Q: What do you think of Citron's take on Bausch Health? The link is here: https://citronresearch.com/bausch-health-the-textbook-turnaround/
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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: we have seen this stock performing better. Can you comment please
Q: Hello Peter,
There have been many short sellers in the last few years in health care and now in Cannabis stocks. At this point, time will tell on Aphria, but for others like Valeant etc the short sellers were correct. I find it interesting that the brokerage firms, and analyst that covered these companies gave high marks and all of a sudden with a short report, they either revised their price targets or put out a release that the stock is under review rather than defend their own analysis. I am starting to question the analysis that is done by Canadian firms and their ratings. How is it that the short sellers are able to find things that the analysts covering these companies have not managed to even come across? Can you please comment as this is getting ridiculous when analysts and BNN Guests talk highly of companies and than we find out the shortfalls in these companies. Where is the accountability on these analysts and brokerage firms that put out good reports? Thanks very much
There have been many short sellers in the last few years in health care and now in Cannabis stocks. At this point, time will tell on Aphria, but for others like Valeant etc the short sellers were correct. I find it interesting that the brokerage firms, and analyst that covered these companies gave high marks and all of a sudden with a short report, they either revised their price targets or put out a release that the stock is under review rather than defend their own analysis. I am starting to question the analysis that is done by Canadian firms and their ratings. How is it that the short sellers are able to find things that the analysts covering these companies have not managed to even come across? Can you please comment as this is getting ridiculous when analysts and BNN Guests talk highly of companies and than we find out the shortfalls in these companies. Where is the accountability on these analysts and brokerage firms that put out good reports? Thanks very much
- Bausch Health Companies Inc. (BHC)
- CRH Medical Corporation (CRH)
- Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
Q: I am aware that these companies have high debt levels. However, would you view any one of them investable? Or would there be similar companies with better growth prospects?
Thanks for your input!
Thanks for your input!
Q: Is this a good entry point into BHC and ARE?
Q: Hi Team,
What are your thoughts on this company and its future prospects?
Thanks
What are your thoughts on this company and its future prospects?
Thanks
Q: Hi folks, please get opinion on Q results for Bausch (formerly Valeant). Stock rallied on raised guidance but has since sold off. Thanks as always, JB
Q: My first question on Points (Peter would know this well as it used to be in the Sprott Growth Fund) and VRX (Valiant) are two stocks that seem to have a lot of momentum for the last little bit. Do you think that they would be too risky to add to a portfolio - I am medium to high risk. Always appreciating your great service. Thanks Dennis
Q: What did you think of the latest quarter? With some lawsuit issues being resolved and debt reduction underway is it time to take a small position? What’s the valuation look like and debt levels? Thanks
Q: stock showing strong upward trend as well as what seems to be encouraging news your opinion going forward
Q: Would this be a good time to take a position in this company based on current fundamentals?
Q: Good morning,
Would you buy VRX , now at $28.30 with a P/E of 5.6 (this from the Nat. Post) or are there still too many problems with this company.
Thank you,
HD
Would you buy VRX , now at $28.30 with a P/E of 5.6 (this from the Nat. Post) or are there still too many problems with this company.
Thank you,
HD
Q: What is your evaluation of this company moving forward.
Q: Greetings 5i,
VRX seems to have rallied since it reported. Mgt looks to be doing a good job in reducing debt and providing transparency. They also offered notes I believe mid November reducing near term debt. I know you are cautious re: VRX however what additionally would be needed to endorse this company? It seems to be racing away as we sit and hope for more improvements.
Cheers!
VRX seems to have rallied since it reported. Mgt looks to be doing a good job in reducing debt and providing transparency. They also offered notes I believe mid November reducing near term debt. I know you are cautious re: VRX however what additionally would be needed to endorse this company? It seems to be racing away as we sit and hope for more improvements.
Cheers!
Q: Hi team,
What are your thoughts about Valent’s earnings? Do you believe a turnaround is possible and would you buy in now or still too risky? Thanks as always.
What are your thoughts about Valent’s earnings? Do you believe a turnaround is possible and would you buy in now or still too risky? Thanks as always.
Q: What are your thoughts on VRX? FDA gives a surprise green light to the drug VYZULTA which was not expected until 2018.
Would you recommend entering into a position on VRX today?
Would you recommend entering into a position on VRX today?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Saputo Inc. (SAP)
- Dollarama Inc. (DOL)
- Gildan Activewear Inc. (GIL)
- Metro Inc. (MRU)
- WSP Global Inc. (WSP)
- Air Canada Voting and Variable Voting Shares (AC)
- Stella-Jones Inc. (SJ)
- Quebecor Inc. Class B Subordinate Voting Shares (QBR.B)
- Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B)
- Intertape Polymer Group Inc. (ITP)
- Laurentian Bank of Canada (LB)
- RONA inc. (RON)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Uni-Select Inc. (UNS)
- Bausch Health Companies Inc. (BHC)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- MTY Food Group Inc. (MTY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- New Look Vision Group Inc. (BCI)
- D-Box Technologies Inc. Class A Common Shares (DBO)
- Logistec Corporation Class B Subordinate Voting Shares (LGT.B)
- Cascades Inc. (CAS)
- Supremex Inc. (SXP)
- Stingray Group Inc. Subordinate Voting Shares (RAY.A)
- 5N Plus Inc. (VNP)
- Transat A.T. Inc. Voting and Variable Voting Shares (TRZ)
- DAVIDsTEA Inc. (DTEA)
- Richelieu Hardware Ltd. (RCH)
- Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
- Goodfellow Inc. (GDL)
- Tembec Inc. (TMB)
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Thank you,
David L
- DH Corporation (DH)
- Concordia Healthcare (CXR)
- Home Capital Group Inc. (HCG)
- Bausch Health Companies Inc. (BHC)
Q: Hello Peter,
With regards to the question posed to you for HCG by one of your members, i can relate to the frustration and disappointment that your team did not see it coming. However, at the same time, as investors, we have to realize that you can only advise based on the data you have available. Past data can be used as input to determine Future company or sector trends, but cannot guarantee success as no one can predict the future. I think it is best to focus on how we can avoid such stocks in the future given great metrics in the past (HCG had high ROE, decent PE etc ) and all of a sudden we start hearing issues with the company. Can you please shed light on what investors can watch for to avoid such pitfalls? I am using your service, watch BNN, read newspapers and other letters along with placing stop losses to minimize downside. From what i have seen, it is best to stick to decent paying dividend stocks like BCE, SLF, Banks, etc Growth stocks just seem to have too much hidden which comes to surface later or they are targets for short sellers. Thanks for your valuable input.
With regards to the question posed to you for HCG by one of your members, i can relate to the frustration and disappointment that your team did not see it coming. However, at the same time, as investors, we have to realize that you can only advise based on the data you have available. Past data can be used as input to determine Future company or sector trends, but cannot guarantee success as no one can predict the future. I think it is best to focus on how we can avoid such stocks in the future given great metrics in the past (HCG had high ROE, decent PE etc ) and all of a sudden we start hearing issues with the company. Can you please shed light on what investors can watch for to avoid such pitfalls? I am using your service, watch BNN, read newspapers and other letters along with placing stop losses to minimize downside. From what i have seen, it is best to stick to decent paying dividend stocks like BCE, SLF, Banks, etc Growth stocks just seem to have too much hidden which comes to surface later or they are targets for short sellers. Thanks for your valuable input.
Q: Hi,
Is their any price at which either CXR or VRX would interest you or do you view both of them as uninvestable?
Regards,
Robert
Is their any price at which either CXR or VRX would interest you or do you view both of them as uninvestable?
Regards,
Robert
Q: Looks to open down 10% after Ackman's decision. Is there any price at which this has potential or is it simply a (non-)value trap / bankruptcy waiting to happen?