Investment Q&A

Q: Hi Guys, could I get your take on vmd earnings? They look good to me. Could you please give me what valuation you would put on this stock. Thanks

Q: Please comment on today's results. They seemed very good but the market does not agree as the stock has sold off sharply. Thanks

Q: After the announcement of Cigna buying Express Scripts, the stock dropped a lot. What are your thoughts on the company, is it a buy.

Q: By the time I saw the news this morning IOM had already been taken to the woodshed and beaten to a pulp. I literally went from a ~50% gain to a ~50% loss overnight.

Do you suggest sell now or hold and wait to see how bad the accounting issue is.?

Q: Hi,
Is there a comparison between the solution provided by RHT and VHI. VHI seems to be at a level from where RHT took off last year

Q: How high to you see this going within the next year? Are insiders buying? Are institutional investors buying? If not, do you think institutions will? Are you comfortable here for high risk speculative buy? I think risk reward is better now with FDA than it was a week ago

Q: Hi Peter and gang.
What do you think of ProMetic’s medical application and technology?

Secondly, does ProMetic have the financial strength to survive until they can turn a profit? I see analyst consensus is they won’t be profitable until 2020 / 2021.

Lastly, are there any 2018 red flags or developmental milestones we can be on the lookout for to monitor the viability of ProMetic as an investment?

Thanks.

John

Q: Hi Peter and team,
This is a company that will soon go for FDA trials for a medical device which will attempt to measure non invasively the extent of heart disease a person has. Its early days I know, but sounds quite unique. Can you give me your take on this company for a very small initial purchase. Gerry

Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

Q: I have significant tax loss on PHM, losses that are not usable. I have reduced my position but still have a large quantity of shares such that a penny makes a difference to me. Is it worth to wait and see (ride it out)? Does PHM.ca even have a PULSE or was this whole thing a scam? Very difficult to find info on PHM and they don’t want to respond to questions on next date it will report results.

Is it worth keeping VMD.ca the split-off company – Viomed seems to have some activity but if the same people are behind it , is it vulnerable or does it have some reasonable prospects for future growth?

Q: Could you comment on the recent drug approval by the FDA for Theratechnologies. Does this seem like a compelling buy with a new product and revenue line?

Q: Can you give us an update on CRH Medical after their recent earnings report and conference call please.

Q: Which of these do you see as having better growth potential?

Q: I'd appreciate your comments about CRH's recently released Fourth Quarter and Year End results. Thanks!.

Q: Noticed Reliq quarterly reports are on Sedar. Wondering what you thought of them.
Thanks.

Q: If their first drug, plasminogen gets approval along with a pediatric voucher where do you see the share price. Is it odd that the share price presently is abysmal dropping 30% in a month with the decision due by the FDA no later than mid April. Lastly would you expect a lot of institutional buying for a good run after approval as the risk of the company being viable will be alleviated.

Q: XNET, CGNX, OLED - These stocks are wake up in the morning stocks to find them down between 10 and 20%. They continue to underperform the market but they all looked wonderful when I bought them. Some I became aware of on BNN and some on your question and answer section - people writing in about them. I was wondering about 2 stocks that have looked great for quite some time being - NTLA and MYOK - your opinion: if I were to sell one of the underperformers listed above (which one above would you suggest) and replace it with NTLA or MYOK which one would you pick or do you have something better to replace it with? I know you do not deal with the US but hopefully you will start a US version up like you started an ETF letter up as a lot of people are always asking about US stocks. Thank you, Dennis

Q: Hi, If GUD were looking to put some money to work as you expect it to do, where could they do that. What might a company like this look at. Thanks, Nick

Q: What do you see regarding CPH earnings? Is the positive trend established enough for one to hold a full position?

Q: I have held MDX in the past. What are your thoughts ? Thank you for your great advice.