Investment Q&A

Q: VRX may be buying an Egyptian Co. Seems they were not expected
to go shopping - maybe because of their debt level.

Your opinion please, as I have a 4% position.
Thank you.

Q: When you calculate insider ownership, do you count shares such as options, indirect ownership and restricted rights shares equally with directly held shares. Now that CXV have started their acquisition process what is their insider holdings percentage? Is there any indication of what the contributions of these two acquisitions will be towards CXV's bottom line?

Q: Hello,

Since Jason Donville recommended Biosyent (RX) on December 24 I was in on what I perceived was a dip and luckily out again before it dipped another big chunk. Similar thing with Knight (GUD).

My question is whether there is a price point at which either of these become "no brainer" buys? For an investor willing to absorb some risk are we near that point with each stock at $7?

Q: Thanks for taking my question. You last commented on this company in early 2014. Could you provided an updated point of view on its level of attractiveness?

Q: I recently took profits and sold 3/4 of my position in Nobilis Health (NHC), as I did not feel comfortable with earnings "attributable to noncontrolling interests" being higher than those attributable too NHC (which resulted in a net loss for the quarter). Is this a concern? And how is this calculated?

I am thinking about re-investing the NHC cash into RX and/or GUD. Is there any reason why the market seems to be reacting negatively to RX's recent quarterly results (which actually beat consensus) or is this sell off just sector or valuation related? Also, I note that RX trades at a massive P/B ratio. Is this a concern? Is this a good entry point for RX?

And would you prefer GUD to RX or just buy both? I am fairly risk tolerant and my only other position in the health/biotech sector currently is PHM.

Thanks! Feel free to dock me a couple question credits for this doozy...

Q: do you have any new opinions on Convalo health.By my calculations the company has about .39 cents in cash.Stock trading at .55 .Thank you

Q: After being a top pick of Jason Donville on Dec 24/14,RX's price increased to $12.08 on Dec 31,but it had steadily & sharply declined to $7.57 on May 14 despite 2 good quarterly reports @ end of Feb & May 13.I am really confused.I bought a small amount @ $10. Please advise if this is a Hold,Sell or average down,Thanks for your normal great opinions & services

Q: May I have your opinion on the current results?
Thanks

Q: Looks like they made some anti cancer drug breakthrough on tissue samples? Hate to miss a big rise if it happens, since I have been looking at this one for awhile. Do you think this development is for real?

Q: Hello Peter,
Any new news on gud, stock is really pulling back and I am wondering if Mr Goodman is leaving.

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

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?

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

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?

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

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

Q: Drop of 15% on Q1 results today! Do you think this is justified or not? Hold or sell? Thanks.

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.

Q: What is the consensus on Q2 revenue and eps?

thanks

Q: Hello Peter & team, Your thoughts pls. on GUD's 1Q results. Seem good to me....why the stock price decline?
Thank you!
Silvia