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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by humbledudeon Nov 03, 2015 8:09am
182 Views
Post# 24252944

RE:What Kevin O'Leary said is worrisome

RE:What Kevin O'Leary said is worrisome
Well, to begin with, its hard to judge the value of a company that succeeds from multiple acquisition of other companies by using a traditional value model. Therefore, their value is judged by their past performance comparing to their sector.
 
In the pharma sector, in the case of CXR, the only number I as an investor will look at is their earning and profit.
 
If CXR puts the meat on the table consistently, that's all I need to know. 3rd quarter release is NOV-13th-2015 the next friday. 

dude.

fdfd12 wrote:
He said "stocks like VRX and others who buy companies and sell drugs will have a lower multiple for many years because of this VRX problem and Hillary CLinton tweet."

Meaning, stocks use to have a PE of 15 to 20 now will now have compression.
Meaning they will only trade at multiples of 5-7 cause of this.

HCG in home mortgages has traded at a PE of 7 for a few years now.

I hope this is not the case because if it is, CXR will not see 60 for a year.

Comments please.


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