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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: 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.
Read Answer Asked by Edward on April 22, 2016
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?
Read Answer Asked by Peter on April 21, 2016
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.
Read Answer Asked by Silvia on April 20, 2016
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.
Read Answer Asked by Robert on April 18, 2016
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.
Read Answer Asked by Sridip on April 13, 2016
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?)?
Read Answer Asked by Sridip on April 13, 2016
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.
Read Answer Asked by michael on April 13, 2016
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