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: Bruce Campbell on BNN last night thinks that the new management at PHM has turned around the company to a profit,I know your thoughts on this company in the past and agree with you,but is it possible,through organic growth that they could double in the next year.What are your thoughts going forward under new owners thanks Greg
Read Answer Asked by Greg on April 28, 2017
Q: Could you please give me your thoughts on XCT. I am left with shares from the ComDev transaction. The shares have gone done considerably however the business seems interesting and it is the same management that made ComDev successful. Should I average down, avoid or hold? What metrics can you see on this company and are there any metrics or events upcoming that will significantly affect the future,Thank you for your great service. mike
Read Answer Asked by Mike on April 26, 2017
Q: Hi
I have some new money to put to work. Which three names in the growth portfolio would you suggest buying at current levels?
Thanks,
Curtis
Read Answer Asked by Curtis on April 25, 2017
Q: Recently I asked a question about Crius "Where are the earnings?"

You replied on April 19th that "Crius made 44 million last year." I had hoped for something more detailed but I obviously should have asked a more detailed question.

To that end, Crius lost 74.9 million the year before (2015) although part of it was one time. If you combined the two years, the payout is hardly 60% of earnings.

My questions are:

1) Has Crius had positive earnings in years prior to 2016? I understand it's a relatively new company and a series of losses aren't that unusual.
2) I feel that you think Crius has turned a corner at this point and 2016 will be more typical than 2015. If so, could you explain your reasoning. I'm considering an investment.
Read Answer Asked by Larry on April 24, 2017