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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: Good day,
I see that Greene and Dalsin at PHM exercised a bunch of options earlier in the month and had to sell some shares to square up the tax bill which makes sense. However, I noticed yesterday (July 16) that it shows they sold 13,422,401 shares each at $1.36 which was carried out privately and now showing a 0 balance? Is this by chance a transfer to this new closed end fund or something? Maybe a transfer to a Hold Co? But it says specifically a sale? Thanks.
Read Answer Asked by Chris on July 21, 2015
Q: seems to be a lot of bank recommends lately, your feelings on that and can you give me your best advice in canada and usa
Read Answer Asked by eddie on July 21, 2015
Q: I currently COW less than 1% of total portfolio and have some extra cash and wonder if I should buy AFN or maybe more COW and AFN. What are your thoughts on this?

Thanks
Dolores
Read Answer Asked on July 21, 2015
Q: How much longer will you hold goldcorp? The stock has been a disaster.
Read Answer Asked by blake on July 20, 2015
Q: Peter : How do you view todays news--Good bad or neutral Thanx Robbie
Read Answer Asked by Robert on July 20, 2015
Q: I have had significant realized capital gains this year in my non-registered portfolio. To help offset the gains I would like to sell and rebuy in 30 days shares that I have a significant unrealized capital loss. AVO is one of these companies. I know it is difficult to predict but would I be better selling now or waiting to the end of the year?
Read Answer Asked by Robert on July 20, 2015
Q: Do you still think linamar is a hold or should we be taking our profits now. thank you
Read Answer Asked by cindy on July 20, 2015
Q: Can you please tell me when the following three companies report:

DRT
PHM
CRH Medical

And where can I find this information?

Best,

Carla
Read Answer Asked by Carla on July 20, 2015
Q: Good morning Peter and Team! Bought for my RRSP Lightstream Res. awhile ago at about $15.00 and now it's $0.80 Do you know what caused such a drop and what are the prospects for the near term?
Thanks as always for your excellent service!
Read Answer Asked by Jacques on July 20, 2015
Q: How do you think the prospects for bci look? In your report you mentioned it operates in a fragmented industry. My only concern is its profit margins and debt.
Thanks
Read Answer Asked by Marie on July 20, 2015
Q: Hi Peter & team, They reported today....earnings miss!

The company did not benefit from the rise in egg prices as much as forecast, according to CNBC.

"Looking ahead, we should have an adequate supply of our primary feed ingredients, but expect that prices will be volatile in the year ahead," Cal-Maine Foods chairman, president, and CEO Dolph Baker said in a statement.

Your comments please. Sell/hold or opportunity to add?

Thank you!
Read Answer Asked by Silvia on July 20, 2015
Q: An earlier Q&A made me wonder whether I should get into my margin, to make more money! I have 8 years of secure employment until I can retire and currently have no debts. What stocks do you suggest for good growth potential without taking on a high amount of risk?
PS. Thanks to 5I, I am actually making money in the market!
Read Answer Asked by Brenda on July 20, 2015
Q: Recently, when running stock screens for US companies showing a combination of value/growth characteristics, these two companies (Applied Industrial Technology and Sun Hydraulics)constantly showed up for their strong fundamentals. I do realize that you specialize in Canadian stocks but wondered if you had an opinion on these two companies for a long term investor. Thank-you.
Read Answer Asked by Peter on July 20, 2015
Q: I have been retired for one year. My asset allocation is: 75% equity, 6% cash and 19% fixed income. My broker at FBN says that I need to increase the fixed income part of my portfolio (RSP) and suggests those notes or ETF from BMO to stabilize my portfolio:
ZUH
Bank of Montreal JHN 8901 or Bank of Montreal JHN 8902
JHN 8905
NBC 1780
What do you think of those choices?
Any other suggestions?
Thanks,
Serge
Read Answer Asked by Serge on July 20, 2015
Q: Hi Peter and Team!! Hope you are enjoying the summer. I am looking to invest in a water utility. I don't know of any Canadian ones. Could you suggest a few Canadian (if any) and US ones that may be good buys? Thank you for all you do!!! Cheers, Tamara
Read Answer Asked by Tamara on July 20, 2015
Q: hello 5i:
I'd like to gain some exposure to international equities as per your advice to a writer, recently. Please advise your thoughts on ZDI. Is there another ETF you favour for international exposure?
Read Answer Asked by Paul on July 20, 2015
Q: I'm principally interested in the security of income and capital. Please provide your views on ISV with a view to a long term hold. Is there another provider of similar services
you would recommend. Thanks
Read Answer Asked by Tim on July 20, 2015
Q: I came across this company a while ago while doing a screen for US stocks. I've been following it for a while and would appreciate your comments on this company.
Read Answer Asked by Gordon on July 20, 2015
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