Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 5, 2018

He thinks it will be a steady grower over the long term but he would be going to NPI-T for this exposure. The acquisition they made in the US seems to be working well. This is single digit growth company and we won't see the same number of takeovers occurring in the future. As the acquisition is absorbed, the dividend will grow. It is a good company to hold onto. It pays a US$ dividend in case you need them.

He thinks it will be a steady grower over the long term but he would be going to NPI-T for this exposure. The acquisition they made in the US seems to be working well. This is single digit growth company and we won't see the same number of takeovers occurring in the future. As the acquisition is absorbed, the dividend will grow. It is a good company to hold onto. It pays a US$ dividend in case you need them.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$12.640
Owned
No
COMMENT
COMMENT
July 5, 2018

Has owned it in the past. Primary business in orthopedics. Great company. Last quarter has been mixed. There is speculation that they are buying Boston Scientific. Valuation wise it is OK. Stryker (SYK-N) is taking leadership in the orthopedic space. Longer term he prefers Stryker (SYK-N).

Has owned it in the past. Primary business in orthopedics. Great company. Last quarter has been mixed. There is speculation that they are buying Boston Scientific. Valuation wise it is OK. Stryker (SYK-N) is taking leadership in the orthopedic space. Longer term he prefers Stryker (SYK-N).

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$35.590
Owned
No
COMMENT
COMMENT
July 5, 2018

Shorter term the fact that Amazon said it is entering the space affects sentiment. He still doesn’t like the retail noise. He prefers United Health Group (UNH-N). (Analysts’ price target is $85.40)

Shorter term the fact that Amazon said it is entering the space affects sentiment. He still doesn’t like the retail noise. He prefers United Health Group (UNH-N). (Analysts’ price target is $85.40)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$65.090
Owned
No
BUY
BUY
July 5, 2018

Looking at the graph it has been in a very difficult position in the last coupe of years. They essentially cured hepatitis C. It was an expensive drug. $98,000 per patient. It has come off patent. Competitors came to produce it now. They have been on the penalty box for the past year and a half. But they are making inroads on other drugs. They have had meaningful trials. At this value there is a good opportunity.

Looking at the graph it has been in a very difficult position in the last coupe of years. They essentially cured hepatitis C. It was an expensive drug. $98,000 per patient. It has come off patent. Competitors came to produce it now. They have been on the penalty box for the past year and a half. But they are making inroads on other drugs. They have had meaningful trials. At this value there is a good opportunity.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$72.810
Owned
Yes
HOLD
HOLD
July 5, 2018

Own widely. They had a number of missteps. They reduced their guidance. Great valuation. Some competitive threads coming in 2021-22. He would be cautious. (Analysts’ price target is $113.68)

Own widely. They had a number of missteps. They reduced their guidance. Great valuation. Some competitive threads coming in 2021-22. He would be cautious. (Analysts’ price target is $113.68)

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$80.390
Owned
No
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick September 14/17 - Down 4%) Nothing has changed. Still good dividends and fundamentals. Solid holding.

(A Top Pick September 14/17 - Down 4%) Nothing has changed. Still good dividends and fundamentals. Solid holding.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$61.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick September 14/17- Down 22%.) This was a high-risk position. They sold a drug to a native band and then they leased the rights back to circumvent potential generic competition. Something cheeky and probably that is why the stock sold off. Their strength is still in Botox and aesthetics. He doesn’t see that changing or being threat. He still likes it. Management is under the gun.

(A Top Pick September 14/17- Down 22%.) This was a high-risk position. They sold a drug to a native band and then they leased the rights back to circumvent potential generic competition. Something cheeky and probably that is why the stock sold off. Their strength is still in Botox and aesthetics. He doesn’t see that changing or being threat. He still likes it. Management is under the gun.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$172.200
Owned
Yes