Q: This morning Well & Vancouver Canucks Hockey Club announced a joint patnership.Minimal impact on stock price so far.Please comment. Txs for U usual great services & views
With the stock in freefall and it location, do you think INMD is a possible takeout candidate?
As I hold it in my TFSA I cannot claim a tax loss.
I am thinking of biting the bullet and holding for a few more quarters to see what happens. In addition we are in the tax loss selling season that only puts more stress on the share price.
In your view is there anything wrong with my thinking.
Q: Hi team, I bought WELL.CA back in Nov 2021 in my TFSA to provide some "growth" after viewing in your 5i Growth model portfolio. I am down ~38% and still waiting for the "growth" to take place. I realize it must have been bought in your growth model portfolio back around May 2020 at $2.83 so you're still up 30%. Back in April of this year it looked like there was some promise to the stock but it has since headed to the basement again. You still promote WELL so I'm wondering if I should hang on to this loser (for me) or wait it out? If a sell, what to replace with. I hear rumblings that small caps may take off in 2024? Appreciate your thoughts. Bill
Q: Hello Folks:
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian
Q: 2 months ago you answered a question about COR and MCK in which you were positive. Since then both stocks have continued to do well. Are you still positive here for a long term buy and do you now have a preference. COR pays a better dividend.
Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?
Q: ALT
just follow up ,some positive results
out tonight on phase 2 obesity
trial pemvidutide, wonder if changes anything in your view.
i am given to believe several
more phases and time before
any approval.
conf call fri a.m.
many thanks
Q: I understand that this company is on the riskier side, but it certainly appears it is doing things right and the stock seems to be reflecting that. Do you think there is potential here? The balance sheet has little debt and a decent cash balance. Two of the things you seem to look for.
Q: I sold LNTH 30 days ago to harvest the tax loss. I am looking for one more name to fill my healthcare allotment. I currently own ABBV, ISRG, WELL and SIS. Which do you like best between LNTH, DXCM and INMD, which are three names that you have been highlighting over the past several months? I am looking for potentially higher growth and am willing to take on the additional risk. Any other name(s) would certainly be welcome.
Q: Good morning,
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...
Q: AIM:US Can you tell me what you think of the stock AIM Immuno Tech Inc, the CEO, the insider buying and their portfolio of therapeutics. I know it's high risk but bought some along time ago and its just sitting in my portfolio. Thanks.