Investment Q&A

Q: I thought your comments about PHM regarding their revenues, plans and PR ineptness hit the nail on the head. It is distressing to see how they, on the one hand, can integrate the acquisitions and grow revenues and profits - a significant feat - and on the other hand, stumble on public relations. I keep reminding myself that hospitals are kicking people out "feverishly" and 10,000 people a day turn 65 in the U.S. In my Canadian hometown, we have an absolutely fantastic new regional hospital costing $500M in 2010 and beds have been cut by one-third in five years and staff cuts are heartbreaking. Clearly, we live in a new healthcare era and PHM is so well-positioned to capitalize. Is this not a bonanza waiting to happen if they continue to streamline their profitable operation to the point of maximum potential before getting back into acquisition mode? I think this model is so relevant today. Lately, the share price has been consumed and overpowered by traders but the long term prospects could be substantial. Frustration aside, what do you think?

Q: Hi folks,if no one else asked,opinion on Q results phm/v,stock selling off pretty good,thanks,jb

Q: What is the consensus for revenue and adjusted ebitda?

thanks

Q: HI Peter and team - I hold some Concordia in a US account and am interested in adding Concordia to my Canadian account. However it has a P/E ratio of about 190. Of how much concern should this be. What would it take to bring this P/E down to a more reasonable level and is Concordia on track for this. Thanks.

Rob

Q: I am looking to deploy cash in my TFSA (2016 contribution) and with so many beaten up stocks I am wondering what to buy. I was considering the healthcare section and adding to my existing position in GUD, or perhaps initiate a position in CRH. GUD is now below its financing of $6.75 done around Dec 2014. What are your comments on GUD? Add now or wait for a better market? Or do you prefer CRH or something else in the healthcare sector. Longer term hold, and for a TFSA.

In healthcare I own CXR and GUD, smaller positions in DR and PHM, and very small positions in SIS and PM.

Q: I am up 25% in 1030, a long term holding but down on both of the 1033 and 1042. Would appreciate your advise as to sell or move into other Mfund. Many thanks, J.A.P, Burlington

Q: HI there team. May I get your opinion of RNN Rexahn Pharmaceuticals in NYSE. Thanks!

Q: My bank adviser recommended this fund. It has gone from $30 to $50 in the last 2 years. I see a MER of 3.10 and it has back end load.
Can you tell me how this back end load works in general and what you think of this fund? I wonder if there is a little bit of conflict of interest here because the bank sponsors this fund.

Q: I would appreciate your opinion on Rockwell Medical (RMTI.US).
Is it buy at this level?
Thank you.

Milan

Q: hi and thanks:
What are your thoughts on Parex. Lets assume that oil has more or less bottomed: would you be a buyer of PXT today if you wanted toadd to your commection of energy stocks or would you prefer something else ( I already hold WCP, CNQ and SGY).

Q: Would appreciate your opinion on MSL after acquisition news.
Some research puts fair value at $3.50 pre acquisition.
Thank you.

Q: Would it make sense to sell my position in VRX at this time and replace it with CXR Concordia at this time. As all news on VXR seems to be negative these days

Q: Gild has had a drop -- Pfe is more defensive (Div) . I am down sl. on PFE --thinking of switching. Concerned re the next drop ( MKT drop not over ) ---would you selll Pfe now & buy Gild at lower price. Or sell Pfe now & take a partial position --after Weds
--Div. day for pfe, Thank you-- great site . great insight
don

Q: Could I please have your take on the latest news from this company and the new products they have acquired today?
Thank You
Garry

Q: "Yesterday there were two 500,000+ blocks at $6.60. We think the moves in the sector are entirely political worries, or sector rotation (into energy perhaps) but can't offer much more here. "


In your response to David's question I interpret it that someone(s) sold 2 blocks of 500K shares at $6.60.

I suggest it was someone(s) buying at a low. Especially considering it is rising now. I do not know if they were Black Pool buys.

Could these be viable possibilities?

Q: Hi again,

I have some IBB biotech etf which has followed the sector down. Do you see any positive potential for this sector over the next quarter or so?

Thanks

Q: Just curious if you think its a buy at todays levels??

Q: Hello.
Thanks for quality answers to questions.

Would you please help by offering insight to dealing with investor psychology and behaviour; 50% gain in PHM only to now be in the red on this holding?
My current thinking does not make sense to me to hold at the top of a gain only to feel like getting out now that the stock price has declined to the point that it feels like a poor investment decision.
I have been drawn into more aggressive type investments being connected to this subscription (beyond normal style) so I believe I can benefit from your experience and comments about dealing with volatility of the nature in this question.
Thanks
Dave

Q: Re your answer is insider buying not worthy of a comment?

Q: i have been noticing a fairly large uptick in volume on knight over the last few days or weeks,normally it trades around 100k a day, but lately much more, maybe your bloomberg terminal give you more info than i can see.
also healthcare stocks across the board are selling off, concordia, knight, phm and even large biotechs in u.s. is this all because of hilary and u.s. election or something else. dave