Investment Q&A

Q: With respect to assessing Moderna's fair value as a company, what is the value of their patents and pipeline of future messenger-RNA based treatments/vaccines for heart disease, cancer, etc?
Has the market factored this into the share price?

Q: GEHC is off its highs quite substantially, now trades at 17x e , and appears to be oversold.

Do you expect more downside?

If so what price might be tempting

what will it take to start moving up again?

Currently I dont own it.

Thanks again….

Q: Have a loss of 50% on GUD in a TFSA. Any hope here? Or what woud you pick as a replacement? Any sector.

Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?

Q: I would appreciate you comments about the latest news from Blue Cross in California. Will obviously hurt CVS. Time to get out.

Thanks

Dave.

Q: Hello,
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks

Q: Why has InMode fallen like a rock of late? basically given up all its gains since it great q2 results.
Thanks

Q: Hi
What is your opinion of Knight’s latest quarterly results. Thanks

Kenn

Q: Wondering about a opinion on Cardlytics ? Start a position or add to ISRG ?

Many Thanks

Greg

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: Is Well Health Technologies the most manipulated stock in the Canadian market? I use Wealthsimple for several accounts and activated their "stock lending" option where they give you a yield on borrowing your shares. Their example target is 4.5% for shares borrowed. I could see the short attack on Well beginning like clockwork, 1 week before last quarterly release, as my shares were lent out more each day. I started getting 6% yield and that was ok. But that went down more and more with each "short", until I was loaning out all my shares for a measly 0.2%. I contacted the brokerage multiple times and they stated "market demand" and "fluctuations". Clearly 0.2% was not part of the deal and certainly not worth the risk. I obviously canceled this borrowing feature. What is this trickery? They are literally giving away shares to shorters as a means to suppress the share price. This has ONLY occured with Well:ca. How do they get away with it?

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

Q: What are the long time prospects for NRIX

Q: What is the effect on WELL and VMD with Amazon introducing Amazon Clinic, a virtual health service that delivers convenient, affordable care for common conditions? Thanks

Q: Could you please comment on results and outlook. Many thanks.

Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

Q: I have room for another heath care stock. I already have ABBV at full weighting. Do you still like it? If yes, can you suggest another stock in the US that would compliment it and a brief reason why you like it. If no, then which two other health care stocks do you recommend?

Q: Savaria missed on revs and EPS so it is weak on the open. Things seem to be moving in the right direction; org growth in North America Accessibility up 12%, Patient care also strong growth. Does this look like a company ready to accelerate profits in the next 12 months?

Q: I thought the earnings release was good . Surprised to see the huge intraday swing from positive to negative. Your thoughts?