Q: I bought this as Tribute awhile back as a small growing pharma. Since merger with Pozen it has only gone down. Is this valeant effect or too much debt?
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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: I am down 82% with this stock and considering bailing and adding the proceeds to my existing position in GUD. This would bring my GUD position up to 5%. I would like your opinion of this move and on a scale of 1-10, what is your assessment of the risk levels of the two stocks? Thank you.
Q: Hi Peter, So tomorrow probably would be a significant down day as this futile attempt by this credit holder to ask for default. Can you give me reasons why some rational investor should not buy(as company already promised filing by April 30th)? I see these positive short term catalysts. 1. 10-K file by 30th April, 2. New CEO in weeks, 3. Probably some analyst upgrade days after 10-K filing, 4. 2nd quarter report showing nice cash flow. On the negative I see 1. Hilary Clinton's posturing and other headline risks. Can you please think of any other negative catalysts I am missing? Your detail analysis please.
Also is there an opportunity in Valeant bonds? Can you please provide some tickers of their bonds(probably those are maturing after 2018) from your Bloomberg? I could not find it. And your detail analysis on their bonds please. Much appreciated.
Also is there an opportunity in Valeant bonds? Can you please provide some tickers of their bonds(probably those are maturing after 2018) from your Bloomberg? I could not find it. And your detail analysis on their bonds please. Much appreciated.
Q: Hi Peter, So my RBC Direct Investing just removed the ticker from my portfolio for Guestlogix. So my $8K is worth zero now. I called the Guestlogix IR department but no one is picking up the phone. Is there any way to get any dollar back from Guestlogix? I meant should I keep trying their IR department? Do you know any other way?
My worry with PHM is similar, I am 80% down on it. Do they have any debt? What kind of cash flow they are generating? Are there business fundamentals improving? Can you please provide their price to cash flow and price to earnings for 2016? Last year when they was acquiring did they issue debt or issue shares? Do you think it would go higher if I just keep it for 2-5 years? Can you please name any other public company in the same business like PHM(and what is their valuation?)?
My worry with PHM is similar, I am 80% down on it. Do they have any debt? What kind of cash flow they are generating? Are there business fundamentals improving? Can you please provide their price to cash flow and price to earnings for 2016? Last year when they was acquiring did they issue debt or issue shares? Do you think it would go higher if I just keep it for 2-5 years? Can you please name any other public company in the same business like PHM(and what is their valuation?)?
Q: Looks like GUD has broken out and it is now above its 200 MA. Is it time to buy more? I'm in for the long haul. Thanks.
Q: Your opinion would be appreciated, as always, many thanks!
Q: What are your thoughts about today's news release ?
Q: I lived through the BreEX scam and promotion. Kind of watched the GXI Guestlogix episodes. Now watching PHM.So many companies are well promoted and pushed. The analysts are not infallible and listen to the company lines. If it makes sense, we take a look.
My question is simple. PHM has a business. Management is changing. Is it a viable, potentially good company that can survive and prosper? Or is it likely to end up like GXI.
My take on BreEx was that it was totally dishonest. GXI was incompetence by management. How about PHN looking forward 2 -5 years.
My question is simple. PHM has a business. Management is changing. Is it a viable, potentially good company that can survive and prosper? Or is it likely to end up like GXI.
My take on BreEx was that it was totally dishonest. GXI was incompetence by management. How about PHN looking forward 2 -5 years.
Q: It is, of course, audacious to disagree with you considering your enviable success record and experience but I can't come to terms with your defensive posture regarding the fair and detailed member question concerning the rise and subsequent fall in PHM's share price. PHM revenues were $70M in 2015 and guided to about $130M this year - lower than originally expected. How many other companies in your universe would you eliminate from your portfolio if this was the case? I think you are being influenced by the stigma rather than the fundamentals and have no reason to be defensive about dropping this company. First, no stock picker is perfect and second, who could have anticipated the avalanche that has consumed this company?
PHM is strictly a noise story. Period. The two new bosses have hunkered down and not made themselves available to combat the negativity this stock is experiencing. Good for them. Results should be the only barometer.
Every guest on BNN, except Ryan, has slammed the stock. The call-in show host inevitably pipes in , unsolicited, to add the medicare reduction while never adding a positive comment about a company that has had only one revenue reduction quarter in it's entire history. Inevitably, as soon as a caller asks about PHM, within a nanosecond, hundreds of thousands of shares appear on the sell side as short sellers stalk this company, taking advantage of the stream of undefended comments. At the end of the trading day, hundreds of trades transpire within the last few moments. There is a concentrated effort, taking advantage of this hysteria, to drive the share price into oblivion.
I was glad you dropped PHM and I wish BNN would declare a temporary moratorium on questions. Give them a year and we will see a company whose share price reflects the fundamentals rather than the noise. I am joining my suggestion by refraining from commenting again on this stock for 12 months. It's just time to let the company emerge from the cloud and see if they can prove their worth to investors. The downside is now thirty cents. What is the true value of a $130M revenue generating company? We'll see and good luck to fellow patient investors who see value in what is really a great idea - servicing seniors as their health declines.
PHM is strictly a noise story. Period. The two new bosses have hunkered down and not made themselves available to combat the negativity this stock is experiencing. Good for them. Results should be the only barometer.
Every guest on BNN, except Ryan, has slammed the stock. The call-in show host inevitably pipes in , unsolicited, to add the medicare reduction while never adding a positive comment about a company that has had only one revenue reduction quarter in it's entire history. Inevitably, as soon as a caller asks about PHM, within a nanosecond, hundreds of thousands of shares appear on the sell side as short sellers stalk this company, taking advantage of the stream of undefended comments. At the end of the trading day, hundreds of trades transpire within the last few moments. There is a concentrated effort, taking advantage of this hysteria, to drive the share price into oblivion.
I was glad you dropped PHM and I wish BNN would declare a temporary moratorium on questions. Give them a year and we will see a company whose share price reflects the fundamentals rather than the noise. I am joining my suggestion by refraining from commenting again on this stock for 12 months. It's just time to let the company emerge from the cloud and see if they can prove their worth to investors. The downside is now thirty cents. What is the true value of a $130M revenue generating company? We'll see and good luck to fellow patient investors who see value in what is really a great idea - servicing seniors as their health declines.
Q: What do u think of this stock for a 2 year hold in a 2.5% position?
Q: Original Question re PHM sent April 4
No answer received, so I am re-sending. Would 5i please respond?
Please see below:
Member feedback re PHM experience. Please publish in the Q&A:
In the 5i email update to members today, April 4, it is conveyed that it is now time to remove this name from the Growth Portfolio. From all that I have followed in the 5i Q&A, this is the first clear research opinion from 5i to be out of this position well after we have all witnessed (and I participated) in the round trip with PHM. As recently as March 17, the clear guiding research from 5i was to stay the course for a few more quarters.
While I fully appreciate that members must take responsibility for all our particular investment decisions, I think this PHM saga gives all of us a reason to pause and reflect on when any of us could make a better judgement to bail on PHM, and other such strong “upward momentum” opportunities, to decide to step away and take profits.
In retrospect, I would wish that 51 would have given members a clear guiding research opinion much earlier to step away from this former upside momentum stock. Just as you have given a clear guiding opinion by taking out the full weighting of Descartes out of the Balanced Portfolio today citing that it has had a good run, going forward it would be very helpful if 5i would do so with other names, especially "upward momentum" stories that PHM used to be.
As a learning opportunity to share with members, would 5i consider a review your experience with 5i research, thought and opinions 5i expressed on the PHM continuing story, in order to do a retrospective analysis to share with 5i members. Are you willing to identify at what points in time there may have been sufficient reason to step away from this position while it had most of a good run intact (well before April 4)? This may provide many of us regular people a hands-on lesson to apply going forward. We look to 5i to be in our corner to provide conflict free independent research, so perhaps this may be a “real experience” avenue to learn from the pros at 5i. What do you say 5i team?
SGR
No answer received, so I am re-sending. Would 5i please respond?
Please see below:
Member feedback re PHM experience. Please publish in the Q&A:
In the 5i email update to members today, April 4, it is conveyed that it is now time to remove this name from the Growth Portfolio. From all that I have followed in the 5i Q&A, this is the first clear research opinion from 5i to be out of this position well after we have all witnessed (and I participated) in the round trip with PHM. As recently as March 17, the clear guiding research from 5i was to stay the course for a few more quarters.
While I fully appreciate that members must take responsibility for all our particular investment decisions, I think this PHM saga gives all of us a reason to pause and reflect on when any of us could make a better judgement to bail on PHM, and other such strong “upward momentum” opportunities, to decide to step away and take profits.
In retrospect, I would wish that 51 would have given members a clear guiding research opinion much earlier to step away from this former upside momentum stock. Just as you have given a clear guiding opinion by taking out the full weighting of Descartes out of the Balanced Portfolio today citing that it has had a good run, going forward it would be very helpful if 5i would do so with other names, especially "upward momentum" stories that PHM used to be.
As a learning opportunity to share with members, would 5i consider a review your experience with 5i research, thought and opinions 5i expressed on the PHM continuing story, in order to do a retrospective analysis to share with 5i members. Are you willing to identify at what points in time there may have been sufficient reason to step away from this position while it had most of a good run intact (well before April 4)? This may provide many of us regular people a hands-on lesson to apply going forward. We look to 5i to be in our corner to provide conflict free independent research, so perhaps this may be a “real experience” avenue to learn from the pros at 5i. What do you say 5i team?
SGR
Q: What are your thoughts on this stock now? is there another you prefer in this sector?
Q: Hi 5i Team,
Do you consider Allergan "cheap" with the stock trading around at $235.00?
What is their EPS 2015, 16 and/or 17? How is their balance sheet and would you consider them one of the "better" US healthcare companies?
Thanks, Shane
Do you consider Allergan "cheap" with the stock trading around at $235.00?
What is their EPS 2015, 16 and/or 17? How is their balance sheet and would you consider them one of the "better" US healthcare companies?
Thanks, Shane
Q: Hello team again,
I have been reading on this one and the question now is: In the long-term, what is the likely outcome? Is this company going to survive? I am sure no one knows but based on your experience what is the best course of action now if you bought in at 1.15? Would you average down if you were a long term investor and wouldn't mind sitting idle for the next 5 years?
So to make it easier for you: In your gut, do you feel this company back to $1.15 in five years or down to $0.15? And if the former is true how long would you wait to average down if at all?
Thank you very much indeed!
I have been reading on this one and the question now is: In the long-term, what is the likely outcome? Is this company going to survive? I am sure no one knows but based on your experience what is the best course of action now if you bought in at 1.15? Would you average down if you were a long term investor and wouldn't mind sitting idle for the next 5 years?
So to make it easier for you: In your gut, do you feel this company back to $1.15 in five years or down to $0.15? And if the former is true how long would you wait to average down if at all?
Thank you very much indeed!
Q: Hello,
It is my understanding that you had planned to review this company over the weekend and evaluate whether it would remain in your growth portfolio. Any feedback regarding your findings would be greatly appreciated. Thanks.
Frank
It is my understanding that you had planned to review this company over the weekend and evaluate whether it would remain in your growth portfolio. Any feedback regarding your findings would be greatly appreciated. Thanks.
Frank
Q: VRX shares have certainly been my most profitable trades since the fall of 2015 with continuing Short positions, however I have a small amount left as of today - April 1. The remaining holdings are through TSX but held in an Ontario corporation. Based on the 15 day Stop Trading Order by the Quebec authority starting today, what is your advise? Thank you.
Q: Appreciate your thoughts on recent financials.
Thanks
John
Thanks
John
Q: The Dalsin & Greene(D & G)gong show reminds me of the wild,wild West in Vacouver,B.C. in the 1970s &1980s where promoters,lousy brokers & the Vancouver Stock Ex run amok & kingpins like Peter Brown of Canarim & Friedman(Inco fame)ruled.I had a " promoter friend" who conned me & the public including a lawyer,& was later found guilty & subsequently barred from holding office in a public co for 15 years.Every time,he travelled overseas,the stock price dropped. D& L was vacationing in Europe when they "sold" their shares into a firm of M.Decter.This started the freefall of PHM.Then they let go of management to the man.of Sleep Country.-washed their hands like Pontinus Pilate.After discovery of the Hollywood @ LND,they retired.PHM stockchase shows 15 comments & only one is a buy.The general theme is the above action of D & L.Are they trust worthy?.This is a former darling that is being avoided by most.I lost 80%$.In fact their partner in the new co.told BNN that he had sold his shares @ a Loss.Maybe there should be a class action against D & L
Q: I am interested in A CEf/ETF in the US health care sector and came across HHL.UN. It seems to be doing quite well with a high yield, but I am concerned that the payout over 2015 is 100 % ROC. I wrote the company and got this reply (HHL.UN only started in 2014): The distributions last year were all return of capital. This was in part due to the way the initial costs of the Fund are amortized over the first several years (ie. Certain of the initial IPO costs that were actually taken at the time of the IPO are for tax purposes considered expenses over subsequent years, although the actual cash cost has already occurred.)
I do not want to invest in a company that basically send me my money back. Your opinion please? Thank you!
I do not want to invest in a company that basically send me my money back. Your opinion please? Thank you!
Q: You mentioned in a response to another member that you were waiting to hear the conference call in relation to the guidance. Could you give us what you took from their guidance and conference call? Thank you.