Q: Hello again, 5i team. Thinking about initiating a small postion (1.5% of overall portfolio) in this stock, likely for my TFSA. Stock is up 378% in the last 30 days (!), but I'm having trouble determing whether or not the jump is based on anything substantive. I would greatly appreciate your views on the company itself and the stock in the next 6 - 12 months. Thanks for all the great insights. - Asher
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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: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob
Thanks
Rob
Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Q: Hi 5i team!
What is your opinion of HLS these days?
I last asked about them in Feb 2019. At the time you were concerned about their debt level. Has it improved (marginally or otherwise) since then or do you foresee any further improvement in 2020 and beyond based on their recent financials?
They had a good 2019 wrt stock price appreciation.
They have recently received approval from Health Canada re Vascepa but significant sales from that drug may not occur for a year or 2 (or more).
Can this be added to an already diversified portfolio of mid caps? I recently took a 1/4 position in mid Dec at $19.34. I would like to add a further 1/4 position each quarter going forward. This will allow me to monitor their overall progress wrt their additional drug portfolio.
They stated that peak sales of Vascepa may not occur until 2-4 years thus the patient accumulation.
Cheers,
Steve
What is your opinion of HLS these days?
I last asked about them in Feb 2019. At the time you were concerned about their debt level. Has it improved (marginally or otherwise) since then or do you foresee any further improvement in 2020 and beyond based on their recent financials?
They had a good 2019 wrt stock price appreciation.
They have recently received approval from Health Canada re Vascepa but significant sales from that drug may not occur for a year or 2 (or more).
Can this be added to an already diversified portfolio of mid caps? I recently took a 1/4 position in mid Dec at $19.34. I would like to add a further 1/4 position each quarter going forward. This will allow me to monitor their overall progress wrt their additional drug portfolio.
They stated that peak sales of Vascepa may not occur until 2-4 years thus the patient accumulation.
Cheers,
Steve
Q: Any update on AMRN? Recently has pulled back to where it was in early November before the announcement of expanded use. Would you continue to hold?
Q: Analysis of this small cap for a minimal investment and do you thi nk it is worthy.
Gary
Gary
Q: Which US and Canadian healthcare names would you be comfortable initiating a position in today?
Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
Q: Can I get your opinion on this stock?
- Intuitive Surgical Inc. (ISRG)
- Vertex Pharmaceuticals Incorporated (VRTX)
- Savaria Corporation (SIS)
- Exact Sciences Corporation (EXAS)
Q: Hi there,
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
Q: I currently own CRH. Do you think you think a switch to GUD would provide more upside?
Q: I was looking at an marijuana etf, what would you suggest
Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim
Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020
Q: WELL is moving up to the TSX in January. Any plans for a report?
Q: Please comment on today's update of revenues. Thanks
Q: Any reason that you know of for 17% jump in Covolon? No news. Maybe tax loss selling is over.
Thanks
Thanks
Q: Good Morning,
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
Q: On oct 1/19 you answered a question for Scott re agn/Abbie shares
With the price of agn today at $187 would you still hold agn till deal is done or sell and look for better opportunities
My cost on agn is $186
Thanks
With the price of agn today at $187 would you still hold agn till deal is done or sell and look for better opportunities
My cost on agn is $186
Thanks
Q: I own SYK. My broker has suggested switching it to MDT or TMO.
They all seem pretty much the same to me. What say you?
They all seem pretty much the same to me. What say you?