Investment Q&A

• Telo Genomics Corp. (TELO)
  • Fwd P/E: -21.9X Cap: $2M
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Q: Is this company worth a look? Whats your take on this company as of Sept 2017. Looks like a change in the board of directors was announced in August. The stock was on a downward decline since Jan. I don't see any recent news on DXD. The only reason I am watching this is due to GUD investment.

Thanks, Brad

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Read Answer Asked by Brad on September 25, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: As an add on to my earlier CRH question. Can you also comment on the lack of growth from Q3 last year to this upcoming Q3 even though they had many acquisitions. Is this due to the decrease in cases caused by the Hurricanes? More importantly 20% drop in Ebitda, what does the cause of this appear to be?

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Read Answer Asked by Adam on September 25, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Can you comment on CRH's comments regarding their outlook for Q3. Seems to be some negative data around a decrease in cases and impacts from Hurricane Irma. They threw in an acquisition to cushion the impact. Down 3%. What are your thoughts around this news?

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Read Answer Asked by Adam on September 22, 2017

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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Q: Team,

A spike up on the opening of trading this morning! FDA approval for products never a bad thing. Would you indorse a small position? I believe you are considering coverage of the company.

Thanks,
Stephen

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Read Answer Asked by Stephen on September 21, 2017

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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Q: covalon received fda approval for their antiseptic bandage today to be sold over the counter, i have been buying since 2.00, now 4.00 and i think going much much higher, it is my largest holding surpassing knight. i know you like it and are working on it. can you comment please. dave

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Read Answer Asked by david on September 21, 2017

• Helius Medical Technologies Inc. Class A common shares (HSM $18.35)
  • $18.35 Cap: $12M
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Q: HSM has moved up very nicely over the last few days...
I have not seen any info to justify the increase...
are you aware of any news to support the jump in price?
Ed in Pointe Claire, Que.

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Read Answer Asked by ed on September 20, 2017

• Covalon Technologies Ltd. (COV $2.59)
  • $2.59 Fwd P/E: 18.5X Cap: $71M
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• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
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• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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• Sienna Senior Living Inc. (SIA $18.66)
  • $18.66 Fwd P/E: 44.55X Cap: $1.72B
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Q: I'm lookng to add one more CDN healthcare stock. I currently have SIS and GUD.

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Read Answer Asked by Terry on September 19, 2017

• UnitedHealth Group Incorporated (DE) (UNH $282.65)
  • $282.65 Fwd P/E: 12.06X Cap: $256.40B
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Q: Is this one of the best plays in healthcare? A great growth stock. It seems to be rolling along with no worries. What's the catch?

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Read Answer Asked by Mark on September 18, 2017

• Microbix Biosystems Inc. (MBX $0.29)
  • $0.29 Fwd P/E: 29.5X Cap: $41M
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Q: can you provide any insight on this microcap. Any ideas on product potential, mgmt. and burn rate.
thx

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Read Answer Asked by Scott on September 18, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi,

I have about 30% of my original modest investment in CRH left. In light of its recent performance I am tempted to
add enough to make CRH worth what my original investment was. Or should I just punt CRH and put the proceeds into my 2018 withdrawals ?

Thanks.

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Read Answer Asked by Leonard on September 18, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• Knight Therapeutics Inc. (GUD $6.05)
  • $6.05 Fwd P/E: 61.49X Cap: $618M
  • View GUD Profile
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• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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Q: I'm looking to add a healthcare stock. I sold CRH to lock in the loss and have watched it climb daily while I cannot buy it due to the 30 day CRA loss rule. I have have another 3 weeks before I could buy it. Should I look at other stocks in this sector that are better or wait and buy CRH? I have an 8% weighting in healthcare.

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Read Answer Asked by Terry on September 18, 2017

• Helius Medical Technologies Inc. Class A common shares (HSM $18.35)
  • $18.35 Cap: $12M
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Q: Although HSM is a one-trick pony, its field seems vast. Do you consider it as an appropriate addition to a portfolio, especially the healthcare side?

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Read Answer Asked by Jacob on September 15, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hi 5i, would you recommend buy crh at cuurent price ? Thanks

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Read Answer Asked by Hue on September 15, 2017

• iShares Biotechnology ETF (IBB $129.73)
  • $129.73 Fwd P/E: 41.5X Cap: $5.50B
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Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

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Read Answer Asked by Tim on September 14, 2017

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

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Read Answer Asked by Jerry on September 13, 2017

• Array Technologies Inc. (ARRY $7.10)
  • $7.10 Cap: $1.13B
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Q: Can you tell me anything about the news released recently? It seems good to me but the stock is dropping.

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Read Answer Asked by Ryan on September 13, 2017

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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Q: I own a 3/4 position in SIS. Is it too late to raise it to a full position now that it's up 8 percent today? Do you think it will pull back a bit?

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Read Answer Asked by Carla on September 12, 2017

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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Q: Reading the press release regarding SIS increasing its dividend, the president stated "Considering the aging population and its desire to age at home, we expect continued growth of over 10% in our lift division over the next five years and we maintain our objective to generate revenue of some $500 million by the end of 2021," concluded Mr. Bourassa.
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?

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Read Answer Asked by Curtis on September 12, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: Hello Peter & Ryan and Team,

Can you comment on the recent majority purchase from CRH. The market liked it and I do like how it was done with credit and cash on hand instead of stock. Your expert opinion please.

Wes

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Read Answer Asked by Wes on September 12, 2017

• Savaria Corporation (SIS $20.04)
  • $20.04 Fwd P/E: 28.84X Cap: $1.43B
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Q: Seems like a positive announcement?

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Read Answer Asked by David on September 11, 2017