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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: As a member of 5i since 2013 I have used your wise logic as one of the tools to help me position my portfolio. I have had some Major wins with your help, but this has been a gut wrenching experience and I have learned the hard way that keeping a reasonable weighting of any one stock is of paramount importance. I let RHT get too large a weighting and believed in their product as a way to help people. It concerns me that you used the word 'fraud' in one of your previous replies.
I have now reduced most of my position to a very small weighting and am reviewing selling it all.
I have a position in COV that is a full position. It is a bit weak of late but I think that is due to the Saudi Arabian rhetoric and is a temporary blip.
Would you consider VMD to be a good replacement for RHT.

Thanks for all your solid advise in these turbulent times.

Peter
Read Answer Asked by Peter on October 16, 2018
Q: in response to your suggestion that we use this 'downdraught' to add to positions, which companies in particular would you add to?
Read Answer Asked by Claus on October 16, 2018
Q: With this latest revenue fiasco at RHT I am swearing off Canadian healthcare stocks for good. I have been a 5i member since day one, greatly value your service and am not trying to lay any blame here. I lost 80% with Patient Home Monitoring and 97% with Concordia before getting out of these, and am now down 85% with RHT. I agree no one is clairvoyant, but this seems to be a recurring theme in Canadian healthcare. Any thoughts on how we can spot and stay away from names like these in the future?
Read Answer Asked by Steven on October 16, 2018
Q: It doesn't always work and some picks are disappointing but thanks for preaching diversification and reasonable stock weightings. As a % of my portfolio the loss will easily be covered. What I am not sure is how to divest my position for maximum return. Should I just bail ,let the dust settle or is the drop oversold and should I hold. Thanks John
Read Answer Asked by John on October 16, 2018
Q: The other day a question was asked about this Company and earnings reporting. You had suggested that you would contact the Company for confirmation. Any word?

As a follow up, your best guess as to the run on the stock would be appreciated. I note that there doesn’t appear to be any insider buying, is that problematic if insiders don’t believe in their own stock at such a discount to its yearly high? Or are they blacked out from purchasing stock?

All the best!

KC
Read Answer Asked by Kelly on October 16, 2018
Q: Hi 5iResearch.
Folks thank you for such a wonderful service.

Thoughts on this business, my friends on another website say the ROIC is around 16% on average over the last 5 years. The Operating Inc. is 22M over a market cap of 212M - so the earnings on enterprise value is ~ 10%..... Very low capital requirements and such a healthy ROIC.......this rate must be beating the company's WACC.... whats your take ?

Good business, cheap and creating value for shareholders when I put my monacle on my right eye........
Read Answer Asked by Patrick on October 16, 2018
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