Investment Q&A

Q: is the rise in the stock price the last couple of days warranted by news facts and could it go back down as fast as it came up

Q: With the drop of SIS, with no position. Is this time to add a full position?

Q: Good morning, I need to increase my healthcare to 5%. Only holding now is GUD which is 1.7%. Considering going back into PLI and another name or what do you suggest? Have spare $US if that would be better.
Thanks for the continuing helpful advice..

Ted

Q: In many of the ETFs that track US healthcare, some of the sub-sectors took a hit yesterday while others outperformed. Is it too early to tell what this portends? Given the new U.S. admin, I’d be grateful if you could share your thoughts on your favourites in this space, especially among the broadly diversified ones. Thanks very much.

Q: Hi, Any comments/significance of following news.

Savaria President and CFO Exercise their Warrants
10:19 EST Wednesday, November 09, 2016
LAVAL, QUEBEC--(Marketwired - Nov. 9, 2016) - Savaria Corporation (TSX:SIS) ("Savaria" or the "Corporation"), one of North America's leaders in the accessibility industry, announces that a company wholly owned by Marcel Bourassa, President and Chief Executive Officer of Savaria and Jean-Marie Bourassa, Chief Financial Officer of Savaria, has exercised 500,000 warrants to acquire an equivalent number of common shares of Savaria at a price of $4.25 per share. Savaria will receive gross proceeds of $2,125,000 from the issuance of the shares.

The warrants were issued in connection with a bought deal private placement completed on April 15, 2014, and were set to expire on April 15, 2017. As of today, 1,004,750 warrants have been exercised, representing 35% of the 2,875,000 warrants issued in connection with the 2014 private placement.

Savaria now has 36,350,197 common shares issued and outstanding. Combined, Marcel and Jean-Marie Bourassa hold, directly and indirectly, 14,874,022 shares, representing 40.9% of the Corporation's issued and outstanding common shares.

Q: Please name a couple of pharma stocks that could rally with the election results. Thanks!

Q: I got into CRH after reading your comments on it (and other reports on the website), and added more before the earnings report, so kudos to you. Now that the stock has moved up so much, however, I am trying to figure out how one can tell if it has moved up too much, too fast. My question, then, is how do you tell when it is overvalued?

I know this is a difficult question for a stock that is small, with high growth, and depends on acquisitions, but nonetheless, one has to make decisions and I am struggling with it. I only have a half position in this, so its not a huge risk for me, and I love to watch the daily moves and growth in cash flow.......but I don't want to be married to any stock beyond all reason. Your thoughts would be appreciated.

Q: CRH seems to be moving up on good volume. Are you aware of any news that might be causing this.

Q: I use the word gambling in this question as this is what it is-so would Valeant at this point be a better choice than Concordia if one wanted to gamble on a bounce.

Q: Can you provide a schedule for the various debts of CXR.
Presume it's unrealistic at this time to guess at future earnings for next 2 years.
Thank You
Joe

Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

Q: knight is by far my biggest holding, watching it drop from 9.80 to 8.50 this morning was painful, I kept buying all the way down.
and then 20 minutes ago the news comes that knight is in negotiations to buy back paladin at a much lower price,whats is your take on this as the stock rockets higher. dave

Q: This stock has basically declined since inception. The current dividend is just over 9%. Is this sustainable for 2017 and onward? What is your opinion of the stock?

Q: Do you have any idea why Trillium is losing 40% today? Their public announcements this week seem positive?

Q: Hi,
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you

Q: Hello, can you please comment on Convalo Health Int. latest quarterly release.

Q: I'd like to start a long term position in at least one or two healthcare stocks or ETFs, but the sector looks treacherous and I can't quite decide. I'm considering a wide range of names, including companies like JNJ, PFE, AMGN, NVO, NVS, RHHBY, MDT and ETFs like XLV, IBB and especially IHI (medical devices). I've read many of your prior comments, including one where you recommended AMGN. In light of the latest news about AMGN and its issues with Enbrel, I'm curious to know if your opinion has changed, and how you might compare it to NVS which has a competing drug. Mainly I'm wondering if any of the investments I listed sound promising, and how you might rank them. Thanks very much for your thoughts.

Q: How do you think biotech will behave with the looked for Clinton win? Do you think a better buying opportunity is in the future?

TIA

Q: This TSX listed stock has been quite volatile and up nicely this year. Any comments regarding future growth?
GUY R

Q: Could I have your view on there 3rd quarter report. Would you say this stock is a strong buy?