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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 Peter & 5i team,
In my Health Care exposure (6% of portfolio), I hold CRH,CXR,GUD,PLI that I plan to keep. I also own PHM and RX. RX is profitable and has a whopping ROE of 48% and its forward PE of 20 is amply covered by the ROE with a ratio of 2.4 whereas PHM is not profitable (ROE of -20%); I don't have any info on their debt level and presume RX's is higher.
Given this cursory comparison + your insight, which would you keep if you had to chose one?
Thanks,
Antoine
Read Answer Asked by Antoine on November 02, 2015
Q: what are anys. est. of avo,it seems if there is a hint of a miss this stock plunges as i've held thru past reports tkx pat
Read Answer Asked by patrick on November 02, 2015
Q: Visa bought Visa Europe but market does not seem to like it!! Can you explain? And what do you think of this stock for a 5 year hold? Plus how do you think the competition is for paying by phone? Thanks.
Read Answer Asked by Dr Lorraine on November 02, 2015
Q: Can you please comment on the acquisition of Visa Europe and whether this is a good entry point? Thx
Read Answer Asked by Patrick on November 02, 2015
Q: Crh showing more weakness today would you consider this a buying opportunity I have 5% weighting of this in my portfolio and am down 25 %.What kind of timeframe do you think this might take to recover
Read Answer Asked by Greg on November 02, 2015
Q: This stock is getting pounded again today. Any reason for this other than the sector and the "shorts" running rampant? I didn't think the financials were really out of line.
thx for any and all info
Read Answer Asked by Dave on November 02, 2015
Q: do you know this company, is there growth plus dividend or just dividend. dave
Read Answer Asked by david on November 02, 2015
Q: Good morning. My best wishes to all, and I hope everyone is well. I am puzzled as Concordia continues to be punished while Valeant is having a nice pop. I purchased a small position in CXR based on the thinking that the baby had been thrown out with the bathwater. It seemed to me that CXR was condemned as guilty by association. Are there any other factors at work here? Would you consider adding to the position once the rout ends?
Thank you.
Read Answer Asked by william on November 02, 2015
Q: It has been a year since you last commented on Syntel. What is your view of the company at this time?
Read Answer Asked by Lloyd on November 02, 2015
Q: Bought Teva in a dip a few years ago and have done pretty well with it. Know they face competition as patents for their MS drug roll off, which I believe represents 50% of their current profits, but never seems to be a bad as analysts predict. See the stock has dipped a bit as they've announced a couple of large acquisitions which look to me to be accretive. Any thoughts on the stock, thinking I might add some more here.
Read Answer Asked by John on November 02, 2015
Q: Hershey had a bad third quarter results. Headline, Hershey cuts forecast on weak demand (slower growth)and higher marketing costs. Hershey's executives are saying. There is a growing gap between low-income and high-income buying patterns. Sanford Bernstein analyst says, there are health and wellness concerns and the premiumization of the chocolate category. Thus, what are your opinions--sell or buy and etc.? Is it a permanent or temporary shift?
Read Answer Asked by Herbert on November 02, 2015
Q: This project seems to be progressing nicely on budget and on time. What are your thoughts for a longer-term speculative buy. Apparently the major owners are looking for this to provide dividends -- at quite a high rate -- versus growth. Clearly we will not know until it is up and running if they can do that. Micheal Smedley just rated it as a buy. Thoughts?
Read Answer Asked by MARK on November 02, 2015
Q: Hello Peter, can you tell me where can I find details of cumulative redeemable preference shares like, life, call price/date,etc. Which one of the above would you suggest, perhaps a better on or two.
Many thanks, J.P.Burlington
Read Answer Asked by Joseph on November 02, 2015
Q: I just received your reply to my question about LIF and in the reply you used the term OK 4 times. Once you had ' ' around OK. I have noticed the use of OK in many of your other answers as well. I am never quite sure how to interpet the use of this term. Does it mean JUST OK. i.e. "We don't really like it but it's not bad enough to dump on it" OR is it to be viewed in a more positive light. It always seems to me to be a bit of fence sitting.
Read Answer Asked by Bruce on November 02, 2015
Q: I realize past performane does not not indicate future performancebut MRU has outpermormed L and EMP.A on 5, 10 and 20 year metrics. I am looking for a long term consumer staple so at present I am thinking MRU or maybe all 3 makes sense also.
Read Answer Asked by blake on November 02, 2015
Q: Q3 results are out; smaller dividend and a lot less debt. The company is doing the right things. Is this a good entry point for a small position?
Thank you.
Read Answer Asked by kelsi on November 02, 2015
Q: I had held LIF for a few years and sold it earlier this fall to take advantage of a tax loss. Am thinking of buying back in once Tax Loss Selling season starts (late Nov). Materials would represent 10% of my Cdn Equity portfolio broken down between SJ, AGU, AFN and LIF in fairly equal percentages.
In the short term I am buying primarily for the dividend income and understand Capital Appreciation may not take place for a few years till Iron Ore prices improve.
Your thoughts on my plans for the materials section of my portfolio and at current Iron Ore prices is LIFs dividend secure?
Read Answer Asked by Bruce on November 02, 2015
Q: This is a Canadian company with operations in the US. Not much info on it yet. Can you supply some numbers and give your opinion on this stock please?
Read Answer Asked by Ed on November 02, 2015
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