Investment Q&A

Q: Hi Peter
Medical Facilities jumped by 5% today. Their results are not due for another few weeks. Is there a reason for this increase?

Q: I am interested in ABCL based on my belief that the technology has many potential applications for many years to come. However, there are a few things I am wondering about. The stock has been on a steady decline for months, I presume due to the release of restricted shares and the fear that revenues will decline post-covid.

I expected that ABCLs Covid treatment would gain more acceptance and use than it did...esp. in places like India that were so desperate. But for some reason it just sat on shelves across Canada, even though it was approved federally, and by the FDA in the US. This makes me wonder about ABCLs marketing and business development. I know they have some partnerships with large partners, but I find it hard to quantify those in monetary terms.

What are your thoughts on these concerns? Do you see the continued decline as a sign of problems, or is it more of a buying opportunity for long term investors, and what is your confidence level?

Thanks,

Q: Good evening team,
I currently hold IPA. What do you make of the trading today? It's not too often I see companies trade 6 times their float. In your experience, what does this sort of trading suggest to you?

All the best

Q: Can you offer any insight into the drop in TEVA recently? Would you continue to hold it, or drop it? Thanks.

Q: I am up over 100% with Moderna. I had originally purchased it for a shorter-term hold, about 6 months to 1 year, but with huge populations still to vaccinate, I'm thinking I should continue to hold. But, now, After moving from 240 to 340 in a few days, I wonder if it is too inflated. Is this hype because of the Delta variant, or is there real value in the stock at this price?

Q: What do you think of
Buying biontech or moderna? Is it to late?

Q: Is this the season for owning Biotech stocks , if so, which ones do you favour ? ...
Am I just better off owning stocks, ETFs , or the spider .
I have never done well in that subsection, so I am hesitant .

Thank you

Q: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?

Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.

Q: AUP will no longer trade on the TSX come July 30th. I have shares in my TFSA how will this affect me? Also does this move by the company have any meaning. Thanks for your help.

Q: What would be a couple of rationales for the sell off in WELL after the MyHealth deal closes ?

Q: Hi there - looking for some commentary on SAVA . I've read that they are presenting their findings sometime this month to an Alzheimers conference, and their trials are progressing extremely well. Hard to tell if this is a buy at ATH, or if the upside is already priced in.

Q: ATE ..your opinion on buying this at the current price ... thx

Q: AUP ... your assessment of current and future performance ...thx

Q: How do you feel about investing in NVTA right now? Do you agree that their annual compound growth in revenue from 2017 to 2020 at 42% will translate into a higher price in the next few years? What would concern you about NVTA.... balance sheet? Thanks!

Q: Please comment on the earning report. Big drop afterhours. Thanks a million.

Q: I do not have the knowledge to properly evaluate the potential success of most bio-pharma company product and its marketability. Nonetheless, some bio-pharmas seem financially viable. Can you comment on BPMC:us and SAGE:us or suggest superior options? THANK YOU

Q: I know that abbivie is one of your favourites. But, I have been worried that .ABBV does not have a diverse product offering and is heavily reliant on one drug - Humira . I have also read that there is a rotation out of healthcare. I was wondering what were your thoughts on this problem? Wondering also, whether because of the rotation out of healthcare, whether this might be a good time to sell?
thanks

Q: For asset allocation I follow AlphaBeta which suggest 6% for. Basic Materials I have 1.35%. Any suggestions for additions to this sector?
In Health Care it suggest 9% I have 6.44% mainly1.45 % in Well the rest must be from holdings in ETFs . Any suggestions.?

Q: Hello 5i,

What would be fair value and a good entry point for NBLY? Been looking at getting in since around $22. It has moved up while my attention has been diverted due to work. Seemed to not be super liquid and traded in weird quantities on small volume. Your initial comments on the IPO were to let it settle in. Is it there now?

Thanks for your help.

Dave