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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: Can you please comment on the acquisition made today? After lots of acquisitions should this not finally alleviate growth concerns?

Also, from Cardiome's recent investor presentation it looks like they had Canadian tax credits of 190M cad @ 26% = $49M (versus the company's 75M total tax credits). I am assuming that is what "NOL CFWDs" means? From the news release it appears Cipher may get these credits in the transaction. That seems very beneficial for Cipher as they would be in a position to actually use them immediately where Cardiome operating at a loss could not. Is my thinking correct here?

Thanks!
Read Answer Asked by Scott on March 21, 2018
Q: Cipher is improving and the stock is trending up. With that being said, Knight looks better for the long term if they ever deploy their cash hoard. I currently have a half position in Cipher where a tax loss can be harvested. Take the tax loss and top up my position in Knight while it's down?
Thanks!
Read Answer Asked by WAYNE on December 08, 2017
Q: All three of these companies were once market darlings that have fallen from their more favorable market days and are now attempting turnarounds. Do any of these companies appear to be a turnaround buy at their current levels? If not,and if they sit in one's portfolio, should they be ejected? if so, how would they rate from worst (eject 1st)to best (still hope, eject last).
Thanks!
Read Answer Asked by WAYNE on May 09, 2017
Q: I currently have 1/2 positions in MSL,CPH and SVC. MSL and CPH look like dead money with not a lot of growth potential going forward. SVC looks okay. I'm looking to enter a full position with PHO using proceeds from the sale of MSL and CPH (I would keep SVC for now and monitor). For heath care representation in my portfolio, I have a full position in GUD already (thanks 5i)! For a growth oriented portfolio, will this be a good move 3-5 years out? What do you consider an attractive entry point for PHO?

Thanks!
Read Answer Asked by WAYNE on April 20, 2017
Q: in which order would you sell the above names? Are there any catalysts that might move the stock price in the next couple of months ?
Read Answer Asked by Shawn on April 12, 2017