Investment Q&A

Q: Good day. I think I made a rookie mistake. A number of months ago I bought 40 shares of Novax, based on emotion and speculation believing its protein spike vaccine would fill the void for vaccine hesitancy and boosters. I am now showing a 56% loss. This stock represents about 3% of my portfolio. Should I sell and take the loss or hang on hoping it turns around upon FDA approval? Thanks for your opinion.

Q: Doc announced today a newly formed public sector division and recent customer contracts across North America that it says will provide “meaningful revenue diversification” and “opportunities to accelerate technology and service integration.”The contracts include agreements to provide integration and technology services to the New York City Department of Education, a substance use disorder solution to support the opioid crisis in North Carolina, and more than 100 new contracts to provide mental health support covering up to 50,000 new employees under subscription services. CloudMD also said it has added several contracts within the public sector division including for a major college employer in Atlantic Canada and mental health coaching for the employees of a major Ontario university. Would appreciate your overview on how significant this announcement is as it seems to tie into Biden's comments in these two areas in his State of the Union Address. The stock was up 20% on the news and traded on high volumes. Thank you

Q: Which stock would be a good proxy for VEEV for a tax loss? Would you repurchase or would you recommend another stock in the same sector?

Thanks for your service!

Q: Please comment on today's results from RHT and also current thoughts on AKU and their financial situation. Thanks

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?

Q: This stock is down over 50%. Should I hold, sell, or add more. Your view. Thanks

Q: The market seems to like the Q4 release - higher rev's and lower losses, though still not profitable. CSTL looks like they are doing the right things, the acquisitions seem to have future potential. How would you read this for an investment with the year end results and guidance?

Q: Good morning guys,
Are u folk in agreement here with mr zinberg in regards to his comments with this name .. this guy worked with donville so he’s certainly well respected as a stock picker so as a owner of this name should we be concerned here .. already down significantly .. hold , add , or sell please..

Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?

Q: I notice BHVN made a deal with PFE recently. Their stock has dropped since and was wondering if you could shed some light on why, I would have thought it would have been positive for them.
Generally what are your thoughts on BHVN as an investment?
Thanks John

Q: Would you be a buyer of Viatris after the 22% drop today?

Q: thoughts on the 2 companies. thanks

Q: just on fundamentals is this buisnes on sale?

Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

Q: Please comment on latest earnings and provide your opinion on this company's outlook. Thanks.

Q: I'm hearing that pharma and biotech company valuations are at multi year lows. With one chart showing the percentage of US biotechs with market caps below cash value is at a 25 year high, and by a wide margin. Do you feel this sector shows a big opportunity to get good companies for cheap in a sector that will one day improve? If so what companies look best to you in Canada or US? Are there any sectors that are more beaten up? Thx

Q: There earning came out yesterday,please analysis.Is there any chance of getting back some what where it was in 2 3 yrs?
tnx u.....

Q: Please comment on HTL's Q4 and 2021 results released today.

Q: Thanks for the prompt reply. What were the sales for the previous two quarters?