Investment Q&A

Q: I have the above but am thinking of selling and buying into a drug etf. I am open to expanding one or two drug co.to accompany lly but I am looking for your comments and advice. Take whatever points for this info.
Do you have an opinion on Biden comments re the pharma and also basic materials on how or will that effect canada and which s tks could be adversely challenged. Thank you.

Q: Which do you prefer for growth: ILMN or LNTH and why?

Thanks for your service!

Q: It looks like LNTH’s fortunes changed fairly dramatically on or about Feb. 24th 2022. At the time there were two press releases; Feb. 23rd re: FDA approval of new manufacturing facility, and Feb. 24th Q4 and full year 2021 Financial Results. Do you know which precipitated the sharp rise in share price, or was it a combination of both? Just trying to figure out exactly what the market might have loved so much at the time, and if you think it is still proving out? Thank you for any insight you might have.

Q: Hello 5i Team,

Considering the recent rise of VMD share value, would you endorse a switch to the other former PHM spinout, QIPT. How do you rank them in comparison? I see that you are feeling more confident about VMD recently, but recognize that it's considerably more expensive. Thanks, Brad

Q: What percentage of revenue and earnings are from one time sales and from recurring business.

Q: I would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.

Q: Hi Team,
In an earlier question you rated LLY as 9 and ABBV as 7. Should I sell my position in ABBV and move it to LLY?
Thanks

Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.

Q: Hi for growth momentum and overall risk over 1-2 years which of these 2 would you prefer?

Thanks!

Q: What's your thoughts on the company? Thanks

Q: Peter;;I searched but couldn’t find the info in the data bank- when does LNTH report next and what are the street estimates? Thanks
Rod

Q: Peter; Point is having a “ Fireside Chat” Thursday am- is this just a information type chat to update investors .? I assume no info re the splash would be divulged? Thanks
Rod

Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

Q: Your thoughts on the preliminary Savaria numbers out today?

Thx

Q: Can I get your thoughts on Steris’ recent quarterly results? Is the drop in price overdone in your view?
Thanks.

Q: With Biden's all out attack on big pharma, is Abbvie still a keeper?

Carl

Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.

Q: With the recent announcement from our federal government on Health Care, what are some of the stocks in the health area would you suggest for long term investment?

Q: Hi, I hold ABBV as a healthcare holding, since Canadian choices are limited. Any idea why ABBV is weak lately? Do you think it is company related, or macro related? What do you see going forward, either for operational performance or macro head/tail winds? Not planning to touch it unless something fundamentally changing, but it is close to technical resistance and a further fall here could have it testing $130's.