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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?
Read Answer Asked by Josh on October 31, 2017
Q: Can you please provide your opinion on a long term hold of Hamilton Thorne ($HTL.v) from this level? Currently the company includes the original IVF equipment business, toxicity testing business, and a European full service distribution business.

The company has telegraphed its intention to continue growth by the following:

1. Making meaningful acquisitions with active discussions underway;

2. Organic growth by expanding into new geographies and expanding the breadth of product and service offerings from both internal R&D and adding new 3rd party suppliers on the global platform; and

3. Cross selling between all of the integrated businesses.

It is also at the ~$100M market cap (fully diluted) where both new institutional and retail investors alike will start to take notice.

TIA,
Meredith
Read Answer Asked by Meredith on October 30, 2017
Q: I have small position in CELG (about 2%). With the recent weakness in the last week, would you suggest holding onto it, or even buying more? If I were to sell is there another healthcare stock you would suggest?
Read Answer Asked by Curtis on October 30, 2017
Q: It appears that what Peter has anticipated for CXR is about to occur. Financial Post reported earlier today, in part: "Following previous efforts to retool its capital structure, Concordia is beginning a court proceeding under the Canada Business Corporations Act (CBCA). The company hopes to reduce its existing secured and unsecured debt obligations by more than $2 billion."
Read Answer Asked by RANDALL on October 20, 2017
Q: I currently own a 3.5 % position in celgene. Yesterday's accouncement of a failure to proceed to a phase 3 drug trial has led to two analyst downgrades. The stock is down 6 percent pre market. Would you be comfortable, at this moment, to top up to 5%? Or do you see more downside for the company, and would prefer to let things settle.
Thank you
Karim
Read Answer Asked by Karim on October 20, 2017
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