Investment Q&A

Q: Hi Peter/Ryan and Team, a follow up to your PHM answer just provided. The question is have you followed up with management for clarification regarding this 'hidden' information, considering PHM is in the growth portfolio? Any further insight from you would be greatly appreciated as I have slowly been building a position in PHM. Time to use caution on this one?
Comment: Hate the hidden way they provided this information and this in-of-itself should be a cause for concern!! Sorry, but this is Not management inexperience in my opinion! Seems calculated and the market is reacting! Thanks!

Q: Hi Peter, Ryan and Team,
Fully realizing that taxation is not your area, I have a general question that concerns where one would go to find out info on a U.S. company doing a spin-out, to determine what potential tax implications there could be, for Canadian holders.

Specifically, opening my T5 summary today, I got a nasty surprise from the HP I was holding before they split into two last November. Apparently they didn’t just do an even split, rather they held the original (and full) book cost of one side of the company, and spun out the other portion as a 100% dividend. So if the original cost was $45 for HP many years ago, after this spin-out my book-cost has been increased to $45 + $14.72 (for the spin-out), and the $14.72 is a fully taxable event for the 2015 taxation year.

One of the lessons, I guess, is never continue to hold the stock of a foreign company once they announce a split. This is a very costly lesson, and given that, I’d like to know how I can avoid it in the future, short of selling before the spin-out/split occurs. In speaking to my broker, this was supposed to be a non-taxable event for foreigners, it just never materialized though.

Would one look at U.S. SEC filings, or as a general rule, would you just suggest selling, and if one really wanted to continue to hold, buy back in after the event occurred?

Thanks for thoughts on this one.

Q: please comment on the potential damage re the news release concerning the alleged misrepresentation from the Hollywood acquisition.

Q: ABNN guest just mentioned a 40% reduction in revenue in their ventilator business. Apparently it was disclosed but buried in the recent press release. Could you please confirm you confirm and comment. T

Q: Hi 5i - for people that held on to WIN - after the nice run up would you recommend selling now or let it continue to run(Im still down about 20%)? Thanks, Neil

Q: Wi-Lan is up 55% or so over the last month, having risen fairly steadily for quite a while. Any idea what's going on here?

Q: what is the consensus for Q4's revenue and eps?

thx

Q: Results ?

Q: May I have your thoughts on the talcum powder lawsuit? I am not so much afraid the company has known they are selling a carcigen or even that they have been unknowingly selling a carcigen. I am more concerned about the legal costs defending themselves from these lawsuits. The stock was up today inspite of loosing the case. I assume they will appeal.

Q: SunOpta seems to be in growing market segment (healthy foods) within a good sector right now (Consumer Staples). What are your thoughts on the prospects for this company?

Q: In an earlier answer I believed you commented that TPK has a net cash position with zero debt. Can you let us know how much cash per share TPK is sitting on?

Thanks.

Q: I have a small position in Pur and I am currently down50%. I am considering selling pur and taking a position in rnw. I have shares in aqn and bep.un and ala(utilitie or industrial?) that compromises approx 11% of my portfolio. Would you recommend this for some growth and a healthy dividend? Could you please give me an in depth analysis of rnw for a 2 to 3 year hold? Thank you for your services.

Q: what is 5I position on bns exiting the asia market ? Was it not for bns foreign exposure the basis for your recommendation?

Q: MFC has recently had a substantial pullback. Is there a reason to be concerned? At over 4% yield, would you consider it a buy at these levels? Thanks.

Q: do they have enough cash to buy more dealerships?

Q: Hi folks,please get your opinion on Q4/15 results for Civeo,housing play in oil business.For 2015 they reduced debt but gave guidance they are well positioned to ride out storm in 2016. Would u rate buy,hold or sell and how do they rate against bdi/t and Hnl/t,which one would u pick. Thanks as always,jb

Q: Hi
I have a 2% position in AFN. It is my only "materials" exposure company. I'm currently down 40%.
5i gave it a "B" in a report last July. How do you feel about it today?
Hold, Sell, Average Down?
Thanks

Q: Hi Peter,

Could you let me know what percentage of stake has silver weaton got in sabina gold and silver and the share price as of today is .88 while the bv is 1.59 is it a buy

Q: Hello 5I

Could you please comment on crh's recent earning release.

Thanks
Febin

Q: I have a full position in the major banks and a half position in NA. I sold NA this morning after it dropped $1100, and all the other banks are down big time as well. What hit the fan?