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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: This morning Canada Insider shows Dalsin and Greene each granted 3 millions of share option and 4 millions of shares bought @1.36 through acquisition carried out privately. This is consistent with what Dalsin mentioned on conference call. Publish if you think it will help members. Thanks!
Read Answer Asked by Rebecca on July 29, 2015
Q: so everyone's favorite company took it on the chin and convalo and inspira went down in sympathy with phm.
dalsin and greene did everything right and the street loved them, then they made a huge misstep selling shares, not being forthcoming with the market, appointing new ceos, putting some shares into a health fund. The first bad news is never the last bad news.please comment. dave
Read Answer Asked by david on July 29, 2015
Q: Looks like the market is not satisfied with the lack of clarity from PHM regarding insider selling. Do you view this as an overreaction and an opportunity to purchase or a wait and see?
Read Answer Asked by Rudy on July 28, 2015
Q: Have a 4% position in Allergan (formerly Actavis). Would you recommend selling all or a portion given the Teva takeover of the generic drug division, or continuing to hold.
Read Answer Asked by Barbara on July 28, 2015
Q: Can you give me your thoughts on the outlook for this company going forward?

Thank you
Read Answer Asked by Theresa on July 27, 2015
Q: I am looking to add to my position. Long term hold 4 to 5 year range. Any thoughts as to were the company will be long term or perhaps a future dividend?

Thank you in advance

Ernest
Read Answer Asked by Ernest on July 27, 2015
Q: Hello 5I. PHM is holding a conference call on Monday July 27th @4pm to introduce new executive personnel and clarify role of shareholdings of non-executive chairman and non-executive vice chair. participants will be Dalsin and Hoyt. (marketwire) You may want to add this to the mix. Does it really carry much weight. thanks for all the hard work.
Read Answer Asked by marlene on July 23, 2015
Q: Hello, could you please comment on Convalo's recently reported numbers?
Thank you
Dave
Read Answer Asked by Dave on July 23, 2015
Q: there have been many many questions about phm on your site.
the thing that seems to bother people the most is if greene and dalsin sold all their shares, let us assume they did.
the 2 guys now in charge from sleep mattress who took their payment in phm shares are probably better operators than dalsin and greene who seem to be deal makers.
phm is cheap on any metric they have about 60 million in cash against about 24 million in debt, they are growing organically and they are profitable and they are buying back their shares below 1.50 to protect the recent financing at a 1.50 that comes off lockup sept. 6 or there abouts.
and what if greene and dalsin did transfer their shares into this health fund run by decter. either way why is everyone panicking. do everyone actually expect these 2 guys to be hands on running phm, convalo and inspira by themselves.. can you comment. dave
Read Answer Asked by david on July 23, 2015
Q: Here is a link to a July 17 news release regarding the transfer in to the Healthcare Special Opportunities Fund of PHM and CXV shares by Dalsin and Greene, through their holding company Canons Park Advisors LLC, in exchange for special class U units. Hope this helps clarify things as there has been a fair bit of confusion on the part of some investors about this transaction.

http://www.marketwired.com/press-release/healthcare-special-opportunities-fund-completes-62-million-private-placement-class-u-tsx-mds.un-2039667.htm
Read Answer Asked by David on July 23, 2015
Q: Hello Peter & Co,
A gentleman asked you about CPH but your response indicated CXR; was it a typo error?
Thanks,
Antoine
Read Answer Asked by Antoine on July 22, 2015
Q: Hello on such a fine morning. My memory must be fading faster than I imagined. I seem to remember reading your answer to a question concerning the relative merits of PM and SIS but I can't find it. As I recall, you preferred SIS over PM. If PM is C+ with tendency toward upgrading then SIS would surely be B- if it was covered? Of the two, which one would you own? Is it OK to own both? (Is there much overlap in terms of product mix?) Thanks as always. Henry
Read Answer Asked by Henry on July 22, 2015
Q: Could you give your thoughts by running the numbers on the recent news releases and strategic investments made by Knight. My last calculations showed by the recent new releases/reports the company had approximately $6.35 to $6.45 a share in cash. What are your rough calculations for the current cash position and could you try and analyze the revenue growth going forward. I have heard many Bay street money movers have expressed lack of willingness to wait for the CEO to get the cash invested. Thank you Jason N
Read Answer Asked by JASON on July 22, 2015
Q: I see there have been a lot of questions about dalsin and greens sale of phm and convalo shares. On BNN last week an analyst mentioned that one could transfer shares of these companies directly into shares of the mutual finds that michael decter and micheal dalsin started. I think that that's what is happening here, that they are transferring the shares into the fund which holds the same companies.
Read Answer Asked by Carla on July 21, 2015
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