Q: All three of these companies were once market darlings that have fallen from their more favorable market days and are now attempting turnarounds. Do any of these companies appear to be a turnaround buy at their current levels? If not,and if they sit in one's portfolio, should they be ejected? if so, how would they rate from worst (eject 1st)to best (still hope, eject last).
Thanks!
Q: I currently have 1/2 positions in MSL,CPH and SVC. MSL and CPH look like dead money with not a lot of growth potential going forward. SVC looks okay. I'm looking to enter a full position with PHO using proceeds from the sale of MSL and CPH (I would keep SVC for now and monitor). For heath care representation in my portfolio, I have a full position in GUD already (thanks 5i)! For a growth oriented portfolio, will this be a good move 3-5 years out? What do you consider an attractive entry point for PHO?
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?
Q: I sometimes like to be a bottom feeder, the above list of companies are all from the growth portfolio and are under water. Do you still have conviction on any of these names for a recovery? Could you please rank the strongest.
Q: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.
Q: Good Morning
I have replicated both my RRSP and TFSA accounts to hold many of the holdings in both the Balanced and Growth Portfolios save and except CGI and Cipher. I have reviewed your comments on theses companies but would like some specific advice if you think I should swap these out or continue to hold. I currently hold all your teck recommendations except OTC and have full positions in GUD and SIS
Thank you for your exceptional advice and guidance.
Q: Can you give me an update on Cipher? Seems to be stuck. I know pharmas have not been great overall, but just wondering if there is hope for this one, or should I cut bait and ditch it?
Q: You noted that Cipher "is in a bit of a proxy battle and we like John Mull, a 37% owner trying to improve the company." But isn't Mr. Mull effectively seeking to take control of the company - which presents the risk of it being taken private at no significant premium to shareholders?
Q: Appreciate your thoughts on Cipher which has been extremely frustrating to hold. Do you think price can appreciate if and when the sector sentiment improves?