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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: Pli closed today at $ 2.72 - how much of the price do you think is related to speculation regarding the upcoming level 2 drug trials and do they have sufficient funds to complete the trials or wifi they require an equity raise? Many thanks
Read Answer Asked by Tom on April 10, 2015
Q: Intially thanks for the excellent recommendation, just wish I was in a little earlier than $71.00
Researching this puppy, located different PE's--1@224.90 and 2nd@90.00. Webroker has 6 buys, and 3 strong buys and today a recommendation to $115.00 plus. Yesterday there was a halt which I could not locate info on.
EPS forecasted of 6.00 2015-16. This is totally attributed to the Covis purchase of 1.2 billion with an 18 drug portfolio,and hersay, they are looking at additional acquisitions which could result in considerable upside for the company. If Covis closes as scheduled, projected to trade at 17.2 x f2015 and 11xf2016. Do these appear reasonable.
This stock without a doubt has been the quickest most profitable stock (15 days) I have ever purchased in my 40 years of trading, and is creeping up to 9% of my RRSP portfolio.
In the event of a market correction or a downturn of 10-20% what are your thoughts.
What's your thoughts on management, and have you met them personally
I am certainly prepared to hold for the long haul, but would not certainly like to this blow up eg fraud, compliance etc
Many thanks
Rick
Read Answer Asked by Rick on April 10, 2015
Q: Hello, just wondering if you would hold onto prgo at this point or sell, had a 20% pop today. I have a 3% position. Thanks for your opinion
Read Answer Asked by Sheldon on April 09, 2015
Q: CCT has been sliding over the past few sessions. When does this become a buying opportunity. Are there any new risks since the buyout announcement that are motivating the sellers. Thanks.
Read Answer Asked by Brad on April 07, 2015
Q: I own CCT on the tsx - will the price continue to fluctuate based on exchange rate until the deal is closed, and therefore, if C$ continues to slide, it is better to hold for now and look at selling if there seems to be some strength coming back in the C$ ?
Read Answer Asked by Alexandra on March 30, 2015
Q: As do some of the other members I own some Catamaran (wish I had more). I am wondering if you have had time to consider any good candidates worthy of analysis to replace it?
Many thanks
Mike
Read Answer Asked by michael on March 30, 2015
Q: Hello Peter & Co,
I hold CCT and would make 50% in 7 months if I sold now; but what about the challenges by a couple of Law firms?
Thanks,
Antoine
Read Answer Asked by Antoine on March 30, 2015
Q: Hi Peter
I bought this stock on your recommendation . It is now being taken over . Do I sell Catamaron now or hold on .
Read Answer Asked by Candi on March 30, 2015
Q: Hi 5.
For the next 12 months would you go with GUD or CXR if you could buy only 1? Thanks.
Read Answer Asked by Glenn on March 29, 2015
Q: Could we get your latest views on GUD. It's been off quite a bit the past few days. Is it good time to take a position?
Read Answer Asked on March 26, 2015
Q: Would appreciate your opinion on Merus Labs. Thanks
Read Answer Asked by ken on March 26, 2015
Q: Hello,

From the above companies (or any other in the sector) which ones do you think has the best potential for the next couple of years.

Thank you
M
Read Answer Asked by Marios on March 25, 2015
Q: Hello Peter & Co.
My exposure to Health Pharma (11% of my RRIF portfolio comprises CCT,CPH,CXR.GUD and VRX.
I hold in my TFSA (approach: buy and forget): small amounts of RX,PLI and would like to add equally small amounts of CRH and PHM; I value your opinion.
I also own in the TFSA: DHX Media but do not have any "small & torquy" Info Tech; would you please suggest a couple of names other than CSU,DSG,ESL,CGI,MDA and OTC which I hold in my RRIF?
Thanks,
Antoine
You may count this question as two questions.
Read Answer Asked by Antoine on March 23, 2015
Q: On PHM's recent conference call, management claimed they could reach $125 MM revenue run rate by end of summer 2015, and then stated that their new year end "goal" (not guidance) was for $175 MM run rate revenue. Taking this announcement into account, how does PHM stack up on a risk reward and valuation basis with CRH Medical and Nobilus Health Corp? For a risk tolerant investor, are any of these stocks buys today and in what order?

Thanks for the great service!
Read Answer Asked by Scott on March 23, 2015
Q: It's been over a year since Cipher's price has met it's 200 mva. Must be quite a shock! Plenty of CPH stock available for small fry like me. I have some small cap pharma winners that I could take some profit in PHM/GUD to make room. Is it worth buying now or should I wait for bigger fish to start nibbling?
Read Answer Asked by Gerald on March 23, 2015
Q: Hi Peter and 5i team, what are the catalysts driving Canadian/Global health-care/pharma sector at present. What s your near and mid term outlook for the sector and what headwinds do you foresee for the sector
Read Answer Asked by RAJITH on March 23, 2015
Q: In Johnathan Goodman's comments this morning, following release of their results, he indicated he will not rest until Knight realizes the same gains as Paladin (paraphrased). Do you see the possibility that this stock will go from $9 to $140 and was there anything in their year end results that gives a hint this is even remotely possible??
On another note, what happened to RMP Energy?
Thanks.
Read Answer Asked by Steven on March 19, 2015
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