Investment Q&A

Q: I've had small positions in these three health providers since Covid. Are they worth keeping?

Q: I noticed there hasn’t been any questions about Ocean MD’s new partnership with the Nova Scotian Government. Isn’t this a big deal for Well Health? I would like to hear your thoughts.
Thanks

Q: What is their balance sheet? Is it worth holding?

Thanks,
Milan

Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.

Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.

Q: May I have your thoughts on $SYK.

Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal

Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?

Q: I purchased in January, been falling like a stone since....move on or hold?
Thanks.

Q: Eupraxia Pharmaceuticals EPRX came to my attention. Can you please comment on the company, balance sheet, management, insider buying and the industry demand for the products they are pedalling and what bigger companies would be in competition with them and generally whatever pros and cons you discover in your research. Thank you.

Q: There is no apparent news about AXSOME. Can you account for the stagnation in the recent past/

Thanks.

Thomas

Q: What would your preference be right now? UNH or ABBV?

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: Peter

This company, no doubt, is beyond speculative, but would you be able to provide some background/insight. If one were interested in getting into the "psychedelic wellness" trend, would you also suggest any other companies. This is a long term/far-reaching investment, whose concepts are very intriguing to me.

Q: An add on to my question re. shopify and descartes. Would you take a loss on RHT at this point and add that money to a tech purchase?

Q: With Zoetis off about 33% from the late 2021 highs, what is your opinion on its prospects? Growth metrics seem to be attractive and valuation looks more reasonable...Thanks

Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks

Q: acquisition of the Biodex - -Do you feel this is a positive step. I feel in the past, you had high regards of management. Do you feel this stock is under priced. Would you give it a buying rate.

Also, on the 2 previous questions, how would you rate them.

Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?

Q: For a little guy this company looks very strong to me. I am already up a lot and am expecting a lot more. I would be interested in your opinion. Thx James