Q: On Apr 24,GUD closed @ $7.79 down 0.12 on abnormally high 3.7m shs(vs 398m av,)It dropped from $8.05 to $7.65 on 95.6k shs(sell) @3.50pm,then recovered at the close on 2.153m shs(buy). Any news?Your view on GUD going forward.Txs for u usual great services & views
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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: Hello,
What are your thoughts on buying this company?
What are your thoughts on buying this company?
Q: Hi Everyone at 5i! Now that health is in the forefront, what do you foresee Reliq’s role in this might be? Might there be an up tick in the stock? Cheers, Tamara
Q: Thoughts on the earnings released this morning?
Sales increased 21% to $35.4 million for the year-ended December 31, 2019; up 34% to $10.8 million for the fourth quarter; Sales in constant currency increased 24% for the year; 36% for the quarter.
Gross profit increased 15% to $19.0 million for the year; up 34% to $6.1 million for the quarter.
Net income of $793 thousand for the year and $931 thousand for the quarter.
Adjusted EBITDA increased 15% year over year to $7.1 million for the year; up 28% to $2.2 million for the quarter.
Organic growth was 12% for the year; 15% in constant currency. Organic growth was 17% for the quarter, 18% in constant currency.
Cash flow from operations was $6.4 million for the year, up 48%, and total cash at December 31, 2019 was $12.8 million.
Sales increased 21% to $35.4 million for the year-ended December 31, 2019; up 34% to $10.8 million for the fourth quarter; Sales in constant currency increased 24% for the year; 36% for the quarter.
Gross profit increased 15% to $19.0 million for the year; up 34% to $6.1 million for the quarter.
Net income of $793 thousand for the year and $931 thousand for the quarter.
Adjusted EBITDA increased 15% year over year to $7.1 million for the year; up 28% to $2.2 million for the quarter.
Organic growth was 12% for the year; 15% in constant currency. Organic growth was 17% for the quarter, 18% in constant currency.
Cash flow from operations was $6.4 million for the year, up 48%, and total cash at December 31, 2019 was $12.8 million.
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Harvest Healthcare Leaders Income ETF (HHL)
Q: Would you buy either one of these company's?
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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Harvest Healthcare Leaders Income ETF (HHL)
Q: Hi 5i team
What are your top picks for Global/US health care sector ETFs that are listed on TSX , for non hedged and for hedged? Are these better to be in non registered account?
Many thanks.
What are your top picks for Global/US health care sector ETFs that are listed on TSX , for non hedged and for hedged? Are these better to be in non registered account?
Many thanks.
Q: Hi 5i team:
I have about just one per cent each IBB and IXJ, and they have been holding up well . Since I have a little bit cash I wonder to add to each one . Your thoughts please.
thank you.
L
I have about just one per cent each IBB and IXJ, and they have been holding up well . Since I have a little bit cash I wonder to add to each one . Your thoughts please.
thank you.
L
Q: Hello!
1) I would like to get a good, general US healthcare etf .. what might you recommend now? (Long term income investor)
2) also, I would like an etf that has companies like Sanofi and GSK, at decent weights .. what do you think? I see that VYMI has them but at very low percentages.
Appreciate your advice. Thank you!
1) I would like to get a good, general US healthcare etf .. what might you recommend now? (Long term income investor)
2) also, I would like an etf that has companies like Sanofi and GSK, at decent weights .. what do you think? I see that VYMI has them but at very low percentages.
Appreciate your advice. Thank you!
Q: Please comment on Update & preliminary Q1 results released after market close today.Thanks for u usual great views & services
Q: GUD re-launch of Trelstar has a great impact. Today it closed at $7.54 up 0.61 on 761k shares(av 353k) Please comment Thanks for u usual great services & views
Q: Hi Peter and Staff
As luck would have it after being under water for two years on GILD I dumped it at $63.
It’s gone straight since then mostly because of a possible covid vaccine . I note you like it and while I obviously hope they or someone has a vaccine soon , I wonder about your thoughts for it going forward if they do not come up with a vaccine for covid .
Thanks for all you do
Dennis
As luck would have it after being under water for two years on GILD I dumped it at $63.
It’s gone straight since then mostly because of a possible covid vaccine . I note you like it and while I obviously hope they or someone has a vaccine soon , I wonder about your thoughts for it going forward if they do not come up with a vaccine for covid .
Thanks for all you do
Dennis
Q: Sorry, I did not mean to limit my question to investing opportunities only in Canada.
What opportunities do you see in the US and would you be able to rank both the Cdn and US suggestions regardless of country in order of preference pls.
Thanks,
Terry
What opportunities do you see in the US and would you be able to rank both the Cdn and US suggestions regardless of country in order of preference pls.
Thanks,
Terry
Q: Good morning, I'd like to know your opinion on GTMS. Their latest financial results look good. It seems that COVID-19 has minimal impact to the patient treatment numbers. Greenbrook's TMS Centers have been deemed essential businesses. Thank you.
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Gilead Sciences Inc. (GILD)
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Johnson & Johnson (JNJ)
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Medtronic plc. (MDT)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Health Care Select Sector SPDR (XLV)
Q: Am needing to get more health exposure into my portfolio. So the question is with say 20 000 to invest, do you put it all into ZLV ETF or is there more growth potential by buying two or three quality stocks like JNJ, PFE and GILD.
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Amgen Inc. (AMGN)
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Intuitive Surgical Inc. (ISRG)
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Medtronic plc. (MDT)
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Knight Therapeutics Inc. (GUD)
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Guardant Health Inc. (GH)
Q: Wow your team is good!
I am short in health care in my portfolio. Can you please provide me with your current five favourite health care buys for growth over the next five years. I am comfortable with volatility, Canada or US, and small, medium or large cap.
Thanks in advance
I am short in health care in my portfolio. Can you please provide me with your current five favourite health care buys for growth over the next five years. I am comfortable with volatility, Canada or US, and small, medium or large cap.
Thanks in advance
Q: With the goal of taking a basket approach to the pharma sector, is there a large cap, Canadian listed, US Pharma names ETF that you favour?
Thanks.
John
Thanks.
John
Q: In answer to @Cheryl, Knight released two news yesterday. The Triumvira repayment shows that Goodman's strategy of battling mostly 'singles' (except the GBT 'homerun') is working.
However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).
Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.
Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!
However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).
Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.
Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!
Q: May I have your opinion on CloudMD Software (DOC.CN)? Telemedicine may benefit in this environment.
Q: The loan repayment made by GUD seems to have made the market happy, is it significant?
Q: Telehealth utilization seems to have taken off in Canada - are there any investing opportunities here in your opinion?
Terry
Terry