Investment Q&A

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

Q: My daughter holds the above cannabis stocks in her TFSA all,of which are offside between 13% ACB, AUSA 87% and GENE 40%. Are any of these worth holding or should she bail?

Q: I am up on ABBV but think it is time to move on. What are your views on Stryker (SYK)? Any recommendations on other US Health stocks would be appreciated.

Q: could i have your opinion on imv and any reasons for todays 5% drop thanks as always for the info

Q: Hi folks,
Do you see ATE's bought deal positively because the company is setting the stage for Phase 3 development, or negatively because the company has yet to attract big pharma interest? Would you consider the current price weakness a buying opportunity or just another dilution?
Thanks,
Glen

Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks

Q: Recent announcement " Reliq Health Technologies Announces Release of iUGO Care v.2019 and Key Additions to the Management Team" and nice pop in share value this last week.
Do you see a speculative opportunity here and would your appreciate your thoughts on the company considering recent developments. Thanks John

Q: Hi
I would like to know your evaluation about ABBV? Would you recommend buying at current price level (less than 80)
Thanks

Q: I have a question about 461 still a buy.thanks

Q: Protech Home Medical (ticker now PTQ) just released their YE results. With the SP up 14% and trading volume more than twice its daily average in the first two hours, the market is clearly impressed so I would appreciate your analysis. As the turnaround under new management appears to be well underway, is there a chance that you might re-visit this company?

Q: Hi 5i:
What do you think about Assure at this point? I have been patient with a small position despite the suggestion just to sell and move on to something untroubled, just to see what would happen and because it actually seemed like it had an interesting business. The problems they had seem to be getting resolved. The share price has been relatively stable for a while now with the odd uptick recently. Is there enough going on there to justify my continuing to hold or would you still say no reason to stick around? Thanks!

Q: I'm looking for a healthcare stock to ride out the next couple of years - where I expect a recession - in relatively low volatility, high dividend stocks. I have no CDN healthcare. Can you give me a list of two stocks or efts you like?

Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim

Q: do you know anything about titan medical, would you buy it. dave