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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: Valeant Pharmaceuticals and Concordia in the last few days have been absolutely punished. What has been the rational as they are currently at ridiculously low PE's and seem to have a strong balance sheet and pipeline. Is this a good buying opportunity?
Read Answer Asked by Luigi on October 22, 2015
Q: What's your latest view on WPK? Something you still like on a go forward basis that you'd add to one's position?
Read Answer Asked by Jacques on October 22, 2015
Q: This is a follow up question from Kristine's question on SDIV.US on October 21, 2015. Global X SDIV vs. DIV seems to be a Global vs. US equities ETF comparison, but can you recommend any comparable, better options to consider? (taking into account comparable monthly yields). Also looking to hold this in a $USD account, not concerned about tax implications for this comparison - just looking for fund recommendations only. Thx!
Read Answer Asked by Colin on October 22, 2015
Q: Hello everyone. This has been a painful investment for me. I believe in the turnaround in this name so I have increased my position. One has to look back to DEC 2008 to find the stock price down at these levels. Yes things are different but when I add up the some of the parts if someone was to strip it down and sell off it seems to be at a discount. Could I have your view on what you see the dollar per share for the some of the parts/cash and also the dividend going forward. Thank you again for your assessment. Jay
Read Answer Asked by JASON on October 22, 2015
Q: I would like to add to my positions in these companies.
Can you please tell me if it's a good time for these 5 or would you wait on any of these?

I just renewed for two more years. Thanks for the good service.
Read Answer Asked by Colette on October 22, 2015
Q: The share price of DH has been sold down steady of late. Is it just the trader playing their usual game, or something happened to its operations that we should be aware of. Thanks.
Read Answer Asked by Victor on October 22, 2015
Q: In your estimation will the Healthcare sector be effected by what is currently happening to Valeant, Concordia, PHM etc. It's the old cockroach theory. An ETF such as ZUH or comparable products might not be immune. Would it be wise to avoid this sector until the dust settles? Would it be wise to get out entirely for the time being?

Thanks
Read Answer Asked by roland on October 22, 2015
Q: Hello team,

Please inform me how these fixed income ETF'S are taxed?
If taxed as income i would consider holding them in a registered account.

Thanks for your help

Stephen
Read Answer Asked by Stephen on October 22, 2015
Q: Hello Peter & 5i team,
I'm quite frustrated at the way the market reacts to a Citron report whose motivation is quite questionable; is it not possible that their report is so designed as to support their objective of shorting the stock?
Supposing their report is misleading, how is it possible that they can get away with it with impunity?
Now that the QSC starts investigating Valeant, who is investigating Citron?
Regards,
Antoine
Read Answer Asked by Antoine on October 22, 2015
Q: Your report on GUD indicated a very favourable view of the company. I would appreciate your thoughts on the possibility/likelihood of the very smart and very patient Mr. Goodman taking advantage of the recent slaughter among many of the small cap specialty pharma companies. Is this when that large cash balance starts to be deployed?
Thanks.
Read Answer Asked by William on October 22, 2015
Q: Hi guys,

Would it be possible to get some help regarding how many shares, of the 4 million, Glenn Chamandy has sold already in his share disposition plan?

CIBC's Investor's Edge has consensus 2016 estimates at $1.91US which translates to $2.51 Canadian. The shares, here, look pretty attractive to me, trading at just over 15x 2016 estimated earnings. However, I'm not sure I want to add to my position if Mr. Chamandy still has several more weeks of selling ahead of him.

Thanks for your help.

John
Read Answer Asked by john on October 22, 2015
Q: You can still place an expression of interest for Hydro One shares at Virtual Brokers. iTRADE had their books open for almost a week: to me this indicates demand is not high and shares are unlikely to lift on the first day of trading unless shares are priced at the low end of the range. Publish if you think this is instructive.
Read Answer Asked by Jeff on October 22, 2015
Q: May I have your opinion of this company?

I'm looking at this as a turnaround play. Stock has been absolutely hammered; but there appears tremendous upside and value here. They were on the brink of bankruptcy due to leverage, and have since recapitalized. They have a cash flow positive assets in Nicaragua as well... Is this a value trap? or a bet worth taking for a patient investor with guts?

Not to encourage groupthink but I've searched the company profile on Morningstar.ca and discovered that this company is a top position in a mutual fund called Pender Small Cap Opportunities.

I'd appreciate your thoughts on this. I understand that these kind of bets can be volatile.

P.S: I own most of your growth portfolio and am comfortable within the small cap realm of investing, with a time frame over 20 years. Great work on the small cap special report. Keep it up.

Elliott
Read Answer Asked by Elliott on October 22, 2015
Q: Hi Peter & team,
Quote from your answers to CPD
"We would be 'OK' with CPD for safe income. However for any strategy or fund that requires systematic withdrawals, such as an RRIF, we would not suggest it as a great ETF in which to initiate a position."

Please explain your position, thanks. In our case, the withdrawal will be equal to minimum
Read Answer Asked by Karl on October 22, 2015
Q: Find it hard to believe this Co.is worth only 19.25 With a 2016 affo estimate of 2.25 by TD Waterhouse,thats a 8.5x multiple with a 70% payout yielding 8.4%! Debt.at a manageable 59% ,Alberta representing 16% of portfolio after the merger. Please comment.
Read Answer Asked by John on October 22, 2015
Q: My advisor recommended Fidelity Northstar Fund for some international exposure in my RSP account. Although it does not distribute a dividend, it has shown good growth for 5 (17.19%) and 10 (8.55%) years. I am not sure if you have to hold it for a minimum period of time. Your thoughts please. I am not sure if the net costs to me are worthy of holding this fund in my RSP and I also wonder if you advise foreign content in a CDN RSP
Read Answer Asked by Sharon on October 22, 2015
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