Investment Q&A

Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.

Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.

Q: Hi Peter,
With the value of GUD and its continued drift of GUD is there a point where a bigger Co might look to absorb it ? Besides bordem is there any other reason for its poor performance ? Thanks.

Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?

Q: Good Morning... what are your thoughts on NVTA? Would you be buyers or sellers heading into the merger? Does the future seem bright and profitable to you for the combined company and the space they're in?

thanks, Mark

Q: This stock stumbled 20% over the first 3 weeks of September.

Any insight into what was happening and future strength / weakness?

Thanks

Q: Hi 5iTeam,

Please comment on ABBV's pull back since reaching ytd high in July. Would now be a good time to average down?
Cheers,

Q: You mentioned a month back that you like Abbv better then Gild.
Why is gild in your partners interest portfolio and not Abbv.
I am thinking of buying Abbv,or do you think there are better options?...like guardian health?
Thankfully

Q: Your thoughts on APLI. Thanks

Q: I just read an article on China’s Aging demographic causing a market for in home elevators.(Mobility). Would Sis be positioned for this or are their present China market opportunities too small too make a substantial change in their Overall sales. I’m looking for plus growth companies that have a solid base. Thanks
Terry

Q: Sorry if this is a repeat question. Who do you like as an investment for coming up with a covid vaccine.

Thanks Steve

Q: Since their last acquisition, the share price of Becton Dickinson fluctuate a lot. Will you buy the shares at its current price?
Is there a better alternative in the US health sector. If so, what would you suggest?
Thank you

Q: Valeo's business model seems to be to acquire rights to drugs in niche markets that wouldn't appeal to the larger drug companies.
What would be your outlook on the company and its strategy. Many thanks.

Q: Thoughts on AMWL and the IPO? Did not double or run up too crazy like some of the other recent IPOs. Thinking in 3-5 years a sub $25 purchase price may look good. I like the Google backing and the optionality with what they can do together with the Google technology and Fitbit acquisition. Any interest in this company or is TDOC the go to name?

Q: Hello gentleman and thanks for your wonderful service as always. I'm wondering if you can point me in the direction of your preferred ETF's for the tech industry and the pharma industry.

Q: What is your take on WM for gold exposure? The deal with KL looks positive?
Also VMD is taking a beating lately. Do you think this is just profit taking?

Q: Please suggest Three US/Canada stocks/ETFs in cloud based Health care Information Technology for RRSP/RESP that have good growth potential . I have VEEV already in my RRSP portfolio (1%). Thanks

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: AND has had a good run lately and I’m wondering if it’s gotten ahead of itself. It’s one I have been watching for a while and wondering what your thoughts are about the company. The fact that it has a small dividend is also a factor. Who are their closest competitors? Am looking for another health related company, have WELL and GUD. If you think there’s a better company to add to my account please feel free to make any suggestion.

I have followed cloudmd DOC and Perimeter Medical PINK but feel they have shot up and could be in for a correction.
Your thoughts on my dilemma would be greatly appreciated.

As always thanks for your great guidance and suggestions.

John