Q: They have the only non invasive basal cell carcinoma treatment at the moment that is effective as a cure. They found this out after the phase 1 safety and tolerabiliy study. No side effects. Does this look like a good opportunity for investment even though it is very early in clinical trials. This kind of investment is usually high risk but it seems mitigated.
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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: Good morning,
Can you shed some light on Zoetis' decline this am?
Thank you.
Can you shed some light on Zoetis' decline this am?
Thank you.
Q: Please let me know your views on SIGA Technologies, many thanks.
Q: What is your view of Charles River Laboratories International Inc please, thanks.
Q: Gud seems to be on a bit of a run is there any recent news that your aware of for the new interest and would you change your opinion.
Q: I am attracted to long term holdings. Been watching WELL hammering on technical support of about $3.65 for weeks now. I'm thinking of pulling the trigger.
Looking at their growing revenue and P/S multiple, those numbers look quite good for a small cap. Is there a better metric for this particular company? What do you think is the biggest negative that investors see in this stock at the moment?
Looking at their growing revenue and P/S multiple, those numbers look quite good for a small cap. Is there a better metric for this particular company? What do you think is the biggest negative that investors see in this stock at the moment?
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Pfizer Inc. (PFE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Align Technology Inc. (ALGN)
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Fulgent Genetics Inc. (FLGT)
Q: Hi 5i,
Looking to sell my position in FLGT for a loss in my non-reg account. Potentially looking to replace FLGT with PFE to maintain US/Health care exposure. Would appreciate you thoughts and if you believe there are better US health care stocks to consider.
Thank you in advance,
Greg C.
Looking to sell my position in FLGT for a loss in my non-reg account. Potentially looking to replace FLGT with PFE to maintain US/Health care exposure. Would appreciate you thoughts and if you believe there are better US health care stocks to consider.
Thank you in advance,
Greg C.
Q: CADL US based clinical stage drug company and would appreciate your thoughts on taking a small position
Thanks
Rick
Thanks
Rick
Q: I own HTL and hope you can provide your thoughts on the medium to long term prospects for this company. It seems to have peaked 2021/2022 and has since been in a downtrend, basing at approx. $1.30. I thought the ART business was very interesting so I purchased some awhile back. thanks
Q: can you give an up date. can they turn the corner? debt is high, would anybody buy this company ?
Q: I mean this looks far more serious than just the stock going lower for no apparent reason. Seems to me there's trouble in the henhouse. Should we be concerned?
"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."
"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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UnitedHealth Group Incorporated (DE) (UNH)
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TransMedics Group Inc. (TMDX)
Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks
Thanks
Q: As a follow-up to my question last week about this company and based on the news this morning, has the answer changed in terms of it being fine to sell now versus still holding for a little while?
Q: Hello 5i,
We now have a number of shares of Solventum Corp. (as a "reorganization" from 3M) in a Spousal RRSP, soon to be RRIF.
Normally, we are dividend-oriented (retirees looking for income) and as a result I don't know what to make of this little "windfall".
What can you tell us, or what should we know about this equity? What do you think its prospects are for the medium term, 3 - 5 years? Should we keep or sell?
If I understand correctly, it has been placed in the Healthcare sector. I have just asked a previous question (not yet answered) about needing something else in Healthcare beyond our primary holding of HHL. Can you see this as a viable option for us?
Many thanks for any light you can shed on this!!
Cheers,
Mike
We now have a number of shares of Solventum Corp. (as a "reorganization" from 3M) in a Spousal RRSP, soon to be RRIF.
Normally, we are dividend-oriented (retirees looking for income) and as a result I don't know what to make of this little "windfall".
What can you tell us, or what should we know about this equity? What do you think its prospects are for the medium term, 3 - 5 years? Should we keep or sell?
If I understand correctly, it has been placed in the Healthcare sector. I have just asked a previous question (not yet answered) about needing something else in Healthcare beyond our primary holding of HHL. Can you see this as a viable option for us?
Many thanks for any light you can shed on this!!
Cheers,
Mike
Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.
Q: Please give me your analysis of this company: Roivant (ROIV) and compare it with its peers.
Thank you as always
Thank you as always
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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Chartwell Retirement Residences (CSH.UN)
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Extendicare Inc. (EXE)
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Sienna Senior Living Inc. (SIA)
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Harvest Healthcare Leaders Income ETF (HHL)
Q: Hello 5i,
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?
As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?
As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike
Q: I am thinking of selling my WELL stock for Tax Loss and repurchase after the 30 days. I don't know of a good proxy for WELL so just wondering if you believe this health stock with flat line for a while?
Q: Are these two in the same space and direct competitors?
Also, I'm trying to understand why VHI stock is performing well, while WELL seems to be flat.
Thanks
John
Also, I'm trying to understand why VHI stock is performing well, while WELL seems to be flat.
Thanks
John
Q: Hi 5i,
I've owned WELL since the fall of 2020, have bought and sold along the way and I'm now left with a few thousand shares and a net loss of 24% in the name. To some extent due to optimistic forecasts from 5i I've thought that enough of a turnaround might be just around the corner to at least get back to even, and perhaps even make some money - but the longer nothing changes the more my optimism wanes. So, a few questions:
A fella on BNN the other day had VHI as a top pick. Are it and WELL competitors and do their respective addressable markets portend growth?,
If you had to choose one over the other now for a 3 year TFSA hold, which would you go with for some CDN healthcare exposure, and why?
Is there another name that you would choose over both of them?
Thanks 5i, I look forward to your thoughts.
Peter
I've owned WELL since the fall of 2020, have bought and sold along the way and I'm now left with a few thousand shares and a net loss of 24% in the name. To some extent due to optimistic forecasts from 5i I've thought that enough of a turnaround might be just around the corner to at least get back to even, and perhaps even make some money - but the longer nothing changes the more my optimism wanes. So, a few questions:
A fella on BNN the other day had VHI as a top pick. Are it and WELL competitors and do their respective addressable markets portend growth?,
If you had to choose one over the other now for a 3 year TFSA hold, which would you go with for some CDN healthcare exposure, and why?
Is there another name that you would choose over both of them?
Thanks 5i, I look forward to your thoughts.
Peter