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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: Hello Peter,
With regards to the question posed to you for HCG by one of your members, i can relate to the frustration and disappointment that your team did not see it coming. However, at the same time, as investors, we have to realize that you can only advise based on the data you have available. Past data can be used as input to determine Future company or sector trends, but cannot guarantee success as no one can predict the future. I think it is best to focus on how we can avoid such stocks in the future given great metrics in the past (HCG had high ROE, decent PE etc ) and all of a sudden we start hearing issues with the company. Can you please shed light on what investors can watch for to avoid such pitfalls? I am using your service, watch BNN, read newspapers and other letters along with placing stop losses to minimize downside. From what i have seen, it is best to stick to decent paying dividend stocks like BCE, SLF, Banks, etc Growth stocks just seem to have too much hidden which comes to surface later or they are targets for short sellers. Thanks for your valuable input.
Read Answer Asked by umedali on April 28, 2017
Q: Hi 5i - even with all the problems at Valeant, it looks like it has a higher PE than CXR? For an investor willing to accept risk, is staying in CXR a decent decision? Im looking at the revised guidance and earnings and even with the lower expectations, it is expected to make big earnings and seems to be a very cheap stock. Thanks, Neil
Read Answer Asked by Neil on August 17, 2016
Q: I enjoy your reply to our questions very much and feel time to have your option about my holding for VRX ,CXR and AGN.specially about VRX which I have 700 shares. My healthcare mutual fund seems not performance very well. Should I hold ,sale or buy more?Thanks
Read Answer Asked by qing jie on June 07, 2016
Q: Not a question, but a comment, further to Valeant pharmaceuticals. Aren't they the company that bought up off patent drugs and then boosted the cost by a couple thousand percent, thus by passing the cost of R &D, but still charging the exorbitant prices they claim are necessary to make back R &D? I'm stunned nothing seems to have been done about this.
Read Answer Asked by M.S. on May 03, 2016
Q: Valeant was a company showing everyone that is was not a well run company with no R&D, and a CEO focused only on expansion and looking good to the stock market. And funny accounting.

But the market, Wall Street, Bay Street and most investors willing overlooked it!! Including 5iResearch.

Podcast: As identified from minutes 0:35:10 to 0:45:10

http://www.podbean.com/media/share/dir-4scbv-17fda94
Read Answer Asked by Stan (1) on May 02, 2016
Q: Hi Peter, So tomorrow probably would be a significant down day as this futile attempt by this credit holder to ask for default. Can you give me reasons why some rational investor should not buy(as company already promised filing by April 30th)? I see these positive short term catalysts. 1. 10-K file by 30th April, 2. New CEO in weeks, 3. Probably some analyst upgrade days after 10-K filing, 4. 2nd quarter report showing nice cash flow. On the negative I see 1. Hilary Clinton's posturing and other headline risks. Can you please think of any other negative catalysts I am missing? Your detail analysis please.

Also is there an opportunity in Valeant bonds? Can you please provide some tickers of their bonds(probably those are maturing after 2018) from your Bloomberg? I could not find it. And your detail analysis on their bonds please. Much appreciated.
Read Answer Asked by Sridip on April 13, 2016
Q: VRX shares have certainly been my most profitable trades since the fall of 2015 with continuing Short positions, however I have a small amount left as of today - April 1. The remaining holdings are through TSX but held in an Ontario corporation. Based on the 15 day Stop Trading Order by the Quebec authority starting today, what is your advise? Thank you.
Read Answer Asked by Robert on April 01, 2016
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