Investment Q&A

Q: Team,

*Please count this as 4 questions*

Can I get your updated opinion on the following 4 US companies, all of which has had recent dips / corrections.

I own an avg. position in each as part of a balanced portfolio, thinking of adding more to each name, do you have a higher degree of confidence in any of these names more than the other? Thanks.

1. UTX
2. CSX
3. MRK
4. PG

Q: Hello, Pretty much every healthcare stock is up today at least 5 percent, some over 10 percent. Is the healthcare crash over now and is it in recovery? I really want to add to some of my healthcare positions but wanted to wait until we were in a rally to prevent further losses. What signs should I be looking for to distinguish between a short term blip and an actual recovery? Where do you see health care going in 2016?

Q: Hi,

Along with others, it does seem that the length of questions can be sometimes tedious and really represent multiple questions or discussion points.

I believe you may have intentions to introduce forums.

If so, would you consider enforcing Twitter-like length limits on your questions and push the more involved ones to forums?

Keep up the great work. Thank you.

Michael

Q: Hi 5i,
Just an FYI. This is a quote from a press release I found on Globeinvestor in the off chance some people might have missed it: "Amaya intends to use its investor relations website as a means of disclosing material information to its investors and others and for complying with its disclosure obligations under applicable securities laws. Accordingly, investors and others should monitor the website in addition to following Amaya's press releases, securities filings and public conference calls and webcasts. This list may be updated from time to time."
If others have passed this information along, just disregard it.
All the best,
Cheers,
Mike

Q: Just a comment related to the questions of Jeff and Brian: It appears that this issue is eligible for the dividend tax credit, as it is from a Canadian company (and traded on the TSX). This makes this US-dollar pref all the more appealing.

Q: Not a question, but a comment in response to the posting of the Globe and Mail article referring to ``PHM in Steep decline``. First off, this article may be misleading to members as it was written on Oct.19th. The SP for PHM has increased since then and by roughly 30% in the last 5 days. I am quite pleased with this as I thought I was fortunate when I had a buying opportunity at $.63. You can imagine my chagrin when the price maintained its downward spiral and hit a low of .44. I held for the same reason I bought. Despite the ugly series of events that precipitated the downward trend, I felt the fundamentals supported the thesis that this stock was unjustly oversold. I experienced the same scenario with Concordia. I excitedly bought CXR at $.54. Then, out of a sense of recouping some of my loss, I bought at $.45. We all know the story, and I feel fortunate to have bought my last lot at $.30. By doing so, I was able to average my cost to $.44.The SP has just broken $50.00. I only wish I had the fortitude to have bought at its ``bottom`` of $25. Needless to say, during a negative Market backdrop, I am thankful that I maintained my confidence in the fundamentals of these two stocks and feel they both have tremendous upside. Thank you to 5i for your guidance in teaching us to recognize true fundamentals, and my simple message to other new investors and members of 5i … try not to be over swayed by all that is written by the `` Talking Heads``
Thank you,
Rick

Q: I bought a small position in HLF and up lucky enough to be up 40%. It's a pretty volatile co. Should I sell all, some or buy more?

Q: Hi Peter. Do you see any catalysts for drt to go any higher from here or do you think the recent setback could continue?
thanks

Q: Hi team, HLF seems is coming back to life. Any reason you know of? And you think the upside is sustainable?
Thank you!

Q: Is Capstone going to be a survivor in this metals market, if things stay as they are.
At $2.00 copper are they pushed out in the next calendar year?
I have a substantial loss in this, what would you do?

Q: I am thinking of investing long term (10-20 years) in a REIT and was wondering about your thoughts on Northview apartments. Which recently was a merge between Northern property REIT and True north apartment REIT trust.
Since it is at a 52 week low, I was wondering if it is a good time to get in. Else do you have other suggestions for REITS.

Thanks,
Andrew

Q: Hello would you hold this stock for the long term meaning two years plus? Despite the recent decline I am still up over 20%. Wonderful service, thank you Bill

Q: How does an investor recognize tax loss selling? Is Northview a victim of tax loss selling? The yield is very tempting, how safe would it be? Thank You Ron

Q: Hi Peter,

I'm calling on your many years of trading expertise for this question.

In 7 days CXR is up 33%. Is that short covering, a dead cat bounce or do you think the stock has bottomed?

In short would you take a full portfolio position on CXR at this point?

Thanks

Q: These are planned long term holds for growth in my tfsa but "ouch" to say the least regarding the last year. Your general comments on these names is appreciated.

Q: Hi,
I have all of the growth portfolio stocks, most of which are held in my tfsa. I understand the risks involved and that it's been a tough year, but I'm hoping over time this portfolio will do very well. I have just added new money for this year's contribution. Which companies would you see as the best opportunities right now. What would be say - your top five.
thanks
michele

Q: Hi,

Could you please comment on RDM Corporation's (RC) earnings release this morning and if there any insights from the conference call? The earnings looked good, but the stock is down 10% this morning.

Thanks,
Peter

Q: Hi Team - would appreciate any insights on this uranium play. Do you have any knowledge of the story and/or of management? I understand it is a high risk / spec stock. They are raising more equity tonight. thanks

Q: Thank you for the Tax Loss Bounce Blog. I own CXR and expect a bounce in 2016. I also like CRH. The other one that caught my eye in the blog is CKE. Can you please provide an overview/update on this company. What is leading to its continued decrease while others in the industry hover? How is the balance sheet? Is debt level a concern? Are the assets good? Do you have confidence in management? What is insider ownership? With prolonged low oil prices is this small company a good candidate for a takeout? Many thanks for your excellent service.

Q: Hi Guys,

Can you comment on RFC's latest quarter?

I know there's fear of Alberta exposure, future car sales in Canada and loan losses continuing to increase, but is this company not starting to look incredibly cheap? I'm thinking of initiating a 3% position.

Mike