Q: Can you please comment on the acquisition made today? After lots of acquisitions should this not finally alleviate growth concerns?
Also, from Cardiome's recent investor presentation it looks like they had Canadian tax credits of 190M cad @ 26% = $49M (versus the company's 75M total tax credits). I am assuming that is what "NOL CFWDs" means? From the news release it appears Cipher may get these credits in the transaction. That seems very beneficial for Cipher as they would be in a position to actually use them immediately where Cardiome operating at a loss could not. Is my thinking correct here?
Q: Your take on the year end earnings please. Is 14% growth in rev's enough? Is a 9 % drop in adj net income a worry? Is my stake in this company looking better or worse after their year end release?
Q: TV entered into an agreement with Puma on March 16 at a cost of $500,000. This is not that much money but is this a beneficial agreement for TV & its shareholders? It appears that the strike price for the shares & warrants is quite low but there may be more positive facts & conditions that have not yet been released.Is TV getting a good deal for this agreement or is so small it is inconsequential? Thanks as always,
Dave
Q: I have a question about 3142 I own ing at a price of 9.00. I like the stock but ut has dropped quite a bit, I don,t see any news. what is your view. thanks bill
Q: a followup to the results announced by Antibe, Knight (gud/t) has been given a spot of the Board of Directors. How significant is this news and what relationship does Knight have with Antibe,ie: have they previously participated in finance for shares,etc. I thought Knight would move on this news but in the red today. Thanks as usual, JB from beautiful Laurentian Mountains. PS:great spring skiing here
Q: 5th Estate program on "kickbacks" in generic drugs pretty eye opening. I realize there is a difference between monies paid directly to an individual for favours v's monies going to the company entity for overhead and other costs but appears they plead guilty to a wrong doing. Could this not set them up for class action suits for customers to may have been over charged? The other worrisome part seemed to be the practice is widespread. Talk about a bread scandal. Is there a worry here or do you think 5th Estate may have over exaggerated what is actually going on with generic drug pricing?
Q: Good Morning Folks,
I have had a good run with AZ and TV but it looks like the zinc price may be slumping with increasing inventories. Would you recommend holding or selling all or part?
Dennis
Q: what if I use the cash component of my model balanced portfolio to buy,say,tdb3098 mutual fund units;would this move undermine some aspect or purpose of the portfolio?
Q: Do you see any growth upside to this company. The PE, PB, Dividend, Debt/Cap etc are all good, but the share value is plummeting and I'm missing where there might be growth and share price upside. Your thoughts please ?
Q: Could you please rank these USA healthcare stocks in terms of long term capital appreciation. No immediate need for income, looking more for growth. Besides these names, do you see any other interesting healthcare names in the USA with good long term growth prospects? Thanks as always
Q: Some time ago GEI said that it would sell some assets. Apparently it now has a deal. Was this a good move? I know that it has a lot of debt but will this sale hurt the revenue line?
Q: Clearly the stock is in the doghouse and is getting no love whatsoever. Reading the Q&A's I keep reading that the dividend is covered by cash flow. There is no disputing that fact when looking at the cash flow statement. But the dividend pales in comparison to the other huge use of cash which is capital projects. What do you think it's going to take to turn the share price around? The market does not like something regardless of all the handholding and reassuring management has done. Maybe the company needs to come out and say they are stopping all future dividend increases (it yields well over 6% now) and that cash will go directly to pay down debt. Do you think that would be a catalyst to stop the freefall?
Q: Hello 5i team,
I hold 3 stocks in the energy sector: ENB since 2012, KEY since 2010 and PKI since 2006.
With an average total return of 5% per year (which basically equals the yield) ENB is, by far, the worst performer.
That begs the question: granted ENB is a good company, but it does not seem to be a good stock to own.
Thank you,
Antoine