Investment Q&A

• Amgen Inc. (AMGN $329.82)
  • $329.82 P/E (TTM): 23.18X Cap: $177.99B
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• AbbVie Inc. (ABBV $206.60)
  • $206.60 P/E (TTM): 87.54X Cap: $365.42B
  • View ABBV Profile
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• Medtronic plc. (MDT $80.00)
  • $80.00 P/E (TTM): 22.35X Cap: $102.71B
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• Merck & Company Inc. (MRK $112.16)
  • $112.16 P/E (TTM): 15.41X Cap: $277.17B
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• Guardant Health Inc. (GH $87.60)
  • $87.60 Cap: $11.61B
  • View GH Profile
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Q: Peter and Team:
I need some exposure to the healthcare sector and my choices are very limited in Canada, especially when Johnathon doesn't want to play in the Chess Game presently. What are your favourite US names, and where does ABBVIE fit in to the puzzle? When I am typing a question, does it time out after so many minutes?
Regards,
Ben.

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Read Answer Asked by BEN on December 31, 2020

Q: Happy Holidays to all at 5i!!!
Could I have your assessment of Personalis please?
Thank you for all you do for individual investors!!!!
Dave

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Read Answer Asked by Dave on December 30, 2020

• Medicenna Therapeutics Corp. (MDNA $0.61)
  • $0.61 Cap: $50M
  • View MDNA Profile
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Q: hi 5i, great job this year
love to read all Q&A
on MDNA, there seem to be momentum and volume last few days on no news
look like a high risk biotech
can you provide some insight?
happy holidays

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Read Answer Asked by Allen on December 30, 2020

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
  • View GUD Profile
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Q: Hello 5i. I noticed that GUD is in your balanced portfolio. The share price hasn't seen any upside in the last 4-5 years. What is so attractive about this company and what reasons would you give to invest in it now?

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Read Answer Asked by Fabio on December 30, 2020

• Gilead Sciences Inc. (GILD $131.65)
  • $131.65 P/E (TTM): 19.45X Cap: $163.43B
  • View GILD Profile
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Q: What do you think of Gilead Science going forward ? It's really down in the dumps. Div. is decent at 4.8 % . Is it sustainable ? It's got an ugly chart. Forward P/E is 8.4 = good ? Is it worth getting in ? Thanks.

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Read Answer Asked by Frank on December 30, 2020

Q: Do you have any info on this little company, that went up from $0.88 to $1.35 during trading today and to $1.70 in after hours

Ken

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Read Answer Asked by KENNETH on December 30, 2020

• Intuitive Surgical Inc. (ISRG $457.78)
  • $457.78 P/E (TTM): 55.62X Cap: $162.12B
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• Abbott Laboratories (ABT $89.46)
  • $89.46 P/E (TTM): 24.05X Cap: $155.82B
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• Medtronic plc. (MDT $80.00)
  • $80.00 P/E (TTM): 22.35X Cap: $102.71B
  • View MDT Profile
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• Stryker Corporation (SYK $294.73)
  • $294.73 P/E (TTM): 35.0X Cap: $112.87B
  • View SYK Profile
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• UnitedHealth Group Incorporated (DE) (UNH $368.78)
  • $368.78 P/E (TTM): 27.87X Cap: $334.93B
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• iShares Biotechnology ETF (IBB $167.27)
  • $167.27 P/E (TTM): 23.15X Cap: $8.07B
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• iShares U.S. Medical Devices ETF (IHI $50.50)
  • $50.50 P/E (TTM): 36.71X Cap: $3.09B
  • View IHI Profile
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Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason

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Read Answer Asked by Jason on December 29, 2020

• CRH Medical Corporation (CRH $4.99)
  • View CRH Profile
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Q: Merry Christmas team!

I saw that CRH fell 20+% yesterday, and I was hoping you could fill me in on why the big drop? What are your thoughts on the company at this point?

Cheers!

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Read Answer Asked by Tristan on December 29, 2020

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
  • View GUD Profile
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Q: I still hold Knight shares. Given that they are now raising some cash would 5I (if they still had them) continue to hold them for a few quarters. They have a significant amount of cash on hand
Is it probable that they are looking at an opportunity.
HAPPY NEW YEAR
Clarence.

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Read Answer Asked by Clarence on December 29, 2020

• AbbVie Inc. (ABBV $206.60)
  • $206.60 P/E (TTM): 87.54X Cap: $365.42B
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• Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of) (TAK $16.62)
  • $16.62 P/E (TTM): 78.73X Cap: $52.30B
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Q: Your thought on Takeda vs Roche for investment account. Would you recommend trimming ABBV (10% of my portfolio) and acquiring both Takeda & Roche?

Thank you!

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Read Answer Asked by Nhung on December 29, 2020

• Zentek Ltd. (ZEN $0.69)
  • $0.69 Cap: $74M
  • View ZEN Profile
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Q: I know in the past this company has been nothing but hype that ever fulfilled. Is it possible things are changing? What are you thoughts about the lastest news release and it's current valuation?

Thanks, you guys are amazing. Happy Holidays to you all!

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Read Answer Asked by Richard on December 24, 2020

• Pfizer Inc. (PFE $26.33)
  • $26.33 P/E (TTM): 19.36X Cap: $149.77B
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• AstraZeneca PLC (AZN $184.74)
  • $184.74 P/E (TTM): 27.76X Cap: $588.44B
  • View AZN Profile
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• Moderna Inc. (MRNA $45.37)
  • $45.37 Cap: $17.99B
  • View MRNA Profile
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Q: Hi, recently PFE, AZN & Moderna have all dropped a lot from their highs in early December. Why do you think these stocks have dropped so much? Thanks.

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Read Answer Asked by Esther on December 23, 2020

Q: DCTH and MLND What are your thoughts on these company’s
Thanks for the help

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Read Answer Asked by Sam on December 23, 2020

• Humanigen Inc. (HGEN)
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Q: What's the scoop on this company? Never seen a chart like that. Seems like they are making immunotherapies for brain cancer? Is the hype due to the clinical trial?

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Read Answer Asked by Tanner on December 22, 2020

• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
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Q: May I have your comments on Well

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Read Answer Asked by GEORGE on December 22, 2020

• Premier Health of America Inc. (PHA $0.03)
  • $0.03 Cap: $1M
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Q: Hi, Could you please comment on PHA earnings. Thank you

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Read Answer Asked by francis on December 22, 2020

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
  • View GUD Profile
  • View Questions on GUD
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Q: Hi Peter,
Now that GUD has been delisted from S&P/TSX, can I still buy or sell GUD shares? If so, what exchange?
Terry

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Read Answer Asked by Terry on December 22, 2020

• Pfizer Inc. (PFE $26.33)
  • $26.33 P/E (TTM): 19.36X Cap: $149.77B
  • View PFE Profile
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• Viatris Inc. (VTRS $15.04)
  • $15.04 Cap: $17.51B
  • View VTRS Profile
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Q: HI!
I am wondering about the potential short and long term growth of VTRS as the sister company of PFE producing their generics?

Thanks Ben.

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Read Answer Asked by Benoit on December 21, 2020

• INVESCO QQQ Trust (QQQ $674.15)
  • $674.15 P/E (TTM): 33.49X Cap: $441.87B
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• iShares U.S. Medical Devices ETF (IHI $50.50)
  • $50.50 P/E (TTM): 36.71X Cap: $3.09B
  • View IHI Profile
  • View Questions on IHI
• State Street SPDR S&P Health Care Equipment ETF (XHE $81.67)
  • $81.67 P/E (TTM): 29.04X Cap: $136M
  • View XHE Profile
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• Vanguard Information Technology ETF (VGT $104.85)
  • $104.85 P/E (TTM): 36.76X Cap: $105.69B
  • View VGT Profile
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Q: Can you suggest some eft's for the above sectors? Do have a couple tech companies in my portfolio such as Lightspeed and Shopify, but no "big" ones like Google, Apple etc. and WELL and PRN. Would like to find ETF's which may help to broaden my exposure in these sectors.

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Read Answer Asked by Colleen on December 21, 2020

• Vitalhub Corp. (VHI $8.00)
  • $8.00 P/E (TTM): 80.0X Cap: $505M
  • View VHI Profile
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• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Would you hold both of these companies, or are they too similar?

Thanks!

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Read Answer Asked by Alan on December 21, 2020