Investment Q&A

• Pfizer Inc. (PFE $25.48)
  • $25.48 P/E (TTM): 14.81X Cap: $144.87B
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Q: Pfe is in a downward trend from 1 yr H $50.37 to current price $34.28.Add,Hold or Sell. Please comment. Txs for U usual great services & views

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Read Answer Asked by Peter on September 08, 2023

• Lantheus Holdings Inc. (LNTH $67.56)
  • $67.56 P/E (TTM): 28.51X Cap: $4.48B
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Q: I am considering a position in this company but have concerns of negative momentum. Would you suggest waiting for upward momentum or how are you viewing LNTH currently?

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Read Answer Asked by Harry on September 08, 2023

• Codexis Inc. (CDXS $1.64)
  • $1.64 Cap: $153M
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Q: Any chance this company can turn things around or is it on the brink of bankruptcy?
Thanks

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Read Answer Asked by Curtis on September 08, 2023

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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Q: I’m looking at your recent comments that SIS still has good long term prospects in spite of their new issue to pay off debts. Having looked at their 7% drop I was thinking about adding to my position, but I see it is still selling at 25x earnings!
Do you think this price is justified? And would you expect there to be more price volatility up or down in the near future, ie meriting holding on for more price correction?

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Read Answer Asked by Peter on September 07, 2023

• AbbVie Inc. (ABBV $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
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• Merck & Company Inc. (MRK $110.53)
  • $110.53 P/E (TTM): 14.61X Cap: $274.33B
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Q: Hi there I own ABBV thinking of selling and switching to MERCK for a bit more growth and dividend yield of each is comparable. What do you think?

Thanks!

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Read Answer Asked by Robert on September 07, 2023

• DRI Healthcare Trust (DHT.UN $16.07)
  • $16.07 Cap: $886M
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Q: Hi 5i,
On June 29 you were asked for the best metrics to evaluate a royalty company like DHT.UN and your answer was:

We think the best metrics are distribution as a percentage of free cash flow (targeted between 30 and 35% as per management), new royalty transactions or pipeline, and EBITDA and FCF multiples.

Could you please supply the current numbers and information to fill in those metrics for DHT.UN, along with your commentary about what they lead you to conclude about the current health and future prospects of DHT.UN.

Thanks 5i,
Peter

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Read Answer Asked by Peter on September 07, 2023

• Apellis Pharmaceuticals Inc. (APLS $27.30)
  • $27.30 P/E (TTM): 91.0X Cap: $3.35B
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Q: Your znalysis of APLS.US would be greatly appreciated.

Thanks

Thomas

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Read Answer Asked by Thomas on September 07, 2023

• Savaria Corporation (SIS $23.86)
  • $23.86 P/E (TTM): 27.74X Cap: $1.70B
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Q: They are issuing new shares at $14.50. Your thoughts?

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Read Answer Asked by John on September 07, 2023

Q: West Pharmaceuticals (WST). What is your opinion about this company for long term hold?

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Read Answer Asked by vipin on September 06, 2023

• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.44X Cap: $207.81B
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• InMode Ltd. (INMD $14.44)
  • $14.44 Cap: $1B
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Q: Can you compare INMD and ISRG in terms of:
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.

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Read Answer Asked by Mike on August 31, 2023

• Medical Facilities Corporation (DR $16.16)
  • $16.16 P/E (TTM): 8.76X Cap: $296M
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Q: Hi there
Could you please give me your opinion if the above co. is a : Hold,Buy or sell
Thank You and stay SAFE

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Read Answer Asked by Sorin on August 31, 2023

• Illumina Inc. (ILMN $141.07)
  • $141.07 P/E (TTM): 32.5X Cap: $21.55B
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Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.

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Read Answer Asked by Kel on August 30, 2023

• Illumina Inc. (ILMN $141.07)
  • $141.07 P/E (TTM): 32.5X Cap: $21.55B
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• InMode Ltd. (INMD $14.44)
  • $14.44 Cap: $1B
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• Lantheus Holdings Inc. (LNTH $67.56)
  • $67.56 P/E (TTM): 28.51X Cap: $4.48B
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• Catalyst Pharmaceuticals Inc. (CPRX $22.72)
  • $22.72 P/E (TTM): 13.21X Cap: $2.79B
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Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.

How would you rank it among LNTH,INMD,ILMN?

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Read Answer Asked by Kel on August 30, 2023

• WELL Health Technologies Corp. (WELL $4.23)
  • $4.23 Cap: $1.07B
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Q: WELL is trading at 4.25 today. What would be a fair price on evaluation and which one would be the preferred metric for a ballpark price that I can use for this and others.

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Read Answer Asked by Steve on August 23, 2023

• Moderna Inc. (MRNA $34.30)
  • $34.30 Cap: $13.40B
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Q: With respect to assessing Moderna's fair value as a company, what is the value of their patents and pipeline of future messenger-RNA based treatments/vaccines for heart disease, cancer, etc?
Has the market factored this into the share price?

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Read Answer Asked by Alfred on August 22, 2023

• GE HealthCare Technologies Inc. (GEHC $87.28)
  • $87.28 P/E (TTM): 18.0X Cap: $39.75B
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Q: GEHC is off its highs quite substantially, now trades at 17x e , and appears to be oversold.

Do you expect more downside?

If so what price might be tempting

what will it take to start moving up again?

Currently I dont own it.

Thanks again….

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Read Answer Asked by Donald on August 22, 2023

• Knight Therapeutics Inc. (GUD $5.98)
  • $5.98 Cap: $596M
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Q: Have a loss of 50% on GUD in a TFSA. Any hope here? Or what woud you pick as a replacement? Any sector.

Upvote 2

Read Answer Asked by Carlos on August 21, 2023

• Welltower Inc. (WELL $186.08)
  • $186.08 P/E (TTM): 127.45X Cap: $127.71B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.55)
  • $5.55 Cap: $1.38B
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• Omega Healthcare Investors Inc. (OHI $44.27)
  • $44.27 P/E (TTM): 24.79X Cap: $13.08B
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• Medical Properties Trust Inc. (MPW $5.42)
  • $5.42 Cap: $3.26B
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• Healthcare Realty Trust Incorporated (HR $17.14)
  • $17.14 Cap: $6.02B
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• Diversified Healthcare Trust (DHC $5.40)
  • $5.40 Cap: $1.30B
  • View DHC Profile
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Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?

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Read Answer Asked by David on August 21, 2023

• CVS Health Corporation (CVS $80.30)
  • $80.30 P/E (TTM): 211.32X Cap: $101.93B
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Q: I would appreciate you comments about the latest news from Blue Cross in California. Will obviously hurt CVS. Time to get out.

Thanks

Dave.

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Read Answer Asked by David on August 18, 2023

• AbCellera Biologics Inc. (ABCL $4.37)
  • $4.37 Cap: $1.28B
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Q: Hello,
What do you think about Abcellera Biologics ? Is it a risky investment ? Is there any good chance to recover ?
Thanks

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Read Answer Asked by Nancy on August 17, 2023