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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: CXR adding 8 million shares to the float. With the apparent 35 per cent accretive to earnings with their new acquisition do you see huge share dilution in earnings per share or a good increase once things get going?
Read Answer Asked by Helen on September 22, 2015
Q: Could I have your thoughts on the drop in share prices pretty much across the board here: e.g. VRX, GUD, PLI etc.
A sector shift? Profit taking?
Time to sell? Or time to buy?
Perhaps sit still and do nothing?

Thanks.
Read Answer Asked by Donald on September 21, 2015
Q: Your last comments on this little company were about a year ago. Since then it has almost doubled market cap. Volume is now averaging 150-200k. Things seems to be happening. Any comments you may have on this company would be much appreciated as I am looking to add to a tiny position.
Thanks as always.
Read Answer Asked by Neil on September 21, 2015
Q: Would like your opinion on crh,
lots of interest in this one out there,recent u.s. listing, added to
Sp/tsx small cap index, several$7
12 mo tgts. Thank you.
Read Answer Asked by howard on September 18, 2015
Q: Hello Peter and Company,
Will the division of NRI into two companies enhance the total value? Should one hold ?
Thanks. Bill.
Read Answer Asked by William on September 18, 2015
Q: Hi Peter

What biotech stocks do you prefer? Many seem to be breaking out based on point and figure charts. What biotechs would you recommend in terms of individual names and also what ETF do you prefer?

Thanks so much!

Read Answer Asked by Mary on September 18, 2015
Q: My sector on health care needs to be increased. I am at 3% and would like it to be 5%. Please recommend a stock with dividends and some growth. Thanks. Ernie
Read Answer Asked by Ernie on September 18, 2015
Q: http://www.stockhouse.com/companies/bullboard/t.gud/knight-therapeutics-inc?postid=24101431

Mr. Hodson, is this connected with GUD ? If so, why is Advaxis not mentioned in the September 17, 2015 Company Report within Growth Plans (sampling of recent deals) ?
You may publish your response if you wish. Thanks for your attention.
Read Answer Asked by Serge on September 18, 2015
Q: Hi Peter & Team,
The current ongoing acquisition that Concordia is doing is suppose to be 35% accretive to earnings in the first year. I assume that number is being calculated after the new debt and dilution of shares (with the equity raise), cash payouts and senergies are all factured in?
What is CXR's adjusted EPS range, total revenue, total debt, cash position before and after the acquisition?
Do you have an idea historically how much lower an equity raise price for a stock like this would be compared to current price (percentage wise)? I assume this will be done fairly quickly in the next few weeks?

Thank you, Shane
Read Answer Asked by SHANE on September 18, 2015
Q: Would you please compare the two companies going forward. I hold DR but am under water and notice that Nobilis is progressing better. I have also noted your previous opinion that Nobilis has to prove itself.
Thank you.
Read Answer Asked by Maria on September 17, 2015
Q: Hello Peter,
I can`t decide between Prism and Savaria. Purchasing either one will make me a little heavy on Healthcare ( 10%+), but by design, considering the sector`s shine in an otherwise bleek market. I currently own a 1/2 position in PHM and a full postion in SIA as well. I can only pick one of either PM / SIS for a full position ... can you give me your usual steady-handed guidance towards this decision for a long term hold? (2-3 years)
Thank as always!
Rick
Read Answer Asked by Rick on September 16, 2015
Q: Hi 5i Team,

What are your thoughts on Axovant Sciences in the US? Seems to be getting a lot of attention after the recent Forbes article on it.

Thanks,

Jordan
Read Answer Asked by Jordan on September 11, 2015
Q: Would like your opinion on merus please. trading $2.08 with
a $3.45 fair value.
Thanks.
Read Answer Asked by howard on September 10, 2015
Q: Could I have your opinion on SGYP.US . Thanks
Read Answer Asked by Bruce on September 10, 2015
Q: Hi 5i Team,

Another question about CXR. What are your overall thoughts of the company after the latest deal? It seems like the company is trying to duplicate what Valeant has done with aggressive growth through acquisition. Do you believe in the management team enough to be able to execute this strategy? And with regards to the share issue, when will the price of the issue be decided? Do you see it as a buy today, or would you wait until the issue?

Thanks,

Jordan
Read Answer Asked by Jordan on September 09, 2015
Q: I am looking to add a full position in a large healthcare stock (already have small positions in NVO.US, GUD, PHM & CSH.UN) Do you prefer Concordia or Valiant after the recent acquisitions? Or should I head to the US for healthcare?

Thanks for your help - since subscribing to your service, I have a more balanced portfolio and better returns as a result.
Read Answer Asked by Dave on September 09, 2015
Q: In part of your response to Graeme, earlier today, in regard to Concordia, you stated, "The equity deal allows current shareholders to sell and replace their shares with the financing (at a lower price)."

??????

Confused here.

As a current shareholder of CXR, how does this affect me? I am in for the long haul and have learned to live with the volatility, but I'm at a loss to know if anything needs to be done here.

Thanks for clearing this up, because everything is very muddy right now.

Thanks, as always, for your great service -- especially to those, like me, who are "challenged" when it comes to "investor-speak".



Read Answer Asked by Sylvia on September 08, 2015
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