Investment Q&A

Q: Could I please have your thoughts on this reit. It appears to have a number of good canadian and global holdings.

Thanks, David

Q: Hi, sorry for adding to the barrage of questions about PHM. But I notice the "forward P/E" ratio according to globe investor is now 5.9. This is very low, but do you have the current number? I guess I'm wondering what type of growth rate is built into this forward P/E number? Or another way to ask: if growth does slow or even stopped and they had to rely on current deals already in place, without buying more companies (with the assumption that they can't use their stock for acquisitions since it's now so low), where would Earning shake out at? Can they be profitable just integrating what they have, or do they need to issue stock and grow aggressively for them to be sustainable? If they can just slow and prosper, and then use earnings to grow later, maybe they are entering "value" territory at this price? But if they need to grow aggressively with stock, they might be in bigger trouble than the retail crowd recognizes?

Q: Bruce Campbell recently said that management and the board are large shareholders owning over 40 per cent of NYX. He also commented on forward earnings being below industry peers. Can you provide your independent assessment of NYX as a speculative investment given your familiarity with the gaming sector. Is is "very" interesting or just interesting at these levels? Risks are understood. CP

Q: I am curious about the effect of shares coming off hold after a financing where the share price is now substantially underwater. Are investors who also owned the stock previously likely to sell those shares and take a tax loss as they will still have shares from the financing? While there are obviously other issues, could this be part of the reason for the current weak market for PHM shares? What is likely to happen when the 24,000,000 shares of PHM sold @ $1.50 come off hold in early September?
Any insight you can provide on this concept in general and PHM in particular would be greatly appreciated!!
Rob

Q: Would you favor this stock over others and if so, why? Always thankful for your input.

Q: If you believe that gold will rise up from the ashes, which would be your favorite way to play the sector, and your favorite stocks in these sectors Lr, mid,sm? ETF of stocks or Bullion ETF. Thanks for your input.

Q: Hi 5i - I'm looking at buying solid companies for a 10 year hold and look at the recent downturn as a good opportunity. Are there any screaming buys (at current prices) from your portfolios that you would be rushing to buy or add to? Thanks very much!

Q: comment on these 2 please they use to be the old deethree,worth holding? i was thinking of selling bxo and put it all into gxo mostly for the dividend tkx pat

Q: In volatile times like these, there is always much talk of moving into the non-cyclicals, which to me has always been a bit of a question mark. Other than Food, and Utilities ... what else is non-cyclical, if anything? It seems to me, that everything else is based on "need" versus "desire" -- or a requirement versus a luxury. To me, anything beyond food and shelter is considered a luxury, so how does the market determine this sector? Would you throw out a few names, please, to let me know what is a good "non cyclical", and which might be a good place to hide? (other than grocery stores and obvious utility giants.) Thanks!

Q: What is your thought on revenue for fiscal 2015?

Q: Can I get your current outlook on Delphi. Will they survive an extended period of low prices, or is there debt levels too high? It seems pretty cheap here.

Q: Could I please have your comments of bpy.un for a 3/5 year hold. While it has moved positively lately, the share price has not done much for the last year.
Thanks, David

Q: could you comment as to why so low, is it a buy

Q: We depend on dividends for almost half of our income, but my gains on Parkland have fallen from 43% at the end of April to about 13.5% today. Can you tell me what has happened to PKI, and should I continue to hold for the dividend or sell and take my profit? - Ted

Q: There has been a DOW Death Cross recently and today's S&P breakdown. Do you think there is significant downside still and what should we do as small investors? Thanks.

Q: At what point do you think we could back the truck up on PHM. I understand that the fundamentals have not really changed and they are progressing forward with their ambitious growth plans. The terrible backdrop of the current market may provide a great buying opportunity?

Q: hi guys,

I own some shares of Hallador, with the most recent news what would you suggest. I baught at $6.00, and im still up. Should i hold?

Thanks for the great service.

Q: Good day

I read from one analyst that he expects DH to hit $48.00 with in a year. Your comments please.

Q: Your report indicates negative 5-year EPS growth of -8.9% for Enbridge. Would this be due primarily to the number of shares issued growing faster than earnings, because of accounting type write-offs or for some other reason? Is this a concern going forward? Thanks.

Q: Hello 5i, do you think that TOG's 0.045 dividend is sustainable in current oil sector conditions. I read that current cash flow does not cover the dividend. Thanks.