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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: Your recommendation to "do nothing" with CRH is probably the main reason why I bought and continue to subscribe to your service. Understanding you won't always be right it's comforting to have a professional opinion on matters that would often lead to panic decisions. Thanks.

On that note, why did you lean towards "do nothing" as the appropriate action? How did you weigh this decision? What criteria? Is this a gut decision? Is there a strategy at play with upcoming earnings (i.e. determining if results fit in with your long term investment thesis)?
Read Answer Asked by Gooding on April 21, 2017
Q: While topical to CRH today, this is more of a general question. My concern has always been that CA firms have done their audit and interim reports are being printed just prior to the release of numbers (in this case next Wednesday). While I acknowledge CA firms have a reputation to keep, I just have to believe a lot of eyes get to see these numbers before they are published. In your opinion, is there some reason to be worried that a major drop in a stock just prior to numbers being made public, may be a sign someone with loose lips has seen the numbers and is advising insiders to bail before the release? Or should I simply stop playing detective?
Read Answer Asked by Barry on April 21, 2017
Q: Good Morning. Further to questions and answers re dividend tax credits and the recent article in the Financial Post, how does income from pensions affect the tax credits? Is pension income considered different from income from a job? I could (and should) experiment in a tax program but wondered if you had a quick answer while the topic is current.

Thanks,
Cathy
Read Answer Asked by Catherine on April 21, 2017
Q: Hello Peter,
CRH is down considerably. Based on your previous replies, it appears there were a few large blocks of shares sold (over 20K shares). I am not sure if that caused the stock to take a hit. However, on March 24, 2017, a director sold a large amount of shares ($5M plus). As well, there were other directors that sold in March and yet no impact on share price. I am not clear why such as drastic move today unless something is going on that is not reported yet. Any comments. Thank you
http://www.watchlistnews.com/crh-medical-corp-crh-director-sells-c5525000-00-in-stock/1168444.html
Read Answer Asked by umedali on April 21, 2017
Q: How can I find out what sector a stock is in?
Thank you
Read Answer Asked by Margaret on April 21, 2017
Q: Hello,

I'm looking at initiating a position in either KXS or PHO for an aggressive growth pick within my TFSA. I like the larger size and scope of KXS but am intrigued by the increasing volume of PHO which seems to be missing from the KXS chart. I'm also less familiar with PHO (no 5i Report) - could you quickly highlight their customer base, and which company/industry/product is responsible for their current stock profile?

Thanks,

Cam.
Read Answer Asked by Cameron on April 21, 2017
Q: Please comment of the shareholder rights plan. It seems to be a proposal to give the board more time to extract more value in the event of an unsolicited take-over offer. The stock has been strong recently but I suppose there has been no unsolicited offer. If the board had received an unsolicited "feeler" would they have been obligated to release it to the public or only if there had been a firm offer?

By the way I agree with the other members in supporting all the work you do.

Jim
Read Answer Asked by James on April 21, 2017
Q: You have often stated that 20 equity holdings is about perfect and over that there is no real benefit to “over-diversification” and it actually moves a portfolio closer to just replicating an index. I like to follow your BE portfolio, but when you add on my US holdings, ETFs for international diversification, emerging markets, bonds, preferreds etc my portfolio (7 figures) is left with 58 different individual holdings /ETFs. I would like to cut it down a bit. My question is this: Your BE portfolio started with 20 names and has now grown to 25. Are there any plans to reduce the number of holdings back down to 20 in the near future?
Read Answer Asked by Steven on April 21, 2017
Q: I was wondering if you are going to write an article about Real Matters that is going to go public soon? Like the one you wrote for Freshii? An article in G&M today states that selling shareholders must inform by Monday if they intend to sell their shares or not. Do you think AIF will be one of the selling shareholders? Thanks.
Read Answer Asked by Iskandar on April 21, 2017
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