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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: JD on BNN today says ROE on VRX is 40+%. How does one arrive at that number?
What would CXR's ROE be according to your sources?
Read Answer Asked by gordon on October 25, 2015
Q: sorry for another vrx question. when 5i removed vrx from the model portfolio what were the main reasons for removing vrx then?
Read Answer Asked by blake on October 25, 2015
Q: Hello 5i team,
My 49 year old brother-in-law finally opened up his first online broker account (after 8 years of me bugging him to start investing). He has $26,000 in his TSFA. I have a few ideas, but I'm wondering which companies you would start a rookie investor in?
Thank you,
Brent
Read Answer Asked by Brent on October 25, 2015
Q: I've enjoyed holding ATD.B through several splits, but it's now 16% of my otherwise reasonably balanced portfolio. I will need to reduce. Can you suggest a stock to buy that might shine almost as brilliantly as ATD.B? I have some DOL, BYD.UN and wonder if I should buy more? Thanks for all your help.
Read Answer Asked by Elaine or Gerry on October 25, 2015
Q: I watched Jason Donville's BNN interview and he certainly raised some valid points.The media needs to take more responsibility in perpetuating reports that,to their knowledge,may or may not have any validity.Without some sort of regulation many retail investors can be wiped out and without retail investors the stock market becomes ,to some extent, ineffective.The time should be long gone when any one individual can say anything he or she desires to control the market.Comment please! Don.
Read Answer Asked by Donald on October 25, 2015
Q: VRX isn't enjoying CRX's bounce. Is it facing stiffer headwinds because of direct accusations of fraud versus CRX's guilt by association, or do you think there's something else at work here e.g. it's business model needs to change, reducing profits going forward.
Bought CRX on the way down, is that trying to catch a falling knife or dollar cost averaging!! Average price $42, so fairly happy here, at least for the moment. Just wondering if there's an opportunity with VRX at this level or avoid altogether. My sector weight with CXR, GUD, PHM, PLI is 13%.
TGIF and thanks Peter.
Read Answer Asked by Peter on October 25, 2015
Q: I will use Valeant as my example. When someone attacks your stock
And it is in serious decline why not call a news conference immediately. Refute the claims and announce a huge share buyback and have the short sellers squeezed.

Why do you not favour short sellers?
Read Answer Asked by ian on October 25, 2015
Q: I read the link to the Citron report provided here the other day and saw Mr Left on BNN yesterday. Bot the report and the interview revealed, im my opinion, were over-the-top to the point of being cartoonish. Citron's motives are obviously highly questionable. However, I can't help but think that Valeant doesn't own some responsibility for this. Why would Valeant not want to get out in front of this matter sooner? Why has Left done all the talking this week, while we have had so little info come from VRX?
The problem may very well be that Citron is correct in their accusation, and that VRX really wasn't sure what to say about it. It may be a small part of their overall sales, and the Enron comparison may be ridiculous, but it is possible that VRX got caught doing something wrong and can't refute it. That gave Citron a golden opportunity. Maybe we will learn more Monday. Just my 2 cents. Thx.
Read Answer Asked by john on October 25, 2015
Q: Could you please give me your top two recommendations for each of the following sectors: consumer discretionary and consumer staples?
Read Answer Asked by Robert on October 25, 2015
Q: Would there not be an opportunity cost by buying Knight now instead of a couple of years from now, since you keep saying that it is a five year investment, thanks?
Read Answer Asked by Pat on October 25, 2015
Q: What you you consider to be the three best oil and gas stocks right now for someone who does not hold any?
Read Answer Asked by Raymond on October 25, 2015
Q: I was reading the latest TD analyst report (dated Oct. 22, 2015) regarding CXR and was a bit frustrated that they significantly lowered the price target not because of the earnings expectations for the company but on overall sector valuations/conditions (I would say this was primarily driven by Valeant). It seems the report was reacting to recent market events (which can quickly turn around) more than anything else, and doesn't seem to take into consideration that there will be a guidance announcement this coming Monday Oct. 26. Thoughts?

On a side note, is there a way to obtain all analyst reports for a security without paying an exorbitant amount? I have access to TD reports because I trade through TD Direct Investing but not much else.
Read Answer Asked by Arneh on October 25, 2015
Q: Is there an equivalent with lower fees?

When I renew before Dec 1 will my subscription still go to April?




Read Answer Asked by bob on October 25, 2015
Q: i do not own valeant or concordia-- i do own knight, crh and some others,but the article by ryan modesto on valeant leaves out the key point of this whole debacle--- this negative post by the short seller brought down the whole healthcare space across all spectrums and this to me is what the jason donvilles are really raving about-- it is totally unfair and wrong. i side with donville 100 per cent, this type of sensationalism and negativity must be eliminated. even if the short sellers post is true, it represents about 10 per cent of vrx revenue, which begs the quesstion should the whole healthcare space have been hammered the way it was?i think not,scary stuff.post if you want. dave
Read Answer Asked by david on October 25, 2015
Q: Just a comment on Tim comments re VRX on 0/24.Agreed.However,in my humble opinion,it is very difficult for investors to comprehend everything especially on a complicated co.So that's why we depend on Peter,Ryan & 5I Renewal due in 2/16.If I renew 2yrs prior to Dec 1,I get discount as per blog.Does that mean my new expiry is 2/18? Appreciate your great services & view
Read Answer Asked by Peter on October 25, 2015
Q: Hello team,

First thing on Monday 26 Oct, I am moving to buy 500 shares of VRX. This will account for roughly 10% of my portfolio. I am even tempted to buy 1000 shares depending on your honest answer to the following question:

Is this a one time opportunity to invest in a good company suffering from unfair publicity or is this a moment of greed which has blinded many to see a broken story?

I have seen the interview with Jason on BNN and I am sorry for not buying VRX when it reached 116$....if Jason is right this company is worth north of $400/share. If Jason is honest and I know you respect him a lot, then why should I (or everybody else) hesitate and lose this golden opportunity? Or is he telling us all of this because he is massively invested in VRX and he is looking out for himself first.

I know you don't like target prices but is it even a possibility for this stock to see the light of $250/share ever again.

I know you will refuse my weighting in the company but I am more interested in your genuine and personal trust in the company's management and what the company is doing (borrowing to grow ROE at all costs) as well as your desire to invest in this company after all is said and done...., Today?

Love to hear back from you. I know your long-term investment logic and wisdom are the only thing that could stop me from making a deadly mistake. So thank you in advance.
Read Answer Asked by Saeed on October 25, 2015
Q: For better diversification of my portfolio, it has been recommended that I invest in a couple of US ETF's. John DeGoey, who was speaking recently on BNN, thought that the Canadian/US dollar is probably at its lowest point. He suggested that Canadians should buy hedged ETF's to take advantage of the future increase in the Canadian dollar. Would you suggest that I buy Canadian dollar hedged ETF's for US consumer staples and utilities at this point, then switch to US dollar ETF's when the currency ratio is more favourable? And if you think this is a good idea, what hedged ETF's would you suggest? Thanks!
Read Answer Asked by Linda on October 25, 2015
Q: Hi team-

Is there a healthcare REIT geared towards senior housing that you currently favour? I am looking for one that:

- is a good (extremely) long term hold.
- has quality management.
- distributes a decent payout that is raised annually.
- is currently not expensive.
- will hold up reasonably well in a rising interest rate environment.

Thanks.

Jim
Read Answer Asked by James on October 25, 2015
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