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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: Good morning.

I've currently got 3% of my portfolio in Healthcare (AMGN and PHM split roughly 70/30) and would like to add to bring it up closer to 5%.

Currently thinking of adding more PHM or picking up some GUD but would appreciate your thoughts. This would be in my TFSA, so am comfortable with more risky assets. Maybe you think something different entirely?

Cam.
Read Answer Asked by Cameron on June 29, 2015
Q: How long before we know if this will play out? Given Goodman's endorsement of PRN and PDP, which of the two would you go with?
Read Answer Asked by James on June 26, 2015
Q: Hello Peter,
I still hold shares of PHM, and would like to add to the position; however, I am concerned that CEO, M. Dalsin is spreading his ideas across 3 companies: Patient home, convalo health, and Inspira (which supposedly will trade end of June) and is not focused one company. I am concerned that he will not be as focused on patient home, but also see the reasons for the other two: perhaps cross sells, etc Any comments please. I have not seen much news on why CRH medical continues to move upwards. Is there any news that you are aware of? Also, other than having a nasdaq listing, is there a reason for Concordia Healthcare's price movement? Many thanks for your advice.
Read Answer Asked by umedali on June 26, 2015
Q: Hello team,

Thank you for suggesting the above stock as it is really doing well for me.
There is talk of an aqiusition coming and solid earnings this coming quarters end according to comments on Stockhouse.
Just wondering if you have heard anything thru your sources.

Thank you,I value your advice.
Read Answer Asked by ron on June 26, 2015
Q: A small clarification. Helen asked a question about PHM earlier today, that included "[PHM] will be moving to TSX and will now be a closed end fund." You commented on the move to the TSX but didn't clarify that the closed end fund referred to is MDS, to be run by Michael Decter, and it will have no effect on PHM proper. I believe that Michael Dalsin and Roger Greene, of PHM, will have an advisory relationship with MDS, but there is no direct implication for current PHM shareholders as they are separate entities.
Read Answer Asked by David on June 26, 2015
Q: Now that Concordia Healthcare will commence trading on the Nasdaq, would you recommend buying it on the Nasdaq or the TSX? Thanks.
Read Answer Asked by Kim on June 26, 2015
Q: Theres a lot of speculation this will be sold between $200-$350 US. The insiders seem to be selling. Is it just hype? alot of shares are trading. Thanks
Read Answer Asked by hal on June 22, 2015
Q: Hello Peter, overall what is your opinion of this stock as a long term hold (5years)? Has there been any news today to cause the stock to decline 6%? Thank you, Jen
Read Answer Asked by Jen on June 18, 2015
Q: Are there any plans to initiate coverage on Concordia? In the meantime thoughts on adding as larger cap more stable compliment to PHM assuming it is the only other healthcare stock in a portfolio? Unless you think one of the two smaller health care stocks covered, pli and gud would be appropriate? Cheers
Read Answer Asked by Josh on June 18, 2015
Q: Here's a snip from a proposal for the July AGM

"We are seeking to increase the number of common shares that may be issued under the current stock option plan (the
“2010 Stock Option Plan”) from 26,193,643 shares to 20% of the Company’s issued and outstanding common
shares as at the date of shareholder approval of the amended 2010 Stock Option Plan (56,407,097 based on the
number of issued and outstanding common shares as at the date hereof)"

Does that seem unusually high? Is it time to exit this?
Read Answer Asked by Gerald on June 16, 2015
Q: Your opinion on NRI? They seem to have some plans for their p2 product and wf10 trial.
Read Answer Asked by Ron on June 16, 2015
Q: Hi, I have unsuccessfully been looking to invest in Canadian healthcare via an ETF or Mutual Fund. My time line for investment is long and am looking primarily for growth. Can you name 5 quality companies in this category. Thanks in advance.
Read Answer Asked by dale on June 16, 2015
Q: I am looking at adding CPH to my portfolio. Would you suggest starting with a half position in todays market? Also I am wondering how to interpret the company's goals. For example, they are targeting $1biln cap by 2020. Based on the current number of shares (26million) that is a stock price of almost $40. Is this what management is suggesting here?
Read Answer Asked by michael on June 15, 2015
Q: I purchased Cipher Pharmaceutical during jan.'15 at $17.60/share. It is now down to $11.11/share (37% loss). The fundamentals look pretty good (e.g. forward PE of 9.56). I would appreciate if you could fill me in about why you think it has tanked so badly and what is your outlook for it?
Read Answer Asked by DAVE on June 15, 2015
Q: I have a one half position in each of PHM and CRH. According to their last quarter IFRS results PHM had an EPS loss 0.012 and CRH had an EPS profit of 0.02. I am considering selling my PHM and buying a full position in CRH.
What do you think of this strategy?

Regards
Read Answer Asked by Robert on June 12, 2015
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