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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: With the aging population and growing need for home care, what companies do you recommend in this space.
Read Answer Asked by Tim on June 06, 2016
Q: i own some concordia, not a huge position like i have in knight-- by the way peter you have been right on on knight, this one i have owned it from the beginning, stable little downside because of cash, huge upside.
so my question is what is the fair value of concordia today and what is the fair value 6-12 months out if their earnings are reasonably good, they continue paying down some debt etc etc.forget the buyout. and why would they consider anything on a buyout less than 65. considering they did a financing at that price.dave
Read Answer Asked by david on June 03, 2016
Q: Lots happening here today. I understood from all the different sources that there was an auction and identified bidders were Blackstone, Carlisle and Apollo Global and maybe others. Blackstone and Carlisle are out for now because their bids were not competitive. There is a deadline on this auction.

Who knows what is true here but is this a real process. Wouldn't there have to be something more formal that would require a news release?

Thanks for you input.
Read Answer Asked by Mark on June 02, 2016
Q: Morning,

CXR having a bit of an off day today. I wonder if you think the recent strength has been based on business fundamentals or speculation of a deal?

Assuming that there is no deal to be found, I think you might still find it a worthy hold as it was recently a 5i top pick on BNN. Is that still the case? What would be the argument in favour of buying more?

If a deal were to occur, within what time frame might it be reasonable to expect?
Read Answer Asked by Tim on May 31, 2016
Q: If you could please comment on this U.S. company IMS Healthcare. I would greatly appreciate it. Can you classify it as tech or healthcare and how it compares to its historical data PE/PCF/PB and any other fundamental that is important to you. Would you still prefer GUD over this stock? My worry with GUD is that they do not use their cash and investors become irritated and fickle. I can benefit from IMS as it diversifies my portfolio a little more to the US.I am thinking of a 1 to 3 year hold minimum. Thank You
Read Answer Asked by Jeremy on May 30, 2016
Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.
Read Answer Asked by Les on May 30, 2016
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