Investment Q&A

Q: Why is Guardant Health up today

Q: Hi 5i: I would like to obtain your assessment of Reliq Health Technologies with several announcements of new clients over the last few months. Is it all smoke and mirrors or are they finally making progress and improving annual profits going forward. Thank you for your solid advice.

Q: Hey guys, I have a 3.5% position in GUD since a couple of years, average cost of $7.50, when they’re going to report ? my patience with GUD has run out, any suggestions to replace it with the recent pullback
keep up the good work !
thx !

Q: What is the p/e, dividend, debt levels and your outlook on this name? thanks

Q: would you wait till after earning to add to GUD?
Thanks

Q: What do you think of hhl for income and some growth ? Or can you recommend a better health care etf in Canada ?

Q: Has the Brazilian currency gone up or down much since Knight made the purchase of Biotoscan and do see it as an influencing factor overall or is the currency relatively stable?
Thanks.

Q: Could I get you take on Viemed's latest earnings, please? I'm in at $7. Would you recommend I sell, hold or buy at these levels (looking long term)? Thank you.

Q: In Jaime’s question he references GUD price to book, one has to realize that the acquisition was done at a premium to market, and likely several multiples above book.

Q: Hi folks,
In view of the coronavirus concerns, which are the companies you would recommend now as likely to grow strongly in the search for a vaccine or in the production of the equipment needed for fighting the spread of this virus ? Could you as well indicate the degree of risk involved in such companies and an order of priorities for the most interesting now ? As a start, what about GILD, INO, MRNA, REGN, SNY ?

Please deduct as many credits as you see fit.

And make sure you stay healthy…...we need you more than ever !

J. IDS

Q: 5i Team,

I'm curious what I'm missing in analyzing GUD? They're about a week or so away from reporting the first results of the acquisition, which should start to put them at a run rate of slightly less than $300M in revenues.
They should also have, once the dust clears have about $300M in cash left.

No debt, incredible growth, and a cash hoard for another major acquisition and it trades below book?

What am I missing?

Thanks!

Q: Hi there. It seems like in this Coronavirus hysteria nobody is excited about testing or treating cancer based on the trading of Guardant and Exact sciences. Do you like the current levels as a nice entry point for a speculative and long term position in each? It seems oversold unless I am missing a fundamental problem. To put a sharp point on the question, are they good buys today?

Thanks!

Q: i would be interested in your thoughts on this company. It had a big up Tuesday. Can it keep going?

Q: Any idea when GUD reports?
What are the market expectations?

Thanks

Q: Hoping this week will provide some good buying opportunities. Could you give some recommendations for a healthcare company, Canada or U.S., that pays a dividend. Preferably something with dividend growth.

Q: Thoughts on VMD's Q4 posted today?

Q: This is an emerging life science technology company, that develops and sells instruments, consumables, and software for analyzing biological systems. The story seems to be quite positive. Do you have any insights into this?

Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you

Q: I had hoped that GUD would have held up better in the face of the current sell-off, but so be it. Are we reaching attractive levels to add to positions in your opinion?

Thanks

Q: Hi 5i team,

There is no much working in the market these days, which I guess is an understatement. Two stocks that are positively correlated with the virus are MRNA and GILD. There is only one dated question on MRNA. It is developing a potential vaccine for the disease. There is a recent question on GILD, but you did not mention the potential of the drug it is developing to treat people with the disease, likely due to how the question was posed. Both companies are fast-tracking their efforts. MRNA seems to have gone parabolic and hence, looks a lot more risky here. GILD was a value trap for years with a poor pipeline but seems to be breaking out now, which I attribute to the potential of the new drug, if it works.

What are your thoughts on MRNA and GILD is view of their efforts to combat the coronavirus?

Thanks again.
Dave