Investment Q&A

Q: I know this is a small cap but it took a big haircut today. Were the results that bad or is it a result of being thinly traded? Thanks as always.

Q: Hi 5I
I own VMD and up nicely, but thinking of switching to VHI for better growth. Could I get your thoughts on this move.

Q: Does the recent price decline represent a buying opportunity?

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Q: Can you please give me your input on PFE earnings. They beat the earnings however stock is down,

Thanks for your great service

Q: Can you provide your thoughts on this weeks KKR investment in HSIC. What does this mean for HSIC and its possible future.

Q: Gern has been trending down since its spike up after getting FDA approval. Is this a typical quiet period for a biotech before revenues begin? Can I get your perspective on Gern, please.

Q: Any idea why Well has dropped so much in the last few weeks and especially today?

Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.

Q: Tempus AI Inc. (TEM:US).

Your opinion to buy or not?

Thank you.

Q: Hi 5i, I was curious on your ranking of SIS being highly impacted by tarrifs. I was of the view that FDA approved items would be exempt. Please comment.

Thx.

Q: Thoughts on today’s announcement?

Q: Cosciens seems to be in a death spiral since the merger. Is there any hope here?

Q: Why is Zoetis down $33 from peak in the last 12 months. Good time for a tax loss sale?

Q: Is ISRG and ISRG.T the same company? If so, can I expect to benefit from any ISRG gains by buying ISRG.T? Thank you.

Q: It looks like WELL shot higher in the last 5 minutes of trading on volume of over 330K. Any chances that this might have something to do with purchasing ELNA Medical Group which filed for creditor protection last month in Quebec?

As always, appreciate your viewpoint.

Q: Good Morning
Comments please on ISRG’s earnings and your thoughts going forward. Does it remain one of your favourites in the
“buy and forget category”
Thank you

Q: Hello 5i, I am up quite a bit on MRK, ABBVIE and HHLE. In answer to a question on MRK by Michael on Jan 22 you wrote "We would take a look at AMGN as an alternative to MRK". With the success I have with MRK et al. is MRK a sell to be replaced by AMGN now or is MRK still a keeper for now. Value investor.
Stanley

Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?

Q: Hi,

May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.

Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.

Thank you, Michael