Investment Q&A

Q: Hi Peter and Team,
What is the reasonable take over price for Concordia?

Thanks

Q: What is the most likely scenario with Cxr tomorrow after it was halted today,do you think it will trading at the opening bell or what has to happen to "unhault " trading have 300 shares and have a nice profit on a quick trade just wandering the best way to sell tomorrow thanks for your great service

Q: Concordia has been acting very poorly for quite some time, especially since their last earnings report. Is it still being associated too much with VRX or is there something else? (i.e management compensation) I do not want to exit my position as this seems so cheap based on forward earnings. I know they have a ton of debt but this should be managed based on their forecasts. Is this just a case of the market being short sighted?

Q: I'm wondering why a trading halt would last for so long when the news is already out, and it's something as benign as preliminary discussions after being approached by another party. Is there something else coming?

Q: Hello Team,
Could you give me your analysis on Allergan. It is down dramatically since the merger with Pfizer was stopped. Is it great value, or a value trap/
Thank You,
Barry

Q: just reading the Annual and Special Meeting of Shareholders and Management Information Circular and noticed that they want to do a Share Consolidation sometime in the future. Is this a good thing as I have often seen the price of the stock decline after doing a stock consolidation?

Thanks
Dolores

Q: Hello team, How would this news released yesterday (19 April) affect PHM? Worth holding?
Thank you!

...announced today that it has promoted Greg Crawford to the position of Chief Operating Officer.

In finalizing the post-closing payments for the previously announced acquisition of Patient-Aids, PHM and Mr. Crawford have agreed to amend the original purchase agreement which required PHM to pay approximately $11.4 million to Mr. Crawford in a combination of cash and shares over two payments in April and October 2016.

Under the amending agreement, Mr. Crawford has elected to receive all of the remaining consideration due under the original purchase agreement for 33,758,952 shares in addition to stepping into his new role as Chief Operating Officer. As a result, total insider ownership will exceed 20%. In addition, PHM will issue to an arms-length party 285,000 shares associated with the closing of the amendment. The foregoing transactions are subject to final approval of the TSX Venture Exchange.

Q: Can you give me your opinion of CRH as a speculative growth stock

Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.

Q: Is NHC worth considering as a buy? I need a Health Care Industry in my RRIF or TFSA portfolio so if you have any other ideas let me know! Thanks.

Q: Would appreciate current comments on QLT after the distribution of Aralet and with lots of cash on the balance sheet

Q: I bought this as Tribute awhile back as a small growing pharma. Since merger with Pozen it has only gone down. Is this valeant effect or too much debt?

Q: I am down 82% with this stock and considering bailing and adding the proceeds to my existing position in GUD. This would bring my GUD position up to 5%. I would like your opinion of this move and on a scale of 1-10, what is your assessment of the risk levels of the two stocks? Thank you.

Q: Hi Peter, So tomorrow probably would be a significant down day as this futile attempt by this credit holder to ask for default. Can you give me reasons why some rational investor should not buy(as company already promised filing by April 30th)? I see these positive short term catalysts. 1. 10-K file by 30th April, 2. New CEO in weeks, 3. Probably some analyst upgrade days after 10-K filing, 4. 2nd quarter report showing nice cash flow. On the negative I see 1. Hilary Clinton's posturing and other headline risks. Can you please think of any other negative catalysts I am missing? Your detail analysis please.

Also is there an opportunity in Valeant bonds? Can you please provide some tickers of their bonds(probably those are maturing after 2018) from your Bloomberg? I could not find it. And your detail analysis on their bonds please. Much appreciated.

Q: Hi Peter, So my RBC Direct Investing just removed the ticker from my portfolio for Guestlogix. So my $8K is worth zero now. I called the Guestlogix IR department but no one is picking up the phone. Is there any way to get any dollar back from Guestlogix? I meant should I keep trying their IR department? Do you know any other way?

My worry with PHM is similar, I am 80% down on it. Do they have any debt? What kind of cash flow they are generating? Are there business fundamentals improving? Can you please provide their price to cash flow and price to earnings for 2016? Last year when they was acquiring did they issue debt or issue shares? Do you think it would go higher if I just keep it for 2-5 years? Can you please name any other public company in the same business like PHM(and what is their valuation?)?

Q: Looks like GUD has broken out and it is now above its 200 MA. Is it time to buy more? I'm in for the long haul. Thanks.

Q: Your opinion would be appreciated, as always, many thanks!

Q: What are your thoughts about today's news release ?

Q: I lived through the BreEX scam and promotion. Kind of watched the GXI Guestlogix episodes. Now watching PHM.So many companies are well promoted and pushed. The analysts are not infallible and listen to the company lines. If it makes sense, we take a look.
My question is simple. PHM has a business. Management is changing. Is it a viable, potentially good company that can survive and prosper? Or is it likely to end up like GXI.
My take on BreEx was that it was totally dishonest. GXI was incompetence by management. How about PHN looking forward 2 -5 years.