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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: 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!
Read Answer Asked by Chad on April 21, 2015
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!!!
Read Answer Asked by James on April 21, 2015
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.
Read Answer Asked by Thomas on April 20, 2015
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.
Read Answer Asked by John on April 20, 2015
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!
Read Answer Asked by Kate on April 15, 2015
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?
Read Answer Asked by Murray on April 15, 2015
Q: would like a comment on today's 1Q15 sales,eps and outlook. thanks
Read Answer Asked by george on April 15, 2015
Q: Got an analyist upgrade to-day.Your thoughts on this company please.Thanks.
Read Answer Asked by Maurice on April 15, 2015
Q: Peter have just sold my Catamaran...am looking to stay in the same sector I already own GUD + PHM + MRE...do you have any suggestions. Staying with a health care provider would be first choice (I think) I am about 4% invested in the sector.
Read Answer Asked by Terence on April 14, 2015
Q: Merus made a move yesterday involving 60 million dollars. Do you see this as a good move and is it worth adding stock to my position?

Thanks, Charlie
Read Answer Asked by Charlie on April 14, 2015
Q: I have a question regarding the recently upsized bought deal of $58.5M. In the past, I have felt as though many "upsized" deals come about due to external demand and promotion by the underwriting syndicate to company management. This can be a negative as the incremental capital raised likely has no immediate place to go(otherwise, why not start at the higher sized offering to begin with...), and this can result in shareholder dilution.

I realize PHM is a role up company and currently on an acquisition spree so this may not apply to them but what do you make of this increased deal size? I worry about all the extra dilution.

Thanks.
Read Answer Asked by Scott on April 13, 2015
Q: Hi folks,can please get update on Merus labs and finace @ $3.05,where would u rank the stock in relation to other Cdn biotech comps;buy,hold or sell.Thanks as always jb
Read Answer Asked by John on April 13, 2015
Q: Would you recommend GUD over CXR for a 5-7 year hold? I feel like I might be chasing CXR at this point and that GUD has more upside (with the risk of being a smaller cap).

Thanks, Neil
Read Answer Asked by Neil on April 13, 2015
Q: I recently bought Cipher on its pullback. ? thoughts on today's announced acquisition of US private pharmaceutical Innocutis. Market seems to like it a lot.
Thanks
Read Answer Asked by richard on April 13, 2015
Q: I notice this Co. on the new highs list.
May I have your opinion please.
Read Answer Asked by claudette on April 11, 2015
Q: Three insiders have bought recently, but it has no revenue and is only in phase two trials. Do they have enough money to continue, or is this just a hope that someone will buy them? If it works, they're worth a fortune.
Read Answer Asked by John on April 11, 2015
Q: Each Subscription Receipt will entitle the holder thereof to receive, upon the closing of the Acquisition, without payment of additional consideration or further action, one Concordia common share in exchange for each Subscription Receipt.

Why companies sell subscription receipts instead os shares? Should I buy the shares or the receipts?

Regards

Read Answer Asked by Claude on April 11, 2015