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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: Hi Peter and Crew,

So enjoy your objectve answers. So valuable. Keep up the great work.

For better or worse, I am a patient investor. I also buy on all time highs. Sometimes I sell on mental stops. I was able to catch the wave on PHM through 2014 and 2015 adding at new highs and sold most of my position sometime into the decline. Did "awesome."

I have consulted your database of questions on PHM. Based on the answers I am considering adding to my small position, based on the likelyhod of a recovery (although I would expect years for this to happen). The 10 year chart also gives me confidence. My strategy would be to add incrementally in small amounts and only add more if the equity proves itself by heading up.

Do you think the time is "close to right" to start to pull the triger ?

Thanks so much !!!
Read Answer Asked by Jim on May 24, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert
Read Answer Asked by Robert on May 16, 2016
Q: Do you think they can pay off meaningful amounts of debt this year and on? I'm pretty sure we all know now they can cover interest, but people are claiming this is a "debt story". It's highly leveraged but is it only a debt story when default is a concern? Also, what is with this Cohodes short seller? Why is he so crazy for Mark Thompson? Now he's saying they are channel stuffing in one of their drugs in his ranting tweets, and that their balance sheet is "on fire". Your comments on that too possibly? ( you can take off like 4-5 "question credits since I ask like five here )
Read Answer Asked by Bryan on May 14, 2016
Q: I have been keeping an eye on NHC. I Noticed it had dropped significantly after the earnings disappointment. Do you feel the stock is being punished much more than it should? what are you thoughts on this company? Is there a buying opportunity here? what price do you think would be a good entry?
Read Answer Asked by steven on May 13, 2016
Q: Good Afternoon,
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.
Read Answer Asked by Chris on May 11, 2016
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