Q: Any view on this company and its surgical robotic system ? Does the recent correction present a buying opportunity ? What would be your favorite in this sector ?
Regarding Concordia Healthcare, it seems to be a darling among analysts on BNN as one of three top pics with increasing frequency. Assuming that these fund managers are adding to positions and assuming that there is a consensus both that the stock is cheap and that a takeover is likely, what do we take away from the continually falling price?
It would seem that the company is a buy based on valuation and if not for that reason, then the potential for a premium to be paid during acquisition. Three parts to this question:
1. Do you see it drifting lower until concrete news about a buyout (or not) emerges?
2. What do you see it as being worth if acquired?
3. If the revenue is growing and the debt levels are high but cash flows allow it to be paid down, is there something else causing the price to remain compressed?
Q: Hi 5i - I have enjoyed the run up on WIN (now only down 6%) - I was considering taking the small loss and investing the cash in KXS (since its pulled back) - would you endorse the switch? I understand that KXS is still a risky investment, but sounds like a much better company overall? Thanks, Neil
Q: Hi folks,
I took a small position in Prometic Life Sciences when it was at $2.70. It's gone up quite a bit since then and I've been waiting for an opportunity to buy more. Considering doing that this week but am now looking at Concordia given the big drop today (I was considering before the possible buyout news but thought I'd missed my opportunity). Any information on the 9% drop today in CXR? Thoughts on taking a half position in each this week? I have no other pharma/medical positions so my exposure to the sector is limited and the positions would be relatively small. Thanks.
Q: Are there any Canadian companies involved in developing lothium ion batteries? If so, which would you recommend? Are you familiar with ARTX which trades on the Nasdaq? Would you recommend it to a value investor?
Q: Lately there have been stories about extremely wealthy Canadians taking their money offshore. Additionally, it is well known that large US corporations are domiciling in foreign countries to avoid paying taxes. I find that this anti-investing attitude becoming so pervasive among the very wealthy that I have to wonder why I should risk my hard earned cash, when these two groups seem to be protecting theirs and not reinvesting it. Please make the case why I should invest the 75% of my money now that is in cash ... frankly, I see nothing truly compelling in the markets these days.
Q: I read with interest your recent discussion of super stocks. Though they are notoriously difficult to identify and even harder not to sell prematurely, could you nonetheless provide a short list (e.g., 4 Canadian, 2 US) of "potential" super stocks with the understanding that there is little chance any will actually attain this lofty status.
Q: I'm a conservative investor and planning on investing 60% of my Portfolio on the following ETFS.
ZLU, NMW, ZUQ, ZGQ, ZWH and FHC, what are your thoughts?
Q: Hi Peter Concerning the current class action law suit, is there anything I should be doing as a shareholder. The news releases keep saying "shareholder alert". Is it time to sell.
Thanks.
Cam
Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael
Q: Good Morning- Wondering what your opinion is on the following - ZWH and ZWA. I am looking for a low risk income stream and trying to achieve a 5 % return. Thanks for your help. Ron