Q: I submitted a question on INOGEN U.S. last Friday. Did you receive it?
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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: Some specifics on phm.
They did an offering a bit before the fuss.
1. Was the offering @ $1.50?
2. I believe there were restrictions on selling which I believe come off September 8. Is this correct?
3. Is it likely that some who bought the offering would be upset enough to sell at that time even though at a loss?
4. If they are selling, is it likely they would sell the first day possible or try to spread it out?
5. If spread out ,over what period?
Bryon in Elmira
They did an offering a bit before the fuss.
1. Was the offering @ $1.50?
2. I believe there were restrictions on selling which I believe come off September 8. Is this correct?
3. Is it likely that some who bought the offering would be upset enough to sell at that time even though at a loss?
4. If they are selling, is it likely they would sell the first day possible or try to spread it out?
5. If spread out ,over what period?
Bryon in Elmira
Q: Dear Gentlemen,
if you cover Nobilis Health Corp. what is your opinion on this company,
also on the Health Care and Health Sciences Sector in general?
What is your research on Manulife Financial (MFC.TO)?
Would it be a good time to buy now? Thank you.
if you cover Nobilis Health Corp. what is your opinion on this company,
also on the Health Care and Health Sciences Sector in general?
What is your research on Manulife Financial (MFC.TO)?
Would it be a good time to buy now? Thank you.
Q: My impression of the conference call is that:
1) they apologized and took responsibility for the meltdown but did not offer details as to what the original two still own, possibly because of legal advice or they just think it's been beaten to death.
2) the questions from three analysts - Mackie, Beacon and a third I didn't hear - were soft and supportive so, at least, they have not given up on this company and, in fact, congratulated the team on the latest acquisition.
3) the new people in charge will no longer promote LOI's but will only announced signed acquisitions while implementing new strategies to cross-sell in a more complete and continuing fashion with methods that were previously successful at Sleep Management.
4) Overall, there was an underlying sense that they know they made a massive error in judgement and who knows who benefited as the share price lately may prove to be a gift when you can buy a stock for 50 percent off when fundamentals haven't changed (forgive my cynicism but some made a lot of money on this charade and, I admit, I bought quite a few shares at around seventy cents) but the underlying theme that surfaced from each of four speakers is that they now know it's time to stop blowing their horn and get down to building a solid, profitable business in a $250B market and let their results speak for themselves. As John Templeton was famous for saying - "well done is better than well said".
I am sticking with them and in three years this will be a five dollar stock, in my view.
Thanks for the opportunity to provide some insight.
Steven
1) they apologized and took responsibility for the meltdown but did not offer details as to what the original two still own, possibly because of legal advice or they just think it's been beaten to death.
2) the questions from three analysts - Mackie, Beacon and a third I didn't hear - were soft and supportive so, at least, they have not given up on this company and, in fact, congratulated the team on the latest acquisition.
3) the new people in charge will no longer promote LOI's but will only announced signed acquisitions while implementing new strategies to cross-sell in a more complete and continuing fashion with methods that were previously successful at Sleep Management.
4) Overall, there was an underlying sense that they know they made a massive error in judgement and who knows who benefited as the share price lately may prove to be a gift when you can buy a stock for 50 percent off when fundamentals haven't changed (forgive my cynicism but some made a lot of money on this charade and, I admit, I bought quite a few shares at around seventy cents) but the underlying theme that surfaced from each of four speakers is that they now know it's time to stop blowing their horn and get down to building a solid, profitable business in a $250B market and let their results speak for themselves. As John Templeton was famous for saying - "well done is better than well said".
I am sticking with them and in three years this will be a five dollar stock, in my view.
Thanks for the opportunity to provide some insight.
Steven
Q: Based on the release of restricted shares on Sept 5,what effect would you expect to both volume & share movement?
Thanks
Thanks
Q: After backing off from it's highs this stock has commenced moving up aagain on considerable volume. Any observations, updates given the recent move?
Q: Latest deal ?
Q: Can I get your thoughts on GUD's latest transaction?
https://research.tdwaterhouse.ca/research/public/Markets/NewsArticle/100-243u7771-1
https://research.tdwaterhouse.ca/research/public/Markets/NewsArticle/100-243u7771-1
Q: Read your comments today re: the 6/30 quarter for PHM. However, since these statements are only INTERNAL, I would appreciate your opinion as to their veracity since the erstwhile Principals leave me somewhat uneasy and skeptical. Thank you.
Q: I bought PHM in April at $1.60. It has since plummeted to $ .60. I understand that averaging down is frequently like catching "falling knife" but with PHM now having recovered to $.80 I am considering "averaging down" and buying another 1000 shares. What is your opinion. Thanks
Q: Please comment on their results. Thanks
Q: Peter et al.
Any thoughts on this one. It is the rebranded Bioniche. They recently got an FDA notification that their bladder cancer drug (Urocidin) will get FDA fast-track review. They seem well cashed up, but do have a lot of shares outstanding (280 million). Thanks.
Any thoughts on this one. It is the rebranded Bioniche. They recently got an FDA notification that their bladder cancer drug (Urocidin) will get FDA fast-track review. They seem well cashed up, but do have a lot of shares outstanding (280 million). Thanks.
Q: What is your viewpoint on CRH Medical? Bought a half position this week at $4.80. I am looking at a 3 to 4 year hold on this one. I missed out on Concordia Healthcare as I would have liked to have bought it at $60 and it took off before I could. Could this be the next Concordia?
Regards,
Brendan
Regards,
Brendan
Q: Good Morning from Calgary: I have a half position in CXR and have been holding off purchasing more because it's stock price has been fluctuating over and under $100.00 for some time. Is this the time to fill or continue to watch it float around? I do like the stock.
Brian
Brian
Q: Can you tell me when the shares come off restriction? Iknow it is Sept. but what day? Also, is there a reasonable limit on how many options the executives of a company should award themselves and the strike price? Thanks.
Q: CPH continues to get punished, down even on big market up days. I'm tempted to take a (big) tax loss but would value your opinion on whether to hold on for a future recovery.
Q: Way down over last little while: good dividend, high ROE, ROI and trades at PE of 6, drug in long-term trial & if successful would mean a huge incr. in scripts, sold off some OTC products to another company. Comments please as I have been watching this one for a couple of years. I own J & J in my USD portfolio already & was thinking of adding this one?
Q: For high risk, what is your view on Profound Medical? It has fallen hard with other small cap. Goodman from Knight is involved financially and at the board level. Other backers include the government. I'm not in a rush with this one and under $1 it looks interesting to me.
Q: Hi Peter and Staff
The value of your service keeps shining through. At least if you sour on a stock we hear about it and if you soured enough on one in your portfolio you would drop it and we would hear about it. Jason Donville is a smart man but having added one of his Top Picks from October( Cipher) ,November (Direct Cash) and December (Biosyvent) and hearing on subsequent shows he dumped Cipher and Direct Cash since, it puts a pale note on following BNN Top Picks.....is RX a sell or hold at this time, I am under water on all 3 large.
Thanks for all you do
The value of your service keeps shining through. At least if you sour on a stock we hear about it and if you soured enough on one in your portfolio you would drop it and we would hear about it. Jason Donville is a smart man but having added one of his Top Picks from October( Cipher) ,November (Direct Cash) and December (Biosyvent) and hearing on subsequent shows he dumped Cipher and Direct Cash since, it puts a pale note on following BNN Top Picks.....is RX a sell or hold at this time, I am under water on all 3 large.
Thanks for all you do
Q: Hi 5i team,
At this current time would you side with PLI or NHC as a buy? I currently have CRH, PHM, PLI and CXR all around half positions. I was thinking about selling PLI and increasing my positions in CRH and CXR as they seem to have better stock momentum.
Look forward to hearing your thoughts.
Thanks as always,
Jon
At this current time would you side with PLI or NHC as a buy? I currently have CRH, PHM, PLI and CXR all around half positions. I was thinking about selling PLI and increasing my positions in CRH and CXR as they seem to have better stock momentum.
Look forward to hearing your thoughts.
Thanks as always,
Jon