Q: CRH is down around 13% at the moment. You mentioned in your previous comments that there is no significant news known yet. Would you consider this stock a buy, sell, or hold at its current market price?
Thanks as always.
Thanks as always.
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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: FYI - In response to some of the questions regarding CRH - it was written up as a short idea in a fund manager’s newsletter. The letter is making the rounds on Bay Street and obviously people are reacting to it.
Q: Looks like the MOMENTUM chasers are bailing out. Good time to buy more?
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
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
Q: How can I find out what sector a stock is in?
Thank you
Thank you
Q: How should someone review and react to a drop like CRH Medical is having today? Are there clues one should look for?
Is it primarily retail or institutional investors selling & buying CRH today? Thanks.
Is it primarily retail or institutional investors selling & buying CRH today? Thanks.
Q: Why is CRH down over 12% today?
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.
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.
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
By the way I agree with the other members in supporting all the work you do.
Jim
Q: Any reason for CRH dropping this morning? I can't find any news to cause this.
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?
Q: Hello, Can you find any news to explain 6% decline today. Analyst downgrade?
Q: I had asked if all sectors would be covered in your Balanced Portfolio and you missed this question when you replied.
Do you think you could add another column to your portfolios and put in the sector. You are very familiar with what sector each would be but myself and possibly others are not.
Thanks so much again.
Do you think you could add another column to your portfolios and put in the sector. You are very familiar with what sector each would be but myself and possibly others are not.
Thanks so much again.
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.
Q: What is your assessment ? Thank you
Q: How does LMP look now to take a position ? Thanks, Paul
Q: Hi 5i,
A question related to my flow-through partnership units: I purchased in 2016. Some weeks after purchase, the partnership units were listed in my self-directed account, showing an associated value with a footnote indicating that these are not securities that trade on a daily basis. Initially the listed value was around 23 percent below my actual cost of purchase, which I took as mainly an indication of all the fees and management expenses taken out up front. Since then, the account listed unit price has been adjusted every so often (maybe every couple of weeks or monthly). Gradually the unit price has climbed to where the holding is now a couple of percent in the black (relative to my actual cost). My understanding is that I can’t sell the holding until the partnership units roll over into mutual fund units next year sometime. So my question is: in the meantime, what is that partnership unit price showing in my brokerage account based on? Is it actually something like a present market value estimate (just as though it were possible to market the units currently)? If so, are such estimates normally pretty reliable (so that the account listed value from immediately before the roll-over translates reasonably accurately into the value of the resulting mutual fund units – barring some perfectly timed market collapse of course)? Or is it more of an exercise in fiction? Thanks for any help with my understanding on this!
A question related to my flow-through partnership units: I purchased in 2016. Some weeks after purchase, the partnership units were listed in my self-directed account, showing an associated value with a footnote indicating that these are not securities that trade on a daily basis. Initially the listed value was around 23 percent below my actual cost of purchase, which I took as mainly an indication of all the fees and management expenses taken out up front. Since then, the account listed unit price has been adjusted every so often (maybe every couple of weeks or monthly). Gradually the unit price has climbed to where the holding is now a couple of percent in the black (relative to my actual cost). My understanding is that I can’t sell the holding until the partnership units roll over into mutual fund units next year sometime. So my question is: in the meantime, what is that partnership unit price showing in my brokerage account based on? Is it actually something like a present market value estimate (just as though it were possible to market the units currently)? If so, are such estimates normally pretty reliable (so that the account listed value from immediately before the roll-over translates reasonably accurately into the value of the resulting mutual fund units – barring some perfectly timed market collapse of course)? Or is it more of an exercise in fiction? Thanks for any help with my understanding on this!
Q: Good day gentlemen,
Do you have an opinion on this company?
I noticed there is a new debenture that will be issued. It has an 8% yield would you consider this a moderate risk investment?
Do you have an opinion on this company?
I noticed there is a new debenture that will be issued. It has an 8% yield would you consider this a moderate risk investment?
Q: Hi,
I remain somewhat confused about which account it's best to hold Dividend paying stocks in. I've noticed some responses where you indicate it's best to hold the dividend payers in non registered accounts and higher growth stocks (capital gainers) in a registered TFSA or RRSP account.
For whatever reason, I assumed the opposite as I thought receiving dividends was more along the lines of receiving income (i.e.- cash) so it would be best to put these into your registered accounts to lower the tax bill.
So, in my situation, as I receive approx 60k in annual pension income- am I better to put the dividend payers into the registered or non registered accounts to keep the tax bill as low as possible.
Thank you.
I remain somewhat confused about which account it's best to hold Dividend paying stocks in. I've noticed some responses where you indicate it's best to hold the dividend payers in non registered accounts and higher growth stocks (capital gainers) in a registered TFSA or RRSP account.
For whatever reason, I assumed the opposite as I thought receiving dividends was more along the lines of receiving income (i.e.- cash) so it would be best to put these into your registered accounts to lower the tax bill.
So, in my situation, as I receive approx 60k in annual pension income- am I better to put the dividend payers into the registered or non registered accounts to keep the tax bill as low as possible.
Thank you.
Q: I am overweight Financials and am considering reducing my weight and re-investing the funds in either ALA or ENF. What are your thoughts between ENF or ALA ?