Q: Since May, Catamaran's stock price has gone up considerably, despite that it has agreed to be acquired (by United Health) at a set USD value. So is its CAD price fluctuation a trivial effect of the USD::CAD exchange rate, or are there still non-currency-arbitrage reasons to invest in CCT?
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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: Could I get your outlook?
Q: Prism is up about 21% in the past 4 days. Any insight on this increase? I can't see any news that would explain this sudden rise. Thanks!
Q: Hello Team
May i have your opinion on gud.Thank You
May i have your opinion on gud.Thank You
Q: Could I get comment on recent price action?
Q: What are your thoughts about today's press release? There appears to be a lot of things happening. The revenue increase looks good but what about the change in management team and share buyback program and the borrowing of $15 million.
Q: Hello Peter et al, could you please comment on PHM's recent results and the appointment of a new CEO?
Thank you so much!!
Dave
Thank you so much!!
Dave
Q: Wondering if you could comment on any Biotech companies or etf's that you may like -Kim
Q: I would like to add a small cap health care company to complement my large cap US healthcare holdings ABBV and JNJ. The current portfolio allocation in healthcare is 8%. This is is comprised of the above companies plus sector contributions from VIG, IWO, SPY, and FEZ. I am considering GUD or CPH, and would appreciate any comments on this move (does this make sense, which one would you choose, etc). Thanks very much.
Q: GUD
I am impressed with the moves this company is making.I have a small position and am thinking of buying more. It looks good on potential, execution,market knowledge, industry savvy and connections.I am hesitant because of the fact that Mr. Goodman is such a dominant force in the company and what would happen should he be unable to contribution due to the unexpected.
Questions:
1.am I right to be careful
2.does he have a team that could manage with out him being involved.
your advice is appreciated.
thanks
Yossi
I am impressed with the moves this company is making.I have a small position and am thinking of buying more. It looks good on potential, execution,market knowledge, industry savvy and connections.I am hesitant because of the fact that Mr. Goodman is such a dominant force in the company and what would happen should he be unable to contribution due to the unexpected.
Questions:
1.am I right to be careful
2.does he have a team that could manage with out him being involved.
your advice is appreciated.
thanks
Yossi
Q: thoughts on the current investment merits/price of JUNO..POST THE CELGENE INVESTMENT INJECTION. THX KIM
Q: This one seems to me to fit the bill of investment in a good sector, investing in the U.S (supposedly a good place for the foreseeable future) and also taking advantage of US $ rising/ Cdn $ sinking. My finger is poised over the 'buy' button waiting for your advice. Thx, Art
Q: Hello 5i team,
Health/Pharma represents 10.5% of my RRIF portfolio; it comprises Concordia, Valeant and Cipher as core holdings and partial holdings (like an ETF) of CRH,GUD,PHM and RX.
I'm thinking of adding NHC to the latter; which of the last five would be your least favourite and why?
Thanks, as always
Antoine
Health/Pharma represents 10.5% of my RRIF portfolio; it comprises Concordia, Valeant and Cipher as core holdings and partial holdings (like an ETF) of CRH,GUD,PHM and RX.
I'm thinking of adding NHC to the latter; which of the last five would be your least favourite and why?
Thanks, as always
Antoine
Q: this company looks to good to be true
what do you think
sam
what do you think
sam
Q: Bonjour, which company has the best growth potential? Which one woud you pick?
Merci
Ronald
Merci
Ronald
Q: Is there an obvious reason to the drop off in price of PLI in the last month. I've read nothing negative.
Thanks
Jim
Thanks
Jim
Q: Good morning.
I've currently got 3% of my portfolio in Healthcare (AMGN and PHM split roughly 70/30) and would like to add to bring it up closer to 5%.
Currently thinking of adding more PHM or picking up some GUD but would appreciate your thoughts. This would be in my TFSA, so am comfortable with more risky assets. Maybe you think something different entirely?
Cam.
I've currently got 3% of my portfolio in Healthcare (AMGN and PHM split roughly 70/30) and would like to add to bring it up closer to 5%.
Currently thinking of adding more PHM or picking up some GUD but would appreciate your thoughts. This would be in my TFSA, so am comfortable with more risky assets. Maybe you think something different entirely?
Cam.
Q: How long before we know if this will play out? Given Goodman's endorsement of PRN and PDP, which of the two would you go with?
Q: Thanks - You guys are doing a great job on fundamental
Do you have Q/A on TECHNICAL Analysis too or are you planning to start one.
What are your thoughts on PLI. It is going down and it right at 200 days. Should I continue to hold
Do you have Q/A on TECHNICAL Analysis too or are you planning to start one.
What are your thoughts on PLI. It is going down and it right at 200 days. Should I continue to hold
Q: Hello Peter,
I still hold shares of PHM, and would like to add to the position; however, I am concerned that CEO, M. Dalsin is spreading his ideas across 3 companies: Patient home, convalo health, and Inspira (which supposedly will trade end of June) and is not focused one company. I am concerned that he will not be as focused on patient home, but also see the reasons for the other two: perhaps cross sells, etc Any comments please. I have not seen much news on why CRH medical continues to move upwards. Is there any news that you are aware of? Also, other than having a nasdaq listing, is there a reason for Concordia Healthcare's price movement? Many thanks for your advice.
I still hold shares of PHM, and would like to add to the position; however, I am concerned that CEO, M. Dalsin is spreading his ideas across 3 companies: Patient home, convalo health, and Inspira (which supposedly will trade end of June) and is not focused one company. I am concerned that he will not be as focused on patient home, but also see the reasons for the other two: perhaps cross sells, etc Any comments please. I have not seen much news on why CRH medical continues to move upwards. Is there any news that you are aware of? Also, other than having a nasdaq listing, is there a reason for Concordia Healthcare's price movement? Many thanks for your advice.