Investment Q&A

Q: GMDA Positive results ! Have a Jumbo position. Sell or Hold ? Thanks

Q: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks

Q: 5i,

A bit more information for Yves question on WELL. The following from an RBC note on CRH may be the major concern.

“Uncertainty regarding potential loss of largest customer. In December 2020, CRH disclosed that its largest customer (United Digestive, guided to contribute ~20% of 2021 Adj. EBITDA to SH) doesn't intend to renew its service agreement with CRH, which would negatively impact CRH's results beginning in 2022. Negotiations are continuing.”

Q: Hi 5i - I understand that WELL is a provider of OSCAR electronic medical records, with this open source software originally developed by McMaster University. Today I see that Alphabet is filing for a new IPO, OSCAR Health which aims to cash in on the surge for digital health services. Is there any connection between WELL and Alphabet on this or perhaps it's Alphabet tapping into the OSCAR open source software?

Q: What is your assessment of this small cap? I purchased it about a month ago and of course it dropped almost immediately after I pulled the trigger. Maybe I should take my lumps and move on?

Q: Hi 5i - I have very small positions in CRH, CZO and RHT. I was thinking of selling them and using the proceeds to buy a 2-3% position in WELL. Good plan, or would you keep any of the stocks listed?

Thanks, Neil

Q: Hi I would like your opinion on VERU?

Thanks

Q: Aside from their recent graduation, any other reasons for this large move up?

Q: Any insight as to why Antibe Therapeutics shot up today? Thank you.

Q: Can you please explain this comment and how it is calculated: WELL expects 800% per share EBITDA synergies.

Q: Hi,
I'm finally just back above water on SIS with its recent highs. Typically, once I've ridden a stock to the low lows without selling and it comes back up, I sell once I break even - and consider myself lucky. But I know that's really the right move - it's the emotional move.

My ACB is $17 bucks. Do I keep my finger away from the sell button and hold on for more upside?

Thanks,
Robert

Q: I have WELL thanks to 5I bringing it to my attention but
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.

For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?

Thanks and I am very interested to your response.

Q: Wondering what the differences are in these two companies? Are there enough differences to hold both and which has the best growth potential, better metrics and has the better management team.

Q: I'm looking to add a new holding in the healthcare sector, and am currently looking at either WELL or PTQ, for a smaller cap stock. Currently, I only have Stryker (SYK) and Amgen (AMGN) in the healthcare sector. Which of either WELL or PTQ would you prefer for more significant growth potential over 3-5 years, with moderate risk. Please provide a rationale for your preference. Thanks!

Q: Big news for Well. Could you comment on the acquisition of CRH??? Thanks!

Q: This stock has moved to the american exchange and has quite a run lately, what do you think of it.

Q: TH Announcement today. What are your thoughts. Stock is up today. RAK

Q: I have held Knight for many years waiting for the payoff. Now they are being booted out of the
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?

Q: I have MDT whose shares have been in a muted trading range for more than a year. Understandable reasons— e.g. postponement of elective surgeries &c.). However I then checked the 10-year performance of the medical equipment ETF , IHI.us, with that of MDT. To my surprise, MDT has not outperformed IHI in ANY part of an entire decade (I used charts at Scotia’s FlightDesk for this).

Several analyst shops seems to favor MDT, as do you. Has something changed in recent months to boost the prospects of MDT?

If this is a good time to add to one’s holding in MDT, please comment on whether the following metrics from GuruFocus are correct:
TTM P/E : 42.98 and ROE less than 7%. Further, I see y-y EBITDA Growth Rate % of [gasp] minus -30.10 and PEG of 11.45.
Can this be correct for a well-regarded company ? Kindly give your data for forward P/E , PEG , and please confirm whether cash flow from operations is adequate for operations and to meet debt obligations.

Q: Good day guys:
This stock has went south . Is it now a buying oppurtunity?
Thx
Mark