Investment Q&A

Q: Hi Folks
is it time to move on or is there still hope. Down 21% since I bought it a year ago. Can you give me a possible replacement if you think it's time to sell.
thanks

Q: Hello,

What's your take on TEVA after another big drop today?


Thank you.

Q: Please comment on earnings. Thanks

Q: As a follow up to my previous question, which one would you prefer if you had room for only one additional position at this time.

Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.

Q: There has been a humungous amount of insider buying from the CEO recently. Do you see anything to this? Your opinion of XON please.

Q: Good day Ryan and Peter. I would appreciate hearing your opinion concerning HTL last Reports Financial for the Quarter-Ended March 31, 2019. Do you believe that the recent stock price decline could represent a buying opportunity ? Much appreciated. Stéphane

Q: hi folks:

as a followup to my earlier query on savaria's accounting i would like your further comment

sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half

today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.

their accounting is unnecessarily complicated which always concerns me

if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward

in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth

comments?

thanks

Q: Have SIS closes the $14.55 financing?Thought it closed last week,but see no news.Please update.Thanks for u usual great services & views

Q: can you recommend any medical companies that you see for the next 5-10 years:
a. show potential good growth.
b. steady with dividends

Q: Good morning,
Can you please comment on the effects if any of the Huawei ban and its effect on Verizon, and would you purchase here? Also, see MDT is up today on no apparent news - would you still purchase at these levels?
Please feel free to deduct 2 credits for 2 questions,
Thank you.

Q: Hi Peter

every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line

profit is flat

what is wrong with the company, that growth never comes out the bottom line?

also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge

most quarters (except last one) those hedges are a drag on profits

and now they hedge interest rates too !!

thx in advance

Q: Can I get your opinion on DR? Seems to be on the downslope recently. Is this a good time to step in?

Thanks

Q: Should Savaria shareholders be concerned that in the recent Directors election J-M Bourassa had 30 % votes and S Bourassa 20% votes withheld?

Q: EOLS has fallen a lot on the news that one of their large investors is selling 4 million shares to ML. Does this drop make sense to you. The stock was 29 dollars a few weeks ago and now less than 17 dollars. What do you think? Do you think it will recover and should I hold my position or sell.

Q: notwithstanding what seems to be a good AGM yesterday and with further announcements forthcoming, the stock is mired at it new low for the year with much selling to offset any new buying. Good balance sheet with improving fundamentals. What gives here?? Some manipulation to keep it depressed?

Q: Great market response to decent Q($13.60 up .85).How was conference call? Time to add to my 3.5% position($17.28 p/p) Thanks for u usual great services & views

Q: comments on the quarter please?

Q: Do you think that Medison will now start selling off their considerable position in GUD? I know it's not in their interest to dump quickly and crash the price, but I can't see them being supportive of the company going forward. How do you see this playing out now?

Q: If I sold my GUD, but wish to stay in junior pharma, could you recommend 2 or 3 good alternatives. Thank you, Gaston