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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: my ACB is $56. CXR is not a big part of my portfolio and in my TFSA. I was going to buy more on the low 30's then the Blackrock news came out. the price has now come back to $36/$37. My planned purchase would bring my ACB down to $46 at the current price. Am I throwing good money after bad? If CXR is sold now does it get more than $65/share? Or less because of the debt load? If you were a potential buyer what would you pay? What is your advice? Thanks
Read Answer Asked by Richard on May 02, 2016
Q: Valeant was a company showing everyone that is was not a well run company with no R&D, and a CEO focused only on expansion and looking good to the stock market. And funny accounting.

But the market, Wall Street, Bay Street and most investors willing overlooked it!! Including 5iResearch.

Podcast: As identified from minutes 0:35:10 to 0:45:10

http://www.podbean.com/media/share/dir-4scbv-17fda94
Read Answer Asked by Stan (1) on May 02, 2016
Q: Hi Team, which one to choose for growth and some income, in the U.S. Health Sector, AmerisourceBergen, Baxter International or Johnson & Johnson. Thanks! Sam
Read Answer Asked by sam on April 29, 2016
Q: Hi Team,
I am willing to take a full position in Endo Pharmaceutical, it seems it has been overly punished by the market due to the similarities with VRX (and similar business model) I suppose.

I see limit downside risk and it is, I think, a potential takeover candidate at the current price level (similar to Concordia).
Earnings are coming soon, so I was thinking to take my first half position before the earnings and the rest of my position after but I am not sure... what is your opinion?

Bye the way, congratulations for the latest improvements on the site!

Michel
Read Answer Asked by Michel on April 29, 2016
Q: Hello 5i,

One of my 'fun to own' companies is having both good news and bad news. The CEO just left (bad) and the company is reporting good news on an open trial with just 10 people taking voclosporin, they also have been given fast track designation. The company un-blinds their larger trial (phase 2b) this August. What do you think of all this, is worth holding for the binary event?

Thanks,
Read Answer Asked by Mark on April 26, 2016
Q: Greetings, Peter and Co.
I currently have 14.8% of my investments, excluding real estate and bullion, in the biotech/healthcare sector. I hold
Biosyent (RX) 0.5% (I have a considerable loss in RX.)
Concordia (CXR) – 1.5% (I expect CXR to be acquired by a larger company.)
Merus Labs (MSL) – 2.2%
Prometic (PLI) – 2.4%
Amgen (AMGN) – 3.1%
Knight (GUD) – 5.1%
I am considering liquidating my holdings in CXR, RX and perhaps MSL and using the proceeds to add to my PLI position and/or an alternative that you might recommend unless you think I am too overweight in this sector.
Thank you for your analysis and recommendations.
With appreciation
Ed
Read Answer Asked by Ed on April 25, 2016
Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.
Read Answer Asked by Edward on April 22, 2016
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