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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: Hi Team,

If you could only buy one Canadian pharma company, which of the three would you choose today - CXR, VRX, GUD? Or would you pick another?

This is for a small, long-term growth position as part of a balanced portfolio. Any thoughts you have would be most appreciated, like always.

Michael
Read Answer Asked by Michael on May 15, 2015
Q: Can I get your thoughts on Concordia's (CXR) earnings?

Also, I see that they announce in US dollars. To determine an accurate p/e multiple, would it be as easy as simply converting the $4.19US earnings per share, expected in 2015, into Canadian funds and using that number to divide the shareprice with, or are there other factors to consider?
Read Answer Asked by john on May 15, 2015
Q: Hello Peter & Team,

April 14 you commented (@ $3.05) you were comfortable with the stock.

I am up a little under 60% in a very short period of time. It is very tempting to take the winnings and go away. Please tell me why you think I should or should not do this and what you think we might be able to expect for MSL over the next 360 days.

In appreciation for all you do

Gord
Read Answer Asked by Gord on May 14, 2015
Q: hello 5i:
have read a lot recently about GUD and J Goodman. Mr. Goodman seems to be the main resource; how dependant is the company on him, and what would management look like without him. Could they survive?
Read Answer Asked by Paul on May 14, 2015
Q: just to clarify on knight cash on hand equals about 4.86 a share,the stock is selling at this moment for 7.10, so the stock is not selling for cash on hand. having said that I know jonathan goodman, I own 20000 shares and if your patient on this one and by patient I mean 2 to 5 years I think you see a multi bagger maybe more.and goodman says in his quarterly statement gud things will come to investors who are patient.it is just a matter of time, my time frame is 24 hours but on this one I am willing to wait. dave
Read Answer Asked by david on May 13, 2015
Q: Thoughts on recent quarterly report and company progress moving forward? Seems like the next several quarters should start to show some revenues from upcoming revenues...more patience required
Read Answer Asked by Mike on May 13, 2015
Q: I don't own GUD, but your recent comment that it is sitting on nearly 1/2 billion dollars piqued my interest. Google finance tells me the market cap of GUD is ~ 670M and has no debt. So if I but it at today's price and market cap, I'm basically buying it for cash on hand?!

Seems like a good place for some money.

Cam.
Read Answer Asked by Cameron on May 13, 2015
Q: What is the consensus on Q2 revenue and eps?

thanks
Read Answer Asked by sandy on May 13, 2015
Q: Hello Peter & team, Your thoughts pls. on GUD's 1Q results. Seem good to me....why the stock price decline?
Thank you!
Silvia
Read Answer Asked by Silvia on May 13, 2015
Q: I noticed from GUD.TO's quarterly results that it does a lot of financing ativity, which make me wonder whether this is a pharmaceutical company or rather a financial firm. Don't know why its debt financing interest is so high (15%). Also please comment on its quarterly results.

Manny thanks!
Read Answer Asked by Dong Sheng on May 13, 2015
Q: i was looking to get into the stock on a pull back after it's big run. it has pull back quite a bite does this make it a good buying opportunity or is there something else going on with the stock
Read Answer Asked by garfield on May 13, 2015
Q: Peter, what your thoughts are on DexCom - DXCM-US -, more than double in a year and 6 times in 5? Thanks
Read Answer Asked by Ray on May 10, 2015
Q: Healthcare makes up 7% of one of my portfolios, and I want to increase this to 10%. It consists of 5 stocks: CXR (2.3%), DR (2.2%), and CCT, GUD, and PHM each less than 1%, and all in a non-registered account. Eventually I need to replace CCT since it has been taken over.

I have been looking to add from the following companies: CPH, CRH, CXR, GUD, PHM, PLI, and RX.

I can hold for 5 years and can tolerate some risk. Please help me figure out what stocks I should acquire to diversify within the sector to bring my weighting up to 10%, and explain why. I have room in my TFSA, so some additions could be in that account if you feel they are better placed in that account.

Thanks,
Paul J

Read Answer Asked by Paul on May 08, 2015
Q: Any reasons you know of for the drop in price of GUD in the last month?
Read Answer Asked by Jim on May 05, 2015
Q: I have started building a position in this fund in my RIF-type account mainly for an income stream as I am retired. Although it is small, it has the major healthcare companies in its portfolio.

Is this the type of fund which you would add to, working toward a full allocation of +/- 5%?

Thanks...
Read Answer Asked by Ronald on May 01, 2015
Q: I am a bit perplexed with CRH's share price performance post what seemed like a very strong quarter. The Company reported in line with consensus estimates yet the share price has lagged its peers? What are your updated views of CRH? Have you met management? Thoughts on the business and stock would be greatly appreciated. Is this a name you would consider picking up coverage of?
Read Answer Asked by Sasha on April 29, 2015
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