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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i team!

What is your opinion of HLS these days?
I last asked about them in Feb 2019. At the time you were concerned about their debt level. Has it improved (marginally or otherwise) since then or do you foresee any further improvement in 2020 and beyond based on their recent financials?
They had a good 2019 wrt stock price appreciation.
They have recently received approval from Health Canada re Vascepa but significant sales from that drug may not occur for a year or 2 (or more).
Can this be added to an already diversified portfolio of mid caps? I recently took a 1/4 position in mid Dec at $19.34. I would like to add a further 1/4 position each quarter going forward. This will allow me to monitor their overall progress wrt their additional drug portfolio.
They stated that peak sales of Vascepa may not occur until 2-4 years thus the patient accumulation.

Cheers,
Steve
Read Answer Asked by Stephen on January 09, 2020
Q: Which US and Canadian healthcare names would you be comfortable initiating a position in today?
Read Answer Asked by Patrick on January 08, 2020
Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
Read Answer Asked by Adam on January 08, 2020
Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks
Read Answer Asked by Tim on January 07, 2020
Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim
Read Answer Asked by jim on December 30, 2019
Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020
Read Answer Asked by Peter on December 30, 2019
Q: Sadly, I held on to my position and the share value has gone from bad to worse. I see it is now listed on the Venture. When and why did that happen? When do they report their fiscal year's results? Do you have any info on estimates? I know you removed it from your portfolio and gave a fairly negative assessment on their performance, but will ask any way...is there any hope for improvement once tax loss selling is done?
Thanks for your good service.
Read Answer Asked by Leonard on December 10, 2019
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