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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: Hello 5i team,
In early May, I sold all my VRX shares to buy a ½ position in each of CXR and GUD with the view to maintain the ½ position in GUD but to add another ½ in CXR.
CXR has flown up by 26% since then and that is making me hesitate to buy the other ½; my other holdings in the health care sector are a full position in 2 ETFs namely XHC and ZUH; I still have some spare cash so what would you suggest?
Thanks
Tony
Read Answer Asked by Antoine on July 23, 2014
Q: ACC Amica Mature Lifestyles The last time a Q was asked about ACC it had just bounced off a 4 year low. You liked it for income. Here it is hitting a new low. At some point there has to be a capital gain opportunity along side a juicy yield. Are we there yet?

TIA
Read Answer Asked by Gerald on July 23, 2014
Q: Scorpio Mining (SPM.TO). After several years of basically avoiding the base metals industry, I have gradually been reorienting my portfolios with the addition of LUN,HBM,FM and TEK.B. So far so good and I have now decided to add a little more torque and started buying SPM this morning which besides zinc, lead and copper gives me some additional silver exposure. I have read your previous comments on SPM and wonder if, at this time, you have anything to add on this speculative investment? At this point it represents well less than 1 percent of my total investments.
Read Answer Asked by John on July 23, 2014
Q: A&W Royalties Income Fund (AW.UN) reported results today. Overall, results appear positive. Payout ratio continues to be greater than 100%, although is moving down. Your thoughts please.
Read Answer Asked by Brian on July 23, 2014
Q: Can you please provide insight into how trades get filled based on the bids. As an example, yesterday I had a sell order in on a stock at .92. The stock hit a high of .92 but my order didn't get filled. Obviously another sell order at .92 was filled but not mine. What is the basis for determining who gets filled? Thanks for valuable advice.
Read Answer Asked by Robert on July 23, 2014
Q: I purchased some shares of Martin Rea (MRE) some time ago then purchased about 80% more when there began issues with the Board. My shares are now up by about 60% reflecting, I believe, the resolution of the fight within the Board. When I compare MRE to Magna, I see that MRE is essentially flat over the past year whereas MGA is up about 50%. Since the 50% for Magna is reflected to some degree in its higher PE ratio than MartinRea’s, is it reasonable to expect that MRE still has some opportunities to increase in value at a faster pace than Magna? I have no plans to sell my MRE because of the potential catchup of PE ratio unless you feel that I should be exchanging the MRE for Magna recognizing the quality of Magna versus MRE. My percentage of MRE is only about 2-3% of my entire portfolio. At this time in the auto business cycle would you recommend me increasing the percentage to the 5% range or stay cautious. If you recommend I should buy more again which of the two (or others?) would you recommend? As always, I highly respect your opinion and recommendations even if I don’t always follow them.
Read Answer Asked by ED on July 23, 2014
Q: I have owned Enghouse (ESL) for several months and while it has not shown any price growth I know that you are quite high on the stock. However, you seem to equally like Evertz (ET) for many of the same reasons you like ESL but given that ET pays a healthy dividend , I was wondering if I should switching from ESL to ET.

Looking forward to your insight.

Paul F.
Read Answer Asked by Paul on July 23, 2014
Q: I would appreciate your comments on Espial Group's (ESP) earnings released this morning. They seem very good to me and I am considering adding to my current small holding. Thank you, Peter
Read Answer Asked by Peter on July 23, 2014
Q: re: ET Evertz

Your updated analysis please since your last comment June 12 and... any additional insights into a possible take over?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 23, 2014
Q: I was thinking of selling my cpg and putting the proceeds in half dee and the other half pou, I'm looking for more growth rather than dividend, what do you think.

Thanks,
Richard
Read Answer Asked by Richard on July 23, 2014
Q: re: CHK Chesapeak Energy Corp

Your opinion at this time please

Gord
Read Answer Asked by Gord on July 23, 2014
Q: Do you know anything about Kane Biotech - KNE? It seems like some very good news today:
Health Canada Approves DispersinB(R) for Human Use (ccnm)
Read Answer Asked by Tim on July 23, 2014
Q: Peter; Could you comment on the DHX trading volume , in particular today's at 7.2 million? Thanks. Rod
Read Answer Asked by Rodney on July 23, 2014
Q: Any reason why MRC is down lately? Is this a good time to buy more? Thank you very much.
Read Answer Asked by Francis on July 23, 2014
Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable

2014-04-04 Common Shares -20,000 0

2014-04-04 Options Employee Stock Option (Options) 30,000 30,000
Read Answer Asked by Robert on July 23, 2014
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