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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: HI Team,
Could you please comment on Medipharm's recent Q1 earnings. The market reaction appears flat with a run up beforehand. Growth looks good and I like the model, though have a hard time wrapping my head around the current valuation of around 700M, having only a couple small properties (one in Barrie and one in Australia) with apprx 60 employees. I know this market is inflated, however I believe the extract business is a good play. Is Medipharm a strong front runner in Canada in its field? What do you think of its valuation compared to its potential growth as well as its current earnings?

Cheers,
Read Answer Asked by Ryan on May 10, 2019
Q: Thanks for your prompt answer on FSZ this morning, agree overall results and the transaction are a net positive. As a followup, I see that Mr. Desjardins (DJM Capital) has sold close to $30 mill. of FSZ shares as part of the transaction. Any concerns regarding this divestiture?
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Read Answer Asked by Robert on May 10, 2019
Q: I dont understand when PHO says ""The industry is witnessing significantly curtailed investments in the memory sector, which are expected to persist for the foreseeable future" , then I look at the chart of SOXX that until recently has been straight up year to date. Was SOXX oversold that bad and investors are ahead of the curve or is PHO making excuses? Just a point on the comment from PHO, I appreciate companies not being over promotional, but using a phrase like " foreseeable future" seems to me the opposite of promotional.
Read Answer Asked by Charles on May 10, 2019
Q: Good Morning 5i Team

Just read the quarterly results for DR. Looks like a pretty poor quarter. What alarms me the most is the payout ratio of 166%. This is based on a company defined "Cash available for distributions". Looking back at the FY2017 and FY2018 reports, the payout ratio was around 67% (for the full year).
I'm trying to decide whether to keep this one or bail out. Do you see the payout ratio this quarter as an anomaly with it returning to a healthier 67% range or is there danger here?

Thanks as always
Peter
Read Answer Asked by Peter on May 10, 2019
Q: Good morning, my question is about the rating system.
I was screening for companies that had an "A" rating.
When is scrolled down I noticed that most "A" rated companies had reports that were 2-3 years old, Is an "A" rating still relevant today if the report was written a few years ago? Thanks , Rick
Read Answer Asked by Richard on May 10, 2019
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