Q: my cost on CXR is 23.50 . what would be my downside risk at these levels? I keep hearing about a strategic review. what does this entail and what impact can this have on the stock price?
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Investment Q&A
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Q: http://investors.cvshealth.com/~/media/Files/C/CVS-IR-v3/documents/02-aug-2016/2017-standard-formulary-list-of-removals-and-updates.pdf
This may be another part of the reason for the sell-off today. Nilandron appears to have been added to the list of drugs to be removed at CVS for 2017 due to hyperinflation. I'm not sure of the implications as far as the percent of Nilandron historically sold through CVS. I would assume they'd re-negotiate pricing and take a bit of a hit?
This may be another part of the reason for the sell-off today. Nilandron appears to have been added to the list of drugs to be removed at CVS for 2017 due to hyperinflation. I'm not sure of the implications as far as the percent of Nilandron historically sold through CVS. I would assume they'd re-negotiate pricing and take a bit of a hit?
Q: Peter & Team, as to the question from Dennis today, the company needs to begin reporting organic growth in Covis and AMCO, preferably be summarized product category. We cannot wait until they cycle up against these acquisitions by end of year to see comparables; we need to know if things are better or worse from when they bought these products. And we need to know it August 12th when they report the quarter.
Reporting against target EBITDA of $610 to $640 million and Net Debt/EBITDA of 5.5x is not cutting it (obviously).
If management won't disclose product growth prior to acquisition date or if there is no constant currency growth, would that not be 5i's cue to cut and run?
Thank you.
Reporting against target EBITDA of $610 to $640 million and Net Debt/EBITDA of 5.5x is not cutting it (obviously).
If management won't disclose product growth prior to acquisition date or if there is no constant currency growth, would that not be 5i's cue to cut and run?
Thank you.
Q: Seeing all of the questions about the big drop today and having purchased at higher levels i agree that it's a really frustrating stock. However, i read today that Taylor Asset Management (David Taylor of Dynamic fund fame) and Davis Rea (John O'Connell) actually added to their positions at the end of Q2. They seem to be looking at the fundamentals without emotion and see the value in the company
Q: What the heck is going on with CXR?? It has tanked again today down over 16%!
Was there any News in particular that came out this morning? what is the specific reason for such a huge sell off today? I'm weary of the losses I have incurred on this position as it continues on its downtrend amidst the short sellers. I'm down over 50% and think I should throw in the towel....your thoughts on my thoughts of selling? Is there any glimmer of hope for this company in the near term?
Was there any News in particular that came out this morning? what is the specific reason for such a huge sell off today? I'm weary of the losses I have incurred on this position as it continues on its downtrend amidst the short sellers. I'm down over 50% and think I should throw in the towel....your thoughts on my thoughts of selling? Is there any glimmer of hope for this company in the near term?
Q: Can you comment on this article on Concordia? Thanks. http://www.businessinsider.com/concordia-international-short-thesis-2016-8
Q: Hi,
CXR continues to make new lows. It also trades on the U.S market, where U.S. investors just see a stock continually going down, and it is heavily shorted by U.S. investors. Years back, Jennifer Dowdie, then an editor for the Investors Digest, now with the
Globe & Mail, really liked Sino Forest. Hence, a lot of people owned this stock. Carson Block started shorting this stock and driving the price down... just like with valiant pharmaceuticals. Canadian analysts came on business stations and started criticizing him. In the end, just like valiant pharmaceuticals, he drove the stock way down in the case of Sino Forest right to 0. Is there going to be a time when you will tell us to cut our losses with CXR? Could you guys please do a feature on this stock and publish it? A lot of your customers have holdings in this stock.
Thank you,
Dennis
CXR continues to make new lows. It also trades on the U.S market, where U.S. investors just see a stock continually going down, and it is heavily shorted by U.S. investors. Years back, Jennifer Dowdie, then an editor for the Investors Digest, now with the
Globe & Mail, really liked Sino Forest. Hence, a lot of people owned this stock. Carson Block started shorting this stock and driving the price down... just like with valiant pharmaceuticals. Canadian analysts came on business stations and started criticizing him. In the end, just like valiant pharmaceuticals, he drove the stock way down in the case of Sino Forest right to 0. Is there going to be a time when you will tell us to cut our losses with CXR? Could you guys please do a feature on this stock and publish it? A lot of your customers have holdings in this stock.
Thank you,
Dennis
Q: A link providing some positive outlook for Concordia. I too have big loses. I kept averaging down, last time at 35 and was wondering if it's still a good idea to double down at this levels.
Anyway here is the link:
http://seekingalpha.com/article/3991275-concordia-tickets-might-get-expensive-august-12th?auth_param=199kea:1bpcs0q:1a48c260c25246af48595fe414619095&uprof=45&dr=1
Anyway here is the link:
http://seekingalpha.com/article/3991275-concordia-tickets-might-get-expensive-august-12th?auth_param=199kea:1bpcs0q:1a48c260c25246af48595fe414619095&uprof=45&dr=1
Q: Hi Peter, My question is about CXR I have 600 shares at a loss of 50%, should I cut my loses or hope for some good news.Thanks LIL
Q: PHM is up 34 % today. Any news. CXR continues to drop. Any news explaining the weakness. Thanks
Q: Hello Peter,
What is happening to Gold standard ventures? It was doing quite well and now it seems to dip every day. Also, would you consider concordia as a good buy right now and in the gold sector, would Agnico Eagle be considered a good buy now. Thanks
What is happening to Gold standard ventures? It was doing quite well and now it seems to dip every day. Also, would you consider concordia as a good buy right now and in the gold sector, would Agnico Eagle be considered a good buy now. Thanks
Q: What would you expect as to the possibility of a positive return by purchasing a Jan 20 2017 CXR call with a $29.00 strike price.
Thanks for your insight.
Thanks for your insight.
Q: Hi
With CXR stock now under $24.00, would this be a good entry point, or do you think it can still go lower in the short term.
Thanks as always
Guy R.
With CXR stock now under $24.00, would this be a good entry point, or do you think it can still go lower in the short term.
Thanks as always
Guy R.
Q: Just a comment on CXR. I like your advice to hold on and not take a big loss through panic. How often have we seen a general market panic? Brexit being the most recent example. I see it as a similar thing. The sector is in a panic and CXR seems to be the favorite whipping boy with perhaps influences from a short seller or two.
Anyway having your confirmation to stand pat makes me feel better about my decision to hang on.
Anyway having your confirmation to stand pat makes me feel better about my decision to hang on.
Q: On Friday, July 22 there was a pull back - some of my holdings came back approx. 1%. CXR sold off 5%. Any reason. X dividend - sell after x dividend date to capture dividend? Buy before x dividend date to capture dividend date? Thank you, Dennis
Q: While I realize that no one has a crystal ball, do you have any thoughts regarding the possible timing of a possible sale of the company or, if not, a decision not to sell for that matter? I wondered if it might be around the next quarters(August 12 ) results when there may be a better understanding of the impact of Brexit on the company's finances. Or do you think that this might require another quarter or so to sort itself out? Any thoughts on the probability of a sale actually happening? At this time the market seems to be discounting any potential sale!
Q: Another 5+% decline today on no news that I'm aware of. I am now off 33% on this thing on the advice of 5I to hang in. Is this a matter of having the fortitude to stay with it thru the volatility or is the writing on the wall that it's not returning to more lofty P/S.
Carl
Carl
Q: I am wondering what would be a normal p/e for Concordia? Also perhaps you can shed some light on the difference between cash flow and levered free cash flow.I understood the latter represented the cash left over after debt obligations have been paid. With their substantial debt I expected Concordia's levered cash low to be substantially less and yet Yahoo Finance shows cash flow per share of $4.10 and levered at $6.55.
As always your assistance is greatly appreciated.
Mike
As always your assistance is greatly appreciated.
Mike
Q: CXR has lots of headwinds (brexit, pricing environment, debt levels, questions about their business model, etc). if debt level is one of the biggest headwinds the company faces, and current cash flow will take years to pay down debt, is it possible the company issues shares, even at this really reduced price, to pay down debt?
Q: Who are top five shareholders and what is their % ownership? What is % ownership for insiders?