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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.
Read Answer Asked by Mark on January 09, 2025
Q: I realize this is quite Apple and oranges. In a taxable account I have held J&J for a long time so have a nice gain. Not much growth happening right now. Your thoughts on a change to CNQ for a better dividend and more growth potential? Thank you
Read Answer Asked by Reg on January 09, 2025
Q: Hi 5i Team,

I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.

Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?

Thanks as always,
Jon
Read Answer Asked by Jonathan on January 07, 2025
Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.

I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.

Thx.
Read Answer Asked by Cameron on January 06, 2025
Q: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?

How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
Read Answer Asked by jim on December 20, 2024
Q: I own HHL and LIFE (two separate accounts). They aren't looking too healthy lately. What are the likely reasons? Trump, cover calls, interest rates, time of year, etc?
Thank You, Merry Christmas
Read Answer Asked by Stephen on December 20, 2024