Investment Q&A

• Merck & Company Inc. (MRK $85.99)
  • $85.99 P/E (TTM): 13.49X Cap: $214.78B
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• Centene Corporation (CNC $35.76)
  • $35.76 P/E (TTM): 9.2X Cap: $19B
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Q: I would like your opinion on Centene and Merck? Is valuation good? can you suggest any other US healthcare companies? Do you anticipate growth in this area?
thanks

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Read Answer Asked by Mary on August 12, 2020

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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Q: What are the Expectations of SIS Savaria for 2nd quarter. Been on a good run last month. What are the expectations for the rest of the year. Barry F

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Read Answer Asked by Barry on August 12, 2020

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: Hi team,

Can I get your thought on the quarter out of WELL?

Thanks!

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Read Answer Asked by David on August 11, 2020

• Fulgent Genetics Inc. (FLGT $22.51)
  • $22.51 Cap: $689M
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Q: Hello guys:
I know this name had a great quarter and lots of momentum at this point, would you guys own this name?
Thx for your great work and being prompt at asking our questions for us retail investors .
Mark

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Read Answer Asked by Mark on August 10, 2020

• Teladoc Health Inc. (TDOC $8.00)
  • $8.00 Cap: $1.41B
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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• Livongo Health Inc. (LVGO $132.68)
  • $132.68 Cap: $13.30B
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• 1Life Healthcare Inc. (ONEM)
  • Cap: $3.40B
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Q: looking for a US/Cdn company in the tele-medicine space. Not ones with a pricey valuation like TDOC. Do you have any recommendations.

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Read Answer Asked by Howie on August 10, 2020

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: Please comment the Q2 reports for CDAY if you haven't already answered this question before. Thanks

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Read Answer Asked by Michel on August 07, 2020

• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.41X Cap: $98.80B
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Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?

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Read Answer Asked by Mike on August 07, 2020

• Becton Dickinson and Company (BDX $186.56)
  • $186.56 P/E (TTM): 34.48X Cap: $53.47B
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Q: Hello Peter, many individual investors (certainly I) have terrible timing on their transactions. For example, if one has been following Becton Dickinson, looking to buy, one might be happy to see this morning's 8% drop and immediately place their order. How do you handle this type of situation? Wait and see where the dust settles? Jump on the 'new lower price'? Or wait some days or weeks to see a base and an upturn? Would you be comfortable buying BDX today, for the long term?

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Read Answer Asked by James on August 07, 2020

• Teladoc Health Inc. (TDOC $8.00)
  • $8.00 Cap: $1.41B
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: Are there any stocks in TELEMEDICINE TECH Companies ETF in Canada or the USA. Can you please give us few stocks examples that you like.

Thanks for the great service
Hector

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Read Answer Asked by Hector on August 07, 2020

• ResMed Inc. (RMD $272.00)
  • $272.00 P/E (TTM): 29.22X Cap: $39.82B
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Q: Hi
Any news on why Resmed was down 13% after a positive 2nd quarter result?

Thank you.

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Read Answer Asked by sunday on August 07, 2020

• Fulgent Genetics Inc. (FLGT $22.51)
  • $22.51 Cap: $689M
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Q: Thoughts on the quarter? Do you recommend?

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Read Answer Asked by Daniel on August 06, 2020

• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.43X Cap: $140.88B
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• Health Care Select Sector SPDR (XLV $142.11)
  • $142.11 P/E (TTM): 23.15X Cap: $35.33B
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Q: Hi,

What do you think selling Pfizer on a profit and replace it with XLV. The reason Im doing this, is just comparing them and think XLV has more capital appreciation. Do you know what's the growth outlook on Pfizer?

Appreciate your thoughts.

Thanks,
Sunday

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Read Answer Asked by sunday on August 06, 2020

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 30.92X Cap: $198.17B
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Q: What are the - and - for Thermo Fisher?

Why does ISRG screen better for you?

Thanks for all your insightful work.
Mark

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Read Answer Asked by Mark on August 05, 2020

• Viemed Healthcare Inc. (VMD $6.82)
  • $6.82 P/E (TTM): 20.21X Cap: $270M
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Q: Comments on VMD’s quarterly results?

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Read Answer Asked by Jeff on August 05, 2020

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: what does knight therapeutics as an investment today offer an investor with a long term outlook and patience

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Read Answer Asked by cliff on August 05, 2020

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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Q: What do you think of WELL’S announcement today? Almost feels like the company is losing focus. Transforming into a cyber security company? How could they possibly compete with the larger names such as Blackberry & Absolute? Market seems to like it though.

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Read Answer Asked by Curtis on August 05, 2020

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: Hi 5i,

Invitae just reported results and the stock was down 10% after hours. Can you give your thoughts on the quarter and its prospects going forward? I've held it for awhile and plan on continuing to hold for 3+ years.

Thanks!

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Read Answer Asked by Jason on August 05, 2020

• IMV Inc. (IMV $1.12)
  • $1.12 Cap: $13M
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Q: Is there a potentially worthwhile option in the Canadian market for a company that's working on a vaccine, even indirectly?

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Read Answer Asked by Bashir on August 05, 2020

• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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Q: Could you comment on Gild earnings and your feelings on the company going forward. It is down today; would you consider it a buy, hold or sell? Thank you!

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Read Answer Asked by Pat on August 04, 2020

• Royalty Pharma plc (RPRX $36.01)
  • $36.01 P/E (TTM): 15.78X Cap: $21B
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Q: Peter, Ryan and staff; RPRX has been suggested as a reasonable entery into the US Pharmaceutical industry. I personally know little of the industry so your opinion would be greatly appreciated.
Your past advice and suggestions have made retirement quite enjoyable. Thank you in advance for your help.

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Read Answer Asked by John on August 04, 2020