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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: Please comment on their latest quarter.
Include debt/adjusted ebitda ratio.
Read Answer Asked by sandy on March 23, 2016
Q: I hold JPM and INVN in my US portfolio. INVN has not done much and JPM seems to be too dependent on the Fed.
What is your opinion on these two stocks and would I be better off selling these two and buying GILD.
(also own BRK.B, CVS, INTC, IWO, QQQ, VIG in my US account)

Thanks
Read Answer Asked by Irshad on March 23, 2016
Q: Dear Team,
how would you rate these two biotech stocks? Trillium, having received financing, is now considered a 'strong buy'.
Thank you for your input!
Read Answer Asked by Sigrid on March 22, 2016
Q: Would like your view on pli after today's news,
sounds promising. Expensive here?
Thanks
Read Answer Asked by howard on March 22, 2016
Q: AMGN seems to have a broader range of products on the market than GILD which appears to be hepatitis-c drug weighted, so why is AMGN not the better stock to purchase in your view? Thanks for your take vis-a-vis these two US stocks.
Read Answer Asked by Doug on March 22, 2016
Q: would you buy gild or uhn both of them or neither one?
Read Answer Asked by Gary on March 22, 2016
Q: would you buy it at todays prices?
what safety level would you rank it at
Read Answer Asked by Gary on March 21, 2016
Q: Any comments on today's news item about a relationship with a company and product I have never heard of? Market seems to have liked it somewhat on much above average volumn.
Read Answer Asked by george on March 21, 2016
Q: Hello.
As most, I am not accustom to having my capital cut by 25% in 4 days like I have experienced with CXR. My bad for being drawn into this type of investment.
As I am here now, I was expecting to see someone ask for your market experienced comment on what we just witnessed this week and how to deal with it.....as I wonder what is next.
Is there a story that goes with this cut in share price? (Wise and Seasoned Investors getting out before earnings?) Or do we just sit blindly believing it is all due to Valiant?
Appreciate your input.
Thanks

Read Answer Asked by Dave on March 21, 2016
Q: Hi Peter, How do you analyze the current situation? I heard on CNBC that it is not in debt holder's interest to serve them default notice as then debt will go down more in short term. What else is unknown? If we all agree with the guidance it is 2.5X 2016 earnings now. Do they have to issue any new debt? If not then there is no question of their borrowing rate going up. Am I right? So how does this temporary situation have any real business implications? You can figure out from my tone that I am long on this name. Now here is my reason for being long. 1. Every day 10000 people in north america turning 60 until 2030, so they got tailwind for derma and GI. 2. Also they have diversified across eastern Europe and mexico, so again well diversified. 3. US congress and senate still held by republicans, so even Hillary/Sanders cannot pass anything to curb drug prices in 2017-2018. 4.They have 3 very successful activist(2 valueAct, 1 pershing) on their board, who will extract value, also I hope they did/still doing extensive due diligence. 5. Debt- it is not mining or oil, they will have strong cash flow around $2 billion to pay the debt. Anyways, can you please come up with some points that a guy with short position will think at this price point?? Also please correct me if I am wrong in my long assumptions. I would better be wrong than loose money.
Read Answer Asked by Sridip on March 18, 2016
Q: What is the consensus in US dollars for Q4's revenue, adjusted ebitda and adjusted eps?

thx

Read Answer Asked by sandy on March 18, 2016
Q: peter i made a few bucks lat year and bought in at 0.60 is there a hope or should i bail thanks
Read Answer Asked by aldo on March 17, 2016
Q: Any reason for the current weakness here on high volumn? Still sitting on more cash than stock price per share. Thanks
Read Answer Asked by george on March 17, 2016
Q: Hi Peter, I listened 2 hours conference call yesterday and went through the presentation and it seems like to me that their 2016 estimate is lowered because of some headwinds and also some because they want to be conservatives on their estimate. Did you feel the same from their call? Also I don't understand why could not they file 10-K before March 15? Cannot they ask their board committee to work extra hours for review? Or cannot they pay more to PWC to audit it faster? I don't understand the reason? With their lower earnings estimate it seems like they have 3 times 2016 earnings now? Do you think it is a contrarian buy now? What else can be other negative catalyst to take it more down from here? would you suggest to buy for 3 years hold?
Read Answer Asked by Sridip on March 17, 2016
Q: Just sell - NOW!! Don't wait another day! JUST SELL!!!
With 30B in debt; nearly 40B in questionable Goodwill & In-tangible Assets & no audited Financial Statements; - what else would you need. As well, apparently they are now in breach of their Walmart contract for non-compliance & of course, there is the US Justice Dept. investigation as well as the SEC probe. Sounds about right for an auction - if there will be any realizable assets.
Read Answer Asked by Robert on March 16, 2016
Q: I recently had my shares of TRX converted to Aralez. ARZ reported today and the stock took a huge hit. Is this worth holding or should I sell. Would these earnings include TRX or would it just be Pozen results, the company they merged with to form ARZ
Read Answer Asked by Bruce on March 16, 2016
Q: Once again another beat-up stock shows strong results - what are your thoughts?
Read Answer Asked by Brent on March 16, 2016
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