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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: In a question ask by Victor on Sept 19 you characterized PIH's quarterly results as "mildly disappointing" and that "we did do think earnings were so bad, but it is not a name to own for 3 months". Now in a question asked by Klaus yesterday your response is that PIH "is the only one we would see of any real concern due to very big disappointment in its last quarter". Why has your view changed of their recent results changed?
Thanks.
Read Answer Asked by Brad on October 07, 2016
Q: 5i,

Thanks for getting rid of Home Capital. I can finally take it off my radar. I've bought and sold this stock so many times due to the fact that I thought it was a "blue chip" that was just being unfairly treated in the market.

Hope you consider ECN as a replacement in your portfolio! I can see the stock being at around $6 a year from now and $9 a year after that. But it's probably too soon for a new company like that even if it is being run by Steve Hudson!

Thanks, Shane
Read Answer Asked by SHANE on October 07, 2016
Q: Good day, 5i

I am looking for some strategic advice regarding my position in Twitter. I was up 20% yesterday, and today, on news that a few bidders have shied away (alphabet notably), I am now done 5%. Understanding your are not soothsayers , I'm looking for your experienced opinion on how to handle situation. Cut my losses, or go long on the hopes it is sold in the near future.

Many thanks,

Karim
Read Answer Asked by Karim on October 06, 2016
Q: I understand that these 4 stocks are considered growth stocks. Presently I am negative on all four. Is patience required ( long term ?) or would you suggest to switch to other growth stocks and which ones would you recommend. Thanks.
Klaus
Read Answer Asked by Klaus on October 06, 2016
Q: Hi 5i,

Has your opinon changed at all on the Walgreens and Rite Aid merger going through? They make it sound like the only condition to fulfill is to divest 1200 stores. Not sure if that's true?

The Rite Aid stock is at $7.50 right now and merger price is $9.00. That's a potential 20% return within the next 3 months. Is it worth the risk? I imagine doing an options call would be be more profitble "if" the merger happens?

Shane
Read Answer Asked by SHANE on October 06, 2016