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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m curious as to why MCR is selling off today. There was news today that the estimated cost of the TMX line has nearly doubled. With macro’s spread being reimbursable (one of the few with out a cap from my understanding), wouldn’t this be very positive? (Ie. macro stands to make more then original contract estimates). Is this not one of the cheapest stocks on the Canadian stock exchange based on p/e? Thanks
Read Answer Asked by Scott on February 11, 2020
Q: I'd appreciate your take on Premier Health which no analyst seems to cover. I discovered it while searching for other publicly-traded companies that use OSCAR as a platform for their electronic medical record (EMR) offerings.

WELL Health has been very clear that they are in the hunt for OSCAR-related assets - it so happens that PHGI has three of them (JunoEMR, KindredEHR and ClinicAid). They also have a couple of other assets that WELL would like to have or planning to develop (e.g. 4 clinics, a patient portal, telemedicine, a medical billing app, 2 pharmacies, interactive kiosks, etc.).
Read Answer Asked by Richard on February 10, 2020
Q: In your Feb 7 response to Jerry on PRN after referring to recent strong momentum you say “markets obviously think there is potential here, but the company now needs to start delivering on that potential.”

I would argue that PRN started delivering on the potential long ago – the company received FDA approval Aug 2019 after a successful clinical trial; PRN successfully listed on NASDAQ last fall; the company announced in early January this year a deal and partnership with RadNet, the largest network of outpatient imaging centres in the US; and recently PRN raised US$ 40 million in an equity financing and retired all bank debt ahead of schedule. PRN is now well positioned to scale the business without further dilution.

I recognize there remains commercialization risk and there is reimbursement risk and revenues are essentially non-existent at this early stage but what we have here is a very experienced very competent management team that has done it before with NOVADAQ. Significantly, the CEO Arun and his team are not doing this because they need to money. They will not rush it they will do it right. I think you have mentioned in the past that this is one of the best small cap situations to invest in – assuming you can deal with the volatility and risk.
Read Answer Asked by James on February 09, 2020
Q: I hold XBC in my TFSA with a healthy 100% return. I am considering selling 1/3 of my XBC holdings and adding to ATA and GUD, which are under weight. Your thoughts.
Thanks
Roy
Read Answer Asked by Roy on February 07, 2020
Q: Hi Peter and Crew
Thank you for your excellent work. We have PHO, PNG and GSI. Thinking of adding CTS to this mix. (this is our small cap fund) Love the growth in CTS and we can hold for five years. What do you think of the choice or any other ideas that may be better.
PS
Thanks for Shop:) wow!!
cheers
Ken and Cindy
Read Answer Asked by cindy on February 06, 2020
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