Q: Dear Gentlemen.
I want to add 2%+ on my healthcare sector. I Have GUD 1.5% &IBB 1.5% for at least 5 years. To complete the sector which stock or ETF (C$ or U$) to add to the sector
Thank you.
Best regards
Q: Hi,
Just curious. Prometic float display a number of shares of 683 781 000 which means that any 1 dollar tick will increase the value of the company by $ 683 781 000.
I show assets of 62M and liabilities of 121M
I show revenues of 4M.
I know that you will answer discounted cash flow and phase 3 trials. but in this new world of ...." I don't care about valuations type of thinking" would it make sense to really ask how high the stock value will go.
CDJ
Q: Just need a bit of clarification about your response to my biotech questions answered earlier today. You begin by stating that once biotech has a run, it usually continues running. However, subsequently, you call it a 'tough sector'. Does this mean you are lukewarm to the sector?
Thx
Karim
Q: My biotech holdings include Celegene at 3% and alexion at 1.5%. I am looking to obtain a basket of these stocks, the best in your opinion, as opposed to getting the sector etf.
My question are as follows:
1. Do you feel now is an opportune time to be adding to biotech, or has the sector run up too far?
2. If the time is right, what would be your top complementary picks to my current positions ( mid cap to large cap) and how many should I hold? Please advise what an adequate overall portfolio position would be for the sector, for an investor with a palate for moderate risk and a long way term view.
I have been looking at Extendicare as a source of slow growth and a good dividend, but I have a number of questions about the company that you may be able to answer.
1. What happened in May 2013 when the company cut the monthly dividend from 7 cents to 4 cents? In the same year Revenue dropped from $2,037 million in 2012 to $784 million in 2013 and Operating Income was cut in half.
2. Morningstar shows Equity of $135 million and Debt of $533 million. Can you explain these figures as they relate to Market Cap of $823 million?
3. What is the actual current $ debt, and Debt/Cashflow, and is it unacceptably high?
4. What do you think of management and do you forsee any problems ahead for the company other than inflation and minimum wage increases.
5. Do you have any concerns about the company's ability to continue paying the 4 cent a month 5.2% dividend?
6. INK insider shows that there has been good net insider buying in the last year at EXE with the CEO almost doubling his holding to 240,000 shares with rights to an additionsl 197,000+ shares. In contrast I note that Directors at Sienna have sold nearly 200,000 shares of SIA in the last year. Does this hint at trouble at Sienna and better days ahead for Extendicare?
7. Would you consider EXE's dividend any more or less reliable that those of SIA or CSH.UN? I currently have a 1% position in EXE.
8. Would adding new Money to my 1% position in EXE for the dividend, be a complement to my positions in SIA [4%] and in CSH.UN [3%]?
Q: Is this company worth a look? Whats your take on this company as of Sept 2017. Looks like a change in the board of directors was announced in August. The stock was on a downward decline since Jan. I don't see any recent news on DXD. The only reason I am watching this is due to GUD investment.
Q: As an add on to my earlier CRH question. Can you also comment on the lack of growth from Q3 last year to this upcoming Q3 even though they had many acquisitions. Is this due to the decrease in cases caused by the Hurricanes? More importantly 20% drop in Ebitda, what does the cause of this appear to be?
Q: Can you comment on CRH's comments regarding their outlook for Q3. Seems to be some negative data around a decrease in cases and impacts from Hurricane Irma. They threw in an acquisition to cushion the impact. Down 3%. What are your thoughts around this news?