Investment Q&A

• Pfizer Inc. (PFE $25.88)
  • $25.88 P/E (TTM): 18.65X Cap: $147.14B
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• Biohaven Ltd. (BHVN $15.61)
  • $15.61 Cap: $1.65B
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Q: I notice BHVN made a deal with PFE recently. Their stock has dropped since and was wondering if you could shed some light on why, I would have thought it would have been positive for them.
Generally what are your thoughts on BHVN as an investment?
Thanks John

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Read Answer Asked by John on March 01, 2022

• Viatris Inc. (VTRS $10.65)
  • $10.65 Cap: $12.41B
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Q: Would you be a buyer of Viatris after the 22% drop today?

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Read Answer Asked by Edward on March 01, 2022

• Codexis Inc. (CDXS $2.89)
  • $2.89 Cap: $254M
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• Twist Bioscience Corporation (TWST $28.59)
  • $28.59 Cap: $1.72B
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Q: thoughts on the 2 companies. thanks

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Read Answer Asked by cliff on February 28, 2022

• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
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Q: just on fundamentals is this buisnes on sale?

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Read Answer Asked by cliff on February 28, 2022

• AbCellera Biologics Inc. (ABCL $4.39)
  • $4.39 Cap: $1.29B
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Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

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Read Answer Asked by John on February 28, 2022

• Theratechnologies Inc. (TH $4.49)
  • $4.49 Cap: $206M
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Q: Please comment on latest earnings and provide your opinion on this company's outlook. Thanks.

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Read Answer Asked by Ray on February 25, 2022

• Amgen Inc. (AMGN $293.72)
  • $293.72 P/E (TTM): 24.16X Cap: $158.12B
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• Regeneron Pharmaceuticals Inc. (REGN $589.48)
  • $589.48 P/E (TTM): 15.05X Cap: $62.47B
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• Vertex Pharmaceuticals Incorporated (VRTX $395.12)
  • $395.12 P/E (TTM): 28.17X Cap: $101.30B
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• Mettler-Toledo International Inc. (MTD $1,321.45)
  • $1,321.45 P/E (TTM): 32.4X Cap: $27.22B
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Q: I'm hearing that pharma and biotech company valuations are at multi year lows. With one chart showing the percentage of US biotechs with market caps below cash value is at a 25 year high, and by a wide margin. Do you feel this sector shows a big opportunity to get good companies for cheap in a sector that will one day improve? If so what companies look best to you in Canada or US? Are there any sectors that are more beaten up? Thx

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Read Answer Asked by Adam on February 23, 2022

• Teladoc Health Inc. (TDOC $7.68)
  • $7.68 Cap: $1.35B
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Q: There earning came out yesterday,please analysis.Is there any chance of getting back some what where it was in 2 3 yrs?
tnx u.....

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Read Answer Asked by tom on February 23, 2022

• Hamilton Thorne Ltd. (HTL $2.24)
  • $2.24 Cap: $345M
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Q: Please comment on HTL's Q4 and 2021 results released today.

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Read Answer Asked by John on February 18, 2022

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 P/E (TTM): 63.47X Cap: $642M
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Q: Thanks for the prompt reply. What were the sales for the previous two quarters?

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Read Answer Asked by Steven on February 17, 2022

• Knight Therapeutics Inc. (GUD $6.45)
  • $6.45 P/E (TTM): 63.47X Cap: $642M
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Q: Do you have an imminent quarterly reporting date for Knight and any results expectations would be appreciated. Thank you.

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Read Answer Asked by Steven on February 17, 2022

• Quipt Home Medical Corp. (QIPT $2.97)
  • $2.97 Cap: $129M
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Q: What is your take on the quarter? Is the company on a cash burn rate or generating free cashflow if you normalize or remove acquisitions? Thanks

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Read Answer Asked by Scott on February 17, 2022

• Jamieson Wellness Inc. (JWEL $36.79)
  • $36.79 P/E (TTM): 30.5X Cap: $1.53B
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Q: YOUR CURRENT OPINION ON JAMIESON WELLNES

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Read Answer Asked by Karen on February 16, 2022

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Hi,

Could you comment on NBLY’s earnings? How did they do vs analyst expectations?

Thanks
Peter

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Read Answer Asked by Peter on February 16, 2022

• 1Life Healthcare Inc. (ONEM)
  • Cap: $3.40B
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Q: Hello,
Can I get an update on 1 Life Healthcare. Would you buy at these levels? Can I get one alternative healthcare stock that you would recommend instead. Investment horizon is 3-5 years.
Thank-you.

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Read Answer Asked by Antonio on February 16, 2022

• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: Can you please give an update on RHT. Would you consider it a buy, sell or hold at these levels.

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Read Answer Asked by Bruce on February 15, 2022

• Veeva Systems Inc. Class A (VEEV $290.86)
  • $290.86 P/E (TTM): 59.93X Cap: $47.53B
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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: WELL or VEEV, which stock has the most upside potential? High risk tolerance.

Thanks for your service!

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Read Answer Asked by Ozzie on February 15, 2022

• Veradigm Inc. (MDRX $4.85)
  • $4.85 Cap: $530M
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Q: Hello 5i,
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2022

• Trulieve Cannabis Corp (TRUL $11.03)
  • $11.03 Cap: $2.10B
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• Verano Holdings Corp. Subordinate Voting Shares (VRNO)
  • Cap: $2.17B
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Q: Cannabis seems to have turned the corner and has had some good recent momentum. Do you see this as an opportunity in 2022 and beyond. Would you be buyers of Trul & Vrno at these prices?

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Read Answer Asked by Chris on February 15, 2022

• Amgen Inc. (AMGN $293.72)
  • $293.72 P/E (TTM): 24.16X Cap: $158.12B
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• AbbVie Inc. (ABBV $210.60)
  • $210.60 P/E (TTM): 89.53X Cap: $372.03B
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• Freeport-McMoRan Inc. (FCX $43.28)
  • $43.28 P/E (TTM): 31.37X Cap: $62.14B
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• Merck & Company Inc. (MRK $87.37)
  • $87.37 P/E (TTM): 12.54X Cap: $218.23B
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• Pfizer Inc. (PFE $25.88)
  • $25.88 P/E (TTM): 18.65X Cap: $147.14B
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• Roper Technologies Inc. (ROP $536.84)
  • $536.84 P/E (TTM): 37.0X Cap: $57.77B
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• Royal Bank of Canada (RY $190.65)
  • $190.65 P/E (TTM): 20.48X Cap: $268.72B
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• Toronto-Dominion Bank (The) (TD $102.88)
  • $102.88 P/E (TTM): 10.49X Cap: $177.20B
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• Bank of Nova Scotia (The) (BNS $79.70)
  • $79.70 P/E (TTM): 16.5X Cap: $99.27B
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• Bank of Montreal (BMO $158.68)
  • $158.68 P/E (TTM): 13.88X Cap: $114.57B
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• Manulife Financial Corporation (MFC $42.49)
  • $42.49 P/E (TTM): 13.21X Cap: $72.17B
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• Canadian Imperial Bank Of Commerce (CM $101.22)
  • $101.22 P/E (TTM): 12.65X Cap: $94.55B
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• Sun Life Financial Inc. (SLF $81.49)
  • $81.49 P/E (TTM): 14.93X Cap: $46.31B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 46.0X Cap: $37.31B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
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• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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• Granite Real Estate Investment Trust (GRT.UN $81.87)
  • $81.87 P/E (TTM): 21.0X Cap: $4.96B
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• Tamarack Valley Energy Ltd. (TVE $5.49)
  • $5.49 P/E (TTM): 11.47X Cap: $2.78B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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• Profound Medical Corp. (PRN $6.58)
  • $6.58 Cap: $197M
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• Nutrien Ltd. (NTR $80.05)
  • $80.05 P/E (TTM): 187.59X Cap: $38.89B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Digital Turbine Inc. (APPS $4.23)
  • $4.23 Cap: $457M
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• Jacobs Solutions Inc. (J $148.49)
  • $148.49 P/E (TTM): 36.83X Cap: $17.74B
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• Topicus.com Inc. (TOI $175.88)
  • $175.88 P/E (TTM): 79.44X Cap: $14.65B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
  • $5.43 Cap: $1.50B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
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Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

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Read Answer Asked by Terence on February 14, 2022