Investment Q&A

Q: This is all hypothetical of course....

I bought a chunk of TRIL today...and arb play. Should I be worried about exchange rate friction? The take out price is US$18.50. As of today, that works out to about C$23.30.
Can currency movements wipe out the 5% gain I expect?

Q: Never saw it coming ! Best place to park cash ? Thanks

Q: hi guys could you please give me your opinion on this company and whether it has any legs .there was a ton of insider selling but they have given it a 23 dollar target at td .THANKS AS ALWAYS

Q: Hello,
No questions on TRIL for 6 months now. Stock is moving higher again. Any thoughts on its potential now, and risks?
Thanks for your insight.

Q: Good morning... Wondering your thoughts on TRIL's clinical trial results, if there are any catalysts in the pipeline and if it's worth a buy at current levels.

thx, Mark

Q: I am surprised that there have not been more questions on this stock (I count three in the last year), given its performance (from .40 to 26.00, 5300% according to T.R.). I appreciate it was higher in past years, but, still, there must be something moving this one. It is, now, a 2 billion market cap company. Perhaps I am just missing something. I would appreciate your thoughts going forward.
Thanks
Neil

Q: Hey guys,

My health care and industrial sectors are on the low side (under 10%), please provide the top 3 plays (Canadian or American) in each sector. These picks would be going into a "balance" type portfolio.
Thanks
Jim

Q: What is your opinion on TRIL at this time as a higher risk growth position? 1 year chart looks very impressive and recently had the pop from the Pfizer investment.

Q: Hello again, 5i team. Thinking about initiating a small postion (1.5% of overall portfolio) in this stock, likely for my TFSA. Stock is up 378% in the last 30 days (!), but I'm having trouble determing whether or not the jump is based on anything substantive. I would greatly appreciate your views on the company itself and the stock in the next 6 - 12 months. Thanks for all the great insights. - Asher

Q: I realize that I have a poor understanding of how to value "pre-sales" biotech companies such as TR. How is a quantitative value placed on them - I assume it is based somehow on the potential market share of the company in the specific area they are developing drugs for, as well as the size of that market and the risk of getting product to commercial trade. But this seems all very subjective. For example, TRIL has traded all over the map, the value can seem to double or be cut in half based on some combination of risk profile vs. potential. For the average retail investor, how does one go about trying to value these companies, or is is better to wait until sales start to happen and then try to value to company on sales projection? Other examples could be PLI, or one I'm still trying to forget from years past, ISA. I'm wondering if these types of companies have a place in a responsible portfolio even one is "high growth" oriented?

Q: Trillium continues to drop even after the end of tax-loss season. I'm second guessing that this has long term potential - I thought the explanation of the effacy vs. toxicity profile was good last month and expected the stock to be stronger. What are your thoughts?

Q: Do you have any idea why Trillium is losing 40% today? Their public announcements this week seem positive?

Q: Trillium Therapeutics (TR) reported on August 12. Could you please speak about the results and whether this is a continued hold? This is a small position in my portfolio, firmly entrenched in the "speculatives" for now, at 2%. Is it worth adding another percentage point? Thanks, as ever, for your service.

Q: Could you please provide your updated opinion on Trillium Therapeutics? It is an early stage company in the very important area of new Cancer drugs, and looks like they are getting good early results. Is it way too early to invest in a company like this, or is it something that could qualify as part of a growth portfolio?