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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: I read the PHM guidance thoroughly and, based on over 30 years of entrepreneurial experience, I came away with the feeling they are executing as they should considering the challenges they have acknowledged. When a business experiences a decline in sales, it is not always negative. Trading dollars is negative but trimming unprofitable products saves cost of sales including staff, product cost, etc. and those funds can be used to grow the more profitable side of the business. Unlike many failing business models, PHM has cash and limited debt. Usually a failing business cannot resurrect itself due to debt burden realized from declining revenues. PHM went from $40M to $32M in what will most likely be their worst quarter. Recalibrating with a more defined product line and costs under control are exactly what any business consultant would tell them to do. Now they can profit from their sales which they say will rise throughout 2016 and be in a position to add incremental acquisitions from their cash flow. Finally, the management team has the experience to see the shortfalls of the company and deal with them head on. I support their plan and remember they are heavily invested at $1.47, The senior management owns over ten percent of the company.
This stock has been the victim of rumour, the publicly suggested sale of the company and negative comments for months. They are still standing and today they turned a corner. If they can execute as they have to date, I can see this company growing significantly over the next two years. Today, someone has bought well over eight million shares from fed-up sellers. I am one of them. Do you see any eventual positive success from this viewpoint?
Thanks.
Read Answer Asked by Steven on March 31, 2016
Q: Could you mention 5 stocks you would put in the TSFA right now.
As number 1 being the top recomendation
Read Answer Asked by Josh on March 31, 2016
Q: A pair of recent announcements have peaked my interest of late. The Telefonica deal seems like a huge vote of confidence to me and the company has decent earnings. Is this starting to look interesting to you guys? Thanks
Read Answer Asked by Scott on March 31, 2016
Q: In your reply today on CAO you quoted the P/E as 17. My screener shows EPS at 2.46 for a P/E around 12. Can you check whose numbers are closer. Thanks.
Read Answer Asked by Noel on March 31, 2016
Q: Can you tell me what the short interest is in this stock.
Read Answer Asked by wendy on March 31, 2016
Q: Morning,

What do you recommend for an owner of CBL given the current events? It's trading under $14 this morning which is below the number I believe the company intends to repurchase at. How would you act given the news?

Thanks!
Read Answer Asked by Tim on March 31, 2016
Q: I too am curious about this company but it is hard to get my head around the idea that it is apparently profitable, has been around for 30 years and is trading at $.29 ?? Could I get your analysis-- Would you buy this stock.? Thanx Robbie
Read Answer Asked by Robert on March 31, 2016
Q: No recent news, reporting date is April 7th I believe.
1. Would you expect some type of announcement along with results?
2. Market seems to suggest any offer would be above $4.25, what do you believe would be a fair offer and what would you advise for current shareholders? Buy, Sell or Hold.

Regards,

Robert
Read Answer Asked by Robert on March 31, 2016
Q: If the C$ continues to gain some additional momemtum, how would that FX affect Boyd going forward. I note that the ROE is negative and their net profit margins are also low to negative, their PE pretty high but it has been a solid performer to date. Should the above factors be important if a person is thinking of buying into the company at this juncture. Would you suggest any other company you like better in this category. Thank you.
Read Answer Asked by Maureen on March 31, 2016
Q: Is there a quality canadian silver stock you could recommend? Thanks
Read Answer Asked by Theresa on March 31, 2016
Q: Hi Peter and 5iResearch team,
I bought this company a year ago, as I believe the need for hip and knee replacements will continue to rise. I was also in an Alberta hospital recently and realized that the beds in the recovery room were also Stryker. Has had a good run, do you still like it for long-term hold or is valuation to high and ready for pullback. Thank you. Linda
Read Answer Asked by Linda on March 31, 2016
Q: I would like your thoughts on silver - is now a good time to invest and would you buy the commodity or a silver mining stock?
Read Answer Asked by Dan on March 31, 2016
Q: Hi Peter and 5iResearch Team,

Can I invest in US treasuries and TIPs in an ETF? Investing in both traditional bonds and inflation-protected TIPs?
Thank you. Linda
Read Answer Asked by Linda on March 31, 2016
Q: Hi Peter and 5iReseach team,

Can you recommend the best US Dollar S&P 500 ETF?
Thank you, Linda
Read Answer Asked by Linda on March 31, 2016
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