Investment Q&A

Q: Hi
I own a 2% position in teva pharmaceuticals. It is down nearly 60%. You have recommended selling the stock in a response to a somular question yesterday. My problem is I am holding this in an RRSP and cannot take advantage of a tax loss. I am comfortable holding for a few years in the hopes of a rebound, collecting the dividend meanwhile. Do you think this is wishful thinking?

Do I cut my losses, or do I wait patiently for a possible recovery?

Thank you
Karim

Q: GUD. GUD seems to have reached a turning point today, do you agree ?

Q: why do you say crh has to have management changes , because management missed guidance, lots of companies miss guidance and you do not call for mgmt changes, kinaxis missed guidance, pivot missed guidance the list goes on and on. dave

Q: Hi folks:

hate to beat a dead horse, but do we still hold .Down close to 60 percent at the moment. I bought this for the long run but my goodness this stock is frustrating!

Thank you.

Q: have you any idea why BIOA has been clobbered today after their eps for the qtr which seemed ok. thanks

Q: Medical Laboratories and medical testing clinics seem largely to be owned by private corporations. Is this correct ? If so, which publicly traded corporations may be positioned to acquire private medical labs or to make other investments in the medical testing field ?

Q: Hi5i, I do not own CRH in my portfolio, is it a buy at this price? Thanks always.

Q: The recent hand wringing (and rightly) over CRH (haven't owned for years) has made me question what rationale retail investors use to buy and sell. I understand why advisors suggest a buy and hold strategy. But can't understand why retail investors need to be tied to that philosophy. I'm making a leap and will assume most members of this site use a discount brokerage. Given the almost insignificant cost to buy and sell (assuming buys and sells of more than $10,000), isn't a more active approach to trading a reasonable proposition? I use technicals to take the emotion out of the equation and would love to know what buy and sell discipline you would suggest. Having personal buy/sell rules might help investors feel better about making these decisions.
Thanks for all your support and advice over the years.

Q: Hi team, Dermira Inc is a biopharm stock in the US with a few late stage trials going on. Are you able to give me any information regarding the quality of management/leadership team, and general health of the company, and a timeline for when they might start being profitable? Thanks very much.

Q: Please completely dissect earnings released tonight.
Also, do you know how their drug pipeline is coming along?

Q: If the share sell-off continues at a 3MM + rate per day - how long can they continue? Moreover, the management doesn't seem to get it!!
Thank you.

Q: Hi,

I think the payor mix and reimbursement changes are the largest risk to this company. Assuming much more margin pressure, using very conservative estimates, my DCF model points to a higher value then current share price. Their products and services are essential and I can’t foresee a substitute. Am I missing something? Do you guys see any major long-term trends that could threaten their business model?
I have a long-term outlook (5 years out) and can handle volatility. Would you say the probabilities of a double from today's share price in 5 years is high?

Thanks,
R

Q: Can you provide your thoughts on PLI as a company and its outlook? Thanks.

Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.

Q: GUD. GUD is pretty cheap. Good time to increase the number of shares ?

Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.

Q: Do you have any crystal balling as to where the company is going after the FDA's decision on their new drug?

Q: Greetings 5i,

Enteromedics Inc - NASDAQ. Implanted pacemaker-like device that inhibits the nerve pathway from stomach to brain reducing sensations of hunger thus resulting in weight loss. With implants currently underway in many patients, can a case be made for taking a small Speculative position?

Cheers!

Q: I'm long CRH but I'm trying to consider all the negative outcomes that could take place. We are aware of the proposed code changes that will effect the reimbursement rate to CRH. But I keep hearing that private insurers will likely follow suit and cut back their reimbursement rate. If only the gov rate cut is factored into this big pull back could there possibly not be another big pull back if they cut back as well? I know CRH came out and stated what the hit to earnings would roughly be from GOV cuts but aren't the private insurers the majority of their income. Thanks

Q: between tso3 and theretechnologies if you had to pick one which would it be and why. dave