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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by Stockcoach1on Nov 13, 2015 1:06am
177 Views
Post# 24287880

RE:RE:RE:RE:RE:RE:$45/sh tomorrow?

RE:RE:RE:RE:RE:RE:$45/sh tomorrow?]

green24 wrote:
Clutter?  The whole board is clutter!
 
Beware the power of the shorters.   Look what they did to NHC today after they blew away the analysts estimates.
 
I just hope CXR trades green tomorrow and doesn't drag down the rest of the sector.   $45!!! LOL.   Good luck with that TechTarget.
 
It was at $45+ already when the sector had a dead cat bounce.   VRX got to $150+, PHM to .62, NHC to $5.60+, etc.  But this is the new reality.   Everything is trading lower, if you see $45 tomorrow and everything else stays down, I guarantee you that CXR won't hold it for long.    That said, while everything else is 1/3 or more lower two weeks later, CXR is only down 20%.   It held up better than the rest, and I will agree that this is because it was so oversold compared to the rest.
 
Problem is, the market doesn't care how good you look compared to the rest.   If you are in the healthcare sector, you are getting hit hard right now.    Even companies that have virtually all cash market caps now, like LND and CXV are just getting smoked - like the profitable business they are running don't even exist.   CXR has super low EBITDA 2016 multiples and all you are going to hear in the morning is they had a loss and they have a pile of debt.    Really tough to fight market sentiment and shorter power.
 
FWIW, I stepped out at $41 and was hoping to get back in at $35.   And despite the numbers being slightly better than I expected, I wouldn't be surprised if I get my chance soon.    Maybe not tomorrow or Monday, but soon after.
 
The truth is that NHC unfortunately didn't have their Q3 numbers for their release today, as they changed accountants. This is why they were punished today. Simply put, verbal rhetoric does not replace certified results. 
 
As for your other comparison, VRX is facing issues and scrutiny in their price hikes, accounting, and questionable ethical practices. They are under investigation, and spotlight. CXR is not....poor comparison.
 
Your othert comparisons with PHM, LND, CXV are simply ridiculous. These are venture companies that have a completely different business model, 100% elective and at the mercy of US healthcare, politicians and insurance companies.

Is it possible that the Dow could crash tomorrow, the interest rates climb to 10%,Gold jump to 5000/oz., and you could get your CXR fill at $35.00? Yes!
Anything is possible but very unlikely. 
GL
 


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