Investment Q&A

Q: Savaria with another strong day
What is the Long term plan of Savaria?

Q: Eli Lilly or Novo Nordisk. Which would you buy today? Thanks!

Q: do you know anything about this swiss based company. their gene editing therapy looks very promising. is it a binary outcome or something more positive. dave

Q: I'm an INMD shareholder and like most aspects of the company. The one part I don't love is mgmt's choice to hold so much cash and not buy back shares at these historically prices for the share price. In the recent conf call the CEO was asked again about buybacks and the growing cash hoard. He replied with some very non technical anecdotal examples of him seeing some random companies in the past that bought back shares and the share price never went up. So because of this he feels buybacks are not a good use of capital. He also states they are still looking for m&a. This makes me question the mgmt a bit. It makes me wonder if he's the best steward of capital for the company. Strong mgmt in the companies I own is important to me and something like this makes me wonder if he will end up chasing some m&a deal because they won't look at buybacks at such an opportune time for the company. What are your thoughts on the ceo's comments and do comments like this from mgmt make you second guess their abilities? Thx

Q: Hi,

What would you do with LNTH at this time after the quarterly report?

Rajiv

Q: Hi, Looking at the three and five year charts of Well Health Technologies, I don't see much increase in the stock, or it has done very little in that time period, but you guys keep praising it. When do u think this stock might take off, or at least make it worthwhile investment, thanks?

Q: Is the decline over the last three months related to the general decline of higher growth stocks? And what do you think of the recent results that led to a big drop last week? I'm wondering if it's still a good long-term hold or if not, is there another health care stock in the higher risk, higher growth category that you like more?

Q: what are 3 key metrics you use to value ISRG? how do these 3 current metrics compare to ISRG,s. 5 year averages? thanks Richard

Q: Would you add to an existing small position in LNTH? To take advantage of the tax selling season IF the story of growth is unchanged

Q: Hello, I need to add to the healthcare sector. Is this a good time to buy? Could you please provide 5 names and rate them in order of preference and why? U.S. OR Canadian? Thank you.

Q: Your thoughts on a switch from J&J to Organon in my RRSP. Income is main objective

Q: The IV on this stock is unreal. Its possible to do a short $70 put and $165 call for a profit of $15 if the price remains within those 2 strikes by November 24.

Obviously there are some major risks happening with the company. Do they have any clinical results or anything similar to that happening in the next 3-4 weeks that would cause such a high IV, to your knowlege?

Sheldon

Q: Savaria has had a precipitous fall and only seems to be accelerating to the downside. I am still in the black having held it a long time but am questioning if something has fundamentally changed with the company, flagging it as a "sell"? It just dropped significantly after announcing the upcoming date for its quarterly results and I can't count the number of times I have seen this happen where when the results come out it appears to confirm that there was "leak" of inside information, we will see. (On that note, I figure if 5i was a listed company, it would be classed as having a "wide moat", because it seems like wherever you look there is a dearth of people, organizations and institutions with integrity these days).

Q: Well Health shares have been lagging expectations lately ( at least mine. ) I'm holding a position and feel longer term will improve share price.
What I am wondering is if the shares at current pricing will be further pressured by tax loss sellers?
Thanks
John

Q: In January, you answered a question about Sienna with a note that the payout ratio was 99.6%. In another answer in March, you indicated it was 61%.
Could you take a look at it again and comment on the difference? Is one of these an anomaly?I am interested in knowing if their situation is improving regarding dividend safety. Should I be concerned? Is the risk level increasing or decreasing? ... Thanks! PK

Q: Dear 5i team.

In early Oct. after the possible take private offer on NBLY was announced, I started keeping tabs on it. From the initial pop the price action is down on a daily basis, it seems.
When do we expect more public info to be released on this one? It sure smells like the old DND bait and switch example of the past year or so and we know how that one has played out. (apologize for the cynical DND comment, but it's the most recent example I could think of)
Is the arbitrage opportunity here picking up speed, or a sign that the market thinks this deal will not complete, thus stay away?

Many thanks for your help.

Q: WHAT IS CAUSES THERMO FISHER SCIENTIFIC TO GO DOWN OVER 30 DOLLARS TODAY OCT.25,2023?

Q: is inmode down just because its an israeli company or are there other reasons.
at 20 bucks it seems like a great buying opportunity. dave

Q: Amneal Pharmaceuticals spiralled downward in October 2018, and has been essentially flatlining in the $4-$5 range since 2020. In the generic pharma business, one would think this should be doing somewhat better than it is. Any signs of a recovery on this one? Thanks.

Q: Sooner than later the US Congress and Senate will have to deal with the US debt ceiling. One option is to cut expenditure for certain categories, like health care or medical expenditures. With this in mind, I searched for revenue from the US Federal Government for each of the health stocks that I hold but with no luck. Did this as I think that if such revenue is cut for such healthcare stocks the price of the stock could decline. Can you estimate such revenue received for each of these stocks - ABBV, ABT, BSX, ISRG, SYK, UNH and ZTS? Or do you know a source for such information? .......Thanks for the assistance.......Tom