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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: Peter, I was fortunate to get into PHM at .26C. When it reached .52C I sold half my position and considered anything else to be "gravy" and vowed to myself never to touch that stake until one day they were sold, or became the darling of Nasdaq.
Well its up 119% YTD and now makes up 7.5% of my portfolio. It makes me happy and nervous all at the same time.
Should I reconsider my vow, or put my bigboy pants on and just hang on for the ride?
Read Answer Asked by Barry on April 19, 2015
Q: I have a question regarding the recently upsized bought deal of $58.5M. In the past, I have felt as though many "upsized" deals come about due to external demand and promotion by the underwriting syndicate to company management. This can be a negative as the incremental capital raised likely has no immediate place to go(otherwise, why not start at the higher sized offering to begin with...), and this can result in shareholder dilution.

I realize PHM is a role up company and currently on an acquisition spree so this may not apply to them but what do you make of this increased deal size? I worry about all the extra dilution.

Thanks.
Read Answer Asked by Scott on April 13, 2015
Q: To me, it appears both PHM and NHC pre released very good quarterly numbers. What did you think of them?

Also I remember 5i being hesitant on NHC due to past experience with management. Has their recent success tempered your concerns? To me it still seems quite cheap relative to the sector (based on forward estimates).

Thanks
Read Answer Asked by Scott on April 10, 2015
Q: I'm up over 300%. It was a very conservative buy in the first place, so even with gain, it is a reasonable position in my portfolio. I read a report this weekend that they may not be completely forthcoming with their income statement, that Net Operating Profit in Q1 2015 was listed as $1.572 million, but the fine print indicated that this figure excluded the amortization of intangible assets, stock-based compensation, the gain or loss on derivative financial liability, interest expense, and income tax expense. With the inclusion of these expenses, Q1 would present quite differently. Is this an ethical presentation, and should I be concerned with holding this stock? How does the balance sheet look? Because of my small position, I had planned on holding for a couple of years and riding out the volatility, but of course it's a shame to lose the gain if they are not presenting the true picture, and the stock is weaker than it appears. Your opinion please. Thank-you.
Read Answer Asked by Kim on March 30, 2015
Q: On PHM's recent conference call, management claimed they could reach $125 MM revenue run rate by end of summer 2015, and then stated that their new year end "goal" (not guidance) was for $175 MM run rate revenue. Taking this announcement into account, how does PHM stack up on a risk reward and valuation basis with CRH Medical and Nobilus Health Corp? For a risk tolerant investor, are any of these stocks buys today and in what order?

Thanks for the great service!
Read Answer Asked by Scott on March 23, 2015
Q: Hi Peter and team,

Patient Home Monitoring is a Canadian company but all or most of the business is in the US. Is the business model stable. Can you kindly let me know about the revenue and profit is stable as well. Is this a good buy because the company stock has triple in the last year. Thanks.
Read Answer Asked by Norwood on March 19, 2015
Q: Hello Peter & Co,
Healthcare/Pharma represents 12.1% of my RRIF portfolio with Catamaran, Cipher, Concordia, Knight Therapeutics, BioSyent and Valeant; I also own ProMetic Life Sciences in my TFSA.
I was thinking of adding a small basket of the following: CRH Medical, Patient Home Monitoring and Nobilis Health; this would add another 1.9% to my RRIF portfolio.
Which of these additions would you consider to be complementary to my current holdings? or does the additional return warrant the additional risk?
Thanks,
Antoine


Read Answer Asked by Antoine on March 12, 2015
Q: This question has little to do with this particular VSE stock but it is an example of today of my frustration on these smaller companies and their reporting. My understanding is that TSE and NYSE firms must report their quarterly numbers within 90 days of that date and usually they give you a 10-15 day heads-up of when these numbers will be announced. I believe VSE listed companies are given 120 days to announce results and from what I can see, they are under no obligation to state what day this will be announced. Am I right in my assumptions? Is there any way to know where to look for when these results might be posted or are you supposed to guess?
Read Answer Asked by Barry on January 20, 2015
Q: Hello team,
Do you have any comments on today's news wire release on the execution of a letter of intent to acquire a regional business. This is the first time I have heard of this term...it is non-binding and the subject company's financials are unaudited - and yet is sounds like a done deal. Also the news wire release is not for distribution in the U.S. as per the preamble. Should this have an impact on the stock price at present? Thanks
Read Answer Asked by Janice on January 07, 2015
Q: Hello Peter,
Can you please comment on why AVO is going down despite good results? Is it because it went up alot after the good results and now investors are taking some profits (if they bought in at 15 or so). Also, i cannot seem to find any press releases to suggest why PHM is going up every day. Thanks very much.umed
Read Answer Asked by umedali on November 11, 2014
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