Investment Q&A

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Gud has now 51% and yet BIO trades at $10.15 BRL, about 16% below the offer price.
What do you read into this. Is there an opportunity here ? Can I buy BIO, should I ?
Will GUD offer less than they offered the private previous owners ? When will GUD start reporting earnings from this acquisition ? Do they need all the shares to do so ?
Finally do you see more analysts stepping in now with this new acquisition, maybe one or two will make it their top pick in 2020 ? Thoughts?Thanks

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Read Answer Asked by Luc on December 03, 2019

Q: Hi there,

This is a cancer biotech focused on melanoma and cervical cancer. It sounds like several promising trials are underway. I just read about it on Seeking Alpha and CNBC shows 8 analysts covering with 5 strong buy and 3 buy recommendations with a consensus target of $35 vs a current price of $22.83. What are your thoughts regarding a position within a TFSA?

ThanksQ

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Read Answer Asked by Tim on December 03, 2019

• Akumin Inc. (AKU.U $2.90)
  • $2.90 P/E (TTM): 58.0X
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Q: what your comments on this one now ?

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Read Answer Asked by c c on December 02, 2019

Q: Your view on Aileron Therapeutics please

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Read Answer Asked by Tom on December 02, 2019

• AbbVie Inc. (ABBV $206.60)
  • $206.60 P/E (TTM): 87.54X Cap: $365.42B
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Q: Can I please get your opinion of AbbVie.

Thanks

Dave

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Read Answer Asked by David on December 02, 2019

• Clovis Oncology Inc. (CLVS)
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Q: Hi Peter and Ryan,

I noticed CLVS had a good run lately. I am wondering whether the fundamental has been changed. Is it a good buy now?
Please also provide a few (CAD and US) names that are stable for long investment in the next few months, particularly with good valuation. It is almost RRSP season.
Thanks,
Yiwen

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Read Answer Asked by Yiwen on November 29, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
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Q: Stock down on heavy volume but I can't see any trigger. What do you think?

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Read Answer Asked by hal on November 29, 2019

• Chartwell Retirement Residences (CSH.UN $21.77)
  • $21.77 P/E (TTM): 108.85X Cap: $6.92B
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Q: Sector for CSH.UN is shown as Healthcare in Income portfolio but as Real Estate in Portfolio Analytics. Please clarify if it is 50/50% split between Helthcare / Real Estate.

Thank you

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Read Answer Asked by Hali on November 29, 2019

• Guardant Health Inc. (GH $87.60)
  • $87.60 Cap: $11.61B
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Q: Is there an error in your response to Tim, Nov 26,2019? Does GH “offer a break through in cancer detection”?
Thank you,
Sharon

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Read Answer Asked by Sharon on November 29, 2019

• Medicure Inc. (MPH $1.05)
  • $1.05 Cap: $10M
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Q: Any advice on MPH corporation action notice
Should I tender as I do not know what to do
Thanks for the good service

Upvote 1

Read Answer Asked by CECIL on November 28, 2019

• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 30.79X Cap: $6.74B
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Q: Hi folks
I sold SIS at a loss in my non registered account. However I also own it in my TFSA and my RRIF at a gain. Does this make my loss null and void? I may buy it back in my non registered in 30 days. Also you had mentioned that you would like to see SIS break at $14.15... But is it good to buy now (if I decide to add to my TFSA holding).? Or would that also break the 30 day rule?
Thank you again for a good year.

Upvote 0

Read Answer Asked by El-ann on November 27, 2019

• iShares U.S. Medical Devices ETF (IHI $50.50)
  • $50.50 P/E (TTM): 36.71X Cap: $3.09B
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Q: Hi Peter, Ryan, and Team,
We needed to increase our Healthcare exposure, and neglected to consider tax implications when buying IHI:US in a non-registered account. Will this 'mistake' significantly complicate our tax return, and will we get back the withholding tax? Your insight is appreciated.

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Read Answer Asked by Jerry on November 26, 2019

• CRH Medical Corporation (CRH $4.99)
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• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
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Q: For a minimum 3 year hold which would you prefer,crh or well?

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Read Answer Asked by Maurice on November 26, 2019

• Zymeworks Inc. (ZYME $26.61)
  • $26.61 Cap: $2.05B
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Q: whats your opinion on zymeworks.i have owned it since 15., its doubled;
its results are strong, they have relationships with 8 of the largest pharma companies. It keeps hitting new 52 week highs. i know they will do a fund raise soon, but got thru the last fund raise with ease. . dave

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Read Answer Asked by david on November 25, 2019

• Celgene Corporation (CELG $108.24)
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• Bristol-Myers Squibb Company (BMY $58.22)
  • $58.22 P/E (TTM): 16.83X Cap: $118.88B
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Q: Good morning team, with my celg shares gone, replaced with bmy and bmy.rt , my question is what to do with the bmy rights. Sell , hold or what will they may be worth in the future? Any thoughts?

Thanks, Michael

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Read Answer Asked by Michael on November 25, 2019

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Yesterday they announced the end of the relationship with Medison . However they ignored the deal with Onconova ONTX.
ONTX had a press release but GUD ignored it.
On Sedar the Medison news is posted but not ONTX. Any insight as to why ? Too small a deal perhaps ?
Thanks

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Read Answer Asked by Luc on November 22, 2019

• Guardant Health Inc. (GH $87.60)
  • $87.60 Cap: $11.61B
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Q: Peter and staff; I have held this stock for a short period of time and it has not produced the results I was looking for. Can you share an opinion and possibly a suggestion going forward?

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Read Answer Asked by John on November 22, 2019

• AMN Healthcare Services Inc (AMN $21.12)
  • $21.12 Cap: $816M
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Q: What do you think of AMN as a healthcare holding?

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Read Answer Asked by Kel on November 22, 2019

• Inspire Medical Systems Inc. (INSP $56.70)
  • $56.70 P/E (TTM): 11.52X Cap: $1.63B
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Q: Any thoughts on this medical device company?
Offers an FDA approved alternative for those dealing with sleep apnea.

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Read Answer Asked by Wendy on November 21, 2019

• InMode Ltd. (INMD $14.41)
  • $14.41 Cap: $912M
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Q: any idea why stock is down on big volume?

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Read Answer Asked by hal on November 21, 2019