Investment Q&A

• Geron Corporation (GERN $1.34)
  • $1.34 Cap: $842M
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Q: seems like a bit of a long shot high volume some analysts have high expectations could you comment please?

Upvote 1

Read Answer Asked by terrance on January 08, 2024

• Profound Medical Corp. (PRN $11.71)
  • $11.71 Cap: $351M
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Q: Your thoughts on why the rapid fall lately and whether you think there could be a recovery.
Regards Jerry Gazarek

Upvote 3

Read Answer Asked by Jerry on January 06, 2024

Q: Your thoughts on this company? Is it a buy, sell or hold?

Upvote 3

Read Answer Asked by Charles on January 04, 2024

• Johnson & Johnson (JNJ $204.39)
  • $204.39 P/E (TTM): 19.73X Cap: $492.43B
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Q: Hi Peter and Staff
No rush ... Happy New Year......just watched a BNN Market Call and guest tried to justify decline in his past pick JNJ by saying the numbers do not include the spinout (Kemba)? ........I held JNJ through that spin out period and never received any of the spinout. It would seem logical the price would drop after a spin out but how does that affect those who never got the spinout?

Thanks for all you do
Dennis

Upvote 3

Read Answer Asked by Dennis on January 03, 2024

• Agilent Technologies Inc. (A $148.52)
  • $148.52 P/E (TTM): 34.78X Cap: $42.10B
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• Revvity Inc. (RVTY $104.43)
  • $104.43 P/E (TTM): 52.74X Cap: $11.67B
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Q: What is your opinion on Revvity, including their forward PE. Is there any other company in this sector that you prefer. Thanks for your advice.

Upvote 1

Read Answer Asked by Ian on December 20, 2023

• State Street Health Care Select Sector SPDR ETF (XLV $157.31)
  • $157.31 P/E (TTM): 24.15X Cap: $40.34B
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• Smith & Nephew SNATS Inc. (SNN $33.57)
  • $33.57 P/E (TTM): 35.96X Cap: $14.33B
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Q: I have been holding this for 2 years and it has not done much and is still down 20% even with the recent upswing in the market. Can I have your opinion on this stock and on healthcare in general (minus Canada)? if I decide to sell for a loss, what do you think about replacing it with a healthcare etf such as XLV- would XLV have the same upside potential as SNN? if not, can you recommend a replacement?
thanks

Upvote 1

Read Answer Asked by Mary on December 20, 2023

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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Q: Are u are still positive on this company - it’s not participating in the rally and going the other way. At what point do you cut bait ?

Upvote 5

Read Answer Asked by Scott on December 20, 2023

Q: NRIX Your comments on the prospects of this company will be appreciated.

Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on December 19, 2023

• Lantheus Holdings Inc. (LNTH $67.56)
  • $67.56 P/E (TTM): 28.51X Cap: $4.48B
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Q: Would you add some after today’s drop? Or wait till it settles down?

Upvote 4

Read Answer Asked by sean on December 18, 2023

• Viatris Inc. (VTRS $12.76)
  • $12.76 Cap: $14.69B
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Q: May I please have your opinion of Viatris?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on December 18, 2023

• Ceapro Inc. (CZO $0.23)
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Q: What is your take on the merger.

Upvote 2

Read Answer Asked by Rick on December 18, 2023

• Lantheus Holdings Inc. (LNTH $67.56)
  • $67.56 P/E (TTM): 28.51X Cap: $4.48B
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Q: What is the reason for the big drop today?

Upvote 2

Read Answer Asked by Greg on December 18, 2023

• CVS Health Corporation (CVS $80.30)
  • $80.30 P/E (TTM): 211.32X Cap: $101.93B
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• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 52.03X Cap: $1T
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,613.74)
  • $2,613.74 P/E (TTM): 8.75X Cap: $55.74B
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• ONEX Corporation Subordinate Voting Shares (ONEX $116.66)
  • $116.66 P/E (TTM): 13.53X Cap: $7.99B
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• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $39.13)
  • $39.13 P/E (TTM): 12.14X Cap: $379M
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• Blackstone Inc. (BX $157.62)
  • $157.62 P/E (TTM): 45.16X Cap: $116.39B
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• Novo Nordisk A/S (NVO $58.81)
  • $58.81 P/E (TTM): 16.66X Cap: $363.68B
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• BMO Covered Call US Banks ETF (ZWK $28.16)
  • $28.16 P/E (TTM): 12.58X Cap: $338M
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• Berkshire Hathaway Inc 0.000% Senior Notes 2025 (BRK.25)
  • P/E (TTM): 4.29X
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 95.71X Cap: $148.97B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
  • $75.09 P/E (TTM): 33.64X Cap: $120.95B
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Q: Hi Group can you give me your thoughts on 2 Financial + 2 healthcare
stocks. The above picks are just shots in the dark are there others you like better or? also short explanation with you suggestions would be helpful

Upvote 7

Read Answer Asked by Terence on December 18, 2023

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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• Quipt Home Medical Corp. (QIPT $4.92)
  • $4.92 Cap: $216M
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Q: Which one of these two do you think has the most upside? Would you swap qipt for well?
Qipt is hitting 52 weeks lows.

Upvote 6

Read Answer Asked by sean on December 15, 2023

• Pfizer Inc. (PFE $25.48)
  • $25.48 P/E (TTM): 14.81X Cap: $144.87B
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Q: Your thoughts on Pfizer's guidance going into 2024, and as a long term investment beyond (i.e. pipeline, recent acquisition, etc.).

Upvote 2

Read Answer Asked by James on December 14, 2023

• Pfizer Inc. (PFE $25.48)
  • $25.48 P/E (TTM): 14.81X Cap: $144.87B
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Q: Big drop today to $26.285 as guidance for EPS & Rev below estimates.Is it timely to buy and a good entry price.Previousy U stated $25-$26. Txs for U usual great services & views

Upvote 4

Read Answer Asked by Peter on December 14, 2023

• TransMedics Group Inc. (TMDX $137.07)
  • $137.07 P/E (TTM): 55.27X Cap: $4.68B
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Q: TMDX is in the business of delivering viable human organs for transplant operations. Their technology markedly improves organ viability compared to the previous methodology of placing organs on ice. Future competitors must demonstrate via clinical trials that their technology is significantly better than that of TMDX. Seems like a decent moat. TMDX took on further debt to by a small airline to facilitate organ delivery which was being hampered by lack of reliable air transport. I would appreciate your expertise in determining if TMDX has a valid business model that warrants investment in their stock at its current price.

Upvote 3

Read Answer Asked by John on December 13, 2023

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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Q: Hi Team,
What’s driving the relentless selling of Well lately? I don’t see why investors are taking a negative view on the name recently. Is this giving us a chance to buy more at basement bottom prices here ? Price targets average over $8 today and the stocks trading down towards the $3 range. Your take on the name is appreciated. Thanks

Shane

Upvote 12

Read Answer Asked by Shane on December 13, 2023

• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 52.03X Cap: $1T
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• Novo Nordisk A/S (NVO $58.81)
  • $58.81 P/E (TTM): 16.66X Cap: $363.68B
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Q: Can you contrast these two names and their relative attraction from here?

Upvote 6

Read Answer Asked by Kim on December 12, 2023

• bluebird bio Inc. (BLUE)
  • Cap: $48M
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• CRISPR Therapeutics AG (CRSP $53.84)
  • $53.84 Cap: $5.13B
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Q: If you were to invest in the gene editing space, how would you rank these two?

Upvote 2

Read Answer Asked by Jim on December 11, 2023