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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: What do you make of Cipher's recent aquisition of Canadian commercialization rights of Ozenoxacin for treatment of impetigo? Is it normal to buy the licensing rights to a drug that is still in clinical trials? Assuming the drug works and goes through regulatory hurtles, is the market big enough in Canada to have a material impact on earnings or is this just another secondary product? My worry is that Cipher is too reliant on its leading acne drug, but I guess this is a step in the right direction. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: I've been searching for relatively cheap canadian pharma stocks that have postive cashflow and earnings growth. I recently came across CRH Medical, a recent recommendation of J.Donville. After accounting for the recent aquisition (trailing earning, some dilution, and debt), to me, it still appears quite cheap relative to the sector. I realize there is some execution risk, and now a fair bit of debt, but it seems reasonable. How do you assess this company and compare it to other small/growthy names in the sector? I currently have a half position in CRH and I am thinking about doubling down. I also own PHM and CPH in the sector but they don't look as cheap anymore. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: TMX Group has been on a steady decline since June. This pretty much is the same timing as the drop in oil prices. Are the two correlated or is the X drop due to other factors such as a reduction in IPOs etc? Do you think it is currently at an attractive entry point for a long term income portfolio (a little bit of growth would be nice too of course). Many thanks
Read Answer Asked by Mark on January 07, 2015
Q: Hello team,
Do you have any comments on today's news wire release on the execution of a letter of intent to acquire a regional business. This is the first time I have heard of this term...it is non-binding and the subject company's financials are unaudited - and yet is sounds like a done deal. Also the news wire release is not for distribution in the U.S. as per the preamble. Should this have an impact on the stock price at present? Thanks
Read Answer Asked by Janice on January 07, 2015
Q: Hi,

Any idea why Trimac does not seem to be benefitting from the price of oil? Do you prefer Transforce over Trimac?

Thanks
Read Answer Asked by Graeme on January 07, 2015
Q: Hi 5i I'm looking at buying a U.S. financial..What would your preference be Prudential ( PRU ) or one of the U.S. major banks.
Thx Gerry
Read Answer Asked by Gerry on January 07, 2015
Q: A general question. I have been using globe investor gold for information and especially liked the portfolio feature. Recently I have had difficulty with the service and want to switch to a user friendly model. Are there any you or your readers would recommend as an alternative?
Read Answer Asked by david on January 07, 2015
Q: what do you think of this company for income and growth, and why is the stock moving up.
Read Answer Asked by don on January 07, 2015
Q: Hello,

I have some questions about the growth portfolio you will be offering in March/April:

- Will it be a full 20 stock portfolio like your current model and income portfolio? Or a smaller portfolio of say 10 that will complement the others?
- I really want to buy your full portfolio when it comes out, so want to make sure I have the cash available, but don’t want to stay out of the market with the funds until then. Will you let everyone know about a week before the portfolio comes out so that there is time to free up cash beforehand?
- Is it fair to assume that some of the current growth stocks you recommend through the Q and A will be part of the portfolio?

Thanks!
Read Answer Asked by Carla on January 07, 2015
Q: Hi 5i:

If you just received a fragment of this question, please ignore - finger problems.
My portfolio is reasonably well balanced, but I do have a collection of more speculative stocks that have small portfolio weights. I am planning to add to some of these and would appreciate your rankings of: CRH, CXI, TV, GUD, QST, DCI, INP. Many thanks.
Read Answer Asked by Roland on January 07, 2015
Q: will u have a mobile app for apple anytime soon
Read Answer Asked by dale on January 07, 2015
Q: My New Years resolution is to concentrate my portfolio. I am considering selling CVE and buying more WCP.
Would this be a wise trade?
David.
Read Answer Asked by David on January 07, 2015
Q: Peter, just a comment
My very first question/comment 3 years ago (!)was about the treatment of Canadian companies in the USA and the multitude of pains they were going through to get permits. Would you believe that Romarco took 7 years to obtain all permits to end up being immediately challenged by the Sierra Club (last month). South Carolina is desperate to get jobs and the community is all behind Romarco. It will probably be another 6 months to get some resolution for a project that was costing gold extraction at $500 and is now still very much profitable, but at around $800 this time around.I own and like romarco a lot.
I have watched and invested often in other companies facing the same challenges... Augusta, Peeble creel.. and Invernia which went through hell for many years on all sorts of injunctions, it was incredible to follow what they went through. I understand their pain, and the need to sell ( i made my last purchase at .035 cents and sold at .7 ). I wish Australia and the USA would treat us the same way we seem to treat them.
Publish if you deem it interesting for the community. It is only a comment no more.
Read Answer Asked by claude on January 07, 2015
Q: With the recent moves in the price of oil and nat gas what is your perception on the survivability of Kelt in this environment. Also what percent of production is oil and gas.
Read Answer Asked by William on January 07, 2015
Q: I am confused, are they paying an annual declared dividend or are they paying an annual special dividend- depending on how the year has unfolded. And what is your thoughts on the companies prospects going forward.
Read Answer Asked by Warren on January 07, 2015
Q: bdi sorry for being stupid but your comment "Yes; patience will be needed, but in our monthly review for our Model Portfolio we just added a 1.6% weighting to our Black Diamond position.
View 5i Reports on this Company. if you added a 1.6% weighting shouldn't the new weighting be higher than 1.6%
Read Answer Asked by andrew on January 07, 2015
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