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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: Could you please share your analysis on Killam Properties for both secure income and some capital growth. It is currently rated as "outperform" by the Royal Bank with a $12.00 one-year target. Thanks!
Read Answer Asked by Paul W on April 27, 2015
Q: Bonjour, I would like your comments on these two American companies: FBHS and Fluor Corp. (FLR).What is the expected growth and share appreciation?
Merci
Ronald
Read Answer Asked by Ronald on April 27, 2015
Q: Regaring Davids request on tracking TFSA contributions. cra.gc.ca keeps track of all contributions and withdrawls. This is found in MY ACCOUNT under RRSP & savings plans. However it is not always up to date.
FYI

Read Answer Asked by Shirley on April 27, 2015
Q: I have searched widely for the answer to this question but haven>t found one, Perhaps you can help. When claiming tax loss for a certain stock, is it necesssary to claim the ACB, or can you claim, if you are only selling a portion of your holdings in that stock, can you claim the highest price paid?
thanks
Read Answer Asked by joseph on April 27, 2015
Q: re: Hal's question of Apr. 27 for a site that classifies stocks for seasonality. He could try EquityClock.com. There are charts and tables for stocks, sectors, indexes.
Read Answer Asked by chris on April 27, 2015
Q: I'm wondering what's happening to Valiant.The company seems to be silent, and the stock is tumbling.
Read Answer Asked by Bill on April 27, 2015
Q: Just reviewed your question with Interest dated April 24/15. Why is there so much volatility here, and seems to be on a downward spiral ever since the last high.
Can you please provide a detailed explanation.
Also I believe earning report in coming up in Mid May
Thanks
Rick
Read Answer Asked by Rick on April 27, 2015
Q: Hi guys,

I've been noticing that healthcare stocks are all down big today and part of last week. Names like Concordia, Actavis, Biogen, and smaller names like Nobilis, Patient Home and Convalo are down as well. Is this part of a sector rotation with people rotating out of a hot sector maybe to get exposure to energy with the recent run up in oil?

Thanks,
Jason
Read Answer Asked by Jason on April 27, 2015
Q: I am fully invested and therefore must sell a position in order to buy a new position. I am considering selling LMP, WCP and GUD to raise funds to buy a 5% position in CXR. I am hoping the trade will reduce my risk somewhat and increase momentum. Would you please comment. Thank You
Read Answer Asked by Richard on April 27, 2015
Q: Hey Peter & Team,

One of the news letters I receive had this to say about PHM. To me Fabrice Taylor makes much sense and goes directly to some of your comments on today's answer in our forum.

Post it if you think it worthy of such...


I spent two hours with Michael Dalsin (of PHM, Convalo and Inspira fame) in Los Angeles last week and got a very good update. I also spoke to him today.

PHM stock, we can see, is not immune to the laws of valuation but I took a small piece of the $1.50 financing (despite having sold all my stock at $1.20 after a 2,400% return). I wouldn't call it a value stock here but I note that insiders were net buyers of stock lately and the story is better today, so I think you can put bids in and let the sellers come to you.

Using existing cash (i.e. not including the financing) I believe the company can get to EBITDA (through acquisitions) that would give it a valuation of about 15 times today, which, again, is not a value stock but isn't as crazy as 30 times.

I think part of the selling is from investors who bought the $1.50 financing, so they’re selling their free-trading stock. That suggests that $1.50 should be roughly the floor.

The oil price also hurts PHM and other health stocks when it rallies, as it draws investment money out of health care and back into energy shares (and pushes the Canadian dollar higher, which cuts into PHM’s profits since it earns money in USD.) But I don’t think the Saudi plan was to cut the price of oil in half for six months. It was, and is, to crush the U.S. shale industry, and that still hasn't happened so I don’t expect strength in oil prices.

There were also rumors that PHM would be banned from cross-selling, which is simply not true. Management would have heard of any move in this direction before the public (or any short seller) and they have not as of today.

Much of the same holds true of Convalo. Put in bids and let sellers come to you at as low a price as possible.



as always... thanks for all you do

Gord
Read Answer Asked by Gord on April 27, 2015
Q: What do you think of this company? Present value and future prospects?

Thank you!
Read Answer Asked by Gerald on April 27, 2015
Q: Good morning...I am currently a non resident CDN investing in CDN Equities off shore...I mainly stick with CDN stocks out of comfort/routine...I currently hold US dollars and trying to decide if it is better to change to CDN for exchage rate and invest further in CDN stocks...or invest in US...currently have no US exposure...consider my situation financial sound...I have followed your portfolio matching 75% of holdings...in one account and have done well over the past years...I currently have a timeline of 4 to 5 years for my offshore account before liquidating...what would be your top 5 picks for CDN and US...Growth and Income...no tax concerns..

Thanks
Read Answer Asked by Matthew on April 27, 2015
Q: With the increased limits for the TFSA I was thinking of either increasing my holding in CXI,currently 1.8% of my total portfolio OR using the $9000 (my TFSA and my wive's) and buying EFN.However if I did this it would mean EFN would only be about .5% of my total portfolio and in a recent portfolio review you felt that anything less than 1% wasn't worth while.Other holdings in our TFSA's include DSG/ESL/SYZ/CGX/ENB.All are over 1% with ESL the highest at 2.9% of my total portfolio.Any advice is greatly appreciated.Thanks Paul
Read Answer Asked by Paul on April 27, 2015
Q: Good morning, do you have enough confidence in the management team at Avigilon that buying now and forgetting about it for three to five years would be a good idea, thanks?
Read Answer Asked by Pat on April 27, 2015
Q: Good Morning. I would like to know if there is a time limit to declaring profits and losses on my income tax return. Thank you.
Read Answer Asked by Denis on April 27, 2015
Q: Why are these U.S. chip stocks so weak lately. Are they buys, holds or sells?
Thank you
Read Answer Asked by Francis on April 27, 2015
Q: Please comment on the todays news and the revised outlook for Surge. It would appear they are making progress and reducing risk/debt? Thanks, Gord
Read Answer Asked by gordon on April 27, 2015
Q: Patient home monitoring and NHC hit new highs on Monday and by Wednesday they had pulled back approximately 25%. ITrade indicated that companies like such as those that grow by acquisition - there are pros and cons of companies that grow by acquisition. A recent BNN guest indicated there are smart money people like people who appear on BNN and have newsletters. Then there are dumb money people -- (me) -- who watch BNN for advice and subscribe to the newsletters. Bruce Campbell BNN regular from Alberta has recommended these practically every time he has been on. Would the smart money people have been getting out of these positions when they hit new highs a couple of days ago and the dumb money people like me still have them?
Read Answer Asked by Dennis on April 27, 2015
Q: Can you please comment on its recent earnings. Thx
Read Answer Asked by Patrick on April 27, 2015