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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: Good morning,

Looking for an opinion on Teva given yesterday's allegations on generic price fixing among some drug manufacturers including Teva. I am down on this purchase by approxm 30% and am wondering if I should exit if this is dead money or perhaps you feel this has even further downside.
Thanks
Brad
Read Answer Asked by Brad on December 19, 2016
Q: I looked at their financials and some things did not make sense: high intangible asset amount, negative ROE yet have a good cash position and high advance from customers I guess that gets amortized over the year? No debt which is great - so, to me this picture is a little confusing? Their product is security software which I would think, is a good place to be - who are their customers? Thinking of buying in my TFSA -what do you think?
Read Answer Asked by James on December 19, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: I follow Contra the Heard along with your service to help me identify potential opportunities. Combined I have had some nice returns. This weekend Contra recommended GES. I wasn't able to find any previous questions on this retail chain. I also know being US is not your primary focus. However if you have any thoughts it would be appreciated.

Merry Christmas to you and yours.
Read Answer Asked by Mike on December 19, 2016
Q: Do you prefer:
(i) the 3 ETF Canadian Couch Potato Portfolio (VAB, VCN, VXC) (ii) the 11 ETF Canadian Money Saver Portfolio (CBO, XBB, CPD, XIC, CDZ, XGD, VEE, VE, SPY, VIG, IWO; or
(iii) something in-between?

Also, do you have any thoughts on Norm Rothery's Hot Potato (a take on the Canadian Couch Potato
- http://www.moneysense.ca/save/investing/spicier-couch-potato-portfolio/ )

Thanks!
Read Answer Asked by Jonathan on December 19, 2016
Q: Hi there, in your previous answer on Friday regarding PLI, you were going to fact check on the short sell attack report, have you done so yet? You were going to check on several things, have you had a chance and what things were you going to check on? What conclusions have you come to after the weekend? Sorry, but this is a large holding and hoping that 5i is on top of this one...for all members! Are you confident enough in PLI management/board that you will be adding to the GP holding? Thanks!
Read Answer Asked by Hussein on December 19, 2016
Q: Hi,

What books can you recommend on investing especially who just starting out on investment.

Thanks and happy holidays!
Read Answer Asked by sunday on December 19, 2016
Q: Hi 5i,
Sorry to go back to one where you have recently given your assessment but I am confused about CZO. Fabrice Taylor's recent Globe article says the stock is 'quoted at a measly 15 times trailing earnings'. He notes that for the last 9 months sales are up over 50% while operating income tripled, and 70% margins with guidance for 20-25% sales growth. He may not use the word cheap but that seems to be the implication. My online broker site pegs it at a P/E of 16.2 after the post-Fabrice article pop. You describe CZO as very promotional with an expensive $3M in sales for the most recent quarter on a $131M market cap. Annualizing the quarterly sales (not foolproof) would give a market cap to sales ratio of about 11. Throw in the high margins and can you get to the indicated P/E? Could you spend a few more words reconciling all this please and maybe on what is the most significant number to watch going forward in this particular case? Thanks!
Read Answer Asked by Lance on December 19, 2016
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