skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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,
CRH is down considerably. Based on your previous replies, it appears there were a few large blocks of shares sold (over 20K shares). I am not sure if that caused the stock to take a hit. However, on March 24, 2017, a director sold a large amount of shares ($5M plus). As well, there were other directors that sold in March and yet no impact on share price. I am not clear why such as drastic move today unless something is going on that is not reported yet. Any comments. Thank you
http://www.watchlistnews.com/crh-medical-corp-crh-director-sells-c5525000-00-in-stock/1168444.html
Read Answer Asked by umedali on April 21, 2017
Q: Hello,

I'm looking at initiating a position in either KXS or PHO for an aggressive growth pick within my TFSA. I like the larger size and scope of KXS but am intrigued by the increasing volume of PHO which seems to be missing from the KXS chart. I'm also less familiar with PHO (no 5i Report) - could you quickly highlight their customer base, and which company/industry/product is responsible for their current stock profile?

Thanks,

Cam.
Read Answer Asked by Cameron on April 21, 2017
Q: Please comment of the shareholder rights plan. It seems to be a proposal to give the board more time to extract more value in the event of an unsolicited take-over offer. The stock has been strong recently but I suppose there has been no unsolicited offer. If the board had received an unsolicited "feeler" would they have been obligated to release it to the public or only if there had been a firm offer?

By the way I agree with the other members in supporting all the work you do.

Jim
Read Answer Asked by James on April 21, 2017
Q: You have often stated that 20 equity holdings is about perfect and over that there is no real benefit to “over-diversification” and it actually moves a portfolio closer to just replicating an index. I like to follow your BE portfolio, but when you add on my US holdings, ETFs for international diversification, emerging markets, bonds, preferreds etc my portfolio (7 figures) is left with 58 different individual holdings /ETFs. I would like to cut it down a bit. My question is this: Your BE portfolio started with 20 names and has now grown to 25. Are there any plans to reduce the number of holdings back down to 20 in the near future?
Read Answer Asked by Steven on April 21, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!