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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 know, another PHM question...

In 2015 they acquired $161 million in businesses:
- Black Bear Medical = $10.3 M
- West Home Health Care = $14.2 M
- Legacy Oxygen = $4.2 M
- Sleep Management = $98 M
- Patient Aids = $34.3 M

In addition, their pre-2015 businesses were generating $35 million in revenue and $8.8 million in EBITDA.

The market value of PHM is now $117 million.

Assuming they didn't overpay for the 2015 acquisitions, I'm just wondering how there could be downside concerns, beyond the short-term, from here? Thanks
Read Answer Asked by Darcy on October 20, 2015
Q: Hi I am taking a position in a S&P 500 ETF through a domestic product. Would you buy a currency hedged ETF or just buy the ETF with no hedge. I guess this is a question about our currency over the next couple years and you outlook on it. Thanks for all the great reading.
Read Answer Asked by jeffrey on October 20, 2015
Q: Hello 5i team,
If you can answer this, if I have a stock in two different accounts that are down, if I sell all the shares in one account but none in the other account and do not purchase any more for thirty days, can I claim a tax loss on the sold shares, or would I have to sell all the shares in both accounts?
Thanks
Ken
Read Answer Asked by kenneth on October 20, 2015
Q: Hi Peter and Co.,

Is there a chance that CXI's bank licence application isn't approved? With the stock price down 38% or so in the past few months, the market seems to be suggesting that this is a possibility. Or is the price weakness suggesting that the next quarter or two will be weak? Or is this just general market weakness combined with CXI being a thin trader?

Your thoughts are appreciated,

Michael

Read Answer Asked by Michael on October 19, 2015
Q: I bought Russell a while back and am under water on that one . I notice Tree Island popped today , and I am wondering if that is a good industrial play - or is the Chinese cloud still a big issue ... what would have made it pop 5-6% today ?
Read Answer Asked by Thomas on October 19, 2015
Q: currency exchange , you keep saying it is one of your top picks for growth along with knight and a few others, yet it just keeps trending lower, i get it that it is thinly traded, mostly retail investors throwing in the towel and the bank license approval taking longer than expected-- i am running out of gas on this one, reminds me of avigilon . what is your call. dave
Read Answer Asked by david on October 19, 2015
Q: Hi what are you views on the Uranium market. Japan has started 2 of its nuclear plants do you see some upside for uranium stock in the near future.
Thanks John
Read Answer Asked by John on October 19, 2015
Q: Hi,
I'm thinking of adding a consumer staple. Empire has come down somewhat, but would you prefer Metro or George Weston. I'm a very long term investor.

Joe
Read Answer Asked by Joe on October 19, 2015
Q: With phm at new lows daily.The stock is obviously telling us something is wrong.What would make you go to a sell on this stock?Obviously the fundamentals would make your decision.The stock to me looks like .30 is where support comes in.Would there be good value @30 cents based on the new revenue guidance?
Read Answer Asked by glenn on October 19, 2015
Q: I'm considering investing in this medical technology company based in Ireland, and would like your opinion on its stability and growth potential. Is it still a good buy at $74.
Many thanks
Read Answer Asked by Janet on October 19, 2015
Q: There has been considerable turmoil in PHM stock price in the last week or so.

Looking back, we see the signs of momentum reversing from those that pushed it higher and now the same crowd walking away from it. People are voting with their feet mainly from fear and from people taken the advice from the President's Letter.

I had a specific question about PHM. They mentioned that the LOIs on the acquisition table are being actively negotiated to be 'all-cash deals'. How successful can these with the incentive for part or in whole stock-based details off the table now?
Read Answer Asked by Eugene on October 19, 2015
Q: Would you recommend the preferred reset share of CF? Would it be considered a higher risk investment?
Read Answer Asked by Jerry on October 19, 2015
Q: Would this be a good buy for income. The dividend is about 6%. Under what scenario could I lose money. I need to protect my capital. Thanks Cathleen
Read Answer Asked by Cathleen on October 19, 2015
Q: What do you think of this as a bond substitute. Is the recent drop in price a concern or an opportunaty
Read Answer Asked by Roger on October 19, 2015
Q: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Read Answer Asked by Kim on October 19, 2015
Q: hello 5i:
please give me your two best companies, in the Industrial sector. I'm looking for something with a dividend of >2.5% (but realize I might have to settle for less), with a stable and growing cash flow, trading at or below its long term value metrics (P/B, P/S, P/CF, D/E etc). The companies should have a dividend history of at least 5 years, though longer is better. I'd prefer to keep it to a Canadian company, though it seems a large percentage of US Industrials are trading at low valuations, so would at least be open to one for a suggestion. I know these are fairly tough criteria after a bull market run that approaches 7 years. can you help?
Read Answer Asked by Paul on October 19, 2015
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