Investment Q&A

• Nuvo Pharmaceuticals Inc. (NRI)
  • P/E (TTM): -5.0X Cap: $10M
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Q: Hi Peter and Team,
I own this stock and am 20% under water, it continues going down but I could not find the reason. This stock looks cheap, the company have 17 m cash and no debt.

Pls give your thought on this company.
Should I continue to hold it?

Thank you for your professional advice.
Pui

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Read Answer Asked by Pui on January 20, 2017

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $24.77)
  • $24.77 Cap: $27.77B
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Q: Would you give me your latest thoughts on TEVA

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Read Answer Asked by Ron on January 19, 2017

• Medicure Inc. (MPH $1.24)
  • $1.24 Cap: $13M
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Q: MPH took a big dive today. Do you know why and is there some concern here? I am up over 100% so not too worried but would like some info.

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Read Answer Asked by John on January 18, 2017

• Miscellaneous (MISC)
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Q: I have no exposure to healthcare but I would like to have some exposure. Can you recommend some investments to this sector and it does not have to be Canadian companies?

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Read Answer Asked by Robert on January 18, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Can you give me the updated short position on PLI please?

Joel

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Read Answer Asked by Joel on January 18, 2017

• BioSyent Inc. (RX $10.85)
  • $10.85 P/E (TTM): 14.94X Cap: $123M
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• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?

Thanks again.

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Read Answer Asked by Donald on January 16, 2017

• CareRx Corp Com (CHH)
  • Cap: $93M
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Q: chh. in 3-5 years do they have an ok chance of having stronger cash flow as they trim down their debt and possibly implementing a dividend. they look to be in a good growing sector, your in depth thoughts please.

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Read Answer Asked by Cliff on January 13, 2017

• Medical Facilities Corporation (DR $14.85)
  • $14.85 Cap: $264M
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Q: Hello Peter and gang.

I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.

Thanks

Nicholas

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Read Answer Asked by nicholas on January 12, 2017

• Medicure Inc. (MPH $1.24)
  • $1.24 Cap: $13M
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Q: With mph providing a secured loan to apicore to replace knight(GUD)loan and taking on more debt what would be your thoughts on this move and would it be a buy sell or hold.

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Read Answer Asked by dennis on January 11, 2017

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $24.77)
  • $24.77 Cap: $27.77B
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Q: On Dec 19th you specify Teva's debt at 6.5X cashflow and on Nov 10th you specify NET debt to cashflow at 1X. Is the difference in ratio's due to Teva's cash on hand? With Teva dropping 5% since the start of the year, would you buy now, wait, dollar cost average or stay away from the name?

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Read Answer Asked by Sandy on January 10, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $70.25)
  • $70.25 P/E (TTM): 20.99X Cap: $184M
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Q: What is the best way to invest in US healthcare in a diversified portfolio seeing that they appear to be undervalued right now? Which ETFs/ stocks would you recommend?

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Read Answer Asked by Alka on January 09, 2017

• Knight Therapeutics Inc. (GUD $6.03)
  • $6.03 Cap: $601M
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Q: Hello Peter , Ryan, and 5i team,
We don't have any healthcare in our portfolios and I am thinking of adding some Knight Therapeutics to my TFSA. In sept 2015 , 5i rated GUD a B plus and mentioned that it is the best way to participate in a small cap growth company in healthcare. Do you still have the same view and what do you think of the current evaluation? I am also thinking of PLI in the small cap space or CSH.UN as a Reit/healthcare investment.
Thank you as always for your opinions.

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Read Answer Asked by john on January 09, 2017

• CRH Medical Corporation (CRH $4.99)
  • $4.99 Cap: $357M
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• Knight Therapeutics Inc. (GUD $6.03)
  • $6.03 Cap: $601M
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Q: Gud was doing ok until Mackie downgraded it on Jan 4.I have a 0.50 position @ $10.Should I add now or after Jan20. CRH was recommended by a guest on BNN on Jan 6 basing on ROC of 104% & undervaluation.Please comment.Appreciate u usual great services & views

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Read Answer Asked by Peter on January 09, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Is PLI worth an investment at this time or should I stay away?

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Read Answer Asked by Peter on January 08, 2017

• Savaria Corporation (SIS $21.24)
  • $21.24 P/E (TTM): 24.45X Cap: $1.50B
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Q: Good morning,
I have half a position in Savaria and am looking to make this a full position. My question is regarding the outlook of growth in 2017. They have indicated that 60% of their business is in US. In this new protectionist environment in US, do you have any concerns here?

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Read Answer Asked by Rudy on January 06, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Peter and Team I have bought some PLI and I am currently down Apox.6% Is this Co. going any where or is it a sell.

Jim.

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Read Answer Asked by James on January 06, 2017

• Cipher Pharmaceuticals Inc. (CPH $14.17)
  • $14.17 P/E (TTM): 15.01X Cap: $359M
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Q: What do you think of Cipher at the moment? I am down on the stock but it has had a bit of a comeback recently. Sell now or hold?

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Read Answer Asked by Arthur on January 06, 2017

• Middlefield Healthcare & Wellness Dividend Fund (HWF.UN)
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Q: Is this a company that might be of interest for a small position?

Thanks.

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Read Answer Asked by John on January 04, 2017

• Savaria Corporation (SIS $21.24)
  • $21.24 P/E (TTM): 24.45X Cap: $1.50B
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Q: Whats going on with savaria it just keeps going down.

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Read Answer Asked by don on January 04, 2017

• Miscellaneous (MISC)
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Q: Ryan and Peter. Best of the new year to you and the rest of the 5i team. Thanks to Ryan for his article about re-balancing portfolios. I agree that health care is the sector that provides some value. I have some exposure to Canadian health care but would like to buy some exposure to specific American health care companies. If possible, could you suggest a few companies that offer some growth in 2017 and provide a bit of a dividend? Thanks in advance for your appreciated guidance.

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Read Answer Asked by Les on January 04, 2017