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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: Is it time to sell my junk bond ETF CHB? I watched this video today by Christine Hughes of Otterwood Capital. Seems to make sense:

https://www.youtube.com/watch?v=xD859cTLrtI&list=UUEmSqcxB2lCJyIjoYysrVEA

What's your opinion on this? I have about 10% of my portfolio in CHB. Thanks so much for all your great advice. Not sure what your policy is on posting links, but If it's not cool, just delete it. cheers
Read Answer Asked by Andrew on July 25, 2014
Q: Hi Peter and team: what is your latest take on VFX, Virtutone? I know its very small; recently they got some debt financing in place, it seems that this will finally allow them to grow revenue faster. However I'm not sure how it may affect their margins, which they are trying to increase. Do you see their game plan unfolding in a positive way? Or do you think their business plan is flawed?
Read Answer Asked by Kel on July 25, 2014
Q: There is little information I can find on Mainstreet Equity MEQ which has been doing well since you last commented in January. Could you please give us your valuable assessment of the company? Thanks for your advice. I have learned a lot since subscribing to 5iresearch.
Read Answer Asked by jacques on July 25, 2014
Q: Re: CSS.to

Don't understand why the board approve unanimously on a deal just around average recent price. What's going on?
Read Answer Asked by Dong Sheng on July 25, 2014
Q: Just announced that Transforce (TFI) has offered to take over Contrans (CSS). Board of Contrans supports the deal at approximately $15 per share. Seems low as Contrans closed on Thursday at $14.74.

Who wins: Transforce or Contrans shareholders?
Read Answer Asked on July 25, 2014
Q: Accord financial (ACD) released earnings. Can you comment on its valuation in light of the earnings?
Thanks.
Read Answer Asked by Michael on July 25, 2014
Q: Perhaps you could indulge me with a few suggestions. I have owned TML for ions, but I see insider buying. Should I sell now or perhaps buy more. I have been successful with CWX on buying because of insiders and am up 20% in 2 weeks. Should I sell it now since I see the future 1/4's may be cyclically weaker. I have also owned TMM forever, I am above water but wonder if I should sell and deploy somewhere else. Now that Sentry has put their person on the board do you forsee upside (as in possible merger or takeover)?
I am wondering because CAT remarks have indicated little business in the mining sector, if I should give up on the golds despite the so called good seasonality of the metal at this time. Would you sell the above mentioned positions and deploy elsewhere, and if so what sectors would be appealing. I could add to health, tech,consumer cyclicals, I will await your comments & recommendations. Thank you so much for your objective evaluations, they are very much appreciated.
Read Answer Asked by Maureen on July 25, 2014
Q: Hi Peter and Group. On july 18/14 Bioniche Life Sciences (BNC) received written approval from the FDA to allow it to submit a BLA for marketing approval of it's drug MCNA based on it's current clinical trial data set. This would seem to be important news. What is your current opinion on the company. Thanks
Read Answer Asked by John on July 25, 2014
Q: I would like your input on PSD Today price at 52 week low. Is this a good entry point? I am longterm investor, don't trade regularly. Thank you
Read Answer Asked by marc on July 24, 2014
Q: I believe you offer limited views on US companies - possibly you follow Encore Capital (ECPG) - I have done very well with this stock but, now, it continues to back up even though fundamentals look very solid.
Thanks,
Murray
Read Answer Asked by Murray on July 24, 2014
Q: Is this a good entry point for Spartan Energy? Tx
Read Answer Asked by hugh on July 24, 2014
Q: In February you were positive about Trevali (TV). It seems to be on the move right now. Do you still think it is a good investment? Thanks for your always good advice.
Read Answer Asked by Roland on July 24, 2014
Q: What is your current opinion on Exco Technologies(XTC), and what did you think of the recent 3rd quarter (i.e. did it meet or exceed your expectations)? It currently is about a 10% wieghting in my portfolio (I like to keep a concentrated portfolio of small to mid cap names 10-12 stocks) and is the only exposure I have to the auto sector. Should I continue to hold? Thanks
Read Answer Asked by Scott on July 24, 2014
Q: Would appreciates your thoughts on Exco Technologies Limited XTC financials just released and prospects going forward.
Thanks
John
Read Answer Asked by John on July 24, 2014