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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: Here is a link to a July 17 news release regarding the transfer in to the Healthcare Special Opportunities Fund of PHM and CXV shares by Dalsin and Greene, through their holding company Canons Park Advisors LLC, in exchange for special class U units. Hope this helps clarify things as there has been a fair bit of confusion on the part of some investors about this transaction.

http://www.marketwired.com/press-release/healthcare-special-opportunities-fund-completes-62-million-private-placement-class-u-tsx-mds.un-2039667.htm
Read Answer Asked by David on July 23, 2015
Q: Hello Peter & Co,
A gentleman asked you about CPH but your response indicated CXR; was it a typo error?
Thanks,
Antoine
Read Answer Asked by Antoine on July 22, 2015
Q: Hello on such a fine morning. My memory must be fading faster than I imagined. I seem to remember reading your answer to a question concerning the relative merits of PM and SIS but I can't find it. As I recall, you preferred SIS over PM. If PM is C+ with tendency toward upgrading then SIS would surely be B- if it was covered? Of the two, which one would you own? Is it OK to own both? (Is there much overlap in terms of product mix?) Thanks as always. Henry
Read Answer Asked by Henry on July 22, 2015
Q: Could you give your thoughts by running the numbers on the recent news releases and strategic investments made by Knight. My last calculations showed by the recent new releases/reports the company had approximately $6.35 to $6.45 a share in cash. What are your rough calculations for the current cash position and could you try and analyze the revenue growth going forward. I have heard many Bay street money movers have expressed lack of willingness to wait for the CEO to get the cash invested. Thank you Jason N
Read Answer Asked by JASON on July 22, 2015
Q: I see there have been a lot of questions about dalsin and greens sale of phm and convalo shares. On BNN last week an analyst mentioned that one could transfer shares of these companies directly into shares of the mutual finds that michael decter and micheal dalsin started. I think that that's what is happening here, that they are transferring the shares into the fund which holds the same companies.
Read Answer Asked by Carla on July 21, 2015
Q: It also appears the founders have privately sold their shares in CXV too. This likely in part explains the sell off for both companies. Any insight here is greatly appreciated.
Read Answer Asked by James on July 21, 2015
Q: Peter & Team, I can't find any information on Dalsin and Greene selling their shares, as suggested in the previous question. There is a July 13th company press release pre-announcing very impressive results, a 14.5 million share buy back (5% of issued shares) and executive leadership changes; nothing about the founders cashing in (although they are taking on non-executive board roles). Can you please clarify. Thank you.
Read Answer Asked by Keith on July 21, 2015
Q: As we all know now both roger greene and michael dalsin now own zero shares.In looking at insider trading report.They both sold 1 million plus shares in the market.Then they had a private sale of all the shares they had left.To me the public sales helped the price to where they did the private sale.How can one have confidence with these actions.Transparency in the markets is key.Who did they sell to?CONFUSED.
Read Answer Asked by glenn on July 21, 2015
Q: Good day,
I see that Greene and Dalsin at PHM exercised a bunch of options earlier in the month and had to sell some shares to square up the tax bill which makes sense. However, I noticed yesterday (July 16) that it shows they sold 13,422,401 shares each at $1.36 which was carried out privately and now showing a 0 balance? Is this by chance a transfer to this new closed end fund or something? Maybe a transfer to a Hold Co? But it says specifically a sale? Thanks.
Read Answer Asked by Chris on July 21, 2015
Q: I would appreciate your thoughts on the movement in price today (up nearly 10% today). I realize price is still down 20% from 3-months ago, is this simply the market adjusting as the stock was oversold, or was there an announcement today I'm missing. Appreciate your insight.
Read Answer Asked by Daniel on July 17, 2015
Q: Hi Guys,

MERUS has filed a shelf registration with U.S. and Canadian regulators to sell up to $250 million of equity securities over the next 25 months. What does this mean and do you see MERUS as a buy, sell, or hold right now.

Thanks
Read Answer Asked by Charlie on July 17, 2015
Q: I wonder if you can comment on the prospects for this company, they have a very innovative product line, which is unique in their field. They are growing and would seem to be a natural fit for JNJ or Medtronic, what are your thoughts?

Peter
Read Answer Asked by peter on July 17, 2015
Q: My time horizon is two years. I want to buy either PLI or PHM. What should I do?
Read Answer Asked by James on July 16, 2015
Q: Since May, Catamaran's stock price has gone up considerably, despite that it has agreed to be acquired (by United Health) at a set USD value. So is its CAD price fluctuation a trivial effect of the USD::CAD exchange rate, or are there still non-currency-arbitrage reasons to invest in CCT?
Read Answer Asked by John on July 15, 2015
Q: Hello Team
May i have your opinion on gud.Thank You
Read Answer Asked by glenn on July 13, 2015
Q: What are your thoughts about today's press release? There appears to be a lot of things happening. The revenue increase looks good but what about the change in management team and share buyback program and the borrowing of $15 million.
Read Answer Asked by cary on July 13, 2015
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