Q: Hello 5 I
I have a question on CHH (Centric Health). When you last responded about this company in April you suggested things were improving, but you would want to see positive results continue through another qtr.
Second Qtr results appeared to be positive with increasing revenue and some restructuring of debt which is to improve cash flow by as much as $10 million annually. The market responded positively but gave back all its gains on an announcement yesterday that changes will go ahead on the OHIP funding model for publically funded pyhisotherapy.
My question is has your opinion on CHH changed? As well is the current weakness a 'headline news' reaction or will it materially affect CHH going forward?
Q: Hello Peter and the 5I team
I was curious if the average retail investor should be concerned about the CPG CEO selling 100,000 shares of CPG in the last 7 days?
Q: Hello, ESL is down about 7% from its July high. I'm thinking about buying some. Would you agree or am I missing something?
Thanks for the great advice!!
Dave
Q: I see that Superior Plus has had a delay in acid production plant at Port Edwards due to damage to the hydrochloric acid burner which is expected to delay the expansion by one year. Share price is dropping. What do you suggest. Hold or sell. Thanks. Ernie
Q: I have approximately 7% of my portfolio in high yield bond funds and with interest rates expected to go up I was thinking of switching some into insurance companies such as sun life and GWl. Do you think that is a sound strategy? Thanks
Q: Hi Peter and Team, if Lightstream, LTS, formerly Petrobakken, PBN, was to cut its dividend payout by 50% or more and/or if the DRIP was cancelled then would that materially affect the current stock price to move in a positive direction? Wouldn't this be in the best interest of all shareholders? Why not cut the dividend substantially for now, while oil prices are high, take a hit, which they already are in terms of share price anyway, and start paying down debt much faster while oil prices are co-operating? Seems as though this would only help the share price for the long term! Thanks!
A while back you mentioned a potential reason tourmaline was issuing equity could be to make an acquisition or two in 2013. Any thought on what possible companies this could be? I assume it would be one that operates within the deep basin?
Q: Peter - is this a good time to invest in Europe? I am looking to take a 3 to 5 percent position in my portfolio. If so, can you please recommend an eft that is poised for growth. Thank You.
Q: I'm thinking of loaning my son- a university student, $50,000 to invest to help pay for school and pay a lot less tax than me! What 2 or 3 stocks would you suggest to generate income and capital gains but not too risky? I was thinking TD, BNS, crescent point.
Thanks
Q: Given the choice between adding more GH which continues to make new 52 week highs or adding to a beaten down REIT such as D.UN, which would you prefer?