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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: What are your thoughts on SIS's premature earnings release with disappointing EBITDA miss and lowered guidance? Also they pointed to less acquisitions and more focusing on getting the house in order. Obviously not good to hear they are struggling in Europe. I have always liked this mgmt and I feel they handled this primarily negative release well and I appreciate their transparency and guidance on how they plan to fix the issues. But what does this mean for a company that has struggled for the last 5 months, are we now looking at another year plus of lowered guidance, less or no acquisitions, restructuring, and beaten down share price? Thanks
Read Answer Asked by Adam on February 20, 2019
Q: Simple question

Does 5i view this deal as significant in any way (from the Globe)

Knight Therapeutics Inc. (GUD-T) announced the closing of a strategic financing agreement in Moksha8 Inc., a specialty pharmaceutical company focused on licensing and marketing “innovative and established therapeutics” in Latin America, for up to US$125-million.

Under the agreement, Knight will initially lend Moksha8 up to US$25-million in working capital funding, of which US$10-million will be issued at closing. Knight said it may issue up to an additional US$100-million in funding for M&A and the acquisition of new licenses.
Read Answer Asked by Tim on February 19, 2019
Q: Hello team,

What is wrong with FDA wanting to review CorMedix's "full data set including secondary endpoints from the LOCK-IT-100 study to facilitate FDA's consideration of CorMedix's request to file the New Drug Application (NDA) for Neutrolin on the basis of the LOCK-IT-100 study results."

Why the 27% drop after the meeting with FDA and willingness of the company to provide the data and fully cooperate?

Hold, Sell, or Average down on CRMD?

Thanks as always.
Read Answer Asked by Saeed on February 15, 2019
Q: First I want to just thank-you for making me a better investor not just with your recommendations but with your approach. Covalon has. in Appendix B of their annual statement included the notice of the change of auditors. The 'resignation' of BDO is, as it turns out, at the request of Covalon. We are also informed (elsewhere) that there will be no vote on the financial statement. I have gone through about as many of their recent Sedar filings as I can take and perhaps I am reaching here, but is this normal practice to you? Any red flags?
Read Answer Asked by Alex on February 13, 2019
Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl
Read Answer Asked by earl on February 13, 2019
Q: This small bio pharmaceutical company is listed in the US. It is working on alternative to opioids drugs. Would appreciate your comments on the future of this company.
Thanks
Read Answer Asked by satish on February 12, 2019
Q: I mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.
Read Answer Asked by Cheryl on February 12, 2019