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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: First bought a small position when it had dropped to $90 from its alt-time of around $117. Averaged down several months ago to a $53 cost and about a 3.5% position. Am thinking about chasing it at its current price of $29 to lower my cost to $40. Can't understand the downward pressure on this stock. I know it has some debt but also strong earnings. Can't help but think of Teck when it was down below $4 not that long ago and now is over $15. I don't like averaging down but it just seems so mis-priced. Forgetting about the short manipulations, do you you see any faundamental downside risk.




Read Answer Asked by Lloyd on June 20, 2016
Q: Hello team,
thank you for your all your investments answers and for the ones regarding Concordia Healthcare in particular.
Going forward it seems that unfortunately the sentiment towards Biotech stocks, Brexit, the similarities with Valeant, short attacks and other possible concerns with CXR is simply killing the share price and CXR has become a falling knife...

In addition technically speaking it just broke below 2016 lows... Do you still think its buyable now?

Thx again!
Read Answer Asked by Michel on June 16, 2016
Q: Hi Guys,

Can you speak a bit about the adjustments that CXR has been making to its financials? Is this accounting gimmickry? Is the underlying business sustainable without these adjustments?

My thinking is that these acquisition-related adjustments can't be made forever, so won't reality of low unadjusted earnings one day set in?
Read Answer Asked by Michael on June 15, 2016
Q: Hello, I am wondering where you guys can put the floor price for that stock (where is become so cheap that big investors will buy the stock) considering the fact that it seems that there is no institutional appetite for that stock even if it is falling like a rock and become cheaper...

The apparent "cheap" valuation of the company at this point does not seem to attract any big players and even if I believe in the company's potential.

I am scratching my head due to the fact that there is actually mostly short sellers attracted to the stock and as the share price keep falling, the company seems less and less it seems to me that the company lost control of its own destiny.
Read Answer Asked by Michel on June 15, 2016
Q: I would appreciate your opinion on which sector CSH.un is in.
The Globe and Mail has it listed in the healthcare sector. That makes some sense given the demographic of its clientele. However, other sources list it in the REIT sector. It makes some sense that it would be sensitive to the housing sector (i.e. if house prices fall, fewer seniors will be able to sell their houses to move into retirement homes.)
With respect to my attempt to be diversified across the 11 sectors, which sector would you place CSH.un in?
Thanks so much!
Read Answer Asked by Jonathan on June 15, 2016
Q: As a follow-up to CXR, I believe the uncertainty of the Brexit vote is also impacting share price, since AMCO is based out of the UK. Word on the street is any offer from Apollo Global Management is depenent on Brexit not going through. We may not see any recovery in share price until after the vote.

Regardless of the above, the uncertainty offers yet another opportunity to acquire CXR shares at a very attractive valuation (considering management offered good guidance at the last earnings call).
Read Answer Asked by Arneh on June 14, 2016
Q: How serious do you think the market's reaction will be to the company's latest press release which said, in part, - " Theratechnologies inc. (TSX:TH) regretfully announces that the Government of Quebec, the province where EGRIFTA ® was discovered, has refused to add it to the list of reimbursed medications." ?

Thank you for your valued opinion.

John
Read Answer Asked by John on June 10, 2016
Q: Hi,
Based on other questions asked, I see you aren't recommending Buying PHM anytime soon. I have more frustration with this company than AVO and AYA combined.
Can you enlighten me on how a company like this gets a "2015 TSX Venture 50 Company" designation on TMX Money? The whole concept of the company seems like a sure win, but it keeps going the wrong direction. My loss is so great on this one, it's not even worth selling because it's near worthless. Also, do you feel there is some light at the end of this tunnel say 2-3 years from now? What could help turn it around?
Read Answer Asked by Patrick on June 09, 2016
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