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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: Any reason for the current weakness here on high volumn? Still sitting on more cash than stock price per share. Thanks
Read Answer Asked by george on March 17, 2016
Q: Hi Peter, I listened 2 hours conference call yesterday and went through the presentation and it seems like to me that their 2016 estimate is lowered because of some headwinds and also some because they want to be conservatives on their estimate. Did you feel the same from their call? Also I don't understand why could not they file 10-K before March 15? Cannot they ask their board committee to work extra hours for review? Or cannot they pay more to PWC to audit it faster? I don't understand the reason? With their lower earnings estimate it seems like they have 3 times 2016 earnings now? Do you think it is a contrarian buy now? What else can be other negative catalyst to take it more down from here? would you suggest to buy for 3 years hold?
Read Answer Asked by Sridip on March 17, 2016
Q: Just sell - NOW!! Don't wait another day! JUST SELL!!!
With 30B in debt; nearly 40B in questionable Goodwill & In-tangible Assets & no audited Financial Statements; - what else would you need. As well, apparently they are now in breach of their Walmart contract for non-compliance & of course, there is the US Justice Dept. investigation as well as the SEC probe. Sounds about right for an auction - if there will be any realizable assets.
Read Answer Asked by Robert on March 16, 2016
Q: I recently had my shares of TRX converted to Aralez. ARZ reported today and the stock took a huge hit. Is this worth holding or should I sell. Would these earnings include TRX or would it just be Pozen results, the company they merged with to form ARZ
Read Answer Asked by Bruce on March 16, 2016
Q: Once again another beat-up stock shows strong results - what are your thoughts?
Read Answer Asked by Brent on March 16, 2016
Q: Hello team,
In your investment history, have you seen anything like this recovering ever? Is VRX another Enron or another Amex?

Would at any point it make any sense to average down on this basket base? Or would this be throwing money away gain and a second mistake?

Who else could we trust for an honest, experienced, and informed opinion! Thanks!
Read Answer Asked by Saeed on March 15, 2016
Q: Could you please comment on the current investment merits of crh medical .
Read Answer Asked by Kim on March 15, 2016
Q: Does Valeant's results change your opinion on Concordia Healthcare?
Read Answer Asked by Gooding on March 15, 2016
Q: Could you comment on Valent results please and on its general situation.

Thank you
Read Answer Asked by Olivier on March 15, 2016
Q: Could you give me your view on PLI after recent $30 mln
debt financing. Many thanks.
Read Answer Asked by howard on March 15, 2016
Q: Looking to potentially add some U.S. Healthcare stocks in a RRSP. We already hold JNJ.
Any thoughts on GILD vs. UNH or MRK or COO...how would you rank these?
Thanks so much.
Anne
Read Answer Asked by Anne on March 15, 2016
Q: I have been following this stock for some time and feel it is a good opportunity. Do you agree.
Read Answer Asked by James on March 15, 2016
Q: I hold CRH, PHM, VRX and CXR as my healthcare stocks and a little bit of ZUH also. The 2 real stinkers are PHM and VRX.
Here's how it breaks down:
PHM cost base - 12,139 current value - 2,927
VRX cost base - 10,083 current value - 5,987

Ouch! I am leaning towards hanging on to both of them as I am more of a long term investor than trader, but these 2 are the worst performers in my portfolio. Suggestions?
Thanks for all your excellent advice over the years. It's a real privilege to recieve the benefits of your many years of experience in the markets. cheers
Read Answer Asked by Andrew on March 14, 2016
Q: I have a well diversified portfolio but have a 15% weighting in $ZUH {Healthcare US ETF}, as we are going into the US elections and the Democrats talking about drug prices being to high, would you suggest lowering my exposure to the Healthcare field.

Thanks Valter
Read Answer Asked by Valter on March 11, 2016
Q: Concordia reports Q4('15) on March 23 and TD shows Non GAAP EPS of $1.46 (7 analyst average). Not sure if this is an upgrade from your Jan.27 estimate of $1.12 (GAAP?) or if currency conversion is in play because they report in US$ or it's Bloomberg numbers vs Broker's?

As Ryan mentions in the Oct. blog piece on CRX leverage is the issue to focus on so if they hit their 2016 numbers of ~$6.50 US how much of their $3.48 US BB debt would you expect them to pay down by end of 2016 FY and could this remove the "mini Valeant" tag if they were able to pay down a bunch? Thanks, J.
Read Answer Asked by Jeff on March 07, 2016
Q: Would appreciate your thoughts on their last quarter and year, published today
Read Answer Asked by george on March 07, 2016
Q: Small position in Relypsa, a US biotech. Sales slower than expected and may need to raise cash...would you hold or move on? Thanks!
Read Answer Asked by Dominic on March 04, 2016
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