Q: I would like your opinion on Aeterna Zentaris(aez).
Thank you for great service.
Milan
Thank you for great service.
Milan
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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: I see several law firms proceeding with class action activity against CXR. Is it worth while to register for these?
Q: Can you please comment on QHR earnings please?
Q: Hi guys. I have 400 shares of Concordia should I sell and put the proceeds into GUD?
I currently have 2000 GUD shares. Any other recommendations to consider in health care at this time?
Thank you
David
I currently have 2000 GUD shares. Any other recommendations to consider in health care at this time?
Thank you
David
Q: Trillium Therapeutics (TR) reported on August 12. Could you please speak about the results and whether this is a continued hold? This is a small position in my portfolio, firmly entrenched in the "speculatives" for now, at 2%. Is it worth adding another percentage point? Thanks, as ever, for your service.
Q: Can you provide your view on Novo Nordisk? It took a real hit last week.
Why did this happen, and what is your view going forward?
Why did this happen, and what is your view going forward?
Q: Gentlemen:
Sorry for another in the string of CXR questions. Early last June, Blackstone and Carlyle dropped their bid for CXR when the shares were selling in the $36.00 range. Considering that the shares have crashed since the acquisition of Amdipharm, can you see a company such as Knight GUD making a bid? They have a strong seasoned management team and have had some financial involvement with the firm. Debt apparently does not come due for another 4 or 5 years.
Thank you
Sorry for another in the string of CXR questions. Early last June, Blackstone and Carlyle dropped their bid for CXR when the shares were selling in the $36.00 range. Considering that the shares have crashed since the acquisition of Amdipharm, can you see a company such as Knight GUD making a bid? They have a strong seasoned management team and have had some financial involvement with the firm. Debt apparently does not come due for another 4 or 5 years.
Thank you
Q: Hi 5i - even with all the problems at Valeant, it looks like it has a higher PE than CXR? For an investor willing to accept risk, is staying in CXR a decent decision? Im looking at the revised guidance and earnings and even with the lower expectations, it is expected to make big earnings and seems to be a very cheap stock. Thanks, Neil
Q: Hi,
I have seen multiple shareholder lawsuits against CXR. What do you think about them and how will they impact the stock going further for those still in it?
Thanks
I have seen multiple shareholder lawsuits against CXR. What do you think about them and how will they impact the stock going further for those still in it?
Thanks
Q: Is today's drop of concern or is it normal course of a correction? And what's your opinion of the company?
Q: New President and CFO formerly from Palladin who worked with Goodman and was instrumental in selling Palladin to endo has been hired at Knight. Once acquisitions are announced as she will surely make acquisitions this should kickstart the stock. Am I right in that Knight is sitting on a lot of cash?
Q: from p hodson moments ago.......
"Unfortunately we think too many investors are playing individual stocks and not following a portfolio approach"
bingo!
if you have a balanced portfolio, you hold 25 individual stocks averaging 2 - 5% each
on a 500k portfolio, if you had 5% in CXR and bought at the peak ($117) and sold today at $12.17 you would have lost $22,500 (ish)
on an absolute basis $22,500 hurts, yet a portfolio loss of 4.5% is nothing
even with this loss, chances are some of the other 24 issues were up and you clipped a few divvies and likely your portfolio is flat to + 3 - 4% ytd
yet people are greedy and contrary to accepted wisdom want to
over buy the most risky of assets
and then 'double down' to 'get back my money'.....
5I is not a baby sitting service; sometimes you must put on your big boy panties and learn to read a chart or at a minimum institute a system which will allow you to cut your losses
history repeats again and again and yet again
don't look now but the north American equity markets are at all time highs and sitting on deflating earnings and increasingly lower breadth......
maybe 4.5% was a gift; a wake up call as it were
cheers
"Unfortunately we think too many investors are playing individual stocks and not following a portfolio approach"
bingo!
if you have a balanced portfolio, you hold 25 individual stocks averaging 2 - 5% each
on a 500k portfolio, if you had 5% in CXR and bought at the peak ($117) and sold today at $12.17 you would have lost $22,500 (ish)
on an absolute basis $22,500 hurts, yet a portfolio loss of 4.5% is nothing
even with this loss, chances are some of the other 24 issues were up and you clipped a few divvies and likely your portfolio is flat to + 3 - 4% ytd
yet people are greedy and contrary to accepted wisdom want to
over buy the most risky of assets
and then 'double down' to 'get back my money'.....
5I is not a baby sitting service; sometimes you must put on your big boy panties and learn to read a chart or at a minimum institute a system which will allow you to cut your losses
history repeats again and again and yet again
don't look now but the north American equity markets are at all time highs and sitting on deflating earnings and increasingly lower breadth......
maybe 4.5% was a gift; a wake up call as it were
cheers
Q: I should have dumped CXR immediately after receiving your email on Friday, but incorrectly assumed that the 20% drop at the time was as bad as it would get and that I would just wait until I made some other portfolio tweaks next quarter.
I've decided that I am going to replace CXR with BIIB. Would I be best to do this immediately or wait another quarter? Can CXR really go any lower? Perhaps it will get a bounce and outperform BIIB in the short term as value investors move in?
I've decided that I am going to replace CXR with BIIB. Would I be best to do this immediately or wait another quarter? Can CXR really go any lower? Perhaps it will get a bounce and outperform BIIB in the short term as value investors move in?
Q: I am still invested in CXR.
1) Is CXR going to be bankrupt, or what is the probability of it happening.
2) The current prices are too cheap for a company that has a decent revenues. Missing a quarter earnings and a lower forecast for 2016 is not something that hasn't happened before. I see a reason to be invested in it for say another 2 yrs. Is that reasonable.
3) Is there a thesis to hold rather than selling off now.
1) Is CXR going to be bankrupt, or what is the probability of it happening.
2) The current prices are too cheap for a company that has a decent revenues. Missing a quarter earnings and a lower forecast for 2016 is not something that hasn't happened before. I see a reason to be invested in it for say another 2 yrs. Is that reasonable.
3) Is there a thesis to hold rather than selling off now.
Q: Please help me to understand that if 5I doesn t have any more intel on company management than that of the avg investor,what is the benifit of membership?
I, like so many others in this forum have been ambushed with the recent developments and incurred losses leaving me disillusioned
with 5 I research.
I really thought that with 5 i"s connections to the market they had more insight,(cxr hasn't been the only surprise)
Please understand I am not blaming 5i for this,it was my decision at the end of the day. I just don't see the benifits of renewing my membership.
Thank you for the education.
I, like so many others in this forum have been ambushed with the recent developments and incurred losses leaving me disillusioned
with 5 I research.
I really thought that with 5 i"s connections to the market they had more insight,(cxr hasn't been the only surprise)
Please understand I am not blaming 5i for this,it was my decision at the end of the day. I just don't see the benifits of renewing my membership.
Thank you for the education.
Q: Is this company following other disastrous drug companies. MSL stock is down 20%. Earnings look ok. Your analysis please. Sell or hold?
Q: Hi Guys,
What are your thoughts on the recent quarter and more specifically the cash burn? Any insight into the subsequent drop in share price during Friday's conference call?
What are your thoughts on the recent quarter and more specifically the cash burn? Any insight into the subsequent drop in share price during Friday's conference call?
Q: Looks like PLI is drifting down since the release of their latest results.
Would appreciate your views on results and forward expectations.
Thanks
John
Would appreciate your views on results and forward expectations.
Thanks
John
Q: With the devastating losses I’ve suffered on CXR (-85%) and PHM (-80%) my holdings in the healthcare sector are down to 5%. I was considering purchasing some IBB to bring it up a bit. After my experience with CXR and PHM I’ve become a bit worried about owning individual healthcare names and am now feeling more inclined to want the safety and diversification of an ETF. How do you feel about IBB or do you have any other suggestions? I already own GUD, SIS, and XLV.
Q: It is easy to fault advisors when things go south but they are only making decisions based on the information given to them and trusting the source of that information. I got burnt on PHM and many very honest and reputable advisors such as Peter and Jason Donneville were believers also. CXR is EXACTLY the same. The events which unfolded at these two companies should prove to us that above all else the number one metric in evaluating a public traded company must be the Quality And Integrity Of Management. When any critic corners that one, let me know, please