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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: When the principals at phm caused the sudden downdraft there seemed to be a similar downturn in other pharma stocks in a similar market space. I tend to assume that this will not change until PHM reports earnings on a similar pace as last quarter and/or the market figures out that the new CEO has been highly successful in the past and is likely to be a good one here. 3 specific questions. 1. Do you agree with my above general assessment. 2. Does the new CEO hold an interest in the company/is some compensation in stock? 3) when does phm report earnings
?

Bryon in Elmira.
Read Answer Asked by Bryon on August 20, 2015
Q: Good Morning! I just renewed my membership for two more years at your special 10% discount rate on the second year, and also at the current price before increases take effect in December. Great deal..... great service.... one very satisfied customer. Thank you!! My question is about XHB. What is your opinion on holding it for income without risking a significant drop in capital value in a rising interest rate environment?
Read Answer Asked by Paul W on August 20, 2015
Q: What are your thoughts on Kel. I have this week taken a position of about 3% and am prepared to hold for 2/3 years. This is my only exposure to the oil/gas industry.
Read Answer Asked by david on August 20, 2015
Q: What metrics should one use to evaluate this company? The ones available are confounding: forward PE of 243, -75% ROE yet it trades at an all time high (impressive given current conditions). Revenue and Earnings growth doesnt seem that impressive. Is it good value here and if so based on what measure? Would BAM be a comparable company, which is better value? Finally, would you rank OCX as an A or B company? Thank-you.
Read Answer Asked by Albert on August 20, 2015
Q: Hi
I've started to do some early tax loss selling hoping I can buy them back cheaper while banking a "capital loss" in the meantime.
Which ones would you buy back in the fall if in fact we do get to capitulation mode?
CNQ , CVE , CPG , FRU , SU , ERF , HSE , CEU , WCP , PEY , ARX

Thank you..
Read Answer Asked by Carlo on August 20, 2015
Q: there is a very informative presentation by paul colbourne at the denver oil and gas conference available by webcast. dividend is more than safe at 40 dollar oil and share buyback starts tomorrow. enercom 360 oilandgas webcast if anyone who owns sgy is interested in watching.
Read Answer Asked by blake on August 20, 2015
Q: Huh?.......What is going on? Why the huge drop that seems worse than
the general drop today?
Read Answer Asked by Glen on August 20, 2015
Q: IF, we assume precious metals have bottomed which stocks would favour. SLW, NSU, G, MND or do you have another suggestion. Or would you still keep away from the sector.
Read Answer Asked by Peter on August 20, 2015
Q: Hello Peter,I have some money to invest, I would like to have your opinion of the above w.t.r. to growth, safety in view of future interest increase. Also, if you have better choices for me.
Many thanks, J.P, Burlington
Read Answer Asked by Joseph on August 20, 2015
Q: Two questions here (to save sending 2 separate items) - and maybe the answers will differ regarding timing new buys in these 2 sectors.

With most bank stocks and even the better rated energy stocks hovering just above or just below 52 week lows, would you be comfortable buying any of the banks or energy stocks right now or have we not seen "the whites of their eyes" yet?

In an earlier question (I believe) you suggested not buying anything for a couple of weeks.

Would the same apply here?

Thanks. (What a great resource to have in trying to figure out how best to invest).
Read Answer Asked by Donald on August 20, 2015
Q: CODI has been described as a mini-Berkshire Hathaway buying smaller companies, recently selling Camelbak and adding Manitoba Harvest to their portfolio. Being an old fart a hemp based food business strikes me as somewhat fad oriented but a lot of people have made a lot of money off of fads. Trading at a low P/E and a having a yield around 8.7%, what are your thoughts on this company ?
Read Answer Asked by Garth on August 20, 2015
Q: Quite often these days you hear some expert calling for a 10 to 15% correction. What level on the TSX are they using to correct from. January 1, 2015 or the highest level the TSX reached this year or from the level the TSX is at the day the expert financial fortune teller makes the call?
Read Answer Asked by roland on August 20, 2015
Q: Morning Peter and Team,
Seems AFN has been caught in the current downdraft. (not to mention the western Canadian drought). I purchased the company after your recent report. I'm down 16%. It's dividend is now over 6%. Do you think it's safe. Also, is this the kind of company that can withstand a possible global recession caused by the "China Problem"? What is the downside?

Also, what is your opinion regarding the impact China's economic problems could have on the global economies
As always, thanks for your opinions.
Read Answer Asked by Les on August 20, 2015
Q: Many of small/mid cap companies 5i covered have been sold off a lot lately. Some due to poor earnings, and some have no reasons at all. It looks like money is hiding under the large cap right now. Do you think the growth story will end here and investors should shift their investment towards large cap companies? Also market sentiment is so bearish, I think it usually presents a good buying opportunity. (Contrarian Play) Do you agree? Thanks!
Read Answer Asked by Rebecca on August 20, 2015
Q: Hello Peter
With the fiasco at phm .Would you ever recommend a stock in the future that was run by Michael Dalsin and Roger Greene.Even if fundamentals of the stock was good.
Read Answer Asked by glenn on August 20, 2015
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