Investment Q&A

• Medpace Holdings Inc. (MEDP)
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Q: What do you make of their earnings for the last quarter? It seems like a beat with positive guidance. What is the reason for the additional pullback today when the markets are increasing today? Is this stock still worth holding?

Regards,

Brendan

Upvote 1

Read Answer Asked by Brendan on April 23, 2025

• Intuitive Surgical Inc. (ISRG)
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Q: Thoughts on the Q? Buying opportunity?
Thanks in advance.

Upvote 6

Read Answer Asked by Greg on April 23, 2025

• Intuitive Surgical Inc. (ISRG)
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• UnitedHealth Group Incorporated (DE) (UNH)
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Q: which 3 metrics do you use to value ISRG and UNH and how do they compare to their 3 year prior history ? what entry price do you suggest for each company. thanks Richard

Upvote 3

Read Answer Asked by richard on April 23, 2025

• UnitedHealth Group Incorporated (DE) (UNH)
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Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?

Upvote 3

Read Answer Asked by Newman on April 17, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Hey guys - thanks for the great service!

From Well Health FY 2024 reporting - I read Well was penalized $2.8B USD for the Circle business billing. "Company recognized an expense of USD $2.8 million for the year ended December 31, 2024, for estimated settlement costs."

For a company with a Market Cap of about $1B.....this settlement cost appears to overwhelm any chance to remain solvent looking into the foreseeable future. What am I missing.

Glenn

Upvote 5

Read Answer Asked by Glenn on April 17, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Trying to decide what to do with WELL. In the short term, where do you see the bottom price? Looking forward 6-12 months, what range do you see it trading at? Does 5i still believe in the story? I'm leaning to it still being intact but it has hit a few bumps. Another setback and things could turn ugly. Your thoughts?

Upvote 14

Read Answer Asked on April 16, 2025

• Intuitive Surgical Inc. (ISRG)
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• WELL Health Technologies Corp. (WELL)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.

Upvote 4

Read Answer Asked by Roy on April 16, 2025

• WELL Health Technologies Corp. (WELL)
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Q: WELL issued guidance of roughly $200 million EBITDA for 2025. They currently have a market cap of $1 billion, so that would be a ratio of 5 times EBITDA if they achieve the guidance. How does this compare to other profitable, small cap health care stocks?

Upvote 7

Read Answer Asked by Dan on April 16, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Hi 5i, Any info gleaned from listening in on their CC? As of writing this the market has taken WELL down 9%. Do see this as justified? Lastly, based on forward guidance can you provide key valuation metrics, like P/E and other stats you would look at.

Thx.

Upvote 9

Read Answer Asked by Christopher on April 16, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Good Morning
Your thoughts on WELL’s quarter? Looks messy, does this change your outlook?
Thank you

Upvote 10

Read Answer Asked by Marty on April 15, 2025

• WELL Health Technologies Corp. (WELL)
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Q: Is it reasonabl buy some Well before its Q after market close as appears to be very oversold on the delay of filing Q report .Txs for u usual great services & views

Upvote 4

Read Answer Asked by Peter on April 14, 2025

• AbCellera Biologics Inc. (ABCL)
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Q: Any thoughts on what prompted the big rise for ABCL on Friday? As a somewhat of a long shot play (but for a longterm hold), do you see potential in this business?

Upvote 2

Read Answer Asked by Anthony on April 14, 2025

• Vitalhub Corp. (VHI)
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Q: Hi 5i,

Can you please comment on their latest announced acquisition recommendation and your thoughts?

I've also noticed insider trading with executives acceptance of their Grant of Options at various amount of liquidity that's above current share prices. Could you comment on what potential signals that could be?

Upvote 6

Read Answer Asked by Sandy on April 10, 2025

• CRISPR Therapeutics AG (CRSP)
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Q: You haven't reviewed CRISPR in over a year. Any new thoughts on prospects for further growth?

Upvote 2

Read Answer Asked by Murray on April 10, 2025

• TransMedics Group Inc. (TMDX)
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Q: TMDX is facing, what looks like, a very significant lawsuit that will be filed Apr. 15. Likely not a good time to buy - your thoughts?

Upvote 1

Read Answer Asked by Murray on April 09, 2025

• Cumberland Pharmaceuticals Inc. (CPIX)
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Q: Please give your opinion on CPIX. Lots of inside buying. Thanks for your analysis.

Upvote 2

Read Answer Asked by Ian on April 08, 2025

• Thermo Fisher Scientific Inc (TMO)
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• Waters Corporation (WAT)
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• IDEXX Laboratories Inc. (IDXX)
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Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL

Upvote 4

Read Answer Asked by Dennis on April 08, 2025

• Intuitive Surgical Inc. (ISRG)
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• Novo Nordisk A/S (NVO)
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Q: I've done quite nicely on NVO over the last while and have sold off about a third of my original position at prices close to double the current level. With a few US dollars in my account I am wondering if I should buy back some NVO or look at a part position in ISRG (or another healthcare suggestion from 5i) for diversification.

Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.

Upvote 2

Read Answer Asked by Dave on April 07, 2025

• Novo Nordisk A/S (NVO)
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Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?

NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?

Upvote 3

Read Answer Asked by James on April 07, 2025

• HCA Healthcare Inc. (HCA)
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Q: Hi- would welcome your analysis for this growth / defensive name at current price. Is the debt situation still the major concern here? is there remaining headline risk with the trial and consumer pushback?

Upvote 1

Read Answer Asked by Scott on April 02, 2025