Investment Q&A

Q: Do you think it is worth continuing to patiently hold NVTA in my RSP or is it time to sell ? Of course with no tax loss available for an RSP.

I thought the NVTA Feb report and guidance was encouraging.

Also, do you see NVTA moving to profits in the next couple of years, or at least convincing investors that growth is sufficient to entice 'growth investors' while waiting for eventual profits.

Thanks!

Q: What can explain the drop in the device makers?

Q: Good Morning Peter & Team

Have held ABBV for over a year now and like everyone else have done very well while enjoying a good dividend along the way.

Listened to Gordon Read this morning on Market call. He mentioned one drug which they have done very well with Humira, will be coming off patent within a year opening the door to generics. Would you agree this is going to hit their cash flow which could result in some disappointing results?

Would you consider ABBV a sell/hold/buy right now? If its a hold, when would you consider moving on? And lastly, Are there any alternative options you would recommend in place of ABBV if in fact moving on might be the recommendation?

Thanks for all you do.

gm

Q: Peter and Co, I have some concerns about the future of AbbVie after Humira comes off patent. Is there a similar biotech company that you would recommend as a replacement?
With appreciation,

Q: Please comment on the potential of these biotech companies. Are some of them a good buy at their current prices?

Q: Hello....would you be able to explain the reasonably big drop in the last couple of weeks of this stock. Do you see it as a reasonable investment...thanks

Q: What do you think of the quarter results? Time to switch to WELL?

Q: ABC has been doing nicely since the beginning of December. Do you know the reason for the good performance and do you see it continuing?
Thanks for your great advice.
Ian

Q: Hello 5i
I was planning to buy abbivie for health care. But with the fall of veeva systems, i am thinking about going for it, instead. Do you see any problems with that?
Thanks

Q: What do you think of Incyte's product line, long term upside/or downside potential is? What are the pros and cons of this stock, concerning the market they are in and where would they rank against their competitors, the financial ratios, insider buying/selling(which alerted me to this stock) and your opinion on the management ? Would you consider it a buy, hold or sell at this time? Thanks

Q: Good day. I think I made a rookie mistake. A number of months ago I bought 40 shares of Novax, based on emotion and speculation believing its protein spike vaccine would fill the void for vaccine hesitancy and boosters. I am now showing a 56% loss. This stock represents about 3% of my portfolio. Should I sell and take the loss or hang on hoping it turns around upon FDA approval? Thanks for your opinion.

Q: Doc announced today a newly formed public sector division and recent customer contracts across North America that it says will provide “meaningful revenue diversification” and “opportunities to accelerate technology and service integration.”The contracts include agreements to provide integration and technology services to the New York City Department of Education, a substance use disorder solution to support the opioid crisis in North Carolina, and more than 100 new contracts to provide mental health support covering up to 50,000 new employees under subscription services. CloudMD also said it has added several contracts within the public sector division including for a major college employer in Atlantic Canada and mental health coaching for the employees of a major Ontario university. Would appreciate your overview on how significant this announcement is as it seems to tie into Biden's comments in these two areas in his State of the Union Address. The stock was up 20% on the news and traded on high volumes. Thank you

Q: Which stock would be a good proxy for VEEV for a tax loss? Would you repurchase or would you recommend another stock in the same sector?

Thanks for your service!

Q: Please comment on today's results from RHT and also current thoughts on AKU and their financial situation. Thanks

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?

Q: This stock is down over 50%. Should I hold, sell, or add more. Your view. Thanks

Q: The market seems to like the Q4 release - higher rev's and lower losses, though still not profitable. CSTL looks like they are doing the right things, the acquisitions seem to have future potential. How would you read this for an investment with the year end results and guidance?

Q: Good morning guys,
Are u folk in agreement here with mr zinberg in regards to his comments with this name .. this guy worked with donville so he’s certainly well respected as a stock picker so as a owner of this name should we be concerned here .. already down significantly .. hold , add , or sell please..

Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?