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Investment Q&A

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Q: I have a fairly well diversified portfolio however I could use some more healthcare sector exposure. I have been looking at Cipher, Knight, Concordia and Merus to initiate a small position in my TFSA. I am interested in mainly growth and have expect to hold it 3-5 years at this point in time. From your past responses, I'm guessing you like Concordia the best but it seems fairly expensive to me. Which one would you prefer or is there another I should consider.
Like everyone else, I really appreciate the service you provide.
Read Answer Asked by Todd on October 31, 2014
Q: I'm fairly well diversified with your model portfolio stocks but I do take on some fliers for some spice. I see you occasionally sell down on stocks that go up and buy up on stocks that are down. I think you do this for companies that you rate as good investments only. My question is does this strategy apply to more speculative stocks as well. I guess in my mind I view these speculative ventures as a partitioned subset of my portfolio. For example I'm well up with Concordia CXR but I'm down with Questor QST, Enterprise ESI and C-Com CMI. Should I sell some CXR and buy some of the others? Or should I just leave these all alone as speculative ventures that were one time good ideas and sell when I think I've had enough keeping in mind reasonable weighting.
Read Answer Asked by Brian on October 26, 2014
Q: Regarding Concordia Healthcare (CXR): do you suspect there could be headwinds against companies that employ "inversion" as a means of growing their earnings per share, as this strategy may appear "gimmicky".

If public sentiment turns against inversion stories, do think companies like Concordia could be affected?

Lastly, could you provide us with CXR's earnings per share estimates for this quarter?

Thanks again.

John
Read Answer Asked by john on August 13, 2014
Q: Hello 5i team,
In early May, I sold all my VRX shares to buy a ½ position in each of CXR and GUD with the view to maintain the ½ position in GUD but to add another ½ in CXR.
CXR has flown up by 26% since then and that is making me hesitate to buy the other ½; my other holdings in the health care sector are a full position in 2 ETFs namely XHC and ZUH; I still have some spare cash so what would you suggest?
Thanks
Tony
Read Answer Asked by Antoine on July 23, 2014
Q: I am looking at Concordia CXR. I know we have to look forward but this company was .96 a year ago, now around $36. It's not where it was was but where it is going but I can't get my head around the $36 price. I see they only have 14 million shares outstanding so that is a plus. But I am afraid as soon as I buy it they will do a financing to shore up the balance sheet and the stock will fall. Please help me forget where CXR was a year ago and think about the future.
Read Answer Asked by Helen on July 07, 2014
Q: Hello Peter and the 5I research team
I am interested in CXR, it strikes me as begin a potentially great company. It has a great management team and a growing line up of drugs in their stable. It also seems to have great tax rate (blended tax rate in the single digits). Now do you see this company as a great take over candidate from larger US companies? I am thinking this company would be a great take over because of the "Corporate inversion" status that an American company could use with it. My guess is if it was a take over target that the take over would come rather, quickly before the US government can close the inversion tax loop. Does this idea sound possible? What are some of the pro's and con's of this company? Would you add it to a balanced growth portfolio? What do you think about a potential take over for this company?

Thank you
Read Answer Asked by Darren on July 07, 2014
Q: Hi Peter and gang. Any thoughts on Valeant (VRX) vs Concordia Healthcare (CXR)? Valeant's earnings estimates make it easier to evaluate on a p/e basis but has high debt and no dividend. Concordia has a dividend, lots of cash but short history as a public company making it hard to evaluate on a p/e basis. Any ideas what to expect regarding CXR's earnings and growth profile?

Terrific idea raising money for cancer. Good for you. All the best with your training. Look for forward to donating soon.
Read Answer Asked by john on April 03, 2014
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