Investment Q&A

Q: Structure Therapeutics was mentioned in Barron’s as an up and coming GLP-1/ozempic style drug provider. What is your opinion of GPCR and this space, in general?

Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?

Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?

Q: Retired dividend-income investor with a concentrated portfolio. My main exposure to the Healthcare sector is LIFE. I currently have over 4,800 shares and am contemplating adding another 400+ shares.

I like everything about LIFE, except for the liquidity. It trades, depending on the timeframe, roughly 12,000 to 17,000 shares/day. I understand the market can either make or delete shares as needed.

If I needed to swap out of LIFE, I could purchase HHL which has better liquidity, but a higher MER. However LIFE is held in a Cash account and would generate some capital gains.

I asked this exact same question 1-2 years ago and thought I'd check in to make sure a) you were still a fan of "LIFE", and b) you still agree that, as a long term hold, you are not concerned with the liquidity under my circumstances.

Thanks for your help....Steve

Q: Which would YOU add if choosing? Any other to consider? My current health sector holdings are WELL, IBB, IHI. Past forays into healthcare have been disasters, e.g. ltc reits, medical cannabis and GUD. So quite cautious.

Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Q: I’ve considered NVO and LLY somewhat equivalent due to their exposure to obesity drugs. Is there an opportunity to sell some LLY to buy more of NVO because it has underperformed lately?

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Do you know of any reason why this stock is selling off? Should I buy more, hold or sell?

Q: What is your current opinion of this stock. It seems to be a value trap. Time to move on. Thank you. Cheers

Q: Over the past ten years Well Health achieved very low "return on invested capital" results. Does this mean that their acquisitions were not financially successful?

Thank you,
Gabor

Q: Well Health achieved very low return on invested capital results (ROIC) over the past seven years. What does this mean? Does it mean that their acquisitions were not financially successful?

Thank you,
Gabor

Q: Are they in trouble wrt the latest news?

Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.

Q: Can you expand on the recent question on WELL. How good a company is it for a growth investor? It recently traded up to $5 but has back off to around $4.40. Is this a good point to buy? Where do you see it over the next 12 months? What are the catalysts that define company performance? It has been recommended by 5i, how strong is this conviction?

Q: Hi folks, received shares from the spin-off, what are your thoughts on the company? Add or sell the position? Thanks.

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