skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning 5i: I would like to have a small position in a US vaccine company. Both Moderna and Novavax had great run-ups these past few days. Should I wait for pull back or jump in? And which one would you prefer? Thanks so much.
Read Answer Asked by Dr Lorraine on November 30, 2020
Q: Hi Peter and Team,
Over the last 5 years, HHL's price dropped by just under 30% although its underlying stocks had appreciated over the same time period. I just can't wrap my head around this and would you please comment on how this is possible.
Also which one would be your choice for a full position HHL vs LIFE?
Regards,
Read Answer Asked by Harry on November 26, 2020
Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesn’t represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great company’s that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick
Read Answer Asked by Nick on November 26, 2020
Q: Hello 5i,
These questions are in response to your answer to Paul's question a bit earlier today. I, too, received shares of Viatris representing a fraction of a percent of our total equity portfolio. Under normal circumstances you tend to recommend not holding less than a 1% position. Also, I was unaware that VTRS would consider initiating a dividend. As an Income-focussed investor, that is interesting to me.
Rightly or wrongly, I tend to think of these shares as being "free" in a sense, so I am open to a variety of actions.
Now to the questions:
1. Given the foregoing, would 1% be reasonable to you? Your comment referenced "to a point", but that is not a metric that helps make an informed decision. Given the heavy debt load, what would you anticipate that "point" being for the average investor?
2. Given the heavy debt load, is it reasonable to expect VTRS to proceed with initiating a dividend this early? Might they not want to reduce debt first?
3. Would you recommend just holding on to the existing shares for a while to see how things play out before adding or selling?
Many thanks as always for your patience and stellar service - it is very much appreciated!!
Cheers,
Mike
Read Answer Asked by Mike on November 26, 2020
Q: What is your current thoughts on AHC (Apollo Healthcare previously known as Acasta Enterprise)? This stock is up over 400% since August. The last question was in February 2019 after it completed debt to equity conversion. Per its last quarterly financial statements (Sep 30, 2020), they have retired their long term debt ($31M). Revenue was $90.1M. Earnings last quarter was .38c. Current P/E is 5.49. In the M&A, Mgmt indicated the current year increased profitability due to its demand for cleanser and sanitizer products. Do you think this growth sustainable post COVID?
Read Answer Asked by Karen on November 26, 2020
Q: Are you familiar with this company? The company operates in the laboratory testing segment, supplying testing services to hospitals ,oncologists ,etc. please comment
Thankyou
Cal
Read Answer Asked by cal on November 26, 2020
Q: Pls comment on the potential of PSNL for its business. Thank you.
Read Answer Asked by Paul on November 25, 2020
Q: Back in May I asked a question about DXCM. It was in the low $400's then and it has since fallen to the low $300's. Do you know the reason for the decline and what do you think of it now? How "expensive" is it now/would you buy? (I never ended up getting any and am thinking of stepping in now)
Read Answer Asked by Max on November 24, 2020
Q: Hello 5i,
I have two questions pertaining to the spin-out:
1. Would I be correct in assuming that if held in an RRSP, there would be NO tax implications at all?
2. When typing in VTRS, I see a second option showing up: VTRSV. What, if any, is the difference? My broker recorded the transaction as VTRS and so that is what I use.
Many thanks, as always!!
Stay safe and well!!
Cheers,
Mike
Read Answer Asked by Mike on November 23, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!