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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: Hello 5i,
I don't have much healthcare exposure right now but I'm thinking about getting back in. I noticed the resent many reasonably priced options in Canada - CRH and GUD seem like the go to names but each have massive P/E ratios.
As a result, I was thinking about buying a US retail pharma stock like CVS or just buying the XLV instead. I like CVS as it is kinda like "owning the race track instead of the the race car". Am I hitting the mark with this analogy or am I missing something? Some Bio tech names appear quite cheap due to pricing/political risk etc. But I also would never know which one to buy. Do you see any issues with the CVS in general? Would you recommend just buying the XLV instead? Thanks
Read Answer Asked by Scott on February 23, 2017
Q: Can we get your opinion on TH with regards to:
- financial results announced Feb.8/17
- results of recent tests of their product
- is their a chance this company could become a portfolio changer, I mean should I average up and take this to a 3% position from 1.5%

Thanks for your great service as I would likely not heard of a company like TH without being a member
Read Answer Asked by James on February 21, 2017
Q: In replying to Jim regarding PLI being halted you mentioned that the company had issued a press release indicating there were no material events to account for the drop. The last press release listed on PLI's website is dated Feb 6. Neither the website of TSX nor IIROC mention PLI's press release. Where did you see it? Is it available to the general public? If so can you tell me where?
Thanks

Read Answer Asked by Carlo on February 16, 2017
Q: Can you please comment or provide any opinion on ATE phase2 trials for their ATB-346 drug? my understanding is that results of liver tests in test patients have provided mixed results from the trials. Also please provide forecast for share price going forward based on potential drug trial success? I know they have been obtaining private funds and i believe GUD has 10 or 20% stake in ATE. thanks
Read Answer Asked by Gordon on February 13, 2017