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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: I am still kicking myself at my stupidity. I sold these when 5i sold them from the model portfolio and bought FM and G when FM was still in the model portfolio thinking it was on sale.I have since been in contact with the IR at FSV and the future looks good they assure me.FM has gone south quickly since their massive offering. There are lots of other stocks that are more "expensive" in the model portfolio.I am just disappointed at the choice of resource stocks by 5i and the damaged caused in my returns.
Read Answer Asked by blake on October 29, 2015
Q: Your comments on their 3rd quarter results please. Looks like they continue to forge ahead. I have most of the balanced portfolio with full positions, and half of the growth at 3% positions or less for a total of 60% per your suggestion. Re your philosophy of adding to a winning position, and considering Kinaxis performance to date would you bring it up to a full position.
Thanks Peter
Read Answer Asked by Peter on October 29, 2015
Q: Hi Peter and Team,

I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).

Jordan
Read Answer Asked by Jordan on October 28, 2015
Q: Peter and Team,

What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
Read Answer Asked by Marc on October 28, 2015
Q: What is your opinion on cpd?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
Read Answer Asked by Josh on October 26, 2015
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Read Answer Asked by rajeev on October 26, 2015
Q: Drt-Please advise when it reports.Yahoo finance states Nov 4-9,& Eps of .04 & $58.51m revenue. Gxi-On Bnn today,B Campbell of Stone Castle states that the new CEO cut $6m - $6.5m costs resulting in increase of EBITDA from $6.5m to $12m on $65m revenue.It reports on Nov 12.Given its record of overpromising & underdelivering,albeit a new Ceo,it is an entry point now.As always,appreciate your usual great services & views.
Read Answer Asked by Peter on October 22, 2015
Q: Good morning, just a clarification to your answer from Imtiaz. Your statement "We have seen a recent President's Letter report on the company, and it basically was throwing in the towel" insinuates that management is "giving up". Is this apparent from the letter? Will you keep it in the portfolio for now? Thanks very much.
Kim
Read Answer Asked by Kim on October 19, 2015
Q: Hi,

Some of the selling in PHM is being prompted by analysts who were earlier recommending it and now backing away from it. Also, the company has revised 2015 annual run rate to 155M from 200M in their updated investor presentation. I think this has to do with their low share price making it difficult to finance new deals. What do you think?
Read Answer Asked by Imtiaz on October 19, 2015
Q: Would appreciate your opinion on this company and if you consider it
a "buy" at todays price.Thank you.
Read Answer Asked by Uli on October 19, 2015
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