Investment Q&A

Q: Hi 5i, I was curious on your ranking of SIS being highly impacted by tarrifs. I was of the view that FDA approved items would be exempt. Please comment.

Thx.

Q: Thoughts on today’s announcement?

Q: Cosciens seems to be in a death spiral since the merger. Is there any hope here?

Q: Why is Zoetis down $33 from peak in the last 12 months. Good time for a tax loss sale?

Q: Is ISRG and ISRG.T the same company? If so, can I expect to benefit from any ISRG gains by buying ISRG.T? Thank you.

Q: It looks like WELL shot higher in the last 5 minutes of trading on volume of over 330K. Any chances that this might have something to do with purchasing ELNA Medical Group which filed for creditor protection last month in Quebec?

As always, appreciate your viewpoint.

Q: Good Morning
Comments please on ISRG’s earnings and your thoughts going forward. Does it remain one of your favourites in the
“buy and forget category”
Thank you

Q: Hello 5i, I am up quite a bit on MRK, ABBVIE and HHLE. In answer to a question on MRK by Michael on Jan 22 you wrote "We would take a look at AMGN as an alternative to MRK". With the success I have with MRK et al. is MRK a sell to be replaced by AMGN now or is MRK still a keeper for now. Value investor.
Stanley

Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?

Q: Hi,

May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.

Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.

Thank you, Michael

Q: Hi team. You have not answered any questions on Aurora since 2022. The stock seems to be gaining momentum since September. What are you views on it now?

Q: When does WELL release the year end results.

Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Q: Hi team,
What’s your current thoughts on Vhi? Valuation wise it currently seems pricey . But , the company recently completed a big offering at near today’s price. So, investors seem to want to pay up for the name. Recently Jason Donville named it as a top pick , with him spouting that it should be a $20 stock in a year. Is this realistic ? I remember when Donville was a small cap god on BNN 10 years ago; at one time he had a good reputation it seemed as a stock picker . He also mentioned that it is the next dsg. Big shoes to full. I guess question is does vhi really have the potential to change the healthcare software sector radically in the next few years ? Does it hold a product ahead of any competition? Is this a name that could be a huge winner in the long run ? I hold a smaller position currently. Wondering if it’s worth a shot adding to the band long term at this level ?

Thanks ,
Shane

Q: Outlook for this name?

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab

Q: Hello, is this a good entry point for this stock ? It seems to have high multiples using any metric. They seem to have no debt on the books.

Q: Your thoughts on the company after the short report? Is there more damage yet to come or is there an opportunity here?

Thanks

Dave