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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: On 7/15,Inn.un closed a bought deal of 8.4m units @ $5,in which Kingsett(18.1% ownership), Orange(9.9%) & other insiders bought 5.68m units in total.On 7/22 the underwriters exercised the option to purchase the over-allotment of 1.26m units Such confidence by insiders even though share price was on a downward trend for the last while to close @ $5.15 today.Please express your expert opinion on this transaction.Also,please advise on my thinking of buying additional shares to average down my small position of $5.94 .Always appreciate your great services & advices.
Read Answer Asked by Peter on July 23, 2015
Q: I've owned LPG : NYSE since $13.00 a share. Would you hold or sell and buy GG : NYSE. Its been beaten up and pays a dividend. Your thought are much appreciated.
Read Answer Asked by Michel on July 23, 2015
Q: Hello Peter
Do you still recommend holding XTC and PHM with the resent price decline ,Are they still good company going forward ?Are you going to keep them in the model portfolio ?

Thanks

Claudio
Read Answer Asked by claudio on July 23, 2015
Q: there have been many many questions about phm on your site.
the thing that seems to bother people the most is if greene and dalsin sold all their shares, let us assume they did.
the 2 guys now in charge from sleep mattress who took their payment in phm shares are probably better operators than dalsin and greene who seem to be deal makers.
phm is cheap on any metric they have about 60 million in cash against about 24 million in debt, they are growing organically and they are profitable and they are buying back their shares below 1.50 to protect the recent financing at a 1.50 that comes off lockup sept. 6 or there abouts.
and what if greene and dalsin did transfer their shares into this health fund run by decter. either way why is everyone panicking. do everyone actually expect these 2 guys to be hands on running phm, convalo and inspira by themselves.. can you comment. dave
Read Answer Asked by david on July 23, 2015
Q: Here is a link to a July 17 news release regarding the transfer in to the Healthcare Special Opportunities Fund of PHM and CXV shares by Dalsin and Greene, through their holding company Canons Park Advisors LLC, in exchange for special class U units. Hope this helps clarify things as there has been a fair bit of confusion on the part of some investors about this transaction.

http://www.marketwired.com/press-release/healthcare-special-opportunities-fund-completes-62-million-private-placement-class-u-tsx-mds.un-2039667.htm
Read Answer Asked by David on July 23, 2015
Q: Regarding Tom's question on Prism Medical, I was watching Prism's market depth all day and at one point there was 1200 shares on the bid at $13.50 but after that there was something like only 500 shares from $13.49 to $12.00.

Conversely, a few days ago, during Prism's rise, at one point a 2000 share buy order at marketprice would have jumped the price to $19.

Feel free to share if you think this helps.
Read Answer Asked by john on July 22, 2015
Q: Can you please comment on Exco's earnings release. Thanks
Read Answer Asked by Janice on July 22, 2015
Q: Hello Team,
Between Stella Jones and Constellation Software, which would you prefer for growth? Also, could you comment on the most recent results for both.
Thank You,
Barry


Read Answer Asked by Barry on July 22, 2015
Q: Hello 5i team,
I am responding to your answe to Les concerning the amount of fixed income appropriate for a 70 year old. I think it would help many of us to have your rationale for your suggestions.

For instance, you suggest 40 per cent fixed income, even though they have enough to live on from their pensions and could thus presumably ride out a down turn. In this low interest rate environment many suggest a nuch lower per centage. You have yourself, i believe from time to time.
Should not the pension be considered a form of fixed income and thus count towards the per centage?

You also recommend xbb, which goes out to seven years. I imagine we are mainly thinking about preserving the capital. And if that is the case, why not choose the shorter term, xsb instead?
Thanks for any insight you can put on this important aspect of investing for many of us
Claire
Read Answer Asked by joseph on July 22, 2015
Q: Hello Peter & Co,
A gentleman asked you about CPH but your response indicated CXR; was it a typo error?
Thanks,
Antoine
Read Answer Asked by Antoine on July 22, 2015
Q: Hi Peter & Team: Your comments to Allen's question today: "but expect a flat to declining sector..." I own this in my Riff and in a loss position, should I let it go? Thank you.
Read Answer Asked by LOUISA on July 22, 2015
Q: You claim that there was insider selling, in reality according to INK RESEARCH there was zero selling and $648,087.00 insider buying.
Read Answer Asked by John on July 22, 2015
Q: WEF reports on July 28th. The stock moves up and down by .15 almost every day. West Fraser report was not very good. So should one assume western forest will also be bad? I am wondering if I should move on. Thanks.
Read Answer Asked by Helen on July 22, 2015
Q: Hi, What would be the impact of CSU being added to S&P/TSX 60 indices, effective July 24, 2015?
"S&P Dow Jones Indices Announces Changes to the S&P/TSX Canadian Indices
17:15 EDT Tuesday, July 21, 2015
Constellation Software Inc. (TSX:CSU) will be removed from the S&P/TSX Completion Index and added to the S&P/TSX 60, 60 Capped and the 60 Equal Weight Indices. Constellation Software will not be added to the S&P/TSX 60 ESG Index at this time. Also, Constellation Software will be added to the S&P/TSX 60 Equal Weight Index at a relative weight equal to the relative weight of Catamaran at the close on July 24, 2015."
Read Answer Asked by rajeev on July 22, 2015
Q: Could I please get your recommendation for both an inverse oil & gold ETF.

Thank You
Craig
Read Answer Asked by Craig on July 22, 2015
Q: I sometimes see inside selling of small or micro-cap shares, often in conjunction with an exercise of options to purchase at a much lower price. The insider often is only selling a small % of their holding. Are these sales sometimes done in order to get a block of shares in the hands of larger buyers, like institutions or funds?
Read Answer Asked by Murray on July 22, 2015
Q: In your Updated news report July 18th you said to make sure you have international exposure. What do you recommend? I follow closely your investment advice and my portfolio consists mainly of stocks from your balanced model portfolio. I have a 5-10 year time frame.

Thank you so much,
Louise
Read Answer Asked by Louise on July 22, 2015
Q: Can you give me your opinion on recent acquisition of
softgate systems?
Thanks.
Read Answer Asked by howard on July 22, 2015
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