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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: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position
Read Answer Asked by Gord on June 18, 2020
Q: Can you see a reason why these shares are again up so strongly today 9%+ on huge relative volume. You had mentioned there are three analysts covering these shares. I only see Beacon on the TD system. Has there been an additional stimulus like an additional analysts recommendation.
Could you also mention what the other analysts targets are and do you see these as being reasonable based on the projection of doubling of revenue next quarter. Thank you for your excellent service.
Read Answer Asked by mike on June 17, 2020
Q: Why is VMD moving so much today on huge volume.
Why after PTQ's great quarterly numbers and their recent conferences call in which they seemed to give fulsome answers including the fact that they have received a 7 million dollar grant from the government and they think prospective acquisitions are becoming more reasonable.
Is there still an ongoing relationship between this two companies which were split from PMH. They both seemed to be in a segments of the market which are rocking and seem to have a good long term perspectives. With the on going aging demographics and the current trend to stay home because of fear of nursing homes and hospitals they seem to be strategically well positioned. Also when do these companies shake of their previous image?
Read Answer Asked by mike on May 26, 2020
Q: Regarding your response to the question "Do you have any suggestions for telemedicine stocks on the Canadian Market that are worth considering? " can you please provide the company names and the exchanges they trade on. WELL appears to trade on TSX, DOC on US and PHM ?? Pulte Group a homebulider??
Thanks,
Steve

Read Answer Asked by Steve on May 12, 2020
Q: Over approx. 9 months,I will develop a high risk portfolio of smaller cap companies to hold for 5 years with the goal to maximize capital gains.Please rank the listed companies.Please add other names you think I should consider as well as a few U.S. names you might consider applicable.Deduct as many question credits as you deem appropriate.Thank you.
Read Answer Asked by maurice on May 12, 2020
Q: Can you please comment on VMD recent earnings. Am I wrong this seems like a screaming buy in a rough market with few options. One of the few companies with the wind in their sails now and in the future. They are projecting almost a doubling of revenue in the next quarter and they up 30% in this quarter. They are in the at home health care service including providing ventilators. Would you know what percentage of the business ventilators would be? Thank you for your excellent service in these difficult times.
Read Answer Asked by mike on May 06, 2020
Q: Hello Peter & Team,

I have been patiently holding VMD since the early November 2019 drop expecting this to be a company leaned on during the current pandemic. Today it is up 14%. Is there a reason for this jump? And what are your expectations moving forward?

I did read the article posted earlier today.

Thanks for all you do

gm
Read Answer Asked by Gord on April 14, 2020
Q: Could you please comment on Pl recent earnings. Also do you think the hit today on VMD is over done as the adjustments were prior period adjustments which probably means the accountants are giving a harder look at current financial statements. The earning were weaker but he Revenue growth was very strong although the net income was weak. The emphasis at this point in this young company their focus should be on growth and the are nearing the $100 million run rate which should bring in new investors..
Read Answer Asked by mike on March 04, 2020