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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 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Read Answer Asked by Lance on March 01, 2017
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