Investment Q&A

Q: In the past you have commented on this co when it was called Salona Medical. would like a cuuent comment ,please, on it's new name Evome medical after the recent earnings report. Stock is up about 70% since published. Thanks

Q: Which one do you prefer right now?
Thank you

Q: Why the huge drop today? Is it an overreaction? Is QIPT a but, sell, or hold. Thanks

Q: I wonder if the low price per share could be a problem for WELL, wrongly perceived as "not serious". TVK at 1B was $40/share

Q: WELL just reported a good quarter and the stock is down 5%. My data shows that EPS was .43 not .04 as you reported on your recent post. Can you explain the weak stock performance today? Thank you

Q: Your updated thoughts on Zimmer please, for a long term hold. Dividend invesstor.

Q: Is this company a buy, hold, or sell and why?

THank you

Q: Pls comment on quarter, forward guidance and current and FY25 valuations. Thx.

Q: Well announced today that Circle’s growth continues to be excellent and possibly accelerating. The last thing I would think of doing is selling that business if I owned part of it. They talk about unlocking shareholder value. I would prefer they buy more of Circle. Never mind selling there piece.
What are your thoughts on this.

Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian

Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.

Q: Could I have your opinion on PFE earnings please. I see from your notes that Pfizer is not your favorite; could I have your view on its recovery potential please from what appears to be a depressed level.

Q: Further to Brian's question 27 July, would you take a position in EW here if you planned to hold 1+ yrs ? Thank you.

Q: I hold these 8 US Heathcare stocks. Each are about 1.5% of my holdings. I would like to consolidate the 8 down to about 4 holdings. Which ones would you sell and which ones would you add to? Thanks for your great ongoing advice.

Q: I bought LLY on your advice a few weeks ago and it has been declining ever since. I am now down 14.6%, marking the steepest decline over this same period of any stock I own. All things being equal, my general rule of thumb is to cut the chord when stocks decline by 15% to minimize future losses. In LLY's case, I hold it in a non-registered account and can thus claim a tax loss. I confess to being disappointed by the stock's recent performance as part of my purchasing decision was driven by your very strong endorsement immediately prior to my purchase. (You had rated the company as a 9/10 for safety and 9/10 for growth.) If you were me, would you wait for LLY to eventually turn around (as I'm sure it will at some point) or are there greener pastures out there?

Q: Hi 5i
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Q: Hello,

I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?

Thanks. Esther

Q: Please update your thoughts on the company after getting hammered post earnings release.

Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?

Thanks.