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
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!
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
Q: I would like to know your opinion of the CloudMD announcement today of the $100M acquisition of Oncidium one of Canada's largest healthcare management companies. It sounds very impressive with it stating many of the companies connected with Oncidium are Fortune 500 companies. CloudMD calls this acquisition its largest to date and says it is transformational. Also, is the time coming for CloudMD to consider doing a share consolidation of ex: 1 for 5 to open the door for more institutional investors? Thanks
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Q: I’m underweight in the health care sector. What is your opinion of adding SKY to my U$ Unregistered account or do you have any other suggestions either U$ Or C$ account.
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
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.
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?
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?
Q: Second question today, I took about a 3% position in this stock for a long term hold, far from the top but still down significantly. March has been volatile and really trending down in recent days. I cannot see any negative news but with earnings coming out on Monday is this a bad news indication or just market impact? Do you continue to like the company's growth prospects? Thank you.