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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 wonder if you could comment on this US pharma stock which has just popped on purchase of another company. Is it on your radar?
Read Answer Asked by Victor on September 04, 2015
Q: Hi team,
Poydras just released it's Q2 numbers which looked strong and to be on the right path.However, the share price has languished at a 52 week low and there does not seem to be any catalyst moving the stock price in the right direction.There also seems to be a rumour about a ten for one stock consolidation. What would be your one to two year outlook on this company?
Thank you and have a good day .
Jean
Read Answer Asked by Jean on September 04, 2015
Q: could you please give advice for temple shareholders regarding their $40 million rights offering. stephen
Read Answer Asked by Stephen on September 04, 2015
Q: What are your thoughts on Phillips66? Thanks.
Read Answer Asked by Julian on September 04, 2015
Q: Any thoughts on removing McCoy from the income portfolio (I purchased it for income) following the suspension of the dividend? It would be at a loss of course and what to replace it with?
Read Answer Asked by Martin on September 04, 2015
Q: Hello folks:
We have quite a bit of cash in our U.S. account and looking for a company or two to expand our U.S. holdings. Currently we hold GE, GILD, BA, CVX, JNJ, PEP, CSX, TSN, JCI, CMI, JPM and BEP.un. I am at a loss as to what would make a good addition... considering Ford. Any suggestions are greatly appreciated.
Thanks for everything
brian
Read Answer Asked by Brian on September 04, 2015
Q: I submitted a question on INOGEN U.S. last Friday. Did you receive it?
Read Answer Asked by joe on September 04, 2015
Q: Hello, Could I get your opinion on this company. How does it compare to Transforce. For example does it have better prospects for growth.

Thanks,
Alan
Read Answer Asked by Alan on September 04, 2015
Q: Some specifics on phm.

They did an offering a bit before the fuss.
1. Was the offering @ $1.50?
2. I believe there were restrictions on selling which I believe come off September 8. Is this correct?

3. Is it likely that some who bought the offering would be upset enough to sell at that time even though at a loss?

4. If they are selling, is it likely they would sell the first day possible or try to spread it out?

5. If spread out ,over what period?

Bryon in Elmira
Read Answer Asked by Bryon on September 04, 2015
Q: Hi team:

the above is a conglomerate, would you classify it as indutrial ?
would you consider it to add to your balanced portfolio as a 3 plus year hold ? would you rank it as a "B" or higher in quality ?
as it pulled back to about $ 41, thinking of adding a small position in my balanced portfolio, thanks
Read Answer Asked by Michael on September 04, 2015
Q: Hello 5i Team,

What do you know about this security? It is listed in Tsx but in US dollars! My discount broker told me I can buy the shares on line but I can't sell them myself. I have to go through the broker because of the U.S. pricing. Will it be a good diversification in a portfolio and what is the growth prospect? Thanks as always. Rossana.
Read Answer Asked by Rossana on September 04, 2015
Q: Dear Gentlemen,
if you cover Nobilis Health Corp. what is your opinion on this company,
also on the Health Care and Health Sciences Sector in general?

What is your research on Manulife Financial (MFC.TO)?
Would it be a good time to buy now? Thank you.
Read Answer Asked by Uli on September 04, 2015
Q: My impression of the conference call is that:
1) they apologized and took responsibility for the meltdown but did not offer details as to what the original two still own, possibly because of legal advice or they just think it's been beaten to death.
2) the questions from three analysts - Mackie, Beacon and a third I didn't hear - were soft and supportive so, at least, they have not given up on this company and, in fact, congratulated the team on the latest acquisition.
3) the new people in charge will no longer promote LOI's but will only announced signed acquisitions while implementing new strategies to cross-sell in a more complete and continuing fashion with methods that were previously successful at Sleep Management.
4) Overall, there was an underlying sense that they know they made a massive error in judgement and who knows who benefited as the share price lately may prove to be a gift when you can buy a stock for 50 percent off when fundamentals haven't changed (forgive my cynicism but some made a lot of money on this charade and, I admit, I bought quite a few shares at around seventy cents) but the underlying theme that surfaced from each of four speakers is that they now know it's time to stop blowing their horn and get down to building a solid, profitable business in a $250B market and let their results speak for themselves. As John Templeton was famous for saying - "well done is better than well said".
I am sticking with them and in three years this will be a five dollar stock, in my view.
Thanks for the opportunity to provide some insight.
Steven
Read Answer Asked by Steven on September 04, 2015
Q: Regardless of sector or risk what are your 5 favourite stocks today? Thanx Robbie
Read Answer Asked by Robert on September 04, 2015
Q: Hi, I have a very diversified portfolio, including most of your recommendations from your model and income suggestions. I do not have any of your Growth picks. I am thinking of using your current percent allocations, unless you could give me your top 10 list, to cut my homework time in half. This is for a mad money act, with 100,000 with a minimum 4 year time frame. Thanks
Read Answer Asked by Allan on September 04, 2015
Q: I cannot understand why you prefer CSH.UN over SIA. Over the past year SIA is up over 20% whereas CSH.UN is up just over 9 %. CSH.UN yields 4.5% compared to 5.6% for SIA. You can look at 3 and 5 year comparisons and SIA is clearly ahead of CSH.UN is stock price appreciation. SIA has the momentum and pays a higher yield so beats CSH.UN on both counts. Can you please explain your preference for CSH.UN.

Steve
Read Answer Asked by Steve on September 04, 2015
Q: Announced today that they retained a banking firm to review potential strategic and financial opportunities. Does this sound like the company is considering going private/selling itself, or looking to grow by merging with or acquiring another company? As a shareholder I would be more pleased with the latter as this allows me to participate in the growth of the company.
Read Answer Asked by Murray on September 03, 2015