Investment Q&A

Q: Is ABCL a good long term hold ? Thanks for this great service,

Q: Recently, Merck seems to reach a new all time high every day. How does their valuation and prospects going forward look at these levels compared to their peers? I certainly appreciate the bright spot in the portfolio but wondering if I should be trimming here.

Q: Thoughts on UBX?

Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.

Q: What is your outlook for this company's share price?

Q: Last review was in 2021, fundamentally how do you rate RES today, taking into account that Covid impacts may be reducing. Include a value and growth perspective given current metrics.

Q: How do these compare for potential growth over the next 5 years? Would you consider swapping a position in SYK for DXCM in a non=taxable account? ISRG is already owned in the health space

Q: Hi 5i Team,
Between this two stocks, which one would you think has better upside potential?
Thank you for your good work.

Q: Hi to all.

Presently retiring in a few months and looking for income.


Presently we own XHC in our RRSP account and thinking of changing over to LIFE.


Would this be a good switch in your view, or is there a better option?


Thanks again


Mike

Q: Would you recommend LIFE for healthcare exposure? Would LIFE be less volatile due to its covered call strategy? What % would you recommend?

Thanks for your service!

Q: I own ILMN, VEEV, GH but not LNTH. Would you recommend a switch to LNTH for more growth? I can use ILMN and VEEV for a tax loss - should these be repurchased or just buy LNTH (or another stock?)for more growth?

Thanks for your service !

Q: Hi there, I’ve been watching DOC for awhile. I realize that it’s affected by “end of pandemic” malaise of these virtual health stocks, and also the general breakdown of small cap stocks. Just wondering though, it’s down so much more in the past 12 months at .22 cents today…is there something bad going on with this company?

Thanks!

Q: Hello,

I've had these three healthcare companies on my watchlist for some time. Can I get your up-to-date assessment of each re: growth prospects and balance sheet stability? Would you consider any of them to be a buy and if so, in what order and is the current valuation reasonable?

Thank you, Doris

Q: What do you think about their acquisition announced this morning?

Q: Hello everyone your thoughts on Vktx

Q: What's up with Well Health? Great results, analyst consensus of $9 - but stock stinks at $3.

Is Li Ka Shing still a shareholder? The last Cantech article seems unclear by saying "lead by..."; like "lead in spirit, but not dollars"? WELL is a sponsor of Cantech and Wadell owns shares personally, so the language and format of that article seem questionable. I kinda get the impression Li has liquidated his position but the company is tiptoeing around disclosing that. A couple sources say Li has "exited" but you may have clearer info from company IR.

I know Hamed Shabazi (ceo of WELL) is close friends with Sharzad Rafati, (ceo of BBTV) and that company has been an utter disaster. Hamed also sits on the board. Do you see any contagion spilling over? Similar problems, tricks or worse?

Something doesn't add up with the share performance of WELL based on their results, supposed high profile backers and analyst target consensus. Can they handle their debt? Have they overextended? Was that short report correct in their analysis of the CRH takeover? I mean that was a trash article; poorly researched and appears to be written by a confused teenager.

I like Hamed and followed him all the way back from the TIO days. I want to be sure that I am not picking up a scent similar to the fraudulent Canadian roll-up "darling" Patient Home Monitoring - I still have nightmares from that burn. The analysts all loved that one too. Well, thanks for your insight!

Q: Hi Peter and 5i team,
Can you please explain what happened to Abbvie on Friday? It seemed like an Analyst/Investment Company came out with a statement and then retracted it later on it the day. Thank you for the explanation.
Do you still think ABBV is positive going forward?
Thank you.

Q: I notice you didn't have INMD on your list of high conviction growth US healthcare stocks. You had mentioned it positively in the past and I'm curious of your current opinion, and why it wasn't on the list?

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!