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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 currently own a small position in Concordia, approximately 2% weighting and I am considering buying more based on the CEO comments today reinforcing the auditors report. Please give me your views of the company presently and your longer term prognosis. I know how leveraged the company is but do you believe they are a "Valeant" in the making ?
Read Answer Asked by Scott on March 30, 2016
Q: Are there any debt covenants that would be considered in default due to a lower share price?
Read Answer Asked by sandy on March 29, 2016
Q: BNN reported that Pacific Square removed from their report what they said about PriceWaterHouse Cooper. Also, CEO of Concordia discredited the report. Apparently, the short report can't be found anymore. Seems that easy money is being made writing short reports. Can't blame investors for selling after PHM, VRX, AYA, GXI only in 12 months and so many "good" stocks taking the elevator down.
Read Answer Asked by Matt on March 29, 2016
Q: Thanks for your quick response. Little curious regarding what is happening here, and is there anyway you can confirm that there is nothing to be concerned regarding short selling and the auditors report.
This would be a compelling buy here, but reluctant to through good money after bad, and I just purchased a few hundred share yesterday. Little frustrating to say the least.
The talking heads on BNN are suggesting similar problems to valiant at the moment.
Again thanks for your help
Read Answer Asked by Rick on March 29, 2016
Q: Just heard sec com. is investigating financials, coupled with a short sellers report.
Can you elaborate.
Thanks
Read Answer Asked by Rick on March 29, 2016
Q: What is your current view on concordia and would you buy this stock today? Thanks and wishing you a Happy Easter Clare
Read Answer Asked by clara on March 28, 2016
Q: I hold a lot of health care stocks including Medtronic, St. Judes, J&J all of which allow me to sleep well at night.
I will continue to hold Concordia with avg price about $40 and I own several small caps including Knight Ther. GUD. and Extendicare.
My question is whether I should replace Merck and / or Pfizer. Both pay great dividends in my RRSP. I am looking for overall return but would be willing to give some of that up as I favor safety. Stay with these two or should I consider one of Mckesson, Stryker, Zimmer-Biomet (I like the wide moat with these latter two) or Gilead. Looking at least 3-5 year holds. Thanks you as so many of your other answers have helped me with my portfolio. Please use as many credits as you feel appropriate.
Tulio
Read Answer Asked by Tulio on March 28, 2016
Q: A two part question. Nice reaction to earnings. Do you agree, and what if anything stands out to you? Secondly (Ok maybe thirdly), in reading the transcript of the conference call, the CEO Jonathan Ross Goodman alternates between taking a very serious tone and being something of a jokester. Is this his play book from the Paladin days? And is he really that confident in his role? Thank-you, as always.
Read Answer Asked by Alex on March 28, 2016
Q: In your Mar 23 response, you indicated guidance was key...so I scanned their 2015 AR looking for guidance. I expected to find some 2016 goals and a CEO signature. Only found the Executive Summary...where the only guidance is they "expect" to de-lever by paying down some debt...& unsigned. No commitment or targets there. Your thoughts?
Read Answer Asked by BRIAN on March 28, 2016
Q: Can you please shed some light on why CXR is down 8% since the call this morning? I thought the call was positive and it helped to break the correlation to Valeant's business issues. What on the call is being interpreted so negatively by the markets? This doesn't impact my decision to hold long term as I got in at a very high price, just trying to educate myself on market moves. Thanks again and again...John C.
Read Answer Asked by john on March 24, 2016
Q: Hey

Just a question on Phm. I'm holding for the next quarter results to see how things are going but does it not seem to be trading awfully strange. As if it's being held down at these what I perceive to be very low levels? There's been some crazy talk of a potential sale do you think that's a reason it's remainly at such low levels? Finally if you don't mind what do you think of Concordia now. I took first position at 35 last week on drop.
Read Answer Asked by jason on March 24, 2016
Q: I noticed in your question/answer dated Mar 16/16, you talk about the quarter report, but I'm sure you sent me an email saying Mar 21/16 when the quarter report was coming out & CXR on the 23. Question: Could you give me the results for both companies.
Read Answer Asked by Earl on March 24, 2016
Q: Peter et al.

What do you make of their earnings results released today? Did they beat estimates? They showed a loss in earnings due to acquisition charges. Was this expected? EBIDTA was good from what I see ($120M). Revenue was good as well as far as I can see. Is this still a long term hold?

Regards,


Brendan
Read Answer Asked by Brendan on March 23, 2016
Q: Please comment on their latest quarter.
Include debt/adjusted ebitda ratio.
Read Answer Asked by sandy on March 23, 2016
Q: I hold JPM and INVN in my US portfolio. INVN has not done much and JPM seems to be too dependent on the Fed.
What is your opinion on these two stocks and would I be better off selling these two and buying GILD.
(also own BRK.B, CVS, INTC, IWO, QQQ, VIG in my US account)

Thanks
Read Answer Asked by Irshad on March 23, 2016
Q: Dear Team,
how would you rate these two biotech stocks? Trillium, having received financing, is now considered a 'strong buy'.
Thank you for your input!
Read Answer Asked by Sigrid on March 22, 2016
Q: Would like your view on pli after today's news,
sounds promising. Expensive here?
Thanks
Read Answer Asked by howard on March 22, 2016
Q: AMGN seems to have a broader range of products on the market than GILD which appears to be hepatitis-c drug weighted, so why is AMGN not the better stock to purchase in your view? Thanks for your take vis-a-vis these two US stocks.
Read Answer Asked by Doug on March 22, 2016
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