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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 watched Cohodes on BNN this morning, and he didn't offer anything remotely substantial to back up his claims. It seems to me there are two real issues with the company 1) did they fully disclose in a timely manner the amount of fraudulent mortgages some of their brokers wrote and 2) are their loan loss provisions high enough considering those mortgages and their overall riskier loan portfolio. I obviously don't know the answer to the first, and for the second, I think the answer is no, they aren't high enough. Thoughts?
Read Answer Asked by Alex on March 28, 2017
Q: thanks again for the service you provide. my question is this I held engh for a long time and sold it and replaced it with abt - gps - also msft and csco in the u.s. because they tended to perform better than engh until it's latest rise. other than this stock I own all of the balanced portfolio in the proper percentages. do you think that I should still own engh considering the above. thank you
Read Answer Asked by gene on March 28, 2017
Q: I'm doing research on RPI.UN and came across the is on the March 2, 2017 Press release:

"Net income was $7.9 million, or $0.73 per Unit, down $2.6 million from 2015 which mainly reflects higher EBITDA offset by contingent consideration for the Healthmark acquisition and the mark-to-market loss on exchangeable shares due to a $5.61/Unit appreciation."

What are the contigent considerations they are referring to?
Can you explain the mark-to-market loss on exchangeable shares?

Thanks
Read Answer Asked by Larry on March 27, 2017
Q: I already have ENGH, KBL, TCN, AW.UN, CCL.B, CXI and HAC in my TFSA together with about 40% bonds. Can you suggest any of the Canadian stocks you cover which would be most suitable to add here? I guess for a TFSA capital appreciation is paramount.
Read Answer Asked by Andrew on March 27, 2017
Q: Hello 5i, Can I get your analysis on PBH? I started buying over a yr ago and now it's up over 40%. Unfortunately I have not reached my full position and yet is now at the 5% weighting in my portfolio. From your analysis has it reached full value? It's EPS seems a little high for it's growth rate now? I do not plan to sell it as I like to invest for the long term. My folio has Utilities, Reits, Financials, Tech, Small % of Resource and Energy. Should I keep on accumulating on dips or wait for the valuation to catch up with the price?
Thank you for your service.
Read Answer Asked by pietro on March 27, 2017
Q: Hi, I have held STN for years, remain just above break even. Considering a switch to WSP for better dividend and growth. Your thoughts on this move? Have also held SJ and KBL for years, have done well but both seem weak lately, would you recomend any potential replacements, or just a hold pattern? Thanks, Lavern
Read Answer Asked by Lavern on March 27, 2017
Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.
Read Answer Asked by Matt on March 27, 2017
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