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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: I am looking at adding CPH to my portfolio. Would you suggest starting with a half position in todays market? Also I am wondering how to interpret the company's goals. For example, they are targeting $1biln cap by 2020. Based on the current number of shares (26million) that is a stock price of almost $40. Is this what management is suggesting here?
Read Answer Asked by michael on June 15, 2015
Q: I purchased Cipher Pharmaceutical during jan.'15 at $17.60/share. It is now down to $11.11/share (37% loss). The fundamentals look pretty good (e.g. forward PE of 9.56). I would appreciate if you could fill me in about why you think it has tanked so badly and what is your outlook for it?
Read Answer Asked by DAVE on June 15, 2015
Q: I have a one half position in each of PHM and CRH. According to their last quarter IFRS results PHM had an EPS loss 0.012 and CRH had an EPS profit of 0.02. I am considering selling my PHM and buying a full position in CRH.
What do you think of this strategy?

Regards
Read Answer Asked by Robert on June 12, 2015
Q: hello, a member asked if PHM was a USA corporation and was subject to "FORM 1135". you replied "yes". I contacted Dennis Wilson (corp development) at PHM & CXV, he told me PHM and CXV are both Canadian companies, WHO IS RIGHT/WRONG? and WHY? THANKS, fred
Read Answer Asked by Fred on June 12, 2015
Q: Is there any reason for the slide in the stock??
Are yo still holding it?
Read Answer Asked by Jacqueline on June 11, 2015
Q: Hi 5i:
I'm seeking your advice on my health care /biotech holdings, and I'd like to know if I should shorten the list (I tend to hold too many stocks), make any substitutions, or change relative weightings. I hold five: IBB (full position); CRH (2/3 position), and CXR, GUD and PHM, all 1/3 positions, approximately. They together comprise 11% of the stock holdings in my actively managed portfolio. Also, do you think this is a reasonable total weight for the present market? Thanks for your valuable advice.
Read Answer Asked by Roland on June 10, 2015
Q: Hello Team
Is there any red flags with the options the management keep issuing to themselves.
Thank You
Read Answer Asked by glenn on June 10, 2015
Q: This stock has lost a quarter of its value since April 20. I realize there was a financing issue, but the steady downward momentum seems to be accelerating. I know growth stocks are volatile, but 25% is a serious fall with no end in sight. Last night on BNN Eric Nuttall described PHM is wildly overpriced and likely to take a huge fall if there is a market correction. Is it time to jump ship?
Read Answer Asked by John on June 09, 2015
Q: Good Afternoon,
I just listened to the conference call from the end of April. Correct me if I'm wrong but I think I heard them say that a realistic longer term goal is now $1Bill in annual revenue? Not sure if I misheard them but they also said their EBITDA margin currently is around 60-65%? And companies like this could trade for 10-13x EBITDA? Thank-you
Read Answer Asked by Chris on June 09, 2015
Q: Hi Peter and team
With recent news from the company and no questions asked since Dec. 2013, what is your current view of it?
Gerry
Read Answer Asked by Gerry on June 09, 2015
Q: Which Health stock is better buy VRX or CXR. I would hold for 2 to 3 years
Read Answer Asked by Hector on June 09, 2015
Q: POZEN Inc. announced today that they have purchased Tribute Pharmaceuticals and will create a new Company (Aralez Pharmaceuticals) that will trade on both the TSX and NASDAQ. Both stocks are up nicely today and Aralex appears to be well capitalized with additional capital being invested in Aralez.

I own some Tribute and have a few questions:
1. Do you have an opinion on the transaction?
2. Would you think investors in Tribute should sell now or wait and hold shares in the Aralez?
3. What would your thoughts be on buying more shares in Tribute or taking a position in POZEN Inc.

Don
Read Answer Asked by Donald on June 08, 2015
Q: I presently hold Concordia, PHM, Walgreen and CVS. In an attempt to increase the health care portion of my portfolio to roughly ten percent I am contemplating purchasing UNH ( United Healthcare) Appreciating you don't really cover US Stocks would I be better off simply adding to my CVS. Is there an overlap here between CVS and UNH and possibly WBA?
Thanks

Read Answer Asked by DAVID on June 08, 2015
Q: Peter, there is some current speculation regarding US health care stocks and this US Supreme Court Ruling which will apparently happen this month which could throw a monkey wrench into the health care momentum. IE. King Versus Burwell. Could you comment on the potential impact this decision might have on health care stocks generally and patient home monitoring specifically.
Read Answer Asked by Jim on June 08, 2015
Q: Please give your opinion on the GUD announcement today.
Read Answer Asked by mike on June 08, 2015
Q: I hold BNS and RY in my TFSA, both with large unrealized capital gains. I'm considering selling both and buying a Health Care ETF. If you consider this a good switch, what ETF would you recommend?
Read Answer Asked by George on June 05, 2015
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