Im wondering what fundamentals are you guys looking for when trying to judge if a stock is a good buy. I'm pretty new to investing and trying to learn, but there seems to be so much information on quarterly reports that i cant discern whats important or not and whats good or bad. Hoping you can shed some context to some of the numbers.

Thank you

Q: Hi,

I will need to change some US dollars into CDN dollars for a land purchase. I feel I missed the boat at $1.37, but I would like your opinion on where you think the USD/CDN exchange is headed in the next 3 months?

Q: What do you think of this fund for a long term hold? It seems to hold small private tech companies and hold them through going public or being bought by a larger entity. I read somewhere that there is huge demand for small and medium sized Canadian tech companies.

Q: What are your thoughts on taking half positions on these 2 companies for income with growth potential? Both are trending lower but is there long term value here?
What is the payout ratio on each and is it safe?
Thanks!

Q: could you give me an updated opinion on this company, particularly, with the hype of raised interest rate. Thank you. Fooklin

Q: I own shares of Tembec , what I don't understand ...
the shares price are at $4.30 ... they want to sell the Co.
at a share price of $4.05 ... should I sell my shares now
or wait for the transfer to the new Co. ?
Jude

Q: Hi are both these companies doing the same thing,is there a real difference ?? If any.
Thanks

Q: Good morning
Peter: 1. When selling options, what is your preference ? Call or Put options
2. What is your favorite time frame for selling options? ( 2 weeks, 4 weeks etc. )
3. What is your approach for choosing a strike price?
Thank you for educating all of us.
M.F.

Q: Hi Peter, Ryan, and Team,

I am overweight in Consumer Staples and underweight by an almost equal dollar value in Information Technology.

Present holdings in Consumer Staples include ADW.A, ATD.B, ECI, PBH and SAP. (SAP is the only one that's down in value).

Present holdings in Info Tech include CSU, ENGH, KXS, OTEX, and PHO (PHO is the only one that's down in value).

Which stocks in the Consumer Staples sector would you trim/sell, and which stocks presently held in the Info Tech sector would you add to at this time? (If there are compelling reasons to add more Info Tech stocks, your suggestions are welcome.)

Also, is the thesis still the same for SAP? It's been a fairly disappointing stock, but of course your great recommendations have really enhanced our overall portfolio. Thank you!

As always, I appreciate your valued advice.

Please deduct as many question credits as you deem necessary.

Q: Following completion of the USA acquisition,
kindly provide an update on KWH.un .
Is the current 9.90$ or so an attractive entry point for
the next 12 -18 month period ?

Would u suggest it as a sub 5% weighting in a
Conservative Retirement Portfolio ,
or is it referred to as a "Speculative Buy for aggressive accounts only.
Thank you !

Q: I have holdings in BIP and BEP. Should I consider BAM instead?

Q: I would like your thoughts on this U.S. defense stocks ETF. It is performing well and I am considering buying at these levels. Do you see continued long term growth here? Thanks.

Q: Hi 5iResearch Team,

Ethical issues aside, I am looking at investing in Atria Group the main businesses of which are: smokeable products, smokeless products and wine. However, I am concerned about the law suits filed by US Federal Government a couple of decades ago against tobacco companies in the States seeking major financial penalties. Would you please provide an update on these law suits. Are they still on going? If they have been settled, are there still lingering issues and the Feds could come back in future and file more law suits?

As always good work guys and your help is much appreciated.

Harry

Q: I am looking for an industrial income stock and am considering xtc and wsp. I think you would pick wsp because it is much bigger. I would like a yield greater than 3% and these two stocks yield just under 3%. I like the yield of Exchange Income, but am leery of the short situation. Would you please suggest a good industrial stock with a yield close to or exceeding 3%. Thanks.

Q: Dear 5i,
If I wanted USD income from a company like Enbridge, would I need to buy the stock on the NYSE and hold it in my USD trading account?
Would it pay the quarterly dividend in USD? With the CAD strengthening, is this a good strategy?
Thank you.

Q: Hi Peter and Team,
Is it CRH oversold at $4.7 level? If new billing code adopted, what is CRH worth?

Thanks

Q: Your thoughts on earnings and the fact that sales per store keep dropping. THANKYOU

Q: CRH Medical dropped >28% on Friday. I see they repaid their loan to Crown Capital as planned and have taken out a new credit facility (to 2020), reducing their interest expenses from 12% to 2.5% and providing cheaper capital for a future acquisition (3.5%), http://investors.crhsystem.com/1881-2/.

This would seem to be a big positive - quite apart from the recent re-imbursement issue which doesn't seem to realistically reflect the actual impact of any changes (i.e. is more benign than the market has anticipated).

So why the 28% drop? I got in at $4.47 - your advice, please? I'm tempted to buy more but I am/ should be an income investor (ha!).

Thanks as always,
Heather

Q: Do you know if the Mawer New Canada Fund sold a significant part or all of its position in CRH ? If so, when did they do it ? Also when will the decision on the new reimbursement rates be final ?