Q: With WELL supposed to close the purchase of CRH on Apr 22 How do think the stock will perform through to year end
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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: Greetings. This company is in the same industry as Zoetis I'm told but is cheaper on valuation and obviously lessor known. You haven't been asked about this one so could you provide any thoughts you might have on it including whether you would recommend a position in it and your view of holding it versus a position in Zoetis. Mucho gracias! Ken
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Zoetis Inc. Class A (ZTS $141.11)
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Veeva Systems Inc. Class A (VEEV $286.59)
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DexCom Inc. (DXCM $65.12)
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Guardant Health Inc. (GH $64.22)
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Medtronic Global Holdings SCA 0.000% Senior Notes 2021 (MDT.21A)
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BioNTech SE (BNTX $102.06)
Q: Good afternoon folks
BNTX has been doing very well as of late. I am up 35% ish. Also my entire health sector weighting is 6.85%...all US$...BNTX is 2% of this total. I also own MDT, DXCM, ZTS, GH, & VEEV. I have too many stocks in general throughout all sectors and am trying to sell off several slowly but surely. ( I have 66 stocks). The problem being I fall in love with each of them...(yes....very bad I know)...as they have mostly been carefully chosen and watched over almost every day.
My question is should I sell all of my BNTX or shave but sell any of the others mentioned above,
Thanks as always for your sound advice.
BNTX has been doing very well as of late. I am up 35% ish. Also my entire health sector weighting is 6.85%...all US$...BNTX is 2% of this total. I also own MDT, DXCM, ZTS, GH, & VEEV. I have too many stocks in general throughout all sectors and am trying to sell off several slowly but surely. ( I have 66 stocks). The problem being I fall in love with each of them...(yes....very bad I know)...as they have mostly been carefully chosen and watched over almost every day.
My question is should I sell all of my BNTX or shave but sell any of the others mentioned above,
Thanks as always for your sound advice.
Q: Good afternoon 5i
I hold AMGN in my RRSP, and it only represents 2.5% of my portfolio. Its a slow grower with an ok dividend. I'm thinking of selling AMGN and buying ABBV as a replacement, as it may have better performance and a higher dividend too. What are your thoughts on replacing AMGN with ABBV? Does ABBV have better potential? If you can suggest a different stock that is a better choice than ABBV as an alternative, please do so.
My only other current healthcare stock is SYK.
Thanks!
I hold AMGN in my RRSP, and it only represents 2.5% of my portfolio. Its a slow grower with an ok dividend. I'm thinking of selling AMGN and buying ABBV as a replacement, as it may have better performance and a higher dividend too. What are your thoughts on replacing AMGN with ABBV? Does ABBV have better potential? If you can suggest a different stock that is a better choice than ABBV as an alternative, please do so.
My only other current healthcare stock is SYK.
Thanks!
Q: May I have your thoughts on this corporation please.
John
John
Q: Innoviva has a low price to earnings of 6x times and plus 20 per cent roi in a growth industry and is funded by Glaxo. Can you explain the low valuation and is it a buy at these levels. Thank you
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Veeva Systems Inc. Class A (VEEV $286.59)
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Teladoc Health Inc. (TDOC $8.00)
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CloudMD Software & Services Inc. (DOC $0.04)
Q: I am looking to increase my health exposure. I am looking at TDOC, DOC or VEEV and already have a full position in WELL. Do you prefer one over the other, all 3 or do you have another recommendation in this space?
Thanks for your service!
Thanks for your service!
Q: Cloud MD has had lots of insider buying recently, and is bouncing off its 200 day moving average with analysts target pricing 69 per cent above the current price would you recommend as this stock as buy at this time? Thanks for your advice.
Q: I have a 2% weight in GUD, would it be better to buy WELL for 2% or add to GUD? This is for a RRSP and have 5-7 years before needing to withdraw.
Thanks
Thanks
Q: I would like to know your opinion of the CloudMD announcement today of the $100M acquisition of Oncidium one of Canada's largest healthcare management companies. It sounds very impressive with it stating many of the companies connected with Oncidium are Fortune 500 companies. CloudMD calls this acquisition its largest to date and says it is transformational. Also, is the time coming for CloudMD to consider doing a share consolidation of ex: 1 for 5 to open the door for more institutional investors? Thanks
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Meta Platforms Inc. (META $705.30)
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Alphabet Inc. (GOOG $237.49)
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CVS Health Corporation (CVS $77.90)
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Oracle Corporation (ORCL $292.96)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Cheers, Doug
Q: I’m underweight in the health care sector. What is your opinion of adding SKY to my U$ Unregistered account or do you have any other suggestions either U$ Or C$ account.
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Illumina Inc. (ILMN $93.86)
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AbbVie Inc. (ABBV $230.50)
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Medtronic plc. (MDT $95.45)
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WELL Health Technologies Corp. (WELL $5.19)
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Guardant Health Inc. (GH $64.22)
Q: Good morning
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. I’m looking for an additional healthcare stock (either Can. or US) to add to our TFSA’s. Suggestions greatly appreciated.
Regards
Les
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. I’m looking for an additional healthcare stock (either Can. or US) to add to our TFSA’s. Suggestions greatly appreciated.
Regards
Les
Q: If only one could be owned, which would be your choice today and why? Thanks.
Q: This stock just took a 15% drop because of their recent financial report. It looks to be about the Covid problem. Do you think that this would be a good entry point, since Covid vaccinations are going ahead rapidly in the U.S. ?
Q: Hi 5i team,
DOC share price has been steadily declining during 2021, whereas Dialogue Health ‘CARE’ debuts yesterday with almost a 30% gain. What’s the reasons driving the very different sentiments toward these two tele-medicine stocks? What is your top choice in this space and why (excluding WELL) ? Thanks.
DOC share price has been steadily declining during 2021, whereas Dialogue Health ‘CARE’ debuts yesterday with almost a 30% gain. What’s the reasons driving the very different sentiments toward these two tele-medicine stocks? What is your top choice in this space and why (excluding WELL) ? Thanks.
Q: Hi,
There seems to be a lot of noise about this company(QTRX). it is up more than 6% today. What is your opinion ?
Thank You
Steve
There seems to be a lot of noise about this company(QTRX). it is up more than 6% today. What is your opinion ?
Thank You
Steve
Q: Hi Peter and Ryan,
Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.
Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:
1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?
2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?
Thank you.
Well continues to drift lower daily. Today it actually ended even (maybe due to the Scotia interview). I see their business mix as both benefiting from the secular tech tailwind and cyclical reopening tailwind.
Today the stock dipped below $7. This is almost 29% lower than the upsized equity offering. Couple questions:
1). How does this effect those large investors that are “holding the bag”? Could the upsizing be at risk?
2) How low can this company continue to drift? At what point if any are you saying this is insane and buy more?
Thank you.
Q: Can you please comment on their earnings. Thanks.
Q: Management keeps highlighting how much stock they have repurchased. Even on the latest earnings call Mr Goodman made that his last point. When building Paladin Labs did management utilize the same strategy or is GUD following a different path?