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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: While the market remains buoyant, Knight's CEO seems to be remaining patient for a major reset bringing potential buyout company prices spiralling downward. I am ok with that but he seems to have laid an egg with TherapeuticsMD by paying $20M for rights to just two of their drugs for Canada and Israel plus buying $20M of stock at $5.10 and is now down over 40% in a short time frame. What do you think of this deal and the potential of these drugs? It was, at least, good to see one company pay for rights to the rest of the world outside the US. Are they a legitimate partner?
Thanks.
Read Answer Asked by Steven on June 11, 2019
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Read Answer Asked by John on June 11, 2019
Q: I do not understand what is going on at PLI.
I have many shares and want your help to sort out my options.
1. should I participate in the writes any why . Is to late ?
2. what advantage would I get if I owned the writes. Would I be able to guy shares at $ 0.0015 and how does that work.
3. Is there a chance the new management is more capable in running this company which may have solid science but has cheated it's loyal stock holder.
Read Answer Asked by JOSEPH on June 07, 2019
Q: Is Prometic Life Sciences, in your opinion, still a viable company??
I am trying to determine if the current offer of 20 shares for every share owned is worth the small investment required. The shares are currently trading at 035 cents and the offer would provide the additional shares at around a tenth of a cent (if my calculation is correct) This sounds like one of those deals that is too good to be true but I am not 100% convinced. What do you think

Thanks for your thoughts
Read Answer Asked by Bob on June 03, 2019
Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.
Read Answer Asked by Richard on June 03, 2019
Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.
Read Answer Asked by Christopher on May 28, 2019
Q: hi folks:

as a followup to my earlier query on savaria's accounting i would like your further comment

sis employed hedges when it had ZERO debt , claiming it wanted to smooth out earnings variation caused by currency --- in those years this hedging cut profit in half

today they have debt which, along with the hedges, is impairing profit --- revenue is up 55% while operating income rose half that amount and EBITDA, (which is a phoney figure) is even less.

their accounting is unnecessarily complicated which always concerns me

if you look at a big company, like Teck or LNR, the reporting is 'fairly' straight forward

in my opinion these SIS guys try too hard to look better than they are - and are potentially just awaiting the next acquisition to get back to growth

comments?

thanks
Read Answer Asked by Robert on May 27, 2019
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