Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?
Q: Your analysis of this company please? Buy/hold/sell?
Do you personally hold this stock?
Which are the next best options in health care?
Do you personally hold this stock?
Which are the next best options in health care?
Q: A very unfortunate investment that I was hoping would turn a little before I dump it. Down 53%……is there any point in waiting for improvement.
Len
Len
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WELL Health Technologies Corp. (WELL $4.20)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.74)
Q: You seem to really like WELL and feel it is undervalued right now - Is that right ? Please give us an update on WELL as well as AIDX. On February 12 you answered a question regarding AIDX saying there was no news in 2 months. On that same day (likely after you posted your reply) there was in fact news on AIDX as well as more news on Feb 19. Are you liking AIDX more now and if WELL's stock price increases do you think AIDX would follow?
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Harvest Healthcare Leaders Income ETF (HHL $7.69)
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State Street Health Care Select Sector SPDR ETF (XLV $160.20)
Q: Would a combination two funds, XLV (70%) HHL (30%) be an adequate combination to cover the health care sector while enhancing returns?
Thanks in advance.
Thanks in advance.
Q: Can you please update your analysis of BMI. Can they overcome the loss of their patents on key drugs?
Q: Good morning, Peter and Team,
Paul Krugman recently wrote the following in a Substack post:
'And the damage from the assault on vaccines continues to widen. Last week the Food and Drug Administration refused to review Moderna’s new mRNA-based flu vaccine. They didn’t reject it based on evidence; they wouldn’t even look at it, in line with RFK Jr.’s evidence-free, dogmatic assertion that mRNA technology, which gave us Covid vaccines, is useless and harmful. Pharmaceutical companies, understandably, are retreating from vaccine development.'
Is this another reason to avoid, or to at least reduce exposure to companies involved in vaccine development? For those of us with ETFs in the Health Care Sector, this becomes a daunting task.
Personally, I can't wait until the US midterms so that hopefully there can be some hope that this madness will end.
As always, thanks for your insights.
Paul Krugman recently wrote the following in a Substack post:
'And the damage from the assault on vaccines continues to widen. Last week the Food and Drug Administration refused to review Moderna’s new mRNA-based flu vaccine. They didn’t reject it based on evidence; they wouldn’t even look at it, in line with RFK Jr.’s evidence-free, dogmatic assertion that mRNA technology, which gave us Covid vaccines, is useless and harmful. Pharmaceutical companies, understandably, are retreating from vaccine development.'
Is this another reason to avoid, or to at least reduce exposure to companies involved in vaccine development? For those of us with ETFs in the Health Care Sector, this becomes a daunting task.
Personally, I can't wait until the US midterms so that hopefully there can be some hope that this madness will end.
As always, thanks for your insights.
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Amgen Inc. (AMGN $388.16)
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Gilead Sciences Inc. (GILD $148.95)
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Intuitive Surgical Inc. (ISRG $503.51)
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Regeneron Pharmaceuticals Inc. (REGN $781.67)
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Eli Lilly and Company (LLY $1,051.99)
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Merck & Company Inc. (MRK $123.82)
Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.
Q: Hello Team,
Could I have your top three Canadian healthcare names please.
Many thanks!
Could I have your top three Canadian healthcare names please.
Many thanks!
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Regeneron Pharmaceuticals Inc. (REGN $781.67)
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AbbVie Inc. (ABBV $232.08)
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Merck & Company Inc. (MRK $123.82)
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Pfizer Inc. (PFE $27.65)
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Zoetis Inc. Class A (ZTS $131.10)
Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.
Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.
Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.
Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks
Q: This company has the magic letters AI, but it is going in the wrong direction. What is your view on this. What is holding them back ?
Thank You for your good service.
Thank You for your good service.
Q: Wondering what your current thoughts would be on this early stage company. It looks like they have some interesting clients.
Thank you!
Thank you!
Q: Any updates on this company that I should be aware of before a potential purchase?
Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?
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Eli Lilly and Company (LLY $1,051.99)
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Novo Nordisk A/S (NVO $37.45)
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Hims & Hers Health Inc. Class A (HIMS $14.52)
Q: Greetings,
Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.
Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.
1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?
2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?
Cheers
A
Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.
Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.
1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?
2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?
Cheers
A