Investment Q&A

Q: Hello 5i.
Any idea why it has been dropping? At what price would you get interated again? Lastly is it a buy?

Thanks

Q: Just as a follow up to my previous question and a comment I am sure is on many members mind. I see that RHT is up a bit today after the call. Maybe a dead cat bounce who knows. The dilemma in selling at a 75% loss is that I do not get the tax loss as its in my TFSA. I imagine many members are in the same predicament. What little is left in the security, will make such a small difference in the overall portfolio, I would rather hang on and hope that your first impression of the Company was correct. Not sure my mentality is appropriate here, but I would rather take the lesson and hold, than to sell and then see it go back up.

Thoughts?

KC

Q: With all the talk of an admittedly bad mistake (at best) by management, what has happened to the technology? Didn't you believe in iUgo and the accompanying smart phone app and the jump this company supposedly had in producing a superior remote monitoring product for chronic care patients? But they bruise their heals because they didn't understand CMS billing well enough and, oh well, so much for that technology? Is it great technology or not? Will it save government health care money or not? If it will, then surely CMS will come around and recognize this and eventually reimburse for the service, no? This all just seems odd that one day you're touting this company as having the one of the best technology stories in the health technology space, and the next they are a dog because they made a mistake. Is there no room for growing pains for a start up?

Q: I was wondering if you people monitored the conference call for reliq that was on this morning at 9 am . The stock seams to be up the last 2 days . What info was released that may be causing the rise, or, do you not bother covering the stock once you give a negative opinion on it. Thank you.

Q: What are your thoughts about buying any of the above stocks? Thank you, rose

Q: Greetings. Merck seems to be having a great run and has gotten really expensive. Is this a case of letting your winners run or is it time to switch into something like ABBVIE that is significantly cheaper and has good growth expectations for the next couple of years?

Q: Any insight in to why it jumped 9% today?
I always appreciate your cool !

Q: I know you have reservations about the company's history and certain individuals, but momentum has been good recently. On Oct. 17 at midday, about 120,000 shares ($1 million) traded in a few minutes, which I assume was an institutional order. Total volume for the day was near 600,000 shares, which has only occurred a few other times earlier this year, when the share price was much lower. Are you aware of any increasing institutional interest in VMD?

Q: Could you please assess this company? Thank you.

Q: Hi Team, sold my shares of RHT this morning. Transferring remaining capital from sale to US RRSP for another healthcare name. Someone on T.V last night was screaming Medtronic for a buy ,from my own readings and research I see Stryker as a good choice. Between the 2 which has a better growth profile. Which would you choose. I own ABBV and BDX for a total healthcare exposure of 17%. I Thank-you in advance! Like usual,......Great work team! Sam

Q: As a new DIY investor following the Q&A on RHT about to adopt a position, today's news is intriguing. An experienced investor friend tells me that penny stocks on the Vancouver exchange should be avoided due to increased likelihood of fraud and "pump & dump" schemes. It seems the CEO and one of her execs have a history of starting tech companies with government subsidies, taking them public, then bailing. How can we avoid these "games"? I'm assuming your own research process aims to identify frauds in the making. Thanks

Q: I held CXR when it was over $100.00 and added to it on the way down. Eventually at $25.00, myself and 5i members were waiting for the quarter and after the report, it dropped to $12.00 and 5i said they were getting out of it. So did I. The same thing happened with RHT. I am concerned that COV a $9.00 plus stock now in the $6 plus range, seems to be repeating the pattern of the two above-mentioned stocks. My question is do you see the same thing happening again with this stock? Thanks Dennis

Q: On the financials that came out May 30th 2018 (9 months ended Mar 31 2018) it indicates that RHT billed $2.27 MM in revenue.
It also indicates an increase of total receivables of $1.95 MM, from $34K to $1.99 MM total.
At the time of these financials (May 30th), could this have been construed as a bearish signal, given that 86% of the total recorded revenue ($1.95 MM/$2.27 MM) was as of yet uncollected ?

Q: As a member of 5i since 2013 I have used your wise logic as one of the tools to help me position my portfolio. I have had some Major wins with your help, but this has been a gut wrenching experience and I have learned the hard way that keeping a reasonable weighting of any one stock is of paramount importance. I let RHT get too large a weighting and believed in their product as a way to help people. It concerns me that you used the word 'fraud' in one of your previous replies.
I have now reduced most of my position to a very small weighting and am reviewing selling it all.
I have a position in COV that is a full position. It is a bit weak of late but I think that is due to the Saudi Arabian rhetoric and is a temporary blip.
Would you consider VMD to be a good replacement for RHT.

Thanks for all your solid advise in these turbulent times.

Peter

Q: Hej
I just bought a huge wad of
ISRG. INTUITIVE SURGICAL

THOUGHTS???
Juri
Thanks

Q: With this latest revenue fiasco at RHT I am swearing off Canadian healthcare stocks for good. I have been a 5i member since day one, greatly value your service and am not trying to lay any blame here. I lost 80% with Patient Home Monitoring and 97% with Concordia before getting out of these, and am now down 85% with RHT. I agree no one is clairvoyant, but this seems to be a recurring theme in Canadian healthcare. Any thoughts on how we can spot and stay away from names like these in the future?

Q: Can we get your view.on RHT with this mornings development

Q: How come RHT has not released any quarterly and annual income statement for June 30,2018? Thanks

Q: Hi, Any comments on the recent price drop ? Should the row about the disappearance of journalist and possible consequences for SA be investors' concern ? How could this play out for Covalon in near and long term, if it's relevant at all ? Thanks

Q: Is this a good time to invest in Biotechnology?
What do think about the IBB ETF?
Thank you.