Q: What is your assessment of the update released by CXR this morning of the AMco financing and Capital Structure post AMco Acquistion? Do you think the share price will recover with the closing of this deal Oct 21st? Do you see CXR being impacted by the events happening with Valeant in US? Thanks
Q: Concordia revenues are divided into 3 categories: Legacy Pharma, Orphan Drugs, Special HC Distribution. Could you explain what products make up each category? Legacy Pharma is far and away the biggest in $ volume.
Q: Would you recommend subscribing for these IPO shares for a well-diversified income (and hopefully capital gain)portfolio, and if not, are other other utilities you would recommend instead?
Thank you
Q: Hi, Peter and Co.
In view of a significant AND constant increase of supply of Natural gas worldwide, how would you characterize the future of PSk.
I own a small/medium position and back to same as last year. Notwithstanding the dividend, not very optimistic as to it's future growth prospect.
You may have a different opinion, thanks for sharing,
Claude
How do you feel about CRH at current levels? I like the company as it generates real FCF (1-2M per month), but I am concerned that their could be a structural shift outside of healthcare as companies continue to blow up (e.g. PHM, CXR, VRX, NHC).
Would you recommend CRH as a pick in the junior healthcare space? Do you think it will play catch up and drop down to its peers performance? Seems to be holding here at the 4 dollar level.
Q: Did you have the opportunity to listen to this company's conference call yesterday and if so what are your thoughts on the sudden resignation of the Chief Financial Officer. How do you think that this event will affect the company going forward? Thanking you in advance. Brian
Q: Peter: If interest rates go up what do you think will happen to the price of gold and what about the stock price for Goldcorp (G) and Barrick (ABX). Thanks
Q: I hold BTE-T and ERF-T and Im over 50% under water on both - originally I invested 3% of my portfolio in each stock (Im comfortable with that weighting). Would you advise averaging down and getting the % back to 3%? Or do I just hold and hope that with a massive oil recovery I may get back to my ACB (gains look unlikely on these two)? Thanks, Neil
Q: Hi Team
Would like your thoughts on Eldorado Gold as a hedge in a portfolio?
I realize Goldcorp may be a more solid play but I like the growth prospects of Eldorado.
Q: Please may we have your expert opinion on the interview @ 12.20pm pst today on BNN.PHM is confident of good results forthcoming.Always appreciate your great views & services. Peter,you were great on BNN yesterday