Investment Q&A

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: Despite your recent comment that Knight is likely in no hurry to invest it's $600M plus
cash, the share price is on a roll and hitting 52 week highs. Is this excitement over the former Paladin executive joining the team, mitigating any health risk that Mr. Goodman may encounter or just enthusiasm for their big bank account pre-election anticipating the possible emergence of bargains depending on who wins? Thanks.

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Read Answer Asked by Steven on September 06, 2016

• Cipher Pharmaceuticals Inc. (CPH $12.33)
  • $12.33 Fwd P/E: 26.18X Cap: $330M
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Q: You noted that Cipher "is in a bit of a proxy battle and we like John Mull, a 37% owner trying to improve the company." But isn't Mr. Mull effectively seeking to take control of the company - which presents the risk of it being taken private at no significant premium to shareholders?

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Read Answer Asked by John on September 06, 2016

• BLVD Centres Corporation (BLVD)
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Q: Good morning guys,

This is the 3rd time I am asking the same question since last Thursday. Would you please let me know if it is worth holding on to this company. I have gone from 11K to 2 k but I don't want to go to zero although I don't need the money for another 5-10 years. What is the best option here...just let go or hang on? My only reason for staying this long hasn't really worked but would it work if I just look the other way for another 5 years. Hope you get this question and get a chance to answer me. The stock is down another 3.5% today. Thank you!

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Read Answer Asked by Saeed on September 06, 2016

• Miscellaneous (MISC)
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Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.

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Read Answer Asked by Grant on September 06, 2016

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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Q: Peter and Team:
Do you feel a Democratic Presidential win would have short or long term affects on GUD's business model and share price?.
What is their overall exposure to US markets.

Thanks as always

Phil

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Read Answer Asked by Phil on September 06, 2016

Q: Hi Peter, Ryan and Team,

I own shares of CTH. In your opinion, would it be better to sell at around $52 or wait?

Thank you for your insight.

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Read Answer Asked by Michel L on September 05, 2016

• Merus Labs International Inc. (MSL $1.65)
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Q: Insider buying after a big drop a good sign ?

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Read Answer Asked by j stuart on September 02, 2016

• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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• Crescita Therapeutics Inc. (CTX $0.47)
  • $0.47 Cap: $8M
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Q: I would like your Opinions in regard to this mornings news with these 3 companies. I have held NRI for a very long time. CTX was a recent spin-off. No GUD shares at the moment. Thanks, Catherine

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Read Answer Asked by Catherine on September 01, 2016

• Gilead Sciences Inc. (GILD $108.22)
  • $108.22 Fwd P/E: 22.86X Cap: $135.33B
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Q: I own some GILD and am looking to add to it due to its drop in share price which I can't seem to pinpoint why. Do you believe this is a stock to be adding to, (assuming weighting is still in line). If not, any other recommendations for US value stocks (any sector)
Thanks as always

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Read Answer Asked by Jim on August 30, 2016

• Concordia Healthcare (CXR)
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Q: Hi Guys
I asked your opinion on Concordia last week,thank you for your response.I'd like to be a little more specific.
It looks like one of the major reasons for their loss is an "unusual expense" of $588.4 million.Could you explain what it is and if it will repeat.
Thanks
Michael

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Read Answer Asked by Michael on August 29, 2016

• iShares Global Healthcare ETF (IXJ $84.21)
  • $84.21 Fwd P/E: 28.3X Cap: $3.69B
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Q: My advisor has recommended switching from Pfizer to a global diversified
healthcare ETF-iXJ.Is this reasonable in view of the fact that I own
nothing in the global market at all?

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Read Answer Asked by Sam on August 26, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $61.30)
  • $61.30 Fwd P/E: 21.92X Cap: $275M
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• Harvest Healthcare Leaders Income ETF (HHL $7.00)
  • $7.00 Fwd P/E: 28.23X Cap: $1.09B
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Q: Please comment on these income funds, including the effect of management expenses.

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Read Answer Asked by James on August 26, 2016

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.42B
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Q: I am up >60% for savaria and was wondering if it is a good idea to take partial profits?

Or is there an optimum time to take partial profits?

Thank you,
Andrew

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Read Answer Asked by Andrew on August 25, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: I would appreciate your comments on PLI's announcement this morning that it plans to acquire all of the shares of Telesta Therapeutics. Also is private equity or a large controlling shareholder behind PLI? In thie press release management exudes a lot of confidence about the future and it is hard to assess whether their confidence is misplaced.

Thank you, Peter

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Read Answer Asked by Peter on August 24, 2016

• Protech Home Medical Corp. (PTQ)
  • Fwd P/E: -32.3X Cap: $232M
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Q: Hello,

PHM released Q3 financials this morning. I'd appreciate your analysis of the results at your convenience.

Thanks,

Francesco

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Read Answer Asked by francesco on August 24, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: Hi guys,

Your reaction/thoughts (and the markets) to the purchase of Telesta.

Thanks,

Jim

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Read Answer Asked by jim on August 24, 2016

• Pfizer Inc. (PFE $24.47)
  • $24.47 Fwd P/E: 17.81X Cap: $139.74B
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Q: Is this a reasonable alternative to holding onto Phizer?

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Read Answer Asked by Sam on August 24, 2016

• Concordia Healthcare (CXR)
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Q: Hi Guys
What is your opinion about Concordia.A lot going on and stock price is down.Is it a good time to buy?
Thanks
Michael

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Read Answer Asked by Michael on August 24, 2016

• Amphastar Pharmaceuticals Inc. (AMPH $20.62)
  • $20.62 Fwd P/E: 10.74X Cap: $1B
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Q: Hi Peter your thoughts? Amphastar Pharmaceuticals (AMPH) It seems to be the maker of narcan for fentanyl overdoses - big problem these days. How's the company itself? Other suggestions due to generics now? Thanks.

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Read Answer Asked by Michael on August 23, 2016

• QHR Corporation (QHR $3.09)
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Q: Is the Loblaw offer to QHR a done deal? They say it's a definitive offer. Should I just offer my shares for sale at $3.10.

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Read Answer Asked by Clarence on August 23, 2016