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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: I'd appreciate your take on Premier Health which no analyst seems to cover. I discovered it while searching for other publicly-traded companies that use OSCAR as a platform for their electronic medical record (EMR) offerings.

WELL Health has been very clear that they are in the hunt for OSCAR-related assets - it so happens that PHGI has three of them (JunoEMR, KindredEHR and ClinicAid). They also have a couple of other assets that WELL would like to have or planning to develop (e.g. 4 clinics, a patient portal, telemedicine, a medical billing app, 2 pharmacies, interactive kiosks, etc.).
Read Answer Asked by Richard on February 10, 2020
Q: Hi, I've held ISRG for a few years now, am up 25% but was honestly expecting more. It's traded largely sideways since Sept of 2018. 5i and I both seem to have similar (great) expectations for this company, but they just can't break $620 or so.

I'm tempted to dump ISRG and pick up some IHI which includes a number of other seemingly great companies that are on my watch list. However, I keep thinking ISRG is on the brink of its next big leg up. From my research, I have ISRG at the bottom of its long term channel - which if it holds - would have stock price growth at 40% from here...

Help me decide: hold (even add) to ISRG, or dump it and pick up IHI. Perhaps a bit of column A and column B?

Cam
Read Answer Asked by Cameron on February 10, 2020
Q: Hi 5i Team,
I bought Merck a few days ago aiming to balance my portfolio, yesterday the reaction of the market was negative , a 5% drop, after they reported earning combined with announcement of spinning off three divisions,.

Was the spin off is that negative?

What is your outlook of this company.

Thank you for your professional and helpful advice as always.
Read Answer Asked by Pui on February 10, 2020
Q: In your Feb 7 response to Jerry on PRN after referring to recent strong momentum you say “markets obviously think there is potential here, but the company now needs to start delivering on that potential.”

I would argue that PRN started delivering on the potential long ago – the company received FDA approval Aug 2019 after a successful clinical trial; PRN successfully listed on NASDAQ last fall; the company announced in early January this year a deal and partnership with RadNet, the largest network of outpatient imaging centres in the US; and recently PRN raised US$ 40 million in an equity financing and retired all bank debt ahead of schedule. PRN is now well positioned to scale the business without further dilution.

I recognize there remains commercialization risk and there is reimbursement risk and revenues are essentially non-existent at this early stage but what we have here is a very experienced very competent management team that has done it before with NOVADAQ. Significantly, the CEO Arun and his team are not doing this because they need to money. They will not rush it they will do it right. I think you have mentioned in the past that this is one of the best small cap situations to invest in – assuming you can deal with the volatility and risk.
Read Answer Asked by James on February 09, 2020
Q: Are there any stocks that will benefit from the coronavirus scare?
Read Answer Asked by dan on January 27, 2020
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