Investment Q&A

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: Please comment on latest earnings and provide your opinion on this company's outlook. Thanks.

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Read Answer Asked by Ray on February 25, 2022

• Amgen Inc. (AMGN $348.02)
  • $348.02 P/E (TTM): 25.38X Cap: $189.47B
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• Regeneron Pharmaceuticals Inc. (REGN $733.92)
  • $733.92 P/E (TTM): 18.3X Cap: $78.66B
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• Vertex Pharmaceuticals Incorporated (VRTX $450.32)
  • $450.32 P/E (TTM): 30.25X Cap: $114.71B
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• Mettler-Toledo International Inc. (MTD $1,177.89)
  • $1,177.89 P/E (TTM): 28.64X Cap: $24.21B
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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

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Read Answer Asked by Adam on February 23, 2022

• Teladoc Health Inc. (TDOC $5.45)
  • $5.45 Cap: $966M
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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.....

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Read Answer Asked by tom on February 23, 2022

• Hamilton Thorne Ltd. (HTL $2.24)
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Q: Please comment on HTL's Q4 and 2021 results released today.

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Read Answer Asked by John on February 18, 2022

• Knight Therapeutics Inc. (GUD $6.35)
  • $6.35 Cap: $615M
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Q: Thanks for the prompt reply. What were the sales for the previous two quarters?

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Read Answer Asked by Steven on February 17, 2022

• Knight Therapeutics Inc. (GUD $6.35)
  • $6.35 Cap: $615M
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Q: Do you have an imminent quarterly reporting date for Knight and any results expectations would be appreciated. Thank you.

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Read Answer Asked by Steven on February 17, 2022

• Quipt Home Medical Corp. (QIPT $4.98)
  • $4.98 Cap: $220M
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Q: What is your take on the quarter? Is the company on a cash burn rate or generating free cashflow if you normalize or remove acquisitions? Thanks

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Read Answer Asked by Scott on February 17, 2022

• Jamieson Wellness Inc. (JWEL $33.14)
  • $33.14 P/E (TTM): 23.65X Cap: $1.41B
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Q: YOUR CURRENT OPINION ON JAMIESON WELLNES

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Read Answer Asked by Karen on February 16, 2022

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi,

Could you comment on NBLY’s earnings? How did they do vs analyst expectations?

Thanks
Peter

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Read Answer Asked by Peter on February 16, 2022

• 1Life Healthcare Inc. (ONEM)
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Q: Hello,
Can I get an update on 1 Life Healthcare. Would you buy at these levels? Can I get one alternative healthcare stock that you would recommend instead. Investment horizon is 3-5 years.
Thank-you.

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Read Answer Asked by Antonio on February 16, 2022

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Can you please give an update on RHT. Would you consider it a buy, sell or hold at these levels.

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Read Answer Asked by Bruce on February 15, 2022

• Veeva Systems Inc. Class A (VEEV $185.47)
  • $185.47 P/E (TTM): 36.39X Cap: $30.25B
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• WELL Health Technologies Corp. (WELL $4.14)
  • $4.14 Cap: $1.06B
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Q: WELL or VEEV, which stock has the most upside potential? High risk tolerance.

Thanks for your service!

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Read Answer Asked by Ozzie on February 15, 2022

• Veradigm Inc. (MDRX $4.60)
  • $4.60 Cap: $503M
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Q: Hello 5i,
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2022

• Trulieve Cannabis Corp (TRUL $8.48)
  • $8.48 Cap: $1.63B
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• Verano Holdings Corp. Subordinate Voting Shares (VRNO)
  • Cap: $2.17B
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Q: Cannabis seems to have turned the corner and has had some good recent momentum. Do you see this as an opportunity in 2022 and beyond. Would you be buyers of Trul & Vrno at these prices?

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Read Answer Asked by Chris on February 15, 2022

• Amgen Inc. (AMGN $348.02)
  • $348.02 P/E (TTM): 25.38X Cap: $189.47B
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• AbbVie Inc. (ABBV $206.64)
  • $206.64 P/E (TTM): 93.12X Cap: $368.38B
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• Freeport-McMoRan Inc. (FCX $52.77)
  • $52.77 P/E (TTM): 38.22X Cap: $79.69B
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• Merck & Company Inc. (MRK $113.80)
  • $113.80 P/E (TTM): 15.92X Cap: $283.08B
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• Pfizer Inc. (PFE $27.30)
  • $27.30 P/E (TTM): 20.18X Cap: $155.40B
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• Roper Technologies Inc. (ROP $352.04)
  • $352.04 P/E (TTM): 24.85X Cap: $36.10B
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• Royal Bank of Canada (RY $219.94)
  • $219.94 P/E (TTM): 15.08X Cap: $311.35B
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• Toronto-Dominion Bank (The) (TD $128.04)
  • $128.04 P/E (TTM): 10.52X Cap: $216.13B
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• Bank of Nova Scotia (The) (BNS $93.95)
  • $93.95 P/E (TTM): 23.63X Cap: $118.13B
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• Bank of Montreal (BMO $186.89)
  • $186.89 P/E (TTM): 15.09X Cap: $133.65B
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• Manulife Financial Corporation (MFC $46.50)
  • $46.50 P/E (TTM): 15.56X Cap: $78.89B
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• Canadian Imperial Bank Of Commerce (CM $130.82)
  • $130.82 P/E (TTM): 13.95X Cap: $122B
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• Sun Life Financial Inc. (SLF $85.80)
  • $85.80 P/E (TTM): 14.26X Cap: $48.19B
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• Constellation Software Inc. (CSU $2,490.10)
  • $2,490.10 P/E (TTM): 78.8X Cap: $54.41B
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• Tourmaline Oil Corp. (TOU $69.36)
  • $69.36 P/E (TTM): 92.78X Cap: $25.97B
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• WSP Global Inc. (WSP $217.39)
  • $217.39 P/E (TTM): 30.24X Cap: $29.90B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.92)
  • $35.92 P/E (TTM): 28.48X Cap: $5.53B
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• TFI International Inc. (TFII $135.01)
  • $135.01 P/E (TTM): 35.65X Cap: $11.35B
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• ATS Corporation (ATS $42.28)
  • $42.28 Cap: $4.28B
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• Granite Real Estate Investment Trust (GRT.UN $82.73)
  • $82.73 Cap: $5.21B
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• Tamarack Valley Energy Ltd. (TVE $11.18)
  • $11.18 Cap: $5.30B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.57)
  • $12.57 P/E (TTM): 35.27X Cap: $3.78B
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• Profound Medical Corp. (PRN $7.22)
  • $7.22 Cap: $227M
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• Nutrien Ltd. (NTR $105.16)
  • $105.16 P/E (TTM): 36.77X Cap: $51.70B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Digital Turbine Inc. (APPS $3.30)
  • $3.30 Cap: $390M
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• Jacobs Solutions Inc. (J $127.36)
  • $127.36 P/E (TTM): 36.22X Cap: $15B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

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Read Answer Asked by Terence on February 14, 2022

• Savaria Corporation (SIS $25.35)
  • $25.35 P/E (TTM): 29.86X Cap: $5.81B
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Q: thoughts on the news from SIS today?


Thx

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Read Answer Asked by blake on February 10, 2022

• Veeva Systems Inc. Class A (VEEV $185.47)
  • $185.47 P/E (TTM): 36.39X Cap: $30.25B
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• Repligen Corporation (RGEN $117.12)
  • $117.12 P/E (TTM): 138.69X Cap: $6.62B
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Q: Hello 5i
I have owned RGEN for several years.
Could you tell me how you would rank it against its peers? Is there a name you prefer more and if so why?
Thank you so much!!
Dave

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Read Answer Asked by Dave on February 10, 2022

• Zimmer Biomet Holdings Inc. (ZBH $89.99)
  • $89.99 P/E (TTM): 26.06X Cap: $17.42B
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Q: Good morning, Peter & 5 i team

Will Zimmer spin off have positive effect on its share price and future growth? If you must choose 1 of the 2, would you choose Zim Vie over Zimmer Biomet?

Thank you and have a good day!

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Read Answer Asked by Nhung on February 09, 2022

• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: I'm trying to understand NBLY .... For starters it is a chain of drug stores that is losing money ... Why ? ..... And second what is the hook here ? I understand the format of Shoppers ..... Flyers, weekly sales, and appear to be a grocery and makeup store more than a pharmacy . What is the format in a Neighbourly Pharmacy when one enters the door ? Is it a pure pharmacy ? ...... Are there other products sold ? .....What does the corporate structure offer to these places ? What is your opinion on management ? ......Please explain what the attraction is here ? Thanks Garth

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Read Answer Asked by Garth on February 08, 2022

• AbbVie Inc. (ABBV $206.64)
  • $206.64 P/E (TTM): 93.12X Cap: $368.38B
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• Danaher Corporation (DHR $188.88)
  • $188.88 P/E (TTM): 19.33X Cap: $135.41B
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• Eli Lilly and Company (LLY $917.90)
  • $917.90 P/E (TTM): 40.54X Cap: $867.39B
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• Merck & Company Inc. (MRK $113.80)
  • $113.80 P/E (TTM): 15.92X Cap: $283.08B
  • View MRK Profile
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• Pfizer Inc. (PFE $27.30)
  • $27.30 P/E (TTM): 20.18X Cap: $155.40B
  • View PFE Profile
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Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?

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Read Answer Asked by Gerry on February 08, 2022