Investment Q&A

Q: Hi 5i team,
Your comments please on the preliminary unaudited results for Q4 & full year 2018. Would this news change in any way your confidence in the company?
Thanks!
Silvia

Q: Knight has been in my portfolio for two years, I've been buying on the dips with an average cost of 7.80$. Should I remain patient or move on. Lots of opportunity out there. Please recommend some alternatives that I may consider should I decide to sell.

Q: Simple question

Does 5i view this deal as significant in any way (from the Globe)

Knight Therapeutics Inc. (GUD-T) announced the closing of a strategic financing agreement in Moksha8 Inc., a specialty pharmaceutical company focused on licensing and marketing “innovative and established therapeutics” in Latin America, for up to US$125-million.

Under the agreement, Knight will initially lend Moksha8 up to US$25-million in working capital funding, of which US$10-million will be issued at closing. Knight said it may issue up to an additional US$100-million in funding for M&A and the acquisition of new licenses.

Q: Good morning,
News on RHT? Do they report at the end of the month?

KC

Q: Could you give your analysis of SUPN. Is it a buy now? Thanks

Q: Hello team,

What is wrong with FDA wanting to review CorMedix's "full data set including secondary endpoints from the LOCK-IT-100 study to facilitate FDA's consideration of CorMedix's request to file the New Drug Application (NDA) for Neutrolin on the basis of the LOCK-IT-100 study results."

Why the 27% drop after the meeting with FDA and willingness of the company to provide the data and fully cooperate?

Hold, Sell, or Average down on CRMD?

Thanks as always.

Q: would appreciate your comments for: Kinross and Prometic
ed

Q: First I want to just thank-you for making me a better investor not just with your recommendations but with your approach. Covalon has. in Appendix B of their annual statement included the notice of the change of auditors. The 'resignation' of BDO is, as it turns out, at the request of Covalon. We are also informed (elsewhere) that there will be no vote on the financial statement. I have gone through about as many of their recent Sedar filings as I can take and perhaps I am reaching here, but is this normal practice to you? Any red flags?

Q: Hello Team,
Would you prefer Pfizer or Merck in this space and why, or would you have a company you would recommend ahead of either.
Thank You,
Barry

Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl

Q: Hi guys,
What do you think.of SIA as a long term hold or would you prefer Chartwell or maybe a U.S. type company instead.
Thank You.
John.

Q: Can I please get your thoughts on this company. I see that the founder of TIO Networks is prominently involved so it caught my attention.

Thanks,

Q: Hello,

I've noticed that you have been recommending Gilead recently as a value pick in the US. I'm a long term (suffering) holder of this one. What is your thesis on why you are recommending it?

Q: This small bio pharmaceutical company is listed in the US. It is working on alternative to opioids drugs. Would appreciate your comments on the future of this company.
Thanks

Q: I mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.

Q: What are your thoughts on this company. Public for about a year, new drug recently received US and Cdn. Approvals, price reacted well.

Q: What is your take on PLI?? At current prices has this become another risky, penny stock or is there some upside over the next year or two. Does it have any future potential for capital gain?? Thanks for your thoughts

Q: I've been looking at COV for a couple of months and should have pulled the trigger at $4. Obviously hindsight is 20/20.
Is today a good entry point or should I wait ?
Thanks

Q: Hi 5i, Can you please give me your up to date analysis of PTQ and VMD. formerly PHM . I own both and would like to know if I should buy more, sell or hold. Thanks for the advice.

Q: Hi team,

I don't see any questions on this company Cardiol Therapeutics Inc. (CRDL) that did a recent IPO on TSX and hit a 52 week high today. It seems they are in a (speculative) cannabinoid arena with some drugs coming into phase 1 stages in 2019.
What is management history (CEO, CFO, etc.), board of directors, ...ie are they a solid team?
They had a string of announcements (LOI's, exclusive agreements, etc) in 2017 but no real follow-up news in 2018 wrt these signings.
Does their product pipeline seem promising?
How might it compare to Cannimed wrt therapeutic applications?

Is it a company to just watch for now given it's very recent IPO? So many IPO's flop in the first 6 months thus the caution.

Appreciate your insight!

Cheers,
SteveMc