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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 guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.
Read Answer Asked by Peter on August 24, 2020
Q: Medical Facilities seems to be attracting some attention with modest price increase and increased volume. Would you throw a bit of fun money at it or wait for it to accelerate.
Read Answer Asked by joe on August 21, 2020
Q: Hi,
DOC: I am looking at cloud md as a speculative growth buy. It is in the same space as WELL and recently closed an acquisition. Financials expected end of month. (comments on anticipated results appreciated) I know it is early days but I think it has potential. Any insights on the potential for this sector generally and the company in particular are much appreciated.. As always thanks for the services you provide.
Read Answer Asked by Erna on August 19, 2020
Q: I'm trying to get a handle on VMD's valuation; the equity has fallen sharply in the face of what appear to be outstanding results and expressions of continuing responsiveness by management with respect to their prospects. Yet the market seems to be pricing the company as a one trick (Covid 19) exploitive pony. Or perhaps not? And is the overhang from prior days and the accompanying critique still valid? Thank you for your consideration.
Read Answer Asked by Mike on August 12, 2020