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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: Can you give your comments around INMD's earnings release. Seems they expecting more conservative quarters, rev dropped, but not all bad and close to expected. They now have close to 1/3 of their market cap in cash, yet still no buybacks or plan. I'm wondering if things are starting to look bad here or just a bump in the road and you'd still hold? Thx
Read Answer Asked by Adam on February 14, 2024
Q: Your comment on earnings please, I have a small position in it, is it a sell, hold or buy more?
Thank you

Selina
Read Answer Asked by selina on February 14, 2024
Q: I Have exposure to all the sectors in TSX index in my non-registered account. All my investments are in Canadian companies except technology and health sector. I chose American equities for health sector because I did not think Canadian sector was true health sector. Instead I bought IBB-Q and VHT-A. What do think of my strategy? What do you think of the ETFs that I have in this health sector? What would be some alternatives?
Read Answer Asked by Robert on February 13, 2024
Q: Hello 5i
Do you have any recent information or feelings about Novavax. I don't know if they have other exciting things in their vaccine pipeline or if they just missed the boat? Fortunately I'm "asking for a friend" looking at the chart NVAX has made money disappear for 3 years at an extraordinary pace.
Thanks as always! You have been a great resource !
Richard
Read Answer Asked by Richard on February 08, 2024
Q: From the media: “ Amgen stock slouched Wednesday after a Lilly exec called the company's early-stage test results for a weight-loss drug "a bit underwhelming."

Huh? What did they expect a competitor to say? I thought the quarterly results were good and the new drug seems quite promising.

What is 5i's take on the AMGN recent quarter (which beat) and future prospects? Wouldn’t it be better to buy AMGN after the sell-off than pay the overhyped price commanded by LLY?
Read Answer Asked by David on February 08, 2024
Q: Hi team,

Grateful if you could update your views on Altimmune (ALT-Q).

Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 07, 2024
Q: Looking for your latest view on this stock looking at replacing it with WELL but GUD did very good on its last earning report but market doesn't appear to be to impressed,wondering if you would hold until their next earning report or just move on.
Read Answer Asked by dennis on February 05, 2024
Q: Could you please comment on last week's NR from DHT.UN (see below). The market responded favourably and so did the analysts with a multitude of raised targets. Thanks as always.

Immediate and accretive cash flow generation replaces structured annual caps –

– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –

– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –

this is the press release we are referencing.

https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/
Read Answer Asked by karl on February 05, 2024
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Read Answer Asked by Linda on January 31, 2024
Q: Can I please have your thoughts re this company. It is about 6-7 months that the stock has been pretty flat - not moving much in either direction. I believe that at one time there may have been (and possibly still is) an offer on the table? I am wondering if it is time to move on... Thanks.
Read Answer Asked by Walter on January 30, 2024
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