Investment Q&A

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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• Heroux-Devtek Inc. (HRX $32.48)
  • $32.48 P/E (TTM): 20.75X
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• HLS Therapeutics Inc. (HLS $4.65)
  • $4.65 Cap: $145M
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Q: I've been a longtime holder of GUD but have become somewhat frustrated at the lack of growth. I'm wondering what your thoughts are about splitting my Knight holdings and placing them in HRX and HLS. Is there a decent risk/reward scenario here? Both companies are near 52 week highs but seem to be somewhat under reported.
Thank you for a fantastic service!
Mike

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Read Answer Asked by Mike on April 25, 2019

• Apple Inc. (AAPL $280.14)
  • $280.14 P/E (TTM): 35.46X Cap: $4.11T
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• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 35.45X Cap: $4.67T
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• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Abbott Laboratories (ABT $89.46)
  • $89.46 P/E (TTM): 24.05X Cap: $155.82B
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Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris

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Read Answer Asked by chris on April 25, 2019

• Extendicare Inc. (EXE $30.19)
  • $30.19 P/E (TTM): 27.2X Cap: $2.85B
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Q: Your thoughts on buying exe now?

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Read Answer Asked by kenneth on April 24, 2019

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Where do you see GUD going over the next few months. Have a small position. Is it worthwhile to hold steady and see what happens or to exit. If Goodman stays at the helm, what should it mean for the stock?

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Read Answer Asked on April 24, 2019

• Resverlogix Corp. (RVX $0.10)
  • $0.10 Cap: $31M
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Q: Do you have any thoughts on RVX at this point in its development? Its latest press release sounds promising
Cathy

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Read Answer Asked by Michael on April 24, 2019

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Hi, got information package , it says after 5 years, Knight only has 0.05 % of the market. This does not seem right? Are they playing with the numbers here?
I will vote for the current management team, as I’am sure this is in your view the best course?
Is it time to rethink investing in this stock, considering the on going insider bickering.
This stock reminds me of Wy LAN 4to 6years ago that did not work out well. Your thoughts?
Thanks

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Read Answer Asked by Brad on April 24, 2019

• Evolent Health Inc Class A (EVH $3.75)
  • $3.75 Cap: $432M
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Q: Anything you can tell me about this small cap health care payment and solutions provider like management,growth,cash flow or any near term catalysts.....thank you

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Read Answer Asked by Greg on April 23, 2019

• Medtronic plc. (MDT $80.00)
  • $80.00 P/E (TTM): 22.35X Cap: $102.71B
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Q: Hey guys,

MDT gets lots of love on here but seems to be losing a bit of steam. The chart is concerning and it appears ready to test the 82.50 mark. Do you continue to like it and how far are you willing to tolerate what appears to be a downtrend? Hold with conviction or is there a point you throw in the towel?

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Read Answer Asked by Tim on April 22, 2019

• UnitedHealth Group Incorporated (DE) (UNH $368.78)
  • $368.78 P/E (TTM): 27.87X Cap: $334.93B
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Q: Could you please give me a summary of this company's last financials. Is there more than just political worries effecting their stock price?

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Read Answer Asked by Cheryl on April 22, 2019

• Liminal BioSciences Inc. (LMNL)
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Q: Why is the stock holding at .05 when the restructuring set at .015?

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Read Answer Asked by fwb181 on April 18, 2019

• Medical Facilities Corporation (DR $17.19)
  • $17.19 P/E (TTM): 10.62X Cap: $307M
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Q: any idea why DR has taken a hit today?
thank you

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Read Answer Asked by maida on April 18, 2019

• Medical Facilities Corporation (DR $17.19)
  • $17.19 P/E (TTM): 10.62X Cap: $307M
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Q: Well, this sort of thing is alarming. DR is down almost 5% with selling at noon exceeding the average daily numbers. The only news I see is the dividend announcement.

Who is selling? On what information does someone unload like this? How do I get such, presumably, useful information?

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Read Answer Asked by Danny on April 18, 2019

• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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Q: ISRG reports today after market close. I seem to recall that they missed consensus in the previous quarter. I think these are factors in the recent market weakness.
Regards,
Jim

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Read Answer Asked by James on April 18, 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: This US ETF was down significantly yesterday. Do you have any info why?

Thanks Dave

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Read Answer Asked by David on April 18, 2019

• Harvest Healthcare Leaders Income ETF (HHL $6.86)
  • $6.86 P/E (TTM): 23.48X Cap: $1.63B
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• State Street Health Care Select Sector SPDR ETF (XLV $145.16)
  • $145.16 P/E (TTM): 23.97X Cap: $38.37B
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Q: I would like your comments on this ETF. Is it a good investment for a retired investor.
Thank you

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Read Answer Asked by Isabel on April 18, 2019

• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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Q: can you shed light on the reasons why this stock dropped over 5% over yesterday and today? I didn't see any news from the FDA or news
on advances made by the competition. Is iit the sector in general? Is it a good time to buy?
Really appreciate your perspectives and common sense.
Thanks

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Read Answer Asked by TOM on April 17, 2019

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Considering the tone if the release this morning on Knight's Directors, I would take a wild guess it was commissioned by Jakobsohn.
Goodman put his pharmascience shares in a blind trust. This NR is no big deal...

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Read Answer Asked by Steven on April 17, 2019

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Today’s press release about Dr. Leblanc governance report , is negative. I don’t see the date he submitted his report. Would you know ?
Can you comment on this, do you still think J Goodman will win the proxy fight, and will he make any changes should he win.
Thanks,

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Read Answer Asked by Luc on April 17, 2019

• Biogen Inc. (BIIB $187.06)
  • $187.06 P/E (TTM): 21.23X Cap: $27.61B
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Q: Hi Peter, would biib be a good entry point? Thanks. Alnoor

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Read Answer Asked by Alnoor on April 17, 2019

• Antibe Therapeutics Inc. (ATE $0.30)
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Q: nice candle.Sounds like good news?

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Read Answer Asked by Gaston on April 16, 2019