Q: I have room for another heath care stock. I already have ABBV at full weighting. Do you still like it? If yes, can you suggest another stock in the US that would compliment it and a brief reason why you like it. If no, then which two other health care stocks do you recommend?
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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: Savaria missed on revs and EPS so it is weak on the open. Things seem to be moving in the right direction; org growth in North America Accessibility up 12%, Patient care also strong growth. Does this look like a company ready to accelerate profits in the next 12 months?
Q: I thought the earnings release was good . Surprised to see the huge intraday swing from positive to negative. Your thoughts?
Q: I hold some shares in Moderna and trying to find out what the future holds (2 yrs). They recently announced that their future COVID vaccine sales are expected to be above original projections, however the stock continues to come down. What is your view on this company as an investment going forward. Thank you.
Q: Aurinia Pharmaceuticals will become self sustaining most likely next quarter, they have had two revenue upgrades in a row! But share price does not appear to reflect this. Shareholders are putting managements feet to the fire looking for alignment to creating value for investors.
What do you folks think is this one ever going to launch?
What do you folks think is this one ever going to launch?
Q: Do you still like it?
Thanks
Thanks
Q: Hi 5i,
The last question on Inari Medical was about 2 years ago. Can you please provide your opinion and your insights for the future prospects of this company and whether you would consider it a sell, hold or buy and why?
Thank you,
The last question on Inari Medical was about 2 years ago. Can you please provide your opinion and your insights for the future prospects of this company and whether you would consider it a sell, hold or buy and why?
Thank you,
Q: Hi,
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
Q: Can you update FLGT from the last question (Dec, 2022)? Also, I note that it has Q results coming out this Friday - what are the expectations?
Thx J
Thx J
Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).
Q: Would welcome your thoughts on latest news- the litigation problem is not going away. Want to keep US healthcare exposure - what about a swap to LLY?
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.
Carl
Carl
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
Q: Hi Peter, the Bausch chart is turning up; your thoughts ? Thank you.
Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L
Q: Peter; I read the earnings, forecasts etc - looked good- what doesn’t the street like to dump it? Thanks
Rod
Rod
Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.
What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?
What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?
Q: Comments on the most recent quarter? And the 5% drawdown is probably just profit taking maybe your thoughts? I’m a long term holder of course but still interested in what you thought.
Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.
Please provide your thoughts on these two events.
Thx.
Please provide your thoughts on these two events.
Thx.
Q: This takes one step forward and then three steps back. I'm down around 10% or so which is not the end of the world however, I just don't feel comfortable with it. Do you think I need more patience? There seems to be a lot of selling pressure on it which makes me nervous. Thanks.