Investment Q&A

Q: Is Well Health Technologies the most manipulated stock in the Canadian market? I use Wealthsimple for several accounts and activated their "stock lending" option where they give you a yield on borrowing your shares. Their example target is 4.5% for shares borrowed. I could see the short attack on Well beginning like clockwork, 1 week before last quarterly release, as my shares were lent out more each day. I started getting 6% yield and that was ok. But that went down more and more with each "short", until I was loaning out all my shares for a measly 0.2%. I contacted the brokerage multiple times and they stated "market demand" and "fluctuations". Clearly 0.2% was not part of the deal and certainly not worth the risk. I obviously canceled this borrowing feature. What is this trickery? They are literally giving away shares to shorters as a means to suppress the share price. This has ONLY occured with Well:ca. How do they get away with it?

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

Q: What are the long time prospects for NRIX

Q: What is the effect on WELL and VMD with Amazon introducing Amazon Clinic, a virtual health service that delivers convenient, affordable care for common conditions? Thanks

Q: Could you please comment on results and outlook. Many thanks.

Q: Good morning 5i,

Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?

Thank you,

Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

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?

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?

Q: Do you still like it?

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,

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

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

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

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.