Investment Q&A

Q: Why is MCK down again today on high volume. It is below the 200 Day Moving Average
Any thoughts or recommendations

Q: I have been reading about AI supporting better diagnostics in health care (ER’s, primary care etc) and that it there is much work being done to improve health care AI even more.
Which companies in the US and Canada are promising players here that you would invest in to play into this theme?

Sending all of you folks at 5i much appreciation - thanks so much for all you do!

Q: The symbol for my Thomson Reuters Corp has changed to 66543D today. My online broker told me that this is because of a merger with another company, could you elaborate on this? I have been holding ABT for more than 5 years now and I am in negative territory with this stock today. Would you buy more, hold or simply sell for something better in the health care sector? Thank you

Q: 5 months since the last question on NURS. With their estimates for $150 million of revenue for 2026, and the recent financing, what is your current opinion?

Q: On April 28, 2026, Dr. Reddy’s Laboratories became the first company approved by Health Canada to sell a generic version of the popular diabetes and weight-loss drug Ozempic (semaglutide).

While Dr. Reddy's is an international company with a significant presence in Canada, they are the first to pass the regulatory hurdles for this specific drug in Canada.

would you have any comments re: if one could invest in Dr Reddy's stock? I think the demand for OZEMPIC will increase
can you suggest an entry point? thanks
Michael

Q: Can I request your comments on earnings?
Also, your opinion on buying for long term 3-5 years ?

Q: As portfolios should be diversified, the following names are owned, yet are not doing well, except SYK/MRK. Are any of these outright sells or just not the flavour of the day?Thank you for your excellent advice!

Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim

Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

Q: TMO seemed to be doing well but on April 23, following its reporting, Thermo Fisher's share price took a big hit. What is your view of its earnings ? Going forward do you see it as a favourable investment? And why or why not? Many thanks for your excellent service.

Q: Your opinion please on Intuitive Surgical’s latest quarter. Growth seems to be steady. What will it take to get the stock moving in the right direction again?
Thank you

Q: Good earnings and guidance. Do you think this might be a possible turnaround story

Q: your opinion please

Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.

Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You

Q: I am revisiting my inquiry regarding UnitedHealth Group (UNH) from January 27, 2026. Given today’s news that CMS has finalized a 2.48% Medicare Advantage rate hike for 2027—a significant shift from the restrictive proposal that triggered the January volatility—I would appreciate an update of your perspective now.
Specifically, does this "clearing of the clouds" establish a sufficient regulatory floor to justify a sustained, long-term hold? Or, considering the ongoing margin pressures on the insurance side, should today’s price strength be viewed primarily as a strategic opportunity to exit or trim a position that was heavily impacted ( value slashed in half) last year?
Is the current fundamental reset a "buy the bottom" confirmation for a scale player like UNH, or a "sell the news" event? (held in tax-deferred account) . :ao:

Q: Do see this as decent risk/reward for a patient investor?
Thanks

Q: Big insider purchases from Marcel Bourassa at SIS.Does 5i see this as well?

Thx

Q: Greetings 5i, may we please have an updated analysis and your opinion on AbCellera and its future prospects? What are the major positives and major risks? Thank you.

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.