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Addiction rehab. Doesn’t know the company well, but does know the group that is behind it. The relative valuation is more attractive with Patient Home Monitoring (PHM-X) if you want to be in this family. If you want to have a flyer, you can buy almost anything in the healthcare sector. However, if you want to buy a high-quality name that is on sale, check out his Top Picks.

Sell and move into something else? This has been a long-term steady Eddie, but if you want to move, perhaps a Canadian bank stock. They seem to be pretty steady. If you want something more international, he likes DH Corporation (DH-T) as an income source.

Still likes this and would have no problem recommending it. Stock seems to be performing well. An outstanding great buy and hold company.

Great company. Well-managed. Very well capitalized. Lots of cash, but not a lot of earnings in the pipeline in the short term. Ultimately to get this stock lifted out of the $6-$8 range it has to have some earnings that are going to kick in. If this company were ever going to become a hostile raider, there is a lot of stuff in the Pharma space that is on sale. He would love to see this company take a run at some of these bombed out stocks. They have the balance sheet to do it, but he doesn’t know that that is their style. Let the company mature a little bit more and revisit it in 12-18 months.

Just reported a great quarter. Most people liked the quarter, but at the same time it seems that management has been knocked off their podium a bit and are starting to second-guess things. A company with a very high ROE that is trading on 2016 earnings. The earnings and cash flow power is so strong that he just doesn’t think it is going to sit down here at this price. There are not that many $40-$50 billion companies trading at 8X earnings that are growing at the rate these guys are growing at. This is going to be worth a lot more in 12 months than what it is today.

Trading at 4X earnings and at about 9X his estimated 2016 BV. Yes it is levered, but at 4X earnings and below BV, that issue is baked in. Thinks the stock goes higher or somebody comes running at it. CEO is a good guy that made a mistake with the financing. The sharks are going to come if the stock sits at $43.

They are going to try to go after these guys that wrote this screed. Evidently there is a Toronto-based hedge fund that is implicated. He thinks they are going to put up good earnings shortly, and eventually people will ignore the stuff. He hopes the OSC will do its job; he is not waiting for the Calvary. At the end of the day, this company has great earnings. If their stock doesn’t start moving, they have enough cash that they can just start buying it back.