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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 am puzzled by this company. Other than their SG&A being too high the company seems, on the surface, to be improving. They had a major fire at their plant in PQ which created a supply issue with regards their customer base but that has been resolved. They had some problems with a few other countries trying to ignore their IP but that has pretty much resolved. There are only two countries that can sell their product (krill oil) into China and Canada is one of them. They just announced their first quarter results as below;
Revenues reached $11.3 million, up 270% versus last year
• Gross margin on sales rose to 30.5%
• Nutraceutical segment generated positive Adjusted EBITDA of $1.1 million compared to a loss of $3.2 million a year ago
• Completed first sale in Chinese market and of MaxSimil® in July
• Cash balance of $5 million
• Revised Revenues guidance from $41 to $43 million
I have my opinion on this company but I would appreciate your perspective.

Thanks
Pat Sherman
Read Answer Asked by Patrick on July 13, 2016
Q: I recently sold a small position in CZO after the run up and their announcement today. I did not like the private placement doubling while simultaneously lower the strike price on warrants to $1.50... I thought the previously sized raise and terms were very strategic but now I think there could easily be some cash over hang and general selling pressure with the raise and warrants priced much lower. Do you share this view? What do you think is a decent re-entry point for a higher risk investor?
Thanks
Read Answer Asked by Scott on July 12, 2016
Q: Wondering your opinion on recent news about MPH -- FDA seems to want more information on their drug application. From what I can gather this seems to be a bump in the road from which MPH can recover. Do you think this development is enough to change fundamentals? Would this trigger a sell for you on a longer term hold?
Read Answer Asked by JONAS on July 11, 2016
Q: Hello,
I have kept averaging down on this and currently have big losses. Yesterday, a BNN guest said that this is a non investable company.

Should I just sell and bank the loses? It's a registered account so can't even claim losses, keep average down? Hold my nose for a year or so? Can it go belly up?

Thanks
Marios
Read Answer Asked by Marios on July 06, 2016
Q: Good evening,
Walgreens is one of the larger and most successful holdings in my US portfolio. I am concerned that it may be particularly exposed to significant currency and other negative impacts from Brexit. Would you see any reason to retain this position? Or a portion of it? I hold a similarly large position in JNJ and smaller positions in GILD and CELG in the health space.
Thank you for your guidance.
Read Answer Asked by Peter on July 04, 2016
Q: Hi guys

Can you look into LND'S latest report and comment it on it?. I bought this around $ .70 and have watched it fo down like the titanic. I liked the fact that they were trading at less than cash on hand and making money, it is baffling me.I was looking for it to rebound or start forming a base before I bought more, in the old days I would have jumped in and averaged down, but now I wait for a reversal, good thing, as it went down 30% today.I do not like the fact that insiders do not own any shares, that I can see, wonder who is unloading.What do you think about this company?
Thank-you and have a nice day.

Auftar
Read Answer Asked by auftar on June 30, 2016
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