Q: Not a question but a comment. I'm glad to see you are covering CRH Medical now. I had thought about asking the question a while ago, "why shouldn't I own CRH" to get the sell side argument in case I was missing something. But it sounds like you are agreeing that CRH has a bright future. Great growth, mgmt, and their expansion from the Gastro side to anesthesia services was very smart. I find them to be one of the better run companies in my portfolio, so far.
Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
Q: For your info.Should i load up the truck on this stock
http://bloombergtv.ca/2016-12-15/news/industries/tech-and-health/were-in-a-good-position-in-the-u-s-prometic-life-sciences/
Looking for an opinion on Teva given yesterday's allegations on generic price fixing among some drug manufacturers including Teva. I am down on this purchase by approxm 30% and am wondering if I should exit if this is dead money or perhaps you feel this has even further downside.
Thanks
Brad
Q: Hi there, in your previous answer on Friday regarding PLI, you were going to fact check on the short sell attack report, have you done so yet? You were going to check on several things, have you had a chance and what things were you going to check on? What conclusions have you come to after the weekend? Sorry, but this is a large holding and hoping that 5i is on top of this one...for all members! Are you confident enough in PLI management/board that you will be adding to the GP holding? Thanks!
Q: Hi5i,
Do you know how this delisting would be handled for Canadian share holders. Would the shares be converted to US dollars on Dec 30 and then put in your US acct. Would you recommend selling or holding at this point.
Thanks David
Q: Is biotech a good bet for this year? If so, who will give me more bang for my bucks? Don't mind risk taking.
Thanks for a terrific year.
All the best for the holidays!
Q: Good Morning and Merry Christmas: I note today in the Globe that Nobilis will "voluntarily delist itself" from the TSX. Any insight you might have as to "why, significance, impact, etc." would be appreciated. What is your current opinion on this stock? Thanks, Don
Q: Hi there, regarding PLI in the GP, can you shed any light as to who's selling heavily? Any insiders selling in the past three months? Any insiders buying recently? Have you finally read the false report, any comments on it? Any thoughts, best guess, as to what price range an equity issue would be done at considering where the stock price is now, if one is done?? Thanks!
Q: I've been cleaning up my portfolio and now have one stock left to decide on which is NHC. I bought it at 9 dollars and its at 2.80 and it is in my TFSA so I cant use a loss for tax purposes. Sell, Hold or Buy a bit more to top up?