Investment Q&A

Q: Hi, sorry for adding to the barrage of questions about PHM. But I notice the "forward P/E" ratio according to globe investor is now 5.9. This is very low, but do you have the current number? I guess I'm wondering what type of growth rate is built into this forward P/E number? Or another way to ask: if growth does slow or even stopped and they had to rely on current deals already in place, without buying more companies (with the assumption that they can't use their stock for acquisitions since it's now so low), where would Earning shake out at? Can they be profitable just integrating what they have, or do they need to issue stock and grow aggressively for them to be sustainable? If they can just slow and prosper, and then use earnings to grow later, maybe they are entering "value" territory at this price? But if they need to grow aggressively with stock, they might be in bigger trouble than the retail crowd recognizes?

Q: I am curious about the effect of shares coming off hold after a financing where the share price is now substantially underwater. Are investors who also owned the stock previously likely to sell those shares and take a tax loss as they will still have shares from the financing? While there are obviously other issues, could this be part of the reason for the current weak market for PHM shares? What is likely to happen when the 24,000,000 shares of PHM sold @ $1.50 come off hold in early September?
Any insight you can provide on this concept in general and PHM in particular would be greatly appreciated!!
Rob

Q: At what point do you think we could back the truck up on PHM. I understand that the fundamentals have not really changed and they are progressing forward with their ambitious growth plans. The terrible backdrop of the current market may provide a great buying opportunity?

Q: Hello Peter & 5i team,
What do you think of VRX's (shall we say, controversial)acquisition? Do we assume that Pearson knows what he is doing?
Thanks,
Antoine

Q: When the principals at phm caused the sudden downdraft there seemed to be a similar downturn in other pharma stocks in a similar market space. I tend to assume that this will not change until PHM reports earnings on a similar pace as last quarter and/or the market figures out that the new CEO has been highly successful in the past and is likely to be a good one here. 3 specific questions. 1. Do you agree with my above general assessment. 2. Does the new CEO hold an interest in the company/is some compensation in stock? 3) when does phm report earnings
?

Bryon in Elmira.

Q: Hello Peter
With the fiasco at phm .Would you ever recommend a stock in the future that was run by Michael Dalsin and Roger Greene.Even if fundamentals of the stock was good.

Q: CRHJ just announced that they filed for a NASDAQ listing. What are your thoughts on this?

Q: Hi Peter & Ryan, I'm looking for some suggestions on a solid pick to add in the healthcare sector. I currently hold PHM, GUD & PLI... Something paying a dividend would be great. Also I don't mind if it's a Canadian or US company. I was thinking of Johnson & Johnson, but would love to hear your thoughts. Many thanks. Mario

Q: CPH continues to get punished. I hold a small position. With a forward PE of over 40, it seems CPH is overvalued even at $9.

Q: Can you please comment on the recent earnings release? Also would you consider it a buy, sell, or hold? Thanks

Q: Hi Peter

I hold GILD, PFE and GUD in the healthcare portion of my portfolio. As a retiree would you recommend partial switch from GILD to JNJ for stability and income. Thanks Hamish

Q: Trying to decide on merus or pli prometic for investment,
would like your opinion.
Thanks.

Q: What is your view on this one? Is it expensive? After its QR, do you like this one or GUD moving forward? Is GUD expensive?

Q: Hi,

Do you have any comments on NHC earnings this morning?

Thanks

Q: can you please comment on Concordia Q2 results issued yesterday? Is this a good time to invest more as I am underallocated in the sector? thanks again and again! John

Q: AS per PHM's announcement on Aug 5,have it met with institutional shareholders yet? Thanks for your normal great services & views

Q: Hi team, yesterday you said this to Rebecca: "Right now, we think investors are selling 'because it is down' and for no other reason, which is generally (if not always) the wrong reason to sell."....so would you recommend buying to average down? Also do you know when is the Investor Presentation and do you think it will finally help the share price?
Thank you!

Q: I haven't been interested in Patient Home Monitoring PHM, until now, because of the price drop. What does PHM mean when they describe themselves as "focused on rolling-up annuity-based healthcare service companies..."? I believe that "rolling-up" means buying and consolidating companies. But what do they mean by "annuity-based"? I googled the term and there's virtually nothing except the quote I just gave.Thanks!

Q: There is relentless selling going on with PHM, and it seems there is no bottom for it. There are 46 millions of shares financed at $1.50 will come to free trade in September. Do you think PHM will be under more pressure around that time? Should investors just take a loss and move on? Do you know any company can make a turn around like this from your past experience?

Q: Hi Peter and Team,

Please comment on the results out of GUD this am.

In general what numbers do you look at in quarterly reports?

Thank you