Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
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Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.

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Read Answer Asked by K on October 13, 2023

• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 31.01X Cap: $198.17B
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Q: THERMO FISHER SCIENTIFIC HAS BEEN BEATEN DOWN RECENTLY. I THOUGH IT WAS A GOOD HEALTHCARE COMPANY. WHERE IS IT GOING? WHAT IS A GOOD ENTER PRICE?

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Read Answer Asked by Herbert on October 13, 2023

• Amgen Inc. (AMGN $290.13)
  • $290.13 P/E (TTM): 24.14X Cap: $156.19B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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Q: I heard that AMGN has a potential diabetes/weight loss drug similar to LLY and NVO. I think the AMGN drug is behind the other two and is in phase 2 trial. Do you have any background/guess on whether the AMGN drug can turn out as good as the others? What do you think of AMGN overall vs LLY and NVO?

Thank you,
Mike

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Read Answer Asked by Mike on October 13, 2023

• Harvest Healthcare Leaders Income ETF (HHL $7.34)
  • $7.34 P/E (TTM): 23.08X Cap: $1.53B
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Q: Peter is HHL etf a good choice for income investors.?? Is div Safe thanks Ken

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Read Answer Asked by Ken on October 12, 2023

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 62.41X Cap: $153.99B
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Q: Are you aware of any particular reason for the share price plunge in ISRG? Would you be a buyer around this level ($280)?

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Read Answer Asked by Harvey on October 12, 2023

• Illumina Inc. (ILMN $93.86)
  • $93.86 P/E (TTM): 12.4X Cap: $14.42B
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 62.41X Cap: $153.99B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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• InMode Ltd. (INMD $15.27)
  • $15.27 Cap: $1.10B
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• Lantheus Holdings Inc. (LNTH $53.54)
  • $53.54 P/E (TTM): 14.28X Cap: $3.56B
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Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt

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Read Answer Asked by Matt on October 12, 2023

• iShares U.S. Medical Devices ETF (IHI $58.83)
  • $58.83 P/E (TTM): 28.17X Cap: $4.15B
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Q: May I have your current thoughts on the iShares U.S. Medical Devices ETF (IHI). After a tough three months and today's 5% dip would you consider it an opportune time to add for medium to long term investors, or is it better to let it find its feet first?

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Read Answer Asked by Peter on October 12, 2023

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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Q: Hello 5i team,
I am thinking of adding to WELL. What is your current view of the company? Is it now profitable?

Thank You,
Andrew

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Read Answer Asked by Andrew on October 12, 2023

• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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Q: Good morning

Any reason you can see for a big up day yesterday and then a complete reversal down day today? Can't find any news for the up and down

Thks
Marcel

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Read Answer Asked by Marcel on October 12, 2023

• DexCom Inc. (DXCM $65.12)
  • $65.12 P/E (TTM): 47.4X Cap: $25.53B
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Q: Hi Peter and Staff

Have held this for several years up a bit down a bit now it’s down more than a bit . Do you rate this sell , hold or buy

Further would you prefer a long term investment in DXCM or WELL

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on October 11, 2023

• Amgen Inc. (AMGN $290.13)
  • $290.13 P/E (TTM): 24.14X Cap: $156.19B
  • View AMGN Profile
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 62.41X Cap: $153.99B
  • View ISRG Profile
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
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• Johnson & Johnson (JNJ $190.72)
  • $190.72 P/E (TTM): 20.29X Cap: $460.18B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 27.04X Cap: $123.77B
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Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

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Read Answer Asked by ralph on October 11, 2023

Q: RDNT Is this company profitable? Do you see it as a buy, hold, or sell.

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Read Answer Asked by patricia on October 11, 2023

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: This morning, Opsens received a takeover offer from Haemonetics. Do you think there's any potential for other bidders to offer more than the current $2.90 cash offer?

Many thanks.

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Read Answer Asked by karl on October 10, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: With the NBLY share price below the "take private" offer, is there some reasonably low risk arbitrage here?

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Read Answer Asked by Blake on October 05, 2023

• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

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Read Answer Asked by Ed on October 04, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 62.41X Cap: $153.99B
  • View ISRG Profile
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
  • View ABBV Profile
  • View Questions on ABBV
• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.46X Cap: $98.80B
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• Danaher Corporation (DHR $202.46)
  • $202.46 P/E (TTM): 43.41X Cap: $144.97B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
  • View LLY Profile
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
  • View SYK Profile
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• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 31.01X Cap: $198.17B
  • View TMO Profile
  • View Questions on TMO
• UnitedHealth Group Incorporated (DE) (UNH $354.50)
  • $354.50 P/E (TTM): 16.02X Cap: $321.06B
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• Novo Nordisk A/S (NVO $56.93)
  • $56.93 P/E (TTM): 16.76X Cap: $363.68B
  • View NVO Profile
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Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.

Upvote 1

Read Answer Asked by David on October 03, 2023

• McKesson Corporation (MCK $763.55)
  • $763.55 P/E (TTM): 30.27X Cap: $94.27B
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• Cencora Inc. (COR $318.00)
  • $318.00 P/E (TTM): 31.89X Cap: $61.65B
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Q: Hi 5i,
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.

Upvote 0

Read Answer Asked by Ian on October 03, 2023

• Mondelez International Inc. (MDLZ $61.45)
  • $61.45 P/E (TTM): 22.59X Cap: $78.93B
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• Kenvue Inc. (KVUE $16.65)
  • $16.65 P/E (TTM): 21.44X Cap: $30.11B
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Q: WHICH CONSUMER STOCK MONDELEZ OR KENVUE WOULD BE BETTER NOW AND GOING FORWARD FOR THE FUTURE?

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Read Answer Asked by Herbert on October 02, 2023

• Illumina Inc. (ILMN $93.86)
  • $93.86 P/E (TTM): 12.4X Cap: $14.42B
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Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.

RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.

There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.

I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.

Upvote 0

Read Answer Asked by Dave on September 29, 2023