Q: I have owned this for a few years now. I had to be patient but you seemed to hold it in favour throughout.

I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.

Can you explain what has been going on?

I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?

Thanks for all the great work you provide. I was happy to renew recently.

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.

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.