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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: Can you please comment on the acquisition made today? After lots of acquisitions should this not finally alleviate growth concerns?

Also, from Cardiome's recent investor presentation it looks like they had Canadian tax credits of 190M cad @ 26% = $49M (versus the company's 75M total tax credits). I am assuming that is what "NOL CFWDs" means? From the news release it appears Cipher may get these credits in the transaction. That seems very beneficial for Cipher as they would be in a position to actually use them immediately where Cardiome operating at a loss could not. Is my thinking correct here?

Thanks!
Read Answer Asked by Scott on March 21, 2018
Q: a followup to the results announced by Antibe, Knight (gud/t) has been given a spot of the Board of Directors. How significant is this news and what relationship does Knight have with Antibe,ie: have they previously participated in finance for shares,etc. I thought Knight would move on this news but in the red today. Thanks as usual, JB from beautiful Laurentian Mountains. PS:great spring skiing here
Read Answer Asked by John on March 21, 2018
Q: Could you please rank these USA healthcare stocks in terms of long term capital appreciation. No immediate need for income, looking more for growth. Besides these names, do you see any other interesting healthcare names in the USA with good long term growth prospects? Thanks as always
Read Answer Asked by Aaron on March 21, 2018
Q: I need to add to my healthcare sector. Currently own GUD, COV & PLI. What 2 or 3 stocks would you recommend & could you please rank them in order of preference.
Also, not happy with the momentum at CHE.UN. Would you hold & if not, what would you replace it with? Doesn't need to be an income stock.

Thanks
Read Answer Asked by Dave on March 20, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
Q: GUD continues to go nowhere, and mostly down of late. It's been probably over 2 years that the story has been the same. Have patience and wait for Goodman to spend some of his $775m hoard. Recent earnings were underwhelming. Do you still feel the same way about GUD's prospects? Is there any thought of removing it from the portfolio due to it being a non-performer?
Read Answer Asked on March 19, 2018
Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Read Answer Asked by Adam on March 15, 2018
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