Q: I have made a bit of money with Teva over the years. Kare Schultz is new leader and it looks like he recently successfully turned Ludbeck around----350% in last three years. I am watching Teva stock price plunge and am considering to get back in the next six weeks or so.
What are your thoughts ----at what stock price becomes great value
Q: I own crh in my tfsa, the loss is 80% and the current market value of the stock is just over $1400. I concur that the stock is on a losing ride and will probably fall even more for stock loss selling but since that doesn't apply to me. Is there a case for just holding on to a really lousy stock and perhaps there might be a turn around way down the road. As always thank you.
Q: I cannot open your answer to the October 11 question on RHT. Could you please give your opinion on RHT - it has had a major runup. Buy? Hold? Reduce? Sell? Thank you
Q: Folks seem a bit impatient with Knight. Do you know of other examples in your careers where a management sat on their cash for a long time waiting for the right deal.
FYI my last question was public but answered as private.
Like the upgrades though.
Clarence
Q: What are your thoughts on VRX? FDA gives a surprise green light to the drug VYZULTA which was not expected until 2018.
Would you recommend entering into a position on VRX today?
Q: When I look at the price charts for ENDP, TEVA, CXR, and VRX, I'm seeing companies that have a problem. Assuming GUD goes in as the white knight, are they buying products, divisions or manufacturing operations. Can you explain how GUD would go about acquiring the assets of these companies with their fat bank account?
Q: Teva seems to be collapsing today. Is this tax loss selling or has the outlook gotten that much more bleak? Is not the market cap a lot lower than its assets? Thanks, Mark
Q: I was reading your response to the question asked by Michel on November 02, 2017 regards DR in which you ended by stating that 5i decided to not issue a report on DR......could you provide clarity? or simply, why?
Q: Never fall in love with a stock, this means me and also 5i, since Jan./15 to now this stock has returned app. 10%, if you just bought ZUH, a health care etf, you had a 25% return. I don't what is expected of this stock,if it ever makes a purchase with it's cash, but does someone expect it to just rocket it value. Why not take 5i's advice, most of the time,. and invest in stocks on the rise, than hope that something changes. Too many good stocks out there to own, than this one. Don't try to be smarter than the market. Just my opinion.