Q: Hi, what would you replace NVO with? Thanks and Greetings, Peter.
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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: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx
Q: Happy new year to all of 5i thank you for all your support over all the years it’s great having such a great team on my side. When it comes to Lilly being down 20% from the high last year is it a decent time to pick up a 1/3 position? (new position and analytics says health care is short)
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Biogen Inc. (BIIB)
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Gilead Sciences Inc. (GILD)
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Illumina Inc. (ILMN)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Eli Lilly and Company (LLY)
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Novo Nordisk A/S (NVO)
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iShares Biotechnology ETF (IBB)
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SPDR Biotech ETF (XBI)
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First Trust NYSE Arca Biotechnology ETF (FBT)
Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.
Q: I realize this is quite Apple and oranges. In a taxable account I have held J&J for a long time so have a nice gain. Not much growth happening right now. Your thoughts on a change to CNQ for a better dividend and more growth potential? Thank you
Q: TH TSE $ 3.05 has been moving up. Do they have good drugs . Seems to be gaining attention RAK
Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks
Q: how is this company doing some interesting tech do they have any competition thank you
Q: RCKT Your thoughts, please!
Thanks,
Jim
Thanks,
Jim
Q: Hi Peter, Can I get your opinion on Grey Wolf's latest acquisition and your thoughts on the company, the stock and its valuation. Also is it a buy at this level. Can you also comment on ROE and debt.
Thanks
Thanks
Q: Hi 5i Team,
I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.
Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?
Thanks as always,
Jon
I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.
Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?
Thanks as always,
Jon
Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.
I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.
Thx.
I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.
Thx.
Q: Well has been recommended by your Specialist and recently moved up. Wondering if you would recommend holding for long term.
Q: TransMedics has had a good few days, up 15% in one week. Is this a confirmation of momentum coming back to this company? I have been watching this, waiting to take a position. What else would you need or like to see from TMDX to green light a purchase here?
Q: May I have your thoughts on this company please?
John
John
Q: what is the NVO revenue breakdown for its weight loss/diabetes drugs versus the various other revenue streams thanks Richard
Q: Please share your thoughts at this price level for BMEA.
Thanks!
Thanks!
Q: Good morning,
I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?
An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.
Thank you.
I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?
An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.
Thank you.
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
Q: I own HHL and LIFE (two separate accounts). They aren't looking too healthy lately. What are the likely reasons? Trump, cover calls, interest rates, time of year, etc?
Thank You, Merry Christmas
Thank You, Merry Christmas