Q: chh. in 3-5 years do they have an ok chance of having stronger cash flow as they trim down their debt and possibly implementing a dividend. they look to be in a good growing sector, your in depth thoughts please.
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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: Hello Peter and gang.
I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.
Thanks
Nicholas
I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.
Thanks
Nicholas
Q: With mph providing a secured loan to apicore to replace knight(GUD)loan and taking on more debt what would be your thoughts on this move and would it be a buy sell or hold.
Q: On Dec 19th you specify Teva's debt at 6.5X cashflow and on Nov 10th you specify NET debt to cashflow at 1X. Is the difference in ratio's due to Teva's cash on hand? With Teva dropping 5% since the start of the year, would you buy now, wait, dollar cost average or stay away from the name?
Q: What is the best way to invest in US healthcare in a diversified portfolio seeing that they appear to be undervalued right now? Which ETFs/ stocks would you recommend?
Q: Hello Peter , Ryan, and 5i team,
We don't have any healthcare in our portfolios and I am thinking of adding some Knight Therapeutics to my TFSA. In sept 2015 , 5i rated GUD a B plus and mentioned that it is the best way to participate in a small cap growth company in healthcare. Do you still have the same view and what do you think of the current evaluation? I am also thinking of PLI in the small cap space or CSH.UN as a Reit/healthcare investment.
Thank you as always for your opinions.
We don't have any healthcare in our portfolios and I am thinking of adding some Knight Therapeutics to my TFSA. In sept 2015 , 5i rated GUD a B plus and mentioned that it is the best way to participate in a small cap growth company in healthcare. Do you still have the same view and what do you think of the current evaluation? I am also thinking of PLI in the small cap space or CSH.UN as a Reit/healthcare investment.
Thank you as always for your opinions.
Q: Gud was doing ok until Mackie downgraded it on Jan 4.I have a 0.50 position @ $10.Should I add now or after Jan20. CRH was recommended by a guest on BNN on Jan 6 basing on ROC of 104% & undervaluation.Please comment.Appreciate u usual great services & views
Q: Is PLI worth an investment at this time or should I stay away?
Q: Good morning,
I have half a position in Savaria and am looking to make this a full position. My question is regarding the outlook of growth in 2017. They have indicated that 60% of their business is in US. In this new protectionist environment in US, do you have any concerns here?
I have half a position in Savaria and am looking to make this a full position. My question is regarding the outlook of growth in 2017. They have indicated that 60% of their business is in US. In this new protectionist environment in US, do you have any concerns here?
Q: Peter and Team I have bought some PLI and I am currently down Apox.6% Is this Co. going any where or is it a sell.
Jim.
Jim.
Q: What do you think of Cipher at the moment? I am down on the stock but it has had a bit of a comeback recently. Sell now or hold?
Q: Is this a company that might be of interest for a small position?
Thanks.
Thanks.
Q: Whats going on with savaria it just keeps going down.
Q: Ryan and Peter. Best of the new year to you and the rest of the 5i team. Thanks to Ryan for his article about re-balancing portfolios. I agree that health care is the sector that provides some value. I have some exposure to Canadian health care but would like to buy some exposure to specific American health care companies. If possible, could you suggest a few companies that offer some growth in 2017 and provide a bit of a dividend? Thanks in advance for your appreciated guidance.
Q: This company jumps 80% in a little over a day on announcement of new CEO. Does this guy have that great a resume and have you heard of him before? Other than the extraordinary risk, do you have any thoughts on this company/technology? thx
Q: Hi Peter and Ryan. What are your regarding Gilead (Gild)
Q: In my RRSP I petty well diversified and have all the sectors covered with 22 names. The only exception is the health care sector.What are your current favorite 2 or 3 names you think I might add this year both for income and growth? I,m 68 and won't start drawing down the RRSP until I'm required to covert to a RIF.
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
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WSP Global Inc. (WSP $285.87)
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Stantec Inc. (STN $153.25)
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Knight Therapeutics Inc. (GUD $6.45)
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Health Care Select Sector SPDR (XLV $138.17)
Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
Q: Thanks for ENGH,GUD & PHO. Re CRH,please comment on 1)Why was there a big drop to $7.01 on Nov 28(Monday on big vol. of 2.12m) from $8.36 on Nov 25(Friday)? 2)Thomson/Reuters & CIBC reported that it missed estimated EPS 4 out of the last 6 periods & 5/6 respectively.Already own GUD,the only stock in the sector & thinking of adding CRH.Always appreciate u usual great services & views.All the Best for 2017