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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 there,

DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue

"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."
Read Answer Asked by Tim on December 08, 2020
Q: Hi,

Of these relatively new biotech companies that have or will soon be IPO'ing, Repare Therapeutics (June IPO) and Abcellera Biotech (upcoming IPO), where would you put some play money? A bit of both? Or another recent IPO/choice altogether?
It seems that Abcellera might be a little ahead of the game wrt being profitable already. And I'm pretty sure given the expected interest, I may have to get this initially on the open market.
Are there any things from a finance view we should be aware of with these IPO's other than biotechs can be more risky dependent on clinical trial results, etc..
Repare has done well since its IPO in June.
Can you pls also add Repare to your db? It did not come up in a text or stock symbol search.

Cheers,
SteveMc
Read Answer Asked by Stephen on December 08, 2020
Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
Read Answer Asked by Paul on December 08, 2020
Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??
Read Answer Asked by JAIME on December 07, 2020
Q: Hello: Is there any news on Canadian Companies that will be involved in potential COVID 19 vaccine management and delivery? Thanks!
Read Answer Asked by John on December 07, 2020
Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks
Read Answer Asked by Robert on December 04, 2020
Q: I submitted a question on this company, previously known as CB2 Insights (ticker: CBII), but not sure if it’s still in the queue or got missed. Sending it again just in case.

What are your thoughts on their recent earnings report and overall outlook?

Their primary business currently is providing subscription healthcare. I find it interesting that they’re a Canadian company running clinics entirely in the US. They claim profits are much easier to attain with US clinics as they don’t need to share revenue with the physicians. The doctors are only paid a salary.
Read Answer Asked by Laxmyharan on December 03, 2020
Q: Hi,
I own both VEEV and WELL. Apart from one being in the USA and the latter in Canada, and the size (market cap) of the companies being very different, is the business model of these 2 companies similar in any way?

Thanks,
Read Answer Asked by ilie on December 01, 2020
Q: I am surprised that there have not been more questions on this stock (I count three in the last year), given its performance (from .40 to 26.00, 5300% according to T.R.). I appreciate it was higher in past years, but, still, there must be something moving this one. It is, now, a 2 billion market cap company. Perhaps I am just missing something. I would appreciate your thoughts going forward.
Thanks
Neil
Read Answer Asked by Neil on December 01, 2020
Q: Your opinion please on the soon to be Vancouver based IPO company, 'Abcellera Biotech' on the Nasdaq.
Thank you,
Dean
Read Answer Asked by Dean on December 01, 2020
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