Investment Q&A

Q: Almost 3 millions of shares dumped on the market with only 1 hour of trading. It's down 20% so far. It sounds like investors have lost confidence on this company. What is your advise for today's trading action and is is a good buying opportunity?

Q: Have a 4% position in Allergan (formerly Actavis). Would you recommend selling all or a portion given the Teva takeover of the generic drug division, or continuing to hold.

Q: Hi Peter,
Thanks for your previous answer on Valeant. I appreciate the advice. I have sold my valeant shares and want to deploy the cash. Does a switch to Concordia Healthcare make sense? Thank you

Q: Can you give me your thoughts on the outlook for this company going forward?

Thank you

Q: I currently hold relatively small positions in CXI, GUD, PHM and PLI. I am thinking of adding VRX. Do you consider it reasonably priced? It does not seem to me to be too late to get onto that band-wagon. In some respects it reminds me of Constellation Software. Thank you, Peter

Q: I am looking to add to my position. Long term hold 4 to 5 year range. Any thoughts as to were the company will be long term or perhaps a future dividend?

Thank you in advance

Ernest

Q: Hello 5I. PHM is holding a conference call on Monday July 27th @4pm to introduce new executive personnel and clarify role of shareholdings of non-executive chairman and non-executive vice chair. participants will be Dalsin and Hoyt. (marketwire) You may want to add this to the mix. Does it really carry much weight. thanks for all the hard work.

Q: FYI - BNN just reported that PHM will be hosting a conference call on Monday, July 27th @16:00 hrs to explain recent issues.

Q: Hello, could you please comment on Convalo's recently reported numbers?
Thank you
Dave

Q: Fairly large investment in this Junior. Did you receive a written reply to your question regarding the transfer of the Principal's shares in PHM to their own self controlled Mutual Fund & what is your professional opinion regarding this tactic? ?

Q: there have been many many questions about phm on your site.
the thing that seems to bother people the most is if greene and dalsin sold all their shares, let us assume they did.
the 2 guys now in charge from sleep mattress who took their payment in phm shares are probably better operators than dalsin and greene who seem to be deal makers.
phm is cheap on any metric they have about 60 million in cash against about 24 million in debt, they are growing organically and they are profitable and they are buying back their shares below 1.50 to protect the recent financing at a 1.50 that comes off lockup sept. 6 or there abouts.
and what if greene and dalsin did transfer their shares into this health fund run by decter. either way why is everyone panicking. do everyone actually expect these 2 guys to be hands on running phm, convalo and inspira by themselves.. can you comment. dave

Q: Here is a link to a July 17 news release regarding the transfer in to the Healthcare Special Opportunities Fund of PHM and CXV shares by Dalsin and Greene, through their holding company Canons Park Advisors LLC, in exchange for special class U units. Hope this helps clarify things as there has been a fair bit of confusion on the part of some investors about this transaction.

http://www.marketwired.com/press-release/healthcare-special-opportunities-fund-completes-62-million-private-placement-class-u-tsx-mds.un-2039667.htm

Q: Hello Peter & Co,
A gentleman asked you about CPH but your response indicated CXR; was it a typo error?
Thanks,
Antoine

Q: Hello on such a fine morning. My memory must be fading faster than I imagined. I seem to remember reading your answer to a question concerning the relative merits of PM and SIS but I can't find it. As I recall, you preferred SIS over PM. If PM is C+ with tendency toward upgrading then SIS would surely be B- if it was covered? Of the two, which one would you own? Is it OK to own both? (Is there much overlap in terms of product mix?) Thanks as always. Henry

Q: Could you give your thoughts by running the numbers on the recent news releases and strategic investments made by Knight. My last calculations showed by the recent new releases/reports the company had approximately $6.35 to $6.45 a share in cash. What are your rough calculations for the current cash position and could you try and analyze the revenue growth going forward. I have heard many Bay street money movers have expressed lack of willingness to wait for the CEO to get the cash invested. Thank you Jason N

Q: I see there have been a lot of questions about dalsin and greens sale of phm and convalo shares. On BNN last week an analyst mentioned that one could transfer shares of these companies directly into shares of the mutual finds that michael decter and micheal dalsin started. I think that that's what is happening here, that they are transferring the shares into the fund which holds the same companies.

Q: It also appears the founders have privately sold their shares in CXV too. This likely in part explains the sell off for both companies. Any insight here is greatly appreciated.

Q: Peter & Team, I can't find any information on Dalsin and Greene selling their shares, as suggested in the previous question. There is a July 13th company press release pre-announcing very impressive results, a 14.5 million share buy back (5% of issued shares) and executive leadership changes; nothing about the founders cashing in (although they are taking on non-executive board roles). Can you please clarify. Thank you.

Q: As we all know now both roger greene and michael dalsin now own zero shares.In looking at insider trading report.They both sold 1 million plus shares in the market.Then they had a private sale of all the shares they had left.To me the public sales helped the price to where they did the private sale.How can one have confidence with these actions.Transparency in the markets is key.Who did they sell to?CONFUSED.

Q: Good day,
I see that Greene and Dalsin at PHM exercised a bunch of options earlier in the month and had to sell some shares to square up the tax bill which makes sense. However, I noticed yesterday (July 16) that it shows they sold 13,422,401 shares each at $1.36 which was carried out privately and now showing a 0 balance? Is this by chance a transfer to this new closed end fund or something? Maybe a transfer to a Hold Co? But it says specifically a sale? Thanks.