Q: I haven't been interested in Patient Home Monitoring PHM, until now, because of the price drop. What does PHM mean when they describe themselves as "focused on rolling-up annuity-based healthcare service companies..."? I believe that "rolling-up" means buying and consolidating companies. But what do they mean by "annuity-based"? I googled the term and there's virtually nothing except the quote I just gave.Thanks!
Q: I bought XTC based on your report touting this name as the "perfect stock". I see it as a growth stock with a negligible dividend. So far its SP popped heading into the announcement of the last two quarterly results and so far have slide back thereafter. It just does not seem to have any traction to hold onto those the gains, or advances based on the growth reported.
Has XTC hit the "proverbial wall" that all stocks do? Even Disney and Apple hit that wall eventually. I'm sitting on a small gain with XTC now, other than advising patience, would you recommend that I should sell before the next run up to Q3 earnings, say when its SP hits $18+? After all a growth stock that stops growing is dead money and I should really move on.
Q: Hi Peter,
Constellation software keeps dropping. Is this just a reaction to the current market conditions and that it has had a good return of the year, and hence profit taking? Also, I thought (from what I read) Fairfax had its portfolio setup such that it would be protected somewhat to declines in the market, yet it is dropping like other stocks. Any comments please? Thanks again.
Q: There is relentless selling going on with PHM, and it seems there is no bottom for it. There are 46 millions of shares financed at $1.50 will come to free trade in September. Do you think PHM will be under more pressure around that time? Should investors just take a loss and move on? Do you know any company can make a turn around like this from your past experience?
Q: Can you please comment on Torc's Q2 financials. At first glance they looked good and have committed to continue dividend. Your thoughts and suggestions are appreciated.
Q: I am looking to invest for income as well as some growth, for 2 to 3 years, would appreciate your assessment, suggestion.
Many thanks. J.A P, Burlington
Q: A technical question: Yesterday I bought 1000 BRE via CIBC, another 1000 via Interactive Brokers. Still all the news sources only reported 450 shares trading. Were my 2000 shares bought on alternative exchanges? In general, hat percentage of trades go outside of the TSX?
Q: What do you think about Emera earnings? They don't look that great to me, but the market loves the big dividend increase and higher predicted dividend growth rate. Can they do this based on predicted cash flow growth, or will it be by increasing the payout ratio? Thanks for you comments.
Q: air canada earnings just announced seem excellent, your opinion.
and just a comment, knight announced earnings which do not matter,but they list the deals they have done since april 1 and each one is more brilliant than the next, i see why you are so favrorable on this company, management is excellent, it is my biggest holding. i did own paladin until the end. dave