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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, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Read Answer Asked by rajeev on February 22, 2019
Q: Can you provide an update on RHT? It seems to have found a technical bottom since november and has made 3 successive higher lows as it moves up and down. What are the fundamentals like? How much of the fundamental strength that you initially saw still exists? Is this a dead (patient home monitoring type) company or just one that you lost patience with and could/should still go. I admit not to have looked into them beyond your recommendation so a summary of their potential catalysts and pitfalls over the next year would be amazing. Take a couple credits if needed to provide a full and thorough answer please.

Thanks
Read Answer Asked by Tim on February 21, 2019
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
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