Investment Q&A

Q: When will data be released regarding the short selling with cxr.

Thank you

Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert

Q: With the nice rise in the stock in the last few days, begs the question "Is it sustainable? Do you still see upside from here?
Thanks for all you do.
Guy R.

Q: This beaten up Canadian health care stock has shown improved financials again. (Centric Healthcare (CHH)). Do you see any future holding a small position while awaiting further gains or a take over bid?

Thanks to all

Q: Do you think they can pay off meaningful amounts of debt this year and on? I'm pretty sure we all know now they can cover interest, but people are claiming this is a "debt story". It's highly leveraged but is it only a debt story when default is a concern? Also, what is with this Cohodes short seller? Why is he so crazy for Mark Thompson? Now he's saying they are channel stuffing in one of their drugs in his ranting tweets, and that their balance sheet is "on fire". Your comments on that too possibly? ( you can take off like 4-5 "question credits since I ask like five here )

Q: I sure am glad I bought back into CXR a couple days ago. I actually thought that the earnings results today were not good as the Eps was a miss.
Your thoughts are appreciated as usual.

Q: Could you please comment on MERUS recent results and your expectations going forward.Thanks Richard

Q: I have been keeping an eye on NHC. I Noticed it had dropped significantly after the earnings disappointment. Do you feel the stock is being punished much more than it should? what are you thoughts on this company? Is there a buying opportunity here? what price do you think would be a good entry?

Q: Can you please comment on earnings and guidance. Does this look in line and on track.

Thanks

Q: NHC has taken a huge drop after issuing earnings. Is it just short traders, or do you feel it's time to go?

Q: Would a company like Merus, having operations/assets in Europe be negatively affected in your oppinion by a brexit?

Thanks, Wes.

Q: Could I please have an update on Athenahealth Inc (ATHN). Do you still like it and consider it a good holding? Thanks

Q: RBC shows a earnings report due April 26 yet nothing has appeared so far, any ideas?

Q: Good Afternoon,
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.

Q: Bad Q1 results imo on Nhc/t,please comment.Also,when reading Q4/2015 Annual report,I quote,"Net revenue for fourth quarter of 2015 rose 127.3 per cent to $90.0-million". But when I read today's Q1 report,they quote,"Total revenue for the three months ended March 31, 2016, increased $13.4-million, or 35 per cent, to $51.3-million from $37.9-million in the prior corresponding period".Is there not a descrepency in Q4 revenue??, 1 report says $90M while 1 says $37.9M. Am I missing something or reading wrong???. Bottom line,buy hold or sell. Thanks as always,jb

Q: Any thoughts on their results and sharp drop?

Thanks Kindly.

Q: your take on knight going to market again to raise cash,so instead of 425,000,000 cash they will have 625,000,000 cash, but he doesn't seem to do anything with it, he has done deals but nothing major,with this war chest i am not sure i get the need to go to market again. dave

Q: After market closed today,MPH announced the sacking of D Reimer,its President & CCO effective immediately.The founder Dr.Friesen will become President & other management team members will manage operations.It reports on May 11,after close.Appears to be very bad news.Please advise of situation & effect on the stock price. Roughly it had dropped from $6.93 on April 12 to $4.88 on May 4 & then recovered to$5.44 today.Always appreciate your great services & views. As a aside SJ was up 0.77 to $49.01 today after your endorsement on May 6 afternoon.Thanks

Q: Hi 5i,

In the last proxy & general meeting shareholders were to vote on a "blank cheque" policy for preferred shares I believe. I did not see results for the vote of this. Do you know what happened?

Would preferred shares dilute the value of the current common shares?
Are they for private investors or to be listed on the stock exchange?
Do you think this is a form of a "backup" or added plan to deleverage the company faster?
Would someone like BlackRock be interested in this type of investment as opposed to buying the whole company?

Thank you, Shane

Q: What is the consensus for CXR's upcoming earnings? At $30, does the risk/reward present a time to double down?

Thanks,

Wes