Investment Q&A

• iRhythm Holdings Inc. (IRTC $120.80)
  • $120.80 Cap: $3.96B
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Q: I’d appreciate your assessment of this stock
Thank you!

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Read Answer Asked by Sigrid on May 08, 2020

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: ABC reported 2nd Qtr this morning. I would appreciate your reaction and thoughts about this stock. Also; do you think covid-19 has any impact on this company's results.
Thanks as always for your great advice.
Ian

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Read Answer Asked by Ian on May 08, 2020

Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave

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Read Answer Asked by Dave on May 08, 2020

• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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Q: Hello Team,
What is their record for beating expectations for reporting quarterly results?
Thank You,
Barry

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Read Answer Asked by Barry on May 08, 2020

• DexCom Inc. (DXCM $61.35)
  • $61.35 P/E (TTM): 29.35X Cap: $23.67B
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Q: Hi, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you

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Read Answer Asked by Max on May 07, 2020

• Newtopia Inc. (NEWU)
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Q: Peter, I'd appreciate your take on this stock, on which Bloom Burton & Co have just initiated coverage with a $1,75 target price.

Thanks for your great service.

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Read Answer Asked by David on May 06, 2020

• Viemed Healthcare Inc. (VMD $9.97)
  • $9.97 P/E (TTM): 26.95X Cap: $384M
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Q: Can you please comment on VMD recent earnings. Am I wrong this seems like a screaming buy in a rough market with few options. One of the few companies with the wind in their sails now and in the future. They are projecting almost a doubling of revenue in the next quarter and they up 30% in this quarter. They are in the at home health care service including providing ventilators. Would you know what percentage of the business ventilators would be? Thank you for your excellent service in these difficult times.

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Read Answer Asked by mike on May 06, 2020

• Datametrex AI Limited (DM $0.06)
  • $0.06 Cap: $8M
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Q: Datametrex has been halted since prior to today's opening. What would cause a stock to be halted for more than six hours?

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Read Answer Asked by Gilles on May 06, 2020

• Antibe Therapeutics Inc. (ATE $0.30)
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Q: Not really a question. In reference to clients question on ATE results. You failed to mention that the trials have to do not only with pain but ulcers and bleeding that may be caused when taking various forms of pain medication. I know this first hand. Very important part of results. I’m looking forward to it not only as a investor but someone whom it would benefit.

Roy

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Read Answer Asked by Roy on May 06, 2020

• Zymeworks Inc. (ZYME $33.10)
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Q: Zymeworks Inc no longer trades on the tse but is a Canadian company. Can I buy this stock on the NYSE in my tfsa and not pay taxes on capital gains? Also, what do you think of this company.
Thanks

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Read Answer Asked by Mark on May 06, 2020

• Gilead Sciences Inc. (GILD $131.65)
  • $131.65 P/E (TTM): 19.45X Cap: $163.43B
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Q: Is this a buy now ?

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Read Answer Asked by John W on May 05, 2020

• Antibe Therapeutics Inc. (ATE $0.30)
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Q: Hi Peter,
What do you think about the news release that ATE posted this morning in regards to 6 week delay?
Looks like a lot of share holders were not pleased with the news.
I bought at $0.64. Would you continue to hold?
Thanks Ron

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Read Answer Asked by Ron on May 05, 2020

• Biogen Inc. (BIIB $187.06)
  • $187.06 P/E (TTM): 21.23X Cap: $27.61B
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• Regeneron Pharmaceuticals Inc. (REGN $701.42)
  • $701.42 P/E (TTM): 16.91X Cap: $73.53B
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Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

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Read Answer Asked by BRYAN on May 04, 2020

• Johnson & Johnson (JNJ $227.19)
  • $227.19 P/E (TTM): 20.6X Cap: $546.89B
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Q: What happened to JNJ? I was thinking of selling but didn't act.

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Read Answer Asked by Brenda on May 04, 2020

• 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
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• Medtronic plc. (MDT $80.00)
  • $80.00 P/E (TTM): 22.35X Cap: $102.71B
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• Pfizer Inc. (PFE $26.33)
  • $26.33 P/E (TTM): 19.36X Cap: $149.77B
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Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

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Read Answer Asked by mike on May 04, 2020

• Bausch Health Companies Inc. (BHC $7.67)
  • $7.67 P/E (TTM): 13.14X Cap: $2.86B
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $34.95)
  • $34.95 P/E (TTM): 28.88X Cap: $40.69B
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Q: Would these companies provide a good entry point, currently? It appears that they also seem to investigate respiratory viral treatments.
Thank you, Team!

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Read Answer Asked by Sigrid on May 04, 2020

• Amgen Inc. (AMGN $329.82)
  • $329.82 P/E (TTM): 23.18X Cap: $177.99B
  • View AMGN Profile
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• Gilead Sciences Inc. (GILD $131.65)
  • $131.65 P/E (TTM): 19.45X Cap: $163.43B
  • View GILD Profile
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• Pfizer Inc. (PFE $26.33)
  • $26.33 P/E (TTM): 19.36X Cap: $149.77B
  • View PFE Profile
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Q: Looking to add a US healthcare stock. I currently have PFE ( 6% weighing ) and was looking to add GILD. I'm concerned that there might be some overlap between PFE and GILD - if so, can you recommend and rank some others that I can look at ? Appreciate your comments.
Thanks

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Read Answer Asked by JOHN on May 01, 2020

• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.09B
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Q: What would be your favourite Telehealth stock in Canada.

Thanks Valter

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Read Answer Asked by Valter on May 01, 2020

• Cerner Corporation (CERN)
  • P/E (TTM): 46.72X
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• Veeva Systems Inc. Class A (VEEV $171.60)
  • $171.60 P/E (TTM): 31.54X Cap: $28.02B
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Q: What is your opinion on Cerner these days? Is VEEV a competitor?

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Read Answer Asked by Todd on May 01, 2020

• Teladoc Health Inc. (TDOC $6.46)
  • $6.46 Cap: $1.16B
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Q: Greetings

Can you tell me a bit about this company. Nice 1 year chart, I like the business model, and may like it even more within the next year...

Hope everyone at 5i is well.

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Read Answer Asked by Rob on May 01, 2020