Q: ABC recently reported its annual and 4th qtr results. Operations looked good but they booked a massive reserve for their opioid problem which completely wiped out the company's equity. Yet some analysts have upgraded their forecasts. Presumably this didn't breach any loan covenants but I worry that it might impede future borrowings or restrict future dividend payments etc. I understand that actual payments are to be spread over many years but I still worry that it is a big negative.
Your thoughts will be appreciated.
Ian
Q: Hello Peter,
I have a 2 percent holding of jamieson wellness. Any comments on their recent earnings that would justify increasing or decreasing the weight in my portfolio? Also, would this be a good time to allocate monies to Well Health and Cloud MD? Any idea why TDOC is taking a hit? Is this because of Pfizer's announcement of the effectiveness of its vaccine? Thanks very much.
Q: I’m struggling to understand how these two stocks, as well as others in the same area, will do in a normal environment following Covid vaccines. Would appreciate your expert opinion.
Thanks as always for your incites.
Q: My portfolio is a little out of balance when it comes to healthcare stocks.
I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.
Q: Good day team,
Can you please tell me what you think about this company? They recently announced a public offering of four million new shares and despite the greater number of shares the stock price didn’t drop.
Q: Well has now announced another acquisition. INSIG Corporation, following 51% ownership position in Integrated Allied Health Services earlier this month. Do you feel that a stock offering will be required to support these moves?
Q: Is there going to be value left in these rights? A very tiny fraction of portfolio left over from BMY buying Celgene. What are my options here and what are your thoughts/suggestions. I thank you in advance.