Q: i have been reading that beacon lowered the price target to a $1 and also i read about medicare reimbursement cuts which can negatively impact PHM ? Do you think PHM is still worth holding or should it be sold? What are your thoughts on this company?
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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: Can you please confirm when Concordia next reports. Also what are earnings estimates.
Q: Please provide your comments on the release of Patient Home Monitoring`s 1st Quarter results and future prospects. Thanks.
Gerry
Gerry
Q: Hello, in your answer on inspiras earnings today you didn't mention anything about the reverse stock split. I thought this was very bad news. I've never seen a company do a reverse split and not go under. Would like your opinion on this.
Q: Convelo's quarter looks good to me. Could you please comment on the financials and the new CEO. Do you have any data on him? Is this a positive or status quo. Thank You
PS My sister recently compared the price of crude to a bucket of KFC. She told me that there is a thread going around social media that is also doing the comparison. The bucket of chicken was trading at a higher level for a bit last week. What do you think has more value? Please only deduct one question. You do not need to answer the second one but I am curious? Also please ignore if you have already answered another client on the same subject.
PS My sister recently compared the price of crude to a bucket of KFC. She told me that there is a thread going around social media that is also doing the comparison. The bucket of chicken was trading at a higher level for a bit last week. What do you think has more value? Please only deduct one question. You do not need to answer the second one but I am curious? Also please ignore if you have already answered another client on the same subject.
Q: knight did another deal yesterday, and the way goodman structures it , it seems brilliant.
but the stock cannot get any traction. can you comment on the stock and the deal. dave
but the stock cannot get any traction. can you comment on the stock and the deal. dave
Q: Could you please comment on Convalo's latest release on quarterly earnings.
Q: Recent downturn the health stocks went down farther than the average other groups. In fact, CXR went from $57 to $38. Now with this rebound, the health stocks seem to be lagging including CXR. On my I-Trade account, the most recent update with CXR in January, they have it listed as a sell. Prior to that, they had it listed as a buy. Do you know why this stock is underperforming considering it's been a pick of BNN several times and is in your model portfolio?
Thank you. Your answer will be well appreciated as I have a fair amount of CXR.
Dennis
Thank you. Your answer will be well appreciated as I have a fair amount of CXR.
Dennis
Q: Hi,
What do you think about the above us stock?
Good to buy ?
Thanks
What do you think about the above us stock?
Good to buy ?
Thanks
Q: Hello Peter et al,
Savaria (SIS) has announced preliminary Q4 info with Revenue up 24% and EBITA up about 40%. Full Q4 and annual results will be released about Mar 10. Questions:
1. They reported in Q3 that 54% of their revenue is from the US which is great. Is there any info on what percentage of their costs are in Canadian dollars as opposed to US dollars or Chinese RMB (which has only decreased about 5% vs the US dollar in the past year).
2. Any guess on how the EBITA increase will shake down to the bottom line? Note, TDDI shows estimated Q4 earnings of .06, same as Q4 2014, which seems a bit light.
3. Would it be reasonable to go above a 3% portfolio weight in SIS, or would you sit in the weeds given the market conditions? Note: our other industrial holdings are BAD 4.6%, TFI 3.1%, and WSP 5.8%.
Many thanks.
Savaria (SIS) has announced preliminary Q4 info with Revenue up 24% and EBITA up about 40%. Full Q4 and annual results will be released about Mar 10. Questions:
1. They reported in Q3 that 54% of their revenue is from the US which is great. Is there any info on what percentage of their costs are in Canadian dollars as opposed to US dollars or Chinese RMB (which has only decreased about 5% vs the US dollar in the past year).
2. Any guess on how the EBITA increase will shake down to the bottom line? Note, TDDI shows estimated Q4 earnings of .06, same as Q4 2014, which seems a bit light.
3. Would it be reasonable to go above a 3% portfolio weight in SIS, or would you sit in the weeds given the market conditions? Note: our other industrial holdings are BAD 4.6%, TFI 3.1%, and WSP 5.8%.
Many thanks.
Q: NTB is positive on a down day. How do you feel about the prospects for this company? Could the worse be behind them now and new management finally on track to deliver? Insiders seem to think so stepping up to the plate this past week. Is this a buy now?
Thank you
Thank you
Q: I assume revenue, and most expenses, for DR are in US dollars. Will the falling Canadian dollar have any significant impact on their earnings?
Q: Hi 5I Research team, Trying to read PHM' annual report. Some question marks:
On page 6 : " Revenue for the 12 month period ended September 30, 2015 revenue totaled $71.7 million up $50.5 million from the same period in 2014. The increase in revenue for the year w as driven primarily by the acquisitions of Black Bear, Black Bear North, Black Bear NH, West Home Health, Sleep Management and Legacy Oxygen in 2015, and Care Medical in June of 2014. Combined these acquisitions generated approximately $47.2 million revenue in the year from their respective date of acquisition. In addition favorable exchange rates benefited revenue by approximately $4.1 million." : the numbers seem to indicate an organic growth negative? What am I missing?
Bad debt expense= 6 M$ (approx 8% of revenues): versus 5% of revenue the year before: can we expect this to be a recurring expense? Is this a sign of bad management or a necessary bad that comes with the business?
Impairment of goodwill and customer relationships = 10 M$ : Isn't worrying to decrease the valuation of very recent acquisitions (Legacy, West Home, 0891532BC-a related party transaction, RMG and RMC)? Does it mean they overpaid for these acquisitions, bad allocation of acquisition costs or the new management is cleaning-up the balance sheet when starting their reign?
Stock-based compensation = 9 M$: Is it a one-time expense for the work done during the last fiscal year or is it a recurring expense? Written differently: can we expect other expenses for the acquisitions made in that fiscal year or exclusively new ones for future acquisitions?
Can you explain why and to whom the options were issued over the last +2 fiscal years (nearly 47 M! > 10% of shares)? Is it a way to pay the management in place or is it to pay while making new acquisitions and keep new "acquired managers" motivated?
This company seems to have a good strategy. The current year will reveal if operations are in good hands. But, the price paid for some acquisitions, and its accounting generate question marks. Do you agree?
Thank you for your collaboration, Eric (sorry for the lenght)
On page 6 : " Revenue for the 12 month period ended September 30, 2015 revenue totaled $71.7 million up $50.5 million from the same period in 2014. The increase in revenue for the year w as driven primarily by the acquisitions of Black Bear, Black Bear North, Black Bear NH, West Home Health, Sleep Management and Legacy Oxygen in 2015, and Care Medical in June of 2014. Combined these acquisitions generated approximately $47.2 million revenue in the year from their respective date of acquisition. In addition favorable exchange rates benefited revenue by approximately $4.1 million." : the numbers seem to indicate an organic growth negative? What am I missing?
Bad debt expense= 6 M$ (approx 8% of revenues): versus 5% of revenue the year before: can we expect this to be a recurring expense? Is this a sign of bad management or a necessary bad that comes with the business?
Impairment of goodwill and customer relationships = 10 M$ : Isn't worrying to decrease the valuation of very recent acquisitions (Legacy, West Home, 0891532BC-a related party transaction, RMG and RMC)? Does it mean they overpaid for these acquisitions, bad allocation of acquisition costs or the new management is cleaning-up the balance sheet when starting their reign?
Stock-based compensation = 9 M$: Is it a one-time expense for the work done during the last fiscal year or is it a recurring expense? Written differently: can we expect other expenses for the acquisitions made in that fiscal year or exclusively new ones for future acquisitions?
Can you explain why and to whom the options were issued over the last +2 fiscal years (nearly 47 M! > 10% of shares)? Is it a way to pay the management in place or is it to pay while making new acquisitions and keep new "acquired managers" motivated?
This company seems to have a good strategy. The current year will reveal if operations are in good hands. But, the price paid for some acquisitions, and its accounting generate question marks. Do you agree?
Thank you for your collaboration, Eric (sorry for the lenght)
Q: Do you think this company is getting bounced around with the market? If they can deliver on their loan book and free cash, do you see potential with this company? Is patience necessary to see upside given the market conditions, or would you sell for a loss?
Q: Hello.
Been watching and looking for an entry point for GUD. In a recent answer you indicated this would be a good time to buy. I don't understand how an investor would choose this as an entry point. The stock price seems to be diving through support values.......would you please comment on what makes this a good time to enter and take up a new position?
Thanks
Dave
Been watching and looking for an entry point for GUD. In a recent answer you indicated this would be a good time to buy. I don't understand how an investor would choose this as an entry point. The stock price seems to be diving through support values.......would you please comment on what makes this a good time to enter and take up a new position?
Thanks
Dave
Q: Hi 5i GUD-T has been in a down turn. Why? Is it still a buy?
Q: Hi team,
I am aware of your positive view on this company and am a follower of BNN,and noticed that Peter will be guest of Market call this Friday,Jan.15. He will possibly be asked by a viewer/follower about his opinion of PHM.
Fabrice Taylor was a guest on BNN, 2015-12-04,and mentioned that this company would"probably be sold in the next 12 months" I have not heard that they were up for sale,and as a speculation what would be a fair price should it be taken over?
Many thanks,
Jean C.
I am aware of your positive view on this company and am a follower of BNN,and noticed that Peter will be guest of Market call this Friday,Jan.15. He will possibly be asked by a viewer/follower about his opinion of PHM.
Fabrice Taylor was a guest on BNN, 2015-12-04,and mentioned that this company would"probably be sold in the next 12 months" I have not heard that they were up for sale,and as a speculation what would be a fair price should it be taken over?
Many thanks,
Jean C.
Q: I hold shares in Baxalta and am trying to decide what to do. I don't mind selling into the present market at a fair profit but I note shares are trading 10% under the terms of the offer from SHPG, I presume because few want to hold Shire stock, me included. Shire's price action over the last 18 months is pretty ugly and I show a P&F target much lower than here. Any opinion? Thanks, J.
Q: Greetings 5i Team,
I have been patiently (no pun intended) waiting for this company to bounce back after all bumps it went through the past year. As things were looking good at the beginning of the year (due to positive year end results), it has taken another step back recently due to what's been happening to markets around the world. I was wondering if it's a good idea/time to dilute the price of my $0.95 cost/share now. Thank you for your time.
I have been patiently (no pun intended) waiting for this company to bounce back after all bumps it went through the past year. As things were looking good at the beginning of the year (due to positive year end results), it has taken another step back recently due to what's been happening to markets around the world. I was wondering if it's a good idea/time to dilute the price of my $0.95 cost/share now. Thank you for your time.
Q: Hi folks,can please get your analysis on Q results finally released by Nobilis,would u rate stock a buy,hold or sell. Thanks as always