Investment Q&A

Q: Just ask a question ,,,, seems to be missing some insite on current situation ,,, Sep 21, 2015 (MarketLine Financial Deals Tracker via COMTEX News Network) -- Concordia Healthcare Corp., a Canada-based integrated healthcare company, has filed a preliminary prospectus supplement with the securities regulatory authorities in each of the provinces of Canada and a corresponding registration statement with the US Securities and Exchange Commission (SEC) to issue 8 million common shares in a public offering.
Based on the closing price of Concordia Healthcare's common stock of $72.23 per share on Sep 18, 2015, the transaction is valued at approximately $577.84 million.
Goldman, Sachs & Co., RBC Capital Markets, LLC, Credit Suisse Securities (USA) LLC and Jefferies LLC are acting as book-running managers for the offering.
Deal Value (US$ Million) 577.84
Deal Type IPO

Q: CXR adding 8 million shares to the float. With the apparent 35 per cent accretive to earnings with their new acquisition do you see huge share dilution in earnings per share or a good increase once things get going?

Q: I know PHM isn't part of your coverage universe, but if it was, what kind of rating range will it receive?

Q: Could I have your thoughts on the drop in share prices pretty much across the board here: e.g. VRX, GUD, PLI etc.
A sector shift? Profit taking?
Time to sell? Or time to buy?
Perhaps sit still and do nothing?

Thanks.

Q: Your last comments on this little company were about a year ago. Since then it has almost doubled market cap. Volume is now averaging 150-200k. Things seems to be happening. Any comments you may have on this company would be much appreciated as I am looking to add to a tiny position.
Thanks as always.

Q: Would like your opinion on crh,
lots of interest in this one out there,recent u.s. listing, added to
Sp/tsx small cap index, several$7
12 mo tgts. Thank you.

Q: Hello Peter and Company,
Will the division of NRI into two companies enhance the total value? Should one hold ?
Thanks. Bill.

Q: Hi Peter

What biotech stocks do you prefer? Many seem to be breaking out based on point and figure charts. What biotechs would you recommend in terms of individual names and also what ETF do you prefer?

Thanks so much!

Q: My sector on health care needs to be increased. I am at 3% and would like it to be 5%. Please recommend a stock with dividends and some growth. Thanks. Ernie

Q: http://www.stockhouse.com/companies/bullboard/t.gud/knight-therapeutics-inc?postid=24101431

Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.

Q: Hi Peter & Team,
The current ongoing acquisition that Concordia is doing is suppose to be 35% accretive to earnings in the first year. I assume that number is being calculated after the new debt and dilution of shares (with the equity raise), cash payouts and senergies are all factured in?
What is CXR's adjusted EPS range, total revenue, total debt, cash position before and after the acquisition?
Do you have an idea historically how much lower an equity raise price for a stock like this would be compared to current price (percentage wise)? I assume this will be done fairly quickly in the next few weeks?

Thank you, Shane

Q: Would you please compare the two companies going forward. I hold DR but am under water and notice that Nobilis is progressing better. I have also noted your previous opinion that Nobilis has to prove itself.
Thank you.

Q: Hello Peter,
I can`t decide between Prism and Savaria. Purchasing either one will make me a little heavy on Healthcare ( 10%+), but by design, considering the sector`s shine in an otherwise bleek market. I currently own a 1/2 position in PHM and a full postion in SIA as well. I can only pick one of either PM / SIS for a full position ... can you give me your usual steady-handed guidance towards this decision for a long term hold? (2-3 years)
Thank as always!
Rick

Q: In your opinion, is there more upside potential in purchasing Concordia over Valeant at today's prices?
Thanks in advance

Q: Hi 5i Team,

What are your thoughts on Axovant Sciences in the US? Seems to be getting a lot of attention after the recent Forbes article on it.

Thanks,

Jordan

Q: Hi, I don't understand how this new share issue will work for Concordia. How does a retail investor buy them and at what price?

Thanks,

Carla

Q: Would like your opinion on merus please. trading $2.08 with
a $3.45 fair value.
Thanks.

Q: Could I have your opinion on SGYP.US . Thanks

Q: Hi 5i Team,

Another question about CXR. What are your overall thoughts of the company after the latest deal? It seems like the company is trying to duplicate what Valeant has done with aggressive growth through acquisition. Do you believe in the management team enough to be able to execute this strategy? And with regards to the share issue, when will the price of the issue be decided? Do you see it as a buy today, or would you wait until the issue?

Thanks,

Jordan

Q: I am looking to add a full position in a large healthcare stock (already have small positions in NVO.US, GUD, PHM & CSH.UN) Do you prefer Concordia or Valiant after the recent acquisitions? Or should I head to the US for healthcare?

Thanks for your help - since subscribing to your service, I have a more balanced portfolio and better returns as a result.