Article Excerpt:
TWST: Joe, give us an overview of what you're covering at this point in time.Mr. Walewicz: I am covering seven stocks today, building up the coverage list. I am currently covering Angiotech Pharmaceuticals (ANPI), CML Healthcare Income Fund (CLC_UN:TSX), CryoCath Technologies (CYT:TSX), Labopharm (DDSS), MDS Inc. (MDZ), Patheon (PTI:TSX), and finally TLC Vision Corporation (TLCV).
TWST: Why those stocks? What initially brought them under coverage?
Mr. Walewicz: If you were to look at the Canadian healthcare space and follow
down the list in terms of market cap, that pretty much parallels my coverage,
for the simple reason that many of my clients are institutional, so the cap and
liquidity are important. That's the main driving force behind these choices, but
there are also some companies that I have covered for a few years.
TWST: Is there a common theme, or is it just that they are the bigger cap
Canadian stocks?
Mr. Walewicz: That is the main theme there - you are correct.
Tickers included in this excerpt: ANPI, DDSS, MDZ, PTI:TSX, TLCV
TWST Newsletter
For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.