Investment Q&A

Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?

Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?

Thanks very much!

Q: Can you update your opinion of this company.It seems to be acting very well recently, at least from a technical perspective. Apparently there has been some insider buying recently.
Thinking of take a small position at this time.Would like your opinion on doing so.

Q: I have a well diversified portfolio, 2/3 Cnd and 1/3 US. In the US I have full positions in BAC, GOOG, DWDP, AAPL and 3/4 positions in MS, PYPL and half positions in FLIR, SWKS and LYB. I am happy with all these and think you have endorsed all of these recently.
I have also held a full position in US biotechs (spread evenly 1/3 each across BIIB, AGN and REGN) for 2 years and they have done nothing. My question is, would you continue to hold these biotechs in the hope/belief that their turn will come and they too will participate in the remarkable US growth, or are there simply better sectors and stocks I should be looking at? I don't want to be stubborn and recklessly hang on. If moving on is the wiser bet, what one or 2 alternate names would you suggest given my current US holdings (or perhaps add to one of the existing positions?)
You have not steered me wrong yet and I welcome your comments,

Many Thanks

Scott

Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?

Thanks, Barry

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Hi,
I bought gud at just over $10. Being at 7.92 right now and 3% of my portfolio do you think it’s a good time to average down and increase holding to 5%? Or would you view that as too much of a position?

Q: Is GUD still one of your preferred stocks for the future. And the time factor still unknown ? So patience is key until GUD uses its hoard of cash ?

Q: would appreciate your current thoughts on ARZ. Company online presentation reads well. Thanks

Q: Hello
Further to Steve's question about Medx Health yesterday, do you have access to more information about revenues and other financial metrics? I'd much rather invest in a small growing company that helps with skin cancer than some 'crypto'.
Thank you!
Brian

Q: What sectors would you consider to be undervalued at this time? Or at least undervalued in relation to the rest of the market? Thanks.

Q: stock showing strong upward trend as well as what seems to be encouraging news your opinion going forward

Q: I have read today the Morningstar Credit report. I own 10K and made 23% so far :-)
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w

Q: I have now read the Jan 8, 2018 research by Beacon Securities, and the Jan 5, 2018 Equity Spotlight by Scotiabank. Beacon has a target of $10.00 and Scotiabank's 1 year target is $3.50. One believes that the current pot legalization frenzy has siphoned off big money from the likes of PLI stock. The other believes that this is the year science will finally give PLI the push it needs to really grow. I'm ready to go big or go home if I see a real upward trend in the making. PLI has huge potential, and it probably has huge negatives that I can't even imagine. Where do you think this stock is going in 2018?
Elmer

Q: I am wondering if you could provide an approximate valuation for Viemed Healthcare (VMD-V). This company was spun out from Patient Home Monitoring
(PHM-V) on Dec 24th. Thanking you in advance. rj

Q: In this document, dated Jan 8, Beacon gives a target price for PHM of $0.35.
https://beaconsecurities.ca/wordpress/wp-content/uploads/downloads/2018/01/PHM-2018-01-08.pdf

Do I go with optimism or a grain of salt? (Or optimism with a grain of salt?)

Q: I would like your analysis of a new HealthCare Listing on the TSX - AKU.U. Can you comment on - Market cap, Sales, Debt Load, PE multiple, PEG ratio, quality of management and Growth Profile going forward. Finally the $64,000 question - would you be an investor?

Many Thanks
Scott

Q: Hello,

I had bought NEPT last summer and sold half this month with a 100% return. The other half is up another 30%. Do you recommend that I sell all of my NEPT shares or should I hold?

Thank you.

Q: Hello,

If Cannibis and Blockchain companies were to go through a large correction, what would your view be on how it would effect the rest of the tsx?

Regards,

Robert

Q: I sold GUD for tax loss purposes. Trade date was Dec.18, settle date was Dec.20
What date can I repurchase it?

Q: Any specific news to explain a 13% jump in Covalon Technologies on Thursday?