Q: Hi Peter,

I recently discovered ABC company. I hadn't heard of it before. Upon further investigation, I was impressed by its consistent outperformance of estimates and excellent track record. It reminds me of CSU. What is your opinion on this company? Could you provide some pros and cons for long-term investment? Also, are there any other better options in the medical industry?

Best,
Matt

Q: ABC has been doing nicely since the beginning of December. Do you know the reason for the good performance and do you see it continuing?
Thanks for your great advice.
Ian

Q: ABC recently reported its annual and 4th qtr results. Operations looked good but they booked a massive reserve for their opioid problem which completely wiped out the company's equity. Yet some analysts have upgraded their forecasts. Presumably this didn't breach any loan covenants but I worry that it might impede future borrowings or restrict future dividend payments etc. I understand that actual payments are to be spread over many years but I still worry that it is a big negative.
Your thoughts will be appreciated.
Ian