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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m tired of owning Knight theraputics and it’s potential whatever.....it’s been two years ......can you recommend something different
Read Answer Asked by Kim on September 24, 2018
Q: Hello, SIS announced a couple of days ago it is increasing the dividend by 17% and provided its update on 2018 and 2019 guidance. The market welcomed the announcement with an upswing of 5%. But today again, it is down by 3%. The volatility is not matching with the market movement. Yes , the shares are up compared to a year ago. But still the movement of the stock is becoming un predictable to large extent. Is there any other news that I have missed on this counter. Thanks for your advice always.
Read Answer Asked by Sriram on September 21, 2018
Q: Could you please give me your analysis/view on BlackRock Health Sciences CEF (BME). It appears to have a very good income and performance track record.
Read Answer Asked by Bernie on September 21, 2018
Q: hi Peter if the 100 million contact with the Saudi's is lost say TODAY what is the material affect to COV.? ie. 1. what would be the new revised P/E ratio? and. 2. what is your best guess as to the new lower trading price per share ? 3. does your forecast of 35 cents to 40cents per share for 2019 assume a favourable resolution of this issue? 4. what percent of equity is currently owned by executives and insiders? thanks Richard
Read Answer Asked by richard on September 19, 2018
Q: I have set 8% sector target and have invested 50% - GUD 15% of total target, TD Health Sciences 11%, and 9% each to ISRG, ILMN, and COV.
If I drop TD Fund, then 60% available to reinvest - what names and allocations do you advise?
Thx for your excellent advice,
Sam
Read Answer Asked by sam on September 19, 2018
Q: You have mentioned that you dislike companies that tend to put out too many press releases. I own Reliq Health Technologies and am often surprised at what they consider worth communicating. The other day the press release headline was "Reliq Health Technologies receives second hardware shipment". Today they put out " Reliq Health Technologies Kick Off Patient Onboarding at Rio Grande Valley Health Alliance in Texas". I'm not sure that these qualify as huge milestones that the public and shareholders really need to know and they seem to be self-promotional. Would you consider RHT as a company that does too much self-promoting and does it cause you any concern?
Read Answer Asked by Steven on September 19, 2018
Q: Just a comment to Curtis' question about the 8% drop in CRH yesterday. The consensus is that the drop is due to hurricane Florence. CRH has many clinics in the Carolina's and surrounding states. This also happened with a hurricane last year where clinics were closed for days and patients appointments had to be rescheduled, which impacted revenues. However none of the clinics are very close to the coast so the impacts should be minimal. CRH has stated that they will make up for any closures by keeping clinics open later once they have reopened.
Read Answer Asked by Adam on September 13, 2018
Q: Would you please provide your current perspective on Helius?
I’m particularly interested in your view on what potential there may be should PONS and related therapy be found to have good efficacy. In other words could they effectively monitize this technology free of direct competition? It seems the actual equipment would be inexpensive to produce.
Thanks, Hugh
Read Answer Asked by Hugh on September 13, 2018
Q: It seems to me that when 5i members seek guidance regarding possible investments in American healthcare companies, Pfizer seems to be a common recommendation by your team. If I'm correct that you consider it to be a good investment at this time, what exactly are the reasons you believe this to be the case. If I'm wrong, what other American Companies do you favour currently. I'm willing to accept some risk but I'm really looking for a company that can balance off some of the Canadian small caps that I have in my portfolio that I'm purchased with your guidance. i.e. Knight, Covalon and Reliq. Again, thank-you for your invaluable guidance.
Read Answer Asked by Les on September 13, 2018
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