Investment Q&A

Q: i own anip a pharma in the usa i am ahead on this stock should i sall or do you see a future thanks bill

Q: How does the short selling look for CXR? I understand these numbers were released today?

P.S. Where would I find this info?

Q: I was just looking at the fundamentals provided by my on-line service CIBC Investors Edge for this company: when I look at EPS last 4 Qt it shows just over $5.00; yet, on a TTM EPS basis it shows -300%+ growth, debt to equity over 3X and negative ROE. How can you make $5.00 per share and have negative ROE: especially, when they have been making money and on a cash basis generating a ton of cash? What am I missing and is this a good stock to hold for a recovery??

Q: Hi Peter and Crew,

So enjoy your objectve answers. So valuable. Keep up the great work.

For better or worse, I am a patient investor. I also buy on all time highs. Sometimes I sell on mental stops. I was able to catch the wave on PHM through 2014 and 2015 adding at new highs and sold most of my position sometime into the decline. Did "awesome."

I have consulted your database of questions on PHM. Based on the answers I am considering adding to my small position, based on the likelyhod of a recovery (although I would expect years for this to happen). The 10 year chart also gives me confidence. My strategy would be to add incrementally in small amounts and only add more if the equity proves itself by heading up.

Do you think the time is "close to right" to start to pull the triger ?

Thanks so much !!!

Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.

Q: Do you think it's a good time to start adding back into CXR? I am a little concerned that the recent improvement might be due solely to short covering. Your advice would be appreciated.

Q: I own MSL and it continues to go down. With its new news should I sell or hold?
Thank you

Q: This stock recentky made a Globe and Mail small cap stocks to watch list. It seems like an inretesting stock. Is it buyable as growth prospect? What can you tell me?

Q: Can I get your thoughts on NDQ please?
Thanks,
Rob

Q: When will data be released regarding the short selling with cxr.

Thank you

Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert

Q: With the nice rise in the stock in the last few days, begs the question "Is it sustainable? Do you still see upside from here?
Thanks for all you do.
Guy R.

Q: This beaten up Canadian health care stock has shown improved financials again. (Centric Healthcare (CHH)). Do you see any future holding a small position while awaiting further gains or a take over bid?

Thanks to all

Q: Do you think they can pay off meaningful amounts of debt this year and on? I'm pretty sure we all know now they can cover interest, but people are claiming this is a "debt story". It's highly leveraged but is it only a debt story when default is a concern? Also, what is with this Cohodes short seller? Why is he so crazy for Mark Thompson? Now he's saying they are channel stuffing in one of their drugs in his ranting tweets, and that their balance sheet is "on fire". Your comments on that too possibly? ( you can take off like 4-5 "question credits since I ask like five here )

Q: I sure am glad I bought back into CXR a couple days ago. I actually thought that the earnings results today were not good as the Eps was a miss.
Your thoughts are appreciated as usual.

Q: Could you please comment on MERUS recent results and your expectations going forward.Thanks Richard

Q: I have been keeping an eye on NHC. I Noticed it had dropped significantly after the earnings disappointment. Do you feel the stock is being punished much more than it should? what are you thoughts on this company? Is there a buying opportunity here? what price do you think would be a good entry?

Q: Can you please comment on earnings and guidance. Does this look in line and on track.

Thanks

Q: NHC has taken a huge drop after issuing earnings. Is it just short traders, or do you feel it's time to go?

Q: Would a company like Merus, having operations/assets in Europe be negatively affected in your oppinion by a brexit?

Thanks, Wes.