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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: Hello 5i, what is your opinion on theses three companies for a 2-3 year hold? Would you invest in any of those? If not, do you have a better suggestion in the small cap area? Does not have to be in pharma/life science. Thanks for the great service!
Read Answer Asked by Jean-Bernard on May 24, 2018
Q: Can you weigh in on what this may do to TOS? I think a recent Q/A mentioned you liked it's upside. The market hated the announcement below and it would be great to hear why and if it is now a buy (market overreacted?)


25 Jan 2018 11:04 ET
11:04 AM EST, 01/25/2018 (MT Newswires) -- TSO3 Inc. (TOS.TO) has plunged 21% to a new 52-week low after announcing that it has entered into a new agreement with Getinge Infection Control AB, its global distribution partner since November 2015.
Read Answer Asked by Tim on January 26, 2018
Q: Hi Peter and team:
Two of the companies in my small cap portfolio, Acuity
Ads and TSO3, have performed badly for me in the last year. I am down 50% on AT and down 40% on TSO. I am willing to be patient but wondering if this is a recovery that could take many months, if not years, which is too long for me. Do I hang on, or are there other small cap stocks with promising technologies that may be preferable with a shorter timeline to success? By the way, I own PHO after reading your reviews, which has worked out well for me, thanks.
Pierre
Read Answer Asked by Pierre on October 19, 2017
Q: Hi Team, On May 8/17 I asked a general question on TOS and your answer was:TOS has done a very good job getting the company to where it is, with FDA approval, good partners and a solid growth opportunity worldwide. We like what it has done, and it has good potential. But.....the stock is very expensive and this needs consideration. It trades at 7X 'expected' 2018 sales already. It is expected to turn a profit in 2018 but any slowdown or problems would really hurt the stock. We would not 'assume' 40% returns here, but do like it generally today.
I have a followup question, how much of TOS's revenue would come from the US or Europe? My thinking is if TOS has a significant exposure to the US in particular this would help me make an investment decision. It appears to me today good companies with US exposure are worth a little special attention or premium. Thanks as always. Chris
Read Answer Asked by Chris on May 17, 2017
Q: Hi Team, Sorry about just copying this info, but RBC is doing a better job than I could:
12:23 PM EDT, 05/03/2017 (MT Newswires) -- RBC Capital is initiating coverage on TSO3 with an Outperform, Speculative Risk rating and C$4.25 target. TSO3 has recently commercialized a proprietary and highly differentiated device for the sterilization of medical devices, particularly endoscopes, in healthcare settings, the brokerage reports, adding that the company is therefore uniquely positioned with its marketing partner, Getinge (a world leader in infection control sales). "We expect greater than ~40% returns over the next 12-months."
Price: 3.17, Change: +0.08, Percent Change: +2.6
Would you agree or disagree with RBC on TSO3?
Thanks, Chris
Read Answer Asked by Chris on May 08, 2017
Q: TOS recently released results with revenue up from 0.15 million to 3.75 with a loss of $0.02.

Revenue growth is massive (albeit from a very low number). Is this growth expected to continue? Where will/could this company be in 1 - 3 years? Any idea when they expect to have positive earnings?

I'm a holder (~1% of portfolio) and wondering if I should add. I personally like the technology and progress of the company thus far but continue to seek your input.
Read Answer Asked by Cameron on March 23, 2017
Q: Do you have any comments on results released today? Why was the drop so significant? Volume 6x normal...

I'd still like to hold (maybe even add to) as they seem to have some interesting technology. Is this an opportunity to add for the long term? Current position is 1.2%, and I'm still in the green despite the drop.

C
Read Answer Asked by Cameron on November 08, 2016