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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning Peter & Team,

Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.

You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?

Thanks for all you do

gm
Read Answer Asked by Gord on January 04, 2022
Q: ABBV has had a good run recently. So good that it is now trading at a PE of approx. 32 from what I see. I see revenue has been consistently climbing, and P/CF appears to be a bit lower than it's historical numbers. However, according to Morningstar it I see that it is trading at approx. 1.2 above fair value - historically high for ABBV.

What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.

Thanks,
Read Answer Asked by James on January 04, 2022
Q: Some comments on the merits of this company. A happy and Holy Christmas to all you staff and a sin ere thank you for your great and affordable service.
Read Answer Asked by Thomas on December 25, 2021
Q: Hi Peter and team,
While Becton Dickinson and Stryker seem to have a lot in common (medical supplies, joint replacement, etc.) their performance has deviated greatly in recent years; (over the past year, less than 1% gain for BDX but almost 12% for SYK). The one I own (naturally) is BDX, which also has a lower P/E and a higher dividend. Two questions: (i) any idea why BDX has underperformed SYK so much; (ii) would you sell, hold on, or buy more of what many analysts say is a well-run company in a demographically promising business?
Thanks!
Read Answer Asked by James on December 23, 2021
Q: Hi 5i Team,

Could you please comment on PHA and their recent earnings? I have a 1/4 position in the stock that I bought at $1.20. I usually don't add to a position if it is down but I'm tempted to add another 1/4 position in this case and fill out the position through 2022 if the price rebounds. It's one in a basket of small cap stocks that I intend to hold for 3-5 years.

Thank you for your service and Happy Holidays to everyone at 5i!

Colin
Read Answer Asked by Colin on December 23, 2021
Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?

Thanks to all
Read Answer Asked by ralph on December 22, 2021
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