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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: AVEO Oncology share price jumped after it got FDA approval for
FOTIVDA® (tivozanib) around 2 months ago. It ramped up for this by securing capital, and issued new equity, @ $ 8.00 which was fully subscribed, including all offered additional shares. New Director appointed who seems to be quite an authority on cancer research.

Unfortunately. the Share price dropped after the spike on approval, and has fallen back to old levels. what seems to be the problem ? When do you think, if at all, the price will reach the lofty levels recommended by the Analysts covering it.

Thanks and Appreciate all the advise and guidance you and your team provides.

Rajesh
Read Answer Asked by Rajesh on May 13, 2021
Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis
Read Answer Asked by Dennis on May 11, 2021
Q: How are you feeling about GH these days?
Do you see better opportunities out there for an investor who's currently in the red?
Thank you!
Read Answer Asked by Andrew on May 11, 2021
Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,
Read Answer Asked by ilie on May 10, 2021
Q: I follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal
Read Answer Asked by cal on May 10, 2021
Q: AIM Your thoughts on this small company. There CEO is buying in smallish increments and it's close to book value. That's how it ended up on my screens. What do you think of it's drug pipeline, management, balance sheet and future viability. Thanks.
Read Answer Asked by James on May 10, 2021
Q: Hi team,

Grateful for your views on Oncorus (oncr-a). Apparently, the CEO was previously head of oncology at Moderna. Any other favorites for growth in the field of immunotherapy ?

With great appreciation for your work,

Jacques IDS
Read Answer Asked by Jacques on May 04, 2021
Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L
Read Answer Asked by Paul on May 03, 2021
Q: Hi 5i team,

Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.

My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.

Appreciate the work the team does!!
Steve
Read Answer Asked by Stephen on May 03, 2021