Investment Q&A

Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?

Q: Could this finally the right time for IBRX to rebound? Why the sudden surge? Its been going sideways for a long time so after a huge 2 day run up is there much more upside? Thanks.

Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?

Q: With the weight loss drugs now moving into pills, it seems like they will be even more popular. Do you have any suggestions of specific companies whose stock will benefit from this going forward. Or has this horse already left the barn.

Q: Is this an all time high for Savaria?

Q: Do you think that WELL is in a financial position to capitalize on Telus moving out of the Healthcare Software business. How much could Well absorb without running afoul of competition and market regulators ?

Q: I read a bit of Michael Burry's perspective on Molina Healthcare. I would appreciate your thoughts on the company as well as a long term investment.
If you see long term potential I'd also appreciate your perspective on entry points, both pricing and timing.

Q: Any news on savaria and is this a new all time high?

Thx

Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare

Q: With almost a 7% Dividend, is it a good choice? In TFSA or RRIF to avoid W/H Taxes?

Thanks Kindly!

Q: Can you please give your opinion on this company.

Q: Thoughts on Biohaven( BHVN). Insider ownership and buying and are their financials trending upwards enough that you’d rate it a buy based on their product line?

Q: it has had a significant move upward recently. what do you see it doing in the future?

Sy

Q: Hello 5i
Could have your assessment of Teradyne and Sibone?
Thank you
Dave

Q: How do you see DVA’s recent performance and opportunities going forward?

Q: Do you still prefer LLY over NVO given the latest developments at NVO (pill)?

Q: DMAC Do you have an opinion on this company??

Q: I have held Savaria for several years now, and it has performed steadily, but has lagged in growth compared to many of my other holdings. I am wondering if it might be more prudent to consider adding to my positions in either ISRG or ABBV, or perhaps consider another company with stronger growth prospects.

My overall exposure to health care (I deem SIS to be a health care-related company) is roughly 7%, and SIS makes up about 1% (was larger initially, but grew less than portfolio over time). If a lower exposure to health care is still tolerable within a portfolio attempting to maintain diversification, are there another positions outside of the health care space that might be prudent for me to consider? Thanks so much, and I look forward to your response.

Q: Are either of these worth some speculative dollars?

Q: Lots of talk lately about the MJ sector given Trump's recent announcements. It has been almost 3 years since you spoke about HITI so would appreciate an update.

By all means, wait until January for this and have a great holiday.