Investment Q&A

Q: Hello,
Any plans to update your research report on GUD now that they have bought back Paladin Labs?
Thankyou.

Q: Stock has been hammered while reportedly May 19th CEO and CFO collectively buy ~$30 mln worth of stock.
Lots of problems, do you believe the company can recover from its Medicare Advantage woes?
Thanks for all your great work! Ted.

Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Q: What do you make of the news that QIPT has an offer to be taken private by Forager for $3.10 USD. What are your thoughts on its trading at $1.80USD..... the market clearly does not think this is going to happen or that a competing offer is likely. What is Qipt worth and does it make sense to hang on to see how this plays out?

A long suffering stock holder

Q: Would you be a buyer of ISRG at this time? If not, what price would you consider it to be buyable?

Q: Can I get your assessment of NGEN? Can the fundamentals support a sustained move in this one? That is some major volume coming in on those up days! Thanks.

Q: What is your opinion regarding the future of CRSP? Buy, sell, hold?

Q: There has been some insider buying on this stock lately by the new president ( 25 millions ) and by other directors, do you think it is a good idea to buy some shares and have a good risk reward potential or should we wait for more positive signs. I was thinking of going for a 2% position today. This company is so big and has a proven business model.

Q: Your view on their Q earnings announced last night would be appreciated, please and thank you.

Q: do you think it's a good time to start getting some of this stock? Is the Canadian or US side better? I see that 5i staff owns unh.us and I'm guessing that their ACB is higher than the current price.

Q: What is your thinking on ABBV. I've held it for years and am up nicely. With pending limits on US drug pricing (maybe) is this a time to sell or hold? Or add, for that matter. thanks

Q: Hey everyone, this 1b dollar company looks amazing to me. What am I missing? They have over 300 million in cash and are cash flow positive. This type of drug has been acknowledged recently as part of a drug regime that helps people with lupus nephritis its a calcinurin inhibitor.

How would you value this company? the market doesn’t like it even though it’s making 260million a year going forward with no debt. Is there an issue with the IP?

Q: The market is more complicated than ever. Taking into consideration that we have had a big bounce from lows, what sector right now would you say offers the most value, where a year from now we will say, "wow, that was a real buying opportunity?" Any screaming buys? Thank you!

Q: Healthcare is doing terribly. When this happens should one sell positions or just hold good companies into the decline knowing the tide can turn at any time. I have a hard time knowing if I should be selling companies in sectors that are not working and reallocating money to say financials or industrials. Thank you!

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

Q: Hi there, wouldn't it be worthwhile for some to takeover WELL now, by paying a real good premium to todays price and yet... still scoop up WELL on the cheap, based on its future potential and better execution with new management/board?

If so, who do you feel would want to take over WELL?

What would be a good takeover price based on Q1 results and 2025 forward guidance?

Thanks!

Q: TMO on downward trend. Is this a buy, sell or hold and if you recommend moving on but staying in the same area what do you recommend? If leaving healthcare, what is one strong conviction stock to buy today in any area? Thank you!

Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?

Thanks,
Shane.

Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.

Q: My focus is on ELV. With the Medicare fraud investigation just announced on UNH, is there the potential for similar risks at ELV? Its stock price seems to have moved down in sympathy with UNH recently (a classic M-pattern technically speaking).

What are your thoughts with a long term investment in this space, and in ELV in particular?