Q: Greetings 5i, I am looking closely at Stryker to increase Healthcare exposure. Please provide your analysis of this company in terms of stability, valuation and future growth prospects. What makes it stand out from its peers? Thank you.
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Illumina Inc. (ILMN $134.95)
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Intuitive Surgical Inc. (ISRG $577.81)
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Stryker Corporation (SYK $354.22)
Q: Greetings 5i, I would like to revisit the investment thesis for Ilumina, sold it for a tax loss but the stock spiked up on earnings and has continued to rise. Please provide an analysis of its future prospects and your opinion as to whether or not this is a buy now. Or, is there a better option in this field? I already have a good sized position in Intuitive Surgical. Thank you.
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Intuitive Surgical Inc. (ISRG $577.81)
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AbbVie Inc. (ABBV $229.98)
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Stryker Corporation (SYK $354.22)
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Sienna Senior Living Inc. (SIA $20.60)
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Vitalhub Corp. (VHI $9.12)
Q: Hi Peter and team,
Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.
Would you be a buyer at current levels?
As always, thanks for your insight.
Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.
Would you be a buyer at current levels?
As always, thanks for your insight.