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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: Good morning 5i,

I've held RX for a while and have been frustrated by its performance for some time. Thankfully the stock has been on the move up for the last 9 months. Today it finally reached my break even price and I'm strongly inclined to walk away with my original investment. Could you please provide your thoughts on the company, its current prospects, and if you would continue to ride the momentum or look to greener pastures?

Thank you again for your valuable advice!
Read Answer Asked by Tristan on October 13, 2017
Q: I attempted to ask about this stock yesterday but it appears to have not been received.This stock has been sitting between 7-8 dollars for a few years now. It appears to have a +20 ROE and no debt. Can you think of any reason for it's inability to appreciate?

Thank You, Stephen S
Read Answer Asked by Stephen on June 08, 2017
Q: There has been good appreciation in many Canadian healthcare names over the last while. When I look at RX I see a company with no debt, free cash flow, growing cash position, and moderate earnings growth. All the while it appears poised for a good q4 and trades at a relatively reasonable p/e compared to the sector. Is this stock poised to move higher at some point soon? Would you recommend it here? Thanks
Read Answer Asked by Scott on March 14, 2017
Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?

Thanks again.
Read Answer Asked by Donald on January 16, 2017
Q: How do you feel about the current valuation of Biosyent? They announced yesterday that they have signed a new agreement for distribution of a cardiovascular drug that they expect will add $20M to annual revenue over time (2015 FY rev was $15.39M). Assuming they can do what they say (which they have done well at in the past) do you think the share price is reasonable? This company seems to operate with great margins and is growing with free cash flow. They have $0 in debt
Read Answer Asked by Michael on May 27, 2016
Q: I was falling in love with this company until I saw this in the annual report 2014: "Some raw materials used in production are sourced from a single supplier and the Company is exposed to the same business risks that suppliers may experience." Do you have any idea to what extent this "single supplier" accounts for BioSyent's revenue mix?
Read Answer Asked by Michael on March 17, 2016
Q: Further to Arnold's question today, would you be confident in adding to a position in RX now? I have held it for quite a while and also observed the flat price curve; and have been pondering sell or add.
As technicians look at the RX chart, would they be thinking a "breakout" to the upside as more likely than to the downside especially when coupled with the metrics you and Arnold mentioned?

And of course suggest buying more?

Thanks.
Read Answer Asked by Donald on January 10, 2016
Q: Hi Peter and Staff
The value of your service keeps shining through. At least if you sour on a stock we hear about it and if you soured enough on one in your portfolio you would drop it and we would hear about it. Jason Donville is a smart man but having added one of his Top Picks from October( Cipher) ,November (Direct Cash) and December (Biosyvent) and hearing on subsequent shows he dumped Cipher and Direct Cash since, it puts a pale note on following BNN Top Picks.....is RX a sell or hold at this time, I am under water on all 3 large.
Thanks for all you do
Read Answer Asked by Dennis on August 27, 2015
Q: I haven't seen a question about Biosyent in a couple of months, it's trading near its 52 week low. You indicated in May the fundamentals looked good, the price is still is dropping possibly due to the sector. I am considering taking a position at this time, please advise your thoughts.
Thanks
Jim
Read Answer Asked by Jim on July 31, 2015
Q: Considering all the death crosses in their chart, it looks like Biosyent is in a condition where the technical indicators will rule the fundamentals for a bit. I bought it at the top end in an RRSP and TFSA (3%)so is it worth holding. Was the stock just stretched out too far in Q1 or are there some fundamental concerns? I don't have any issue holding on for a couple of quarters or buying a bit more when it bottoms if there are no serious fundamental concerns.
Read Answer Asked by Clarence on May 24, 2015
Q: Hello,

Since Jason Donville recommended Biosyent (RX) on December 24 I was in on what I perceived was a dip and luckily out again before it dipped another big chunk. Similar thing with Knight (GUD).

My question is whether there is a price point at which either of these become "no brainer" buys? For an investor willing to absorb some risk are we near that point with each stock at $7?
Read Answer Asked by Tim on May 21, 2015
Q: After being a top pick of Jason Donville on Dec 24/14,RX's price increased to $12.08 on Dec 31,but it had steadily & sharply declined to $7.57 on May 14 despite 2 good quarterly reports @ end of Feb & May 13.I am really confused.I bought a small amount @ $10. Please advise if this is a Hold,Sell or average down,Thanks for your normal great opinions & services
Read Answer Asked by Peter on May 19, 2015