Q: I was wondering your opinion about Cypher Pharmaceuticals and Centric Health Care. Would you buy either of these and could you give an explanation, thanks
Mary
Mary
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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: ILUVIEN approval for GUD. How big a deal is this. I noticed on the Globe and Mail GUD was proposed as a small cap to watch. I don<t know how important this deal is. But, i see it didn<t affect the stock price much.
thanks for the great service
thanks for the great service
Q: ..how do you view Antibe's latest results? thanks.
Q: What are your thoughts on AMRN? Would you recommend buying at this time?
Q: Thank you again for this excellent service. I have a question about Savaria. In their most recent quarterly results, for the 9 months ended September 2018, stock-based compensation is $899K on $12.9M income. If I have done my calculation correctly, the stock-based compensation is about 7% of expenses. I do not know how to find the base salaries for the management (which would presumably further increase the management cost for the firm).
Is this not a lot excessive? Should I be concerned about the "cost" of management and how this cost could dilute shares or profits?
Thank-you
Is this not a lot excessive? Should I be concerned about the "cost" of management and how this cost could dilute shares or profits?
Thank-you
Q: Any idea why the big drop in Biosyent this week. Also thoughts on their Q3 results
Thanks
Don
Thanks
Don
Q: I Have held Knight Therapeutics (GUD.TO) in my Granddaughter's trust account for a number of years, but sold today with the jump in price for a small profit. I'M am now looking for a stock in the Health Care sector to replace it, preferably one that pays a dividend.
Would you be comfortable with Savaria (SIS.TO) for a 3-4 year hold? Could you recommend one or two others? Many thanks
Would you be comfortable with Savaria (SIS.TO) for a 3-4 year hold? Could you recommend one or two others? Many thanks
Q: You wonder how many people would actually be up on this name as many got shares from the spin off from PHM which they could be down on as I am.
Q: Just a comment... your system shows a 2019 EPS estimate of $0.72 for Savaria. I think that makes the forward P/E closer to 18 (you said 28 in a q&a today)
Q: Hi 5i,
Looking at pulling the trigger on a handful of Canadian stocks that've gotten beaten up lately to round out the Canadian portion of my portfolio.
I love a number of your recommendations. The one I seem to be struggling with the most is Savaria. P/E seems so high, its like it trades as a growth tech stock. In another question you indicated its forward P/E is 28.5 even with the recent correction.
So I guess my question is whether the confidence is still high for this pick? In a world where other Industrials like Magna and Linamar trade at such low multiples, does SIS really deserve the premium?
Thanks!
Ryan
Looking at pulling the trigger on a handful of Canadian stocks that've gotten beaten up lately to round out the Canadian portion of my portfolio.
I love a number of your recommendations. The one I seem to be struggling with the most is Savaria. P/E seems so high, its like it trades as a growth tech stock. In another question you indicated its forward P/E is 28.5 even with the recent correction.
So I guess my question is whether the confidence is still high for this pick? In a world where other Industrials like Magna and Linamar trade at such low multiples, does SIS really deserve the premium?
Thanks!
Ryan
Q: What are your thoughts on NEO at the current price, having dropped after missing one quarter even though they have been beating estimates in prior quarters?
Q: As a retired person I am always looking for high yield investments.
So I look at something like HHL from Harvest. It holds 20 equal weighted mainly US healthcare stocks. A solid sector with good long term demographics. I see their current yield on what they are paying out is 8.67% - all capital gains - great! But I see the average dividend yield on the stocks held is only 1.96%. How can that be? Seems it’s done using covered calls Not sure how that works but sounds like it creates added risk. What if the covered call $ generated isn’t enough to meet their intended distribution? Where does the extra $ go if covered call exceeds the distribution.
So I investigate the industry a little more and I see words like- total return swap based, inverse, currency hedged, low/ high volatility, fund of funds, proprietary methodology, 2x returns etc., and I start to wonder what’s going on?
Then I remember the term “ flow through shares” of some time ago and say to myself “ it’s déjà vu all over again.
Derek
So I look at something like HHL from Harvest. It holds 20 equal weighted mainly US healthcare stocks. A solid sector with good long term demographics. I see their current yield on what they are paying out is 8.67% - all capital gains - great! But I see the average dividend yield on the stocks held is only 1.96%. How can that be? Seems it’s done using covered calls Not sure how that works but sounds like it creates added risk. What if the covered call $ generated isn’t enough to meet their intended distribution? Where does the extra $ go if covered call exceeds the distribution.
So I investigate the industry a little more and I see words like- total return swap based, inverse, currency hedged, low/ high volatility, fund of funds, proprietary methodology, 2x returns etc., and I start to wonder what’s going on?
Then I remember the term “ flow through shares” of some time ago and say to myself “ it’s déjà vu all over again.
Derek
Q: What do you think about yesterday's high volume decline? I have read the company statment after the halt. I have had some bad luck over the last 2 months and it seems everyday I get crushed with another big hit. I am still following my plan and am still fully invested in a balanced portfolio from your coverage list. Should i switch out vmd for a better name or hold?
Ty!
Ty!
Q: News on share price drop.
VIEMED HEALTHCARE COMMENTS ON TRADING HALT
Lafayette, Louisiana (November 19, 2018) Viemed Healthcare, Inc. (the “Company” or “Viemed”) (TSX:VMD.TO), a home medical equipment supplier that provides post-acute respiratory care services in the United States, announces that it is not aware of any material undisclosed information in the business, operations or affairs of the Company that may be contributing to the level of trading activity of its shares on the Toronto Stock Exchange.
The Company suspects that the activity could be related to a recent report that Centers for Medicare and Medicaid Services (CMS) is considering adding various codes to the next round of the Competitive Bidding Program (CBP), one of which is ventilators. The Company will be submitting comments to CMS in the normal course of business. Comments are due to CMS by December 3, 2018. The Company does not believe that ventilators should be included in the CBP. Additionally, the Company is aware that the CBP has been temporarily suspended starting January 1, 2019, therefore, any changes should not be effective until January 1, 2021, at the earliest.
Read more at http://www.stockhouse.com/companies/bullboard/t.vmd#AGVDlYwJ9LfxZTl7.99
VIEMED HEALTHCARE COMMENTS ON TRADING HALT
Lafayette, Louisiana (November 19, 2018) Viemed Healthcare, Inc. (the “Company” or “Viemed”) (TSX:VMD.TO), a home medical equipment supplier that provides post-acute respiratory care services in the United States, announces that it is not aware of any material undisclosed information in the business, operations or affairs of the Company that may be contributing to the level of trading activity of its shares on the Toronto Stock Exchange.
The Company suspects that the activity could be related to a recent report that Centers for Medicare and Medicaid Services (CMS) is considering adding various codes to the next round of the Competitive Bidding Program (CBP), one of which is ventilators. The Company will be submitting comments to CMS in the normal course of business. Comments are due to CMS by December 3, 2018. The Company does not believe that ventilators should be included in the CBP. Additionally, the Company is aware that the CBP has been temporarily suspended starting January 1, 2019, therefore, any changes should not be effective until January 1, 2021, at the earliest.
Read more at http://www.stockhouse.com/companies/bullboard/t.vmd#AGVDlYwJ9LfxZTl7.99
Q: What happened to tank this stock today,can't find any news!!
Q: Hi Peter and Ryan, I found this US health care stock (trades in Canada) trading near its 52 week high, yielding just over 7% and looking to break out, what are you views on DR, worth a look in this “crazy” market?
Thnx
Dave
Thnx
Dave
Q: I have a question about UNH.can you provide an updated view on Unh investment appeal?
Q: CPH has been really beaten up lately. What do you think is the reason.
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Q: Any ideas why Nobilis is popping today?
Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.