Post by
power_auditor on Apr 21, 2014 6:49pm
James Hodgins(Curvature Hedge)
Likes the metrics here over CXR(Concordia)....if I heard correctly,is now shorting CXR and going long MSL.... the more exposure we(MSL) receive can only benefit the share price...sector seems to be in favour for now. Volume is kinda low....maybe the Valeant news tonight with Ackerman, will light a spark here for people looking for some ideals....in small caps....GLTA
****James is on BNN mkt call tonight(Apr.21/14)
Comment by
lscfa on Apr 21, 2014 6:51pm
He said the the EV/EBITDA ratio for CXR is 12x vs. 5x for MSL. Thus the pair trade.
Comment by
onacom on May 24, 2014 9:49am
I hope he shorted CXR, when you wrote your post, he did very well, may be he should start covering... but not such a luck, when you get blocks of 5G, 10G. 30G on the buy side, and no sellers.. I own both, and still staying long CXR, MSL, DND, RX good luck all.....