Investment Q&A

Q: I don't mind holding a stock through expensive valuations the same as I don't mind holding a stock below my buy price as long as there is a high degree of predictable, repeatable business and growing earnings per share.

With the above being said, I'm trying to figure out how predictable is Concordia's earnings per share growth over the next few years. I see next year's eps estimates are around $5.50 per share. What do think the chances are of cxr hitting this target and going forward how predictable and repeatable is their business?

Thanks.

John

Q: I see PHM is down more than 10% today, CXV is down 13%, Noblis down over 5%, and Concordia down substantially, as well. I'm wondering what is going on this up-market day, and also, what you think of the comparative gains and risks of these types of companies vs big American bios like Amgen, Biogen, Celgene, and Gilead.

Q: Recent great run to $2.01 on 4/27,but since then had declined sharply with a inter-day low of $1.65 today.Any news?I bought a small portion @ $1.73.Is this a entry point to average down.Thanks a lot for your usual great services & opinion

Q: Hi 5i team

I own some Perrigo and Mylan is trying to take over the company sending the share up.

Now we have Teva trying to take over Mylan...and Perrigo rejecting Mylan's bid.

In your view, what are the chances of Mylan increasing its offer as a strategy to escape from Teva and what would you do with shares of PRGO?

Thx

Q: Hello,

I have PHM for a year now and did very well. I was wondering if it's a good trade to sell some and buy Convalo or to buy more PHM or maybe buy more of both?

The health care sector is super hot now, I would say similar with energy one year ago. How would one "see" if the sentiment changes and not be caught overloaded?

Thanks
M

Q: Please comment on QHR results out this morning. Thanks

Q: What is your current view of ONC? Do latest trial results change your opinion on this stock?

Q: I own stock in this company (US based) that represents 5% of my portfolio and am up 10% since purchasing. What is your view on it's future growth over the next 1 to 3 years. Thanks.
Gerry

Q: Looking for canadian listed healthcare companies that pay a dividend. What would you recommend?

Thanks

Roberrt

Q: Hi
I have held Endo since the Pallidan buyout and it has been quite good to me, however I'm wondering if it's maybe time to move on as it's fundamentals seem to have stalled. Would very much appreciate your opinion.
Thank you

Q: Guys,

Great service, I've only been a subscriber for a few days but have got more out of this then any other newsletter/board I've ever found. My question is on Biosyent- within the past week a second analyst has began covering the stock and has in my opinion very low EPS/Revenue estimates for 2016. Do you know who recently picked up coverage and what reasons they gave for estimates significantly below Cantor's? Thank you!

Q: Given your endorsement of J. Goodman's ability and based on my research to confirm same, for high risk speculative plays I have essentially copied Goodman by taking positions in CRH earlier this year and PDP recently and before its increase. Like Goodman I took profits on CRH - as it turns out a little early but still a very healthy (no pun) return. For PDP I now have significant paper gains. I appreciate Goodman is principally lending to these smaller companies and I find GUD's strategy in this regard intriguing. Are you aware of other pharma companies that GUD has also financed or plans to finance? I will likely take gains on PDP but I would appreciate any insight you could offer on the recent spike and significant increase in volume. I only have a small position in this one, even after the spike, and I don't need the money. It goes without saying that your independent informed view is greatly valued. Thanks!!!

Q: Good morning,

Can you please provide your latest thoughts/opinion on RVX as a speculative investment.Recently the stock has been behaving very well from a technical perspective on a significant increase in volume.
In your opinion is it worth taking a small position at this time?
As always, thanks for your unbiased perspective.

Q: I've looked on SEDAR for information on the purchase of Catamaran by United Health. Everything I've read gives the purchase price in US$. Nothing I've read says anything about the TSX-traded shares. Should I infer that, in the event the deal goes through, CA$-purchased shares would be exchanged for US$ - with a currency-conversion hit - such that it were preferable to journal one's holdings in a US$ account? Is there a general rule about this sort of thing? Thanks.

Q: I would appreciate your thoughts on the management of this company. Have you met with them and do they have the people to grow this business and attract market interest?

Q: I'm pushing the edge with this question (so feel free to reject it) but do you have a US stock you like, with a decent dividend and some potential for growth? I'm sitting on US cash that I'd like to use for dividend income over the medium term, but would like to see a bit of growth when I cash it out. Thanks!

Q: I have a large position in this company and because of the share price increase its now 15% of my portfolio. I have done a lot of due diligence. Normally I don't allow one holding to have this much weight but I have found that there are rare instances where I am prepared to hold my position. I recognize that everyone has a different comfort level but is there ever a case where you would allow this great a weighting?

Q: would like a comment on today's 1Q15 sales,eps and outlook. thanks

Q: Got an analyist upgrade to-day.Your thoughts on this company please.Thanks.

Q: I'm looking to add a growth name in healthcare. I already own GUD from the growth portfolio. Would you recommend PLI, PHM, or QHR (or even PEO). I am also debating CXR for larger size and stability, but have a hard time jumping in after watching it run up so much the past little while.

Thanks,

Jordan