Investment Q&A

Q: thoughts on Q results for Well Health, well/t....looked great with record highs for Rev, etc....and Aidx reported supposedly good Q results...everything imo seemed positive....but again...stock seems to be stuck in neutral....U are the experts...what do you think on stock going forward....it has gradually bounced off lows at $4sh....but a long way from analyst targets of $7 - $9

Q: Hi Peter

Can you comment on Knight (GUD) $100MM US revolving bank credit facility released on Oct 31. How material is this in your view. And also would they be paying standby fees for having this facility. Appreciate your thoughts. Thank you

Q: hello 5i:
Recently, I asked the following question and you answered:

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
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Asked by Paul on October 30, 2025
5i Research Answer:

According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.

Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L

Q: I would appreciate your perspective on the latest BMY earnings.

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L

Q: CLPBY - COLOPLAST A S AMERICAN DEPOSITARY RECEIPTS SPONSORED

Hi guys

I have followed Coloplast (Danish company I believe) for a very long time as a good safe, reliable health care play, with an interesting way to play the aging demographic trend. I notice also that it is near a 52 week low and has trended downward generally the last 5 years. Probably not a great chart.

And realizing you don't generally follow too closely European stocks, do you have any thoughts on the company, its products, whether it has a moat around its products (seem to be a bit sticky once people start to use them), and its current valuation? A buyor better stocks in the health care products area?

Much thanks

Stuart

Q: Based on todays price, which would you favor? By a lot or a little bit?

Dennis

Q: I have a half position in ISRG (bought before latest Q). Would you go for adding to it (if it was your position to build on momentum) OVER buying LLY to get to 6% in US$ health? Looking for growth. I already have 3% in WELL

Q: What are your thoughts on BMY with the acquisitions and deals they've completed in 2024 and 2025?

What are your thoughts on Novocure as a hold over the next 3 years?

What are your thoughts on Summit Therapeutics as a small speculative position?

Q: Hello team, could you please give me your thoughts on XLV and IXJ.

Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.

Thanks as always for your advice.
Paula

Q: A company called Rocket Doctor was talked about on market call the other day. Is it worth than investing in?

Q: What is your analysis of its last quarter? It seems that the market likes what it saw. How do you view its prospects over the next 3 years? thx.

Q: May I please get you outlook on COR and MCK. Both have done well so far in 2025 and I wonder if you expect this to continue through 2026? DO you have a preference between the two?
Many thanks for your great advice.
Ian

Q: I have held SIS for 10+ years what do you see for earnings growth over the next 1-3 years. Thanks

Q: What are your thoughts on this company?

Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?

Q: Kneat.com, Well Health and Vitalhub all provide services to the health care sector and all have been recommended by 5i as buys in the past. Please rank in order of growth potential over the next five year and a current entry price for each.

Q: Hi,
Is it possible that the 10% drop in WELL on Friday would be related to their announced presentation at the 2025 Cantech Investment Conference on Oct 9 in Toronto? Any info about this presentation from your sources? Too much Up & downs with this stock. It's not only the market. I'm loosing patience.
Thanks and good weekend.

Q: My investment is down by about 25% and I am inclined to take a loss for tax purposes. When does the company next report? If it were you, would you wait for that before selling? Do you foresee any other catalyst that would change the fortunes for the share price in the next 30 days? Thank you for your excellent service.

Q: What is happening with CPH? Are you still keeping the faith? Sell? Thanks. Cheers