Investment Q&A

Q: Good afternoon team,

I'm considering making a small purchase (2%) of CRH Do you see this stock continuing its current climb and possibly recapturing the magic from its big run a few years ago?

Thanks, Tristan.

Q: In your Feb 7 response to Jerry on PRN after referring to recent strong momentum you say “markets obviously think there is potential here, but the company now needs to start delivering on that potential.”

I would argue that PRN started delivering on the potential long ago – the company received FDA approval Aug 2019 after a successful clinical trial; PRN successfully listed on NASDAQ last fall; the company announced in early January this year a deal and partnership with RadNet, the largest network of outpatient imaging centres in the US; and recently PRN raised US$ 40 million in an equity financing and retired all bank debt ahead of schedule. PRN is now well positioned to scale the business without further dilution.

I recognize there remains commercialization risk and there is reimbursement risk and revenues are essentially non-existent at this early stage but what we have here is a very experienced very competent management team that has done it before with NOVADAQ. Significantly, the CEO Arun and his team are not doing this because they need to money. They will not rush it they will do it right. I think you have mentioned in the past that this is one of the best small cap situations to invest in – assuming you can deal with the volatility and risk.

Q: In a largely positive market GH is not doing well. Why?
Should I sell and buy the best 3 US growth companies that you recommend. Thanks.
Klaus

Q: Kindly provide your opinion of this Company. Is the valuation reasonable? I noticed it is the largest weighting in the BMO's ZUH ETF.
Best, Don

Q: After the recent large acquisition does the company has some debt? Any way to find it out or one needs time to tell?

Q: Guardant Health, your opinion please.
Thanks, Peter

Q: Unfortunately I was not able to get out of Medial Facilities so I am holding at a large loss and hoping for a recovery. I see that they recently sold one of their facilities. Is this this facility that has been causing them their problems? Do you think this improves the outlook? Thanks, great job.

Q: What did you think of their results. Thanks

Q: Could you please comment on their results and outlook?
Should I keep it?

Thanks,
Milan

Q: I would appreciate your outlook on this company and do you think this is a good entry point? Thanks for your insight.

Q: Are there any stocks that will benefit from the coronavirus scare?

Q: Your analysis and view of this company hitting new highs and do you see more momentum. Buy,sell or hold?
Thanxs Gary

Q: CPH took it on the chin yesterday with Bauch Health pulling out of an agreement. Trying to find out the impact of this event to the company. Information seems to be hard to find.

Q: HLL ETF. I cannot find any details on what is in this ETF. Hope you can help me with some information

Q: hi and thanks
Covalon reported their 3rd quarter in late August. It seems they are taking a rather long time to report their year end. Your thoughts. As well the company also stated: "Company expects substantial insider participation in respect of the Offering". Did that participation take place?
thanks
Joe

Q: Hello 5i,
Thank you for the quick reply to my question on the healthcare companies.
For some reason the ticker for Avita Medical was not accepted. Could you give me the 2020 growth estimates for it please?
Thank you
Dave

Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

Q: Hi 5i Team,

I am looking at APTX Aptinyx Inc., a Biopharmaueutical Co., and am thinking to initiate a small position of it.

They are still losing money and did a financing at 3.00 in mid January, but share jumped up to 4.60 already last Friday.

What is your thought and outlook of this company? Is it still speculative ?

Always thank you for your professional advice.

Q: Hi 5i
Recent takeovers have left me with uninvested funds. I'm looking to re-invest that cash into income generating (US stocks preferably) undervalued positions providing 3 - 5 % dividends.
What would you suggest I have a look at ?
Also, PA shows that I'm light on utilities and telecoms but the suggestions don't need to be limited to these sectors.
Thanks
Mike

Q: Morning boys:
Is it time to step back in this name?
Thx
Mark