Investment Q&A

Q: Hi Peter and team,
This is a company that will soon go for FDA trials for a medical device which will attempt to measure non invasively the extent of heart disease a person has. Its early days I know, but sounds quite unique. Can you give me your take on this company for a very small initial purchase. Gerry

Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

Q: I have significant tax loss on PHM, losses that are not usable. I have reduced my position but still have a large quantity of shares such that a penny makes a difference to me. Is it worth to wait and see (ride it out)? Does PHM.ca even have a PULSE or was this whole thing a scam? Very difficult to find info on PHM and they don’t want to respond to questions on next date it will report results.

Is it worth keeping VMD.ca the split-off company – Viomed seems to have some activity but if the same people are behind it , is it vulnerable or does it have some reasonable prospects for future growth?

Q: Could you comment on the recent drug approval by the FDA for Theratechnologies. Does this seem like a compelling buy with a new product and revenue line?

Q: Can you give us an update on CRH Medical after their recent earnings report and conference call please.

Q: Which of these do you see as having better growth potential?

Q: I'd appreciate your comments about CRH's recently released Fourth Quarter and Year End results. Thanks!.

Q: Noticed Reliq quarterly reports are on Sedar. Wondering what you thought of them.
Thanks.

Q: If their first drug, plasminogen gets approval along with a pediatric voucher where do you see the share price. Is it odd that the share price presently is abysmal dropping 30% in a month with the decision due by the FDA no later than mid April. Lastly would you expect a lot of institutional buying for a good run after approval as the risk of the company being viable will be alleviated.

Q: XNET, CGNX, OLED - These stocks are wake up in the morning stocks to find them down between 10 and 20%. They continue to underperform the market but they all looked wonderful when I bought them. Some I became aware of on BNN and some on your question and answer section - people writing in about them. I was wondering about 2 stocks that have looked great for quite some time being - NTLA and MYOK - your opinion: if I were to sell one of the underperformers listed above (which one above would you suggest) and replace it with NTLA or MYOK which one would you pick or do you have something better to replace it with? I know you do not deal with the US but hopefully you will start a US version up like you started an ETF letter up as a lot of people are always asking about US stocks. Thank you, Dennis

Q: Hi, If GUD were looking to put some money to work as you expect it to do, where could they do that. What might a company like this look at. Thanks, Nick

Q: What do you see regarding CPH earnings? Is the positive trend established enough for one to hold a full position?

Q: I have held MDX in the past. What are your thoughts ? Thank you for your great advice.

Q: Your opinion on JNJ, please. Does recent correction put it in a buying range? Perhaps you might mention 2 or 3 other large American blue chips (regardless of sector) you like as well or better. take credits accordingly. Thanks. Jim

Q: What is your assessment of the latest developments at PLI?

Q: Hello ,
I currently own PLI in my TFSA account for one year and I'm very disappointed by this stock. What do you thing about the last Prometic's announcement : Realignment of its Clinical Program Priorities for 2018?
Thanks,

Q: Is Knight (GUD) under consideration (even slightly) for removal from your portfolio?

Q: I hold AMGN and see from your recent responses that it's a 5i favorite. The metrics do not appear to justify your support, so I wonder if I am looking at the wrong data. PEG is sky high (over 4); forward P/E is almost 14 ; ROE is only 6.6. The data above is from a premium site which differs from the Yahoo Finance site which shows forward P/E at 13.09 and PEG at 3.3 with ROE at only 7.18. Net margins do look healthy but I cannot tell from 3 sites I checked whether net margin % data is fwd looking or refers to historical.

Although AMGN appears to have been a dividend grower (not a dividend aristocrat that I know of ) , it’s dividend payout is very high at 171%.

Yet there must be something about AMGN that you like a lot.... perhaps something not shown on reported data. Is it AMGN's pipeline? Projected cash flow? I would prefer not to sell my holding until I can understand what it is about AMGN that you like so much. I would appreciate your insight very much (am not looking so much for basic or raw numbers available on popular sites---but I really would appreciate your thoughts, thanks).

Q: 5i,
Im looking into investing into the healthcare sector in the US market. What companies would you recommend for growth?

Q: ATE is set to release final Phase 2b results of their lead drug ATB-346, in 4weeks. I'm curious if you have any relevant information on the outlook of this drug and the company overall? I understand GUD has funds deployed here. And my main question is if the trial results show less GI tract bleeding (the issue with prolonged doses of Naproxen) and better efficacy results than Aleve then how could the drug or company's valuation be estimated? Sales numbers for Bayer's Aleve that could be extrapolated? thanks