Investment Q&A

Q: Hello 5i,

One of my 'fun to own' companies is having both good news and bad news. The CEO just left (bad) and the company is reporting good news on an open trial with just 10 people taking voclosporin, they also have been given fast track designation. The company un-blinds their larger trial (phase 2b) this August. What do you think of all this, is worth holding for the binary event?

Thanks,

Q: Do you have thoughts about the new CEO? Does this change the fundamental outlook for Valeant in the short to medium term? Thank-you

Q: With CXR paying its dividend in US dollars, do you think a bid for the company would be in US or Canadian dollars? Thanks!
Linda

Q: Greetings, Peter and Co.
I currently have 14.8% of my investments, excluding real estate and bullion, in the biotech/healthcare sector. I hold
Biosyent (RX) 0.5% (I have a considerable loss in RX.)
Concordia (CXR) – 1.5% (I expect CXR to be acquired by a larger company.)
Merus Labs (MSL) – 2.2%
Prometic (PLI) – 2.4%
Amgen (AMGN) – 3.1%
Knight (GUD) – 5.1%
I am considering liquidating my holdings in CXR, RX and perhaps MSL and using the proceeds to add to my PLI position and/or an alternative that you might recommend unless you think I am too overweight in this sector.
Thank you for your analysis and recommendations.
With appreciation
Ed

Q: Looking to understand the process a bit better. At what point does a board of directors need to disclose that they have been approached about a possible sale? How do they decide whether to go public or to keep confidential? What are the odds a deal is announced this weekend?

Regards,

Robert

Q: I currently own CXR but underwater so would you still recommend this stock a buy with all news happening?

Dolores

Q: I would appreciate your thoughts on Merus Labs.
Thanks Richard

Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.

Q: Hi Peter and Team,
What is the reasonable take over price for Concordia?

Thanks

Q: What is the most likely scenario with Cxr tomorrow after it was halted today,do you think it will trading at the opening bell or what has to happen to "unhault " trading have 300 shares and have a nice profit on a quick trade just wandering the best way to sell tomorrow thanks for your great service

Q: Concordia has been acting very poorly for quite some time, especially since their last earnings report. Is it still being associated too much with VRX or is there something else? (i.e management compensation) I do not want to exit my position as this seems so cheap based on forward earnings. I know they have a ton of debt but this should be managed based on their forecasts. Is this just a case of the market being short sighted?

Q: I'm wondering why a trading halt would last for so long when the news is already out, and it's something as benign as preliminary discussions after being approached by another party. Is there something else coming?

Q: Hello Team,
Could you give me your analysis on Allergan. It is down dramatically since the merger with Pfizer was stopped. Is it great value, or a value trap/
Thank You,
Barry

Q: just reading the Annual and Special Meeting of Shareholders and Management Information Circular and noticed that they want to do a Share Consolidation sometime in the future. Is this a good thing as I have often seen the price of the stock decline after doing a stock consolidation?

Thanks
Dolores

Q: Hello team, How would this news released yesterday (19 April) affect PHM? Worth holding?
Thank you!

...announced today that it has promoted Greg Crawford to the position of Chief Operating Officer.

In finalizing the post-closing payments for the previously announced acquisition of Patient-Aids, PHM and Mr. Crawford have agreed to amend the original purchase agreement which required PHM to pay approximately $11.4 million to Mr. Crawford in a combination of cash and shares over two payments in April and October 2016.

Under the amending agreement, Mr. Crawford has elected to receive all of the remaining consideration due under the original purchase agreement for 33,758,952 shares in addition to stepping into his new role as Chief Operating Officer. As a result, total insider ownership will exceed 20%. In addition, PHM will issue to an arms-length party 285,000 shares associated with the closing of the amendment. The foregoing transactions are subject to final approval of the TSX Venture Exchange.

Q: Can you give me your opinion of CRH as a speculative growth stock

Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.

Q: Is NHC worth considering as a buy? I need a Health Care Industry in my RRIF or TFSA portfolio so if you have any other ideas let me know! Thanks.

Q: Would appreciate current comments on QLT after the distribution of Aralet and with lots of cash on the balance sheet