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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: Why is so much emphasis put on comparing a company's recent earnings to analyst estimates?
It might be because the market is generally a forwarding looking mechanism, but, call me cynical, could it be of benefit to both the analyst and the co. to have the co. beat expectations as they seem to 99% of the time?
A comparison of recent earnings to last year's comparable period would to be a better metric.
Your thoughts would be appreciated.

Derek

Read Answer Asked by Derek on October 30, 2015
Q: I wonder if you are able to clarify Knight's business model with respect to the degree it aquires companies and then agressivley jacks up the price of existing drugs. This unseemly practice appears to be one of the big complaints about Valent and the possibility that legislators will go after drug companies and bring in regulations. I do not see that explicitly referred to in your 5i report but would like your opinion on this matter. I want to make money like everyone else, and I have read Ryan's blog on Valeant, but to the extent that the allegations in this regard are true, it seems a risky business model (and probably unethical) to me and the public at large. Thanks
Read Answer Asked by Robert on October 30, 2015
Q: I bought some stock in Luxottica a few years ago and I want to get your advice on whether I should sell or continue to hold.
Read Answer Asked by Vic on October 30, 2015
Q: Could you comment on recent acquistions ,debt level etc going forward ?
Read Answer Asked by terrance on October 30, 2015
Q: Peter, my energy sector was 5% with a half position in TOU and VET. What was 5% is now less than 2.5%. I am going to take some gains in my other sectors and would like to increase my energy sector back to 5% or perhaps 8%. Would you suggest adding to these two companies or buying another stock such as BEP.un? I have been using your stock selections and your portfolio approach for the past 2 1/2 years and my returns have been outstanding! Thank you.

Stephen
Read Answer Asked by stephen on October 30, 2015
Q: how do earnings look?is this still a favorite of 5i or with the change in guidance make in another disaster like bdi hcg bad or acq. companies that change guidance to the down side really scare me in this market and bin has corrected 20% already.
Read Answer Asked by blake on October 30, 2015
Q: Based on current valuations and diversification, please name 5 " steady eddy" stocks for a RESP with a 10 year hold. I am considering Telus, Loblaw, TD Bank, Boyd Auto Body and K Bro Linen. Thank you.
Read Answer Asked by Richard on October 30, 2015
Q: Any further insights on the quarter's results from the conference call?
Thanks, Tim
Read Answer Asked by tim on October 30, 2015
Q: Hello 5i, Would you please comment on large miss and the markets reaction. It would seem management is 'between a rock and a hard place'. What should a 2% holder do as am -30%?
Read Answer Asked by gordon on October 30, 2015
Q: Interested in your thoughts surrounding Palladium and what play would you recommend?
Thank you
Janice
Read Answer Asked by Janice on October 30, 2015
Q: Your thoughts on earnings and is it still a hold.
Read Answer Asked by Tom on October 30, 2015
Q: NXPI is taking a big beating today. Is it global slow down? Apple had good numbers. Should these stocks be held still or should they be sold. Thank you.
Read Answer Asked by Francis on October 30, 2015
Q: NXP took it on the chin today. Down near 20%. What do you think of NXP's prospects going forward?

TIA
Read Answer Asked by Gerald on October 30, 2015
Q: Lakeshore seems to have a very nice 3rd quarter report today. What are your thoughts?
Read Answer Asked by Bradley on October 30, 2015
Q: Hi 5i,

Now that many companies have reported can you please give us an overview of what the earnings look like so far?

Are they meeting expectations or below?

Do you have a sense of forward guidance from reported companies?

Thanks,
Read Answer Asked by Mark on October 30, 2015
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