Investment Q&A

Q: Rrx, Tog and Spe, which one would you prefer better? Thank you.

Q: I purchased some of this stock for an RESP about a year ago. It has climbed nicely. The company seemingly achieved a good measure of success before going public. What are your views of this company and the stock going forward?

Q: I know you commented on DBO on Monday, but the share price has dropped another 10% since then.The share price has been dropping for almost a year now. I was considering giving it another quarter but I feel mgmt is taking the company in the wrong direction with the talk about moving into the Motion Industrial training market, which is very niche. That and the numbers continue to disappoint every quarter. Is it time to let DBO go? Earnings are mid June.

Q: Good morning 5i team,

Plz comment on quarter.

Thanks,
Dave

Q: Hi,
I currently hold half positions in GUD and PHO. I would like to top one of them up to a full position. Which of these 2 companies do you think would be best to top up? Or do you think both should be topped up?
Thanks for all of your great advice.
Rob

Q: Sorry another comment that Members owning CRH may find comforting and certainly shows the clear difference between it and Valeant/Concordia:

"At March 31, 2017 , the Company had $9,232,240 in cash and cash equivalents compared to $9,507,004 at the end of 2016. The decrease in cash and equivalents is primarily a reflection of cash generated from operations, less cash used to finance acquisitions during the first quarter of 2017"


Looking at the Cash Flow Statement: they generated CF-Op of $8M and acquisition cost was $7.5M. Net Debt did go up ~$3M to fund some distribution to non-controlling interest (need to dig more into note 4 for details).


The main point through is CRH earns real cash and finances its acquisitions mainly from its cash flow and not from out of control debt - as the Motley Fool article was suggesting.

Q: Your analysis and thoughts on CRH's quarterly results?

Thanks!

Q: You mentioned CRH Management will hopefully address the short report in their Management call tomorrow. They already took a first jab in the quarterly release:

"While acquiring less than 100% of an anesthesia business will obviously create more rapid increases to non-controlling interests versus purchasing the entire business, our joint venture strategy does significantly increase our opportunities for accretive acquisitions. As a result, our acquisition pipeline remains strong and we are confident in our ability to deliver on our growth strategy."

Q: Please comment on MX results. Thanks

Q: it looks like crh beat earnings and revenue big time, your take. dave

Q: Should be interesting, can you comment on the earnings when they come out. Thx

Q: SHOP was downgraded by RBC today. Should we be concerned.

Q: Good morning...your view of the letter issued by CSU CEO last night? What do you read into it? Does it change your view moving forward? Nay projections on growth of stock for the year?

Thanks

Q: Good morning...I have held syz for two years with a loss on the stock other than a dividend return but stock down 20%...I have held back on one of my rules of reducing exposure as you hold this company in high regard...I already own abt and it is doing well but am thinking of replacing one half of my exposure to syz with et...do you consider this a prudent move as I hold all of the balanced portfolio and parts of the dividend and growth portfolios and have had very good returns other than syz...I value your opinion in this matter and look forward to you reply...thanks for a great year ...gene

Q: CRIUS appears to act like a middle person in the sale of electricity and gas to residential and commercial customers. Would it not be advantageous for these customers to deal directly with the utility provider ? How can CRIUS compete with the utilities in terms of cost ?

Q: Whitecap Resources (WCP) is 3% of my portfolio. As I watch the price continue to fall, and analysts continue to have a "buy" recommendation on it, do you think now is a good time to increase it to 5% of my portfolio?
Thank you

Q: Hi
You seem to continue to hold RRX in high esteem. With the price now down around the $8 level, do you see this as a good entry point? I have no other energy stocks at this time.
GUY R

Q: With a decline in price my holding has gone down to 2% holding. Would you recommend buying more to bring the holding back to 3%?or just wait until the next earning report? You mention that you like to buy more when a stock is going up in price and momentum is going up.
Thanks

Q: Does CRH report earnings before the open of markets, during the day, or at the end of the day after markets close.

Q: Is this a good entry point for a long term hold of itc? 2-3 year time frame