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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 morning...we are approx 15 years away before any need to access RRSP...I have done well so far but feel I may be too conservative or too much time on my hands...I have a portfolio of approx 21 stocks..I have done very well with a mix of CSU, ES, MG, BEP.un...plus a mix of a few others...My question is regarding BNS (7.7%),H&R/REI.UN (7.5%)CGX (5.7%) IPL (5%) NPI (4%)...would you recommemd based on my time line I can risk a bit more...if so recommendations...Thanks
Read Answer Asked by Matthew on May 19, 2015
Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.
Read Answer Asked by Bill on May 12, 2015
Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
Read Answer Asked by Yingzi on May 12, 2015
Q: Hi,
Is Dirtt buyable today at about $8.48 Or wait for it to maybe settle some more after the big run up.

Thank you
Read Answer Asked by Josette on May 11, 2015
Q: Could you please comment on Dirrt's revenue and earnings vs estimates? Also the forward outlook?
Thank you
Dave
Read Answer Asked by Dave on May 08, 2015
Q: How risky is DRT? I recently trimmed a 6% position to a 3% position considering the recent gains I have made on the stock. What would you do in such a situation. Also, what was the reason for not selecting DRT as your top pick?
Read Answer Asked by Imtiaz on April 24, 2015
Q: What can you tell me about PHM Is the high volume and rising price justified?
Read Answer Asked by Gary on April 01, 2015
Q: Hi Peter and Team!! Me again...I have $5000 to invest. I would like to start a new holding with growth potential (a small dividend would be nice as well) Magna just had a stock split...GS??....ET?...I am looking for suggestions. Cheers, Tamara
Read Answer Asked by Tamara on March 31, 2015
Q: After experiencing healthy gains in Patient Home Monitoring, I read through the entire Convalo Health website to learn about their company. Their plans has some good potential but seems to rely heavily on new insurance-paid therapies. If the Republicans win the next election and skewer Obama's healthcare plan, will this significantly affect Convalo's business model? Second, they presently have one location where they have increased sales from $80K to $300K and around $5M in cash. I assume they will have to do a "healthy" raise to grow similar to PHM.
Your analysis would be appreciated.
Thanks.
Read Answer Asked by Steven on March 30, 2015
Q: Another major European cable operator (today) signs up for Espial's solution to stemming the tide of "cutting the cord". With the recent addition of a high-profile VP of marketing and development as well, 2015 could turn out to be ESP's real breakout year. Comments?
Read Answer Asked by Richard on March 30, 2015
Q: I know you like Knight Therapeutics. Stock has been hit quite hard recently, and currently is trading around $8. Do you think it's a good entry price here? Also is it a safe stock to hold in a RESP account? (My kids are quite young, so the money inside RESP won't be cashed for minimum 10 years.)Thanks for your great advice!
Read Answer Asked by Rebecca on March 26, 2015
Q: Hello, could we have your thoughts on the current valuation and prospects for Savaria. It is approaching 6 per cent of my portfolio which is pretty high for a company of this size I think. Thanks.
Read Answer Asked by Adam on March 24, 2015
Q: Can you give me your opinion on NYX Gaming Group? Thanks
Read Answer Asked by Theresa on March 23, 2015
Q: Hello Peter & Co.
My exposure to Health Pharma (11% of my RRIF portfolio comprises CCT,CPH,CXR.GUD and VRX.
I hold in my TFSA (approach: buy and forget): small amounts of RX,PLI and would like to add equally small amounts of CRH and PHM; I value your opinion.
I also own in the TFSA: DHX Media but do not have any "small & torquy" Info Tech; would you please suggest a couple of names other than CSU,DSG,ESL,CGI,MDA and OTC which I hold in my RRIF?
Thanks,
Antoine
You may count this question as two questions.
Read Answer Asked by Antoine on March 23, 2015
Q: On PHM's recent conference call, management claimed they could reach $125 MM revenue run rate by end of summer 2015, and then stated that their new year end "goal" (not guidance) was for $175 MM run rate revenue. Taking this announcement into account, how does PHM stack up on a risk reward and valuation basis with CRH Medical and Nobilus Health Corp? For a risk tolerant investor, are any of these stocks buys today and in what order?

Thanks for the great service!
Read Answer Asked by Scott on March 23, 2015
Q: In Johnathan Goodman's comments this morning, following release of their results, he indicated he will not rest until Knight realizes the same gains as Paladin (paraphrased). Do you see the possibility that this stock will go from $9 to $140 and was there anything in their year end results that gives a hint this is even remotely possible??
On another note, what happened to RMP Energy?
Thanks.
Read Answer Asked by Steven on March 19, 2015
Q: Hello, I see you have had a few questions on this company recently and I too am intrigued with it. I personally am hesitant when any stock is considered expensive and would like to know what you would like to see change in the companies metrics that would make it a bit more palatable. Thank you.
Read Answer Asked by Adam on March 19, 2015
Q: Given the structure of recent financing(s) does it cap the stock here in a tight range (14.00-16.00) for a while? Acquired companies received millions of shares in IT that I believe they are free to sell to crystallize their profits. I know know insiders are buying (today's news) but it's not huge given their net worth in the stock. It's positive of course, but seems curiously times.
I was thinking it would be a "no brainer" buy under the subscription receipt price of $15.00 but I'm not sure. Peter, what do you think?

Thank you
Read Answer Asked by Douglas on March 19, 2015
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