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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 Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 19, 2020
Q: Good Morning Peter & Team,

VMD now represents 11.6% of my portfolio with a gain of over 70%.

I am asking if I should take some off the table and if so, how much and what other growth equity you might suggest I reinvest in? Maybe a company lagging the recovery? Preferably a low debt option.

Presently I hold AW.UN ATZ BNS BYD CAE CCL.B GSY LSPD MMX NNO PTQ TD WELL
& TOU TCW & WCP (3 fairly new positions)

Thanks for all your do

Gord

ps... I missed on KXS after taking profits pre-collapse and never re-entered a position
Read Answer Asked by Gord on June 18, 2020
Q: I have a question about 89261 I own a little of AND and has done well thus far, but today announced the selling of shares by the employee trust and the it is up 4-5% today on the news. But I’m confused as to why it’s up, on low volume, but up. What am I missing, can you please give me your thesis . Also , what is your take on the company, is there another stock that you would get in it’s place or is this a good pick,
Thank you
Read Answer Asked by Allen on June 18, 2020
Q: What would be your top 3 stock selections in the large cap medical device space for long term capital appreciation. Thank-you.
Read Answer Asked by Albert on June 18, 2020
Q: Royalty Pharma plc. This IPO`d today. What are your thoughts on this? The royalty models seems very successful in different industries like precious metals.
Read Answer Asked by Husseinali on June 17, 2020
Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Read Answer Asked by Mike on June 17, 2020
Q: Can you see a reason why these shares are again up so strongly today 9%+ on huge relative volume. You had mentioned there are three analysts covering these shares. I only see Beacon on the TD system. Has there been an additional stimulus like an additional analysts recommendation.
Could you also mention what the other analysts targets are and do you see these as being reasonable based on the projection of doubling of revenue next quarter. Thank you for your excellent service.
Read Answer Asked by mike on June 17, 2020
Q: Sold long term income position JNJ due to concerns with law suits, Looking for a replacement in the same sector, already own GUD and MRK.

Considering ABBV, PFE or MDT, please provide your preference on these and if there is other recommendation for long term income hold.

Please provide a bit of rationale in your choice.

Thanks
Read Answer Asked by Steve on June 17, 2020
Q: Hi Peter,

I am researching some companies in the medical aesthetics space (INMD, CUTR, VERO, AGN, EOLS) and was wondering in this space, what multiple do companies typically trade at from a few different key metrics such as price to sales, P/E ratio, and any other metrics that you feel would be relevant to this space from a valuation perspective? Thanks.
Read Answer Asked by Andrew on June 15, 2020
Q: Please evaluate Novocare as a potential growth stock. Comments I have read are below and it would be great to hear if you see potential for this to rise as we get back to treating "elective" issues.

Unfortunately, the pandemic has delayed enrollment in some clinical trials. But ultimately, this is the only company with a "fourth modality" of cancer treatment beyond surgery, radiation, and chemotherapy — and with no competitors in sight.

Thanks!
Read Answer Asked by Tim on June 15, 2020
Q: With apologies to the members who do not appreciate US content, I am hopeful to get your thoughts on Quidel. How would you assess its potential for capital appreciation in the next year or two? There is a Covid angle which is almost a reason not to buy in my opinion (it has to end right?) but other business opportunities as well. Thoughts on whether to buy, sell or hold and why if you can please.
Read Answer Asked by Tim on June 12, 2020
Q: Sorrento Therapeutics Inc. is hot on the Vaccine trail. along with MRNA & NVAX. Would you have an opinion on it?

Thanks! Austin
Read Answer Asked by Austin on June 10, 2020
Q: I am interested in WELL and have been watching it for some time, but I have one nagging question I wanted to ask. I was part of the PHM hype a few years ago and was flying high (like everyone) until it came crashing down. The hype around WELL as well as being in the healthcare space reminds me a lot of PHM. But is that where the similarities end? Do you like it at today's levels? Thanks.
Read Answer Asked by Jeff on June 10, 2020
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