Investment Q&A

• Moderna Inc. (MRNA $51.71)
  • $51.71 Cap: $20.78B
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• BioNTech SE (BNTX $88.06)
  • $88.06 Cap: $22.61B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Moderna Inc. (MRNA $51.71)
  • $51.71 Cap: $20.78B
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Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• AbbVie Inc. (ABBV $204.98)
  • $204.98 P/E (TTM): 93.12X Cap: $368.38B
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Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?

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Read Answer Asked by James on August 02, 2022

• Elevance Health Inc. (ELV $294.60)
  • $294.60 P/E (TTM): 11.78X Cap: $65.09B
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Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H

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Read Answer Asked by Harry on August 02, 2022

• Bausch Health Companies Inc. (BHC $6.86)
  • $6.86 P/E (TTM): 12.05X Cap: $2.58B
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Q: Any idea why the stock is down by 50% today?

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Read Answer Asked by James on July 28, 2022

• Humana Inc. (HUM $169.15)
  • $169.15 P/E (TTM): 17.34X Cap: $20.55B
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Q: Thoughts on earnings and outlook ? Would you enter here ? Thank you.

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Read Answer Asked by Paul on July 28, 2022

• The Cigna Group (CI $263.35)
  • $263.35 P/E (TTM): 11.87X Cap: $69.73B
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• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
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• Thermo Fisher Scientific Inc (TMO $463.48)
  • $463.48 P/E (TTM): 26.65X Cap: $172.62B
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• Zoetis Inc. Class A (ZTS $116.07)
  • $116.07 P/E (TTM): 20.21X Cap: $49.53B
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• DexCom Inc. (DXCM $67.29)
  • $67.29 P/E (TTM): 32.21X Cap: $26.03B
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• Lantheus Holdings Inc. (LNTH $77.13)
  • $77.13 P/E (TTM): 23.73X Cap: $5.21B
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Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes

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Read Answer Asked by sam on July 27, 2022

• Illumina Inc. (ILMN $124.22)
  • $124.22 P/E (TTM): 22.09X Cap: $18.79B
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• Intuitive Surgical Inc. (ISRG $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
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• AbbVie Inc. (ABBV $204.98)
  • $204.98 P/E (TTM): 93.12X Cap: $368.38B
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• Bristol-Myers Squibb Company (BMY $58.46)
  • $58.46 P/E (TTM): 17.26X Cap: $120.90B
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• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
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• Merck & Company Inc. (MRK $113.97)
  • $113.97 P/E (TTM): 15.92X Cap: $283.08B
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• Pfizer Inc. (PFE $27.41)
  • $27.41 P/E (TTM): 20.18X Cap: $155.40B
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Q: Hi,

Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks

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Read Answer Asked by Marco on July 27, 2022

• Viatris Inc. (VTRS $13.49)
  • $13.49 Cap: $15.82B
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Q: your opinion on this Co. please. Thank you , Fooklin

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Read Answer Asked by Fooklin on July 25, 2022

• WELL Health Technologies Corp. (WELL $4.12)
  • $4.12 Cap: $1.06B
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Q: Positive market on Amzn acquiring 1 Medical for $3.9m.Does this make WELL a potential take over candidate. & indicates that it is on the right path? Txs for u usual great services & views

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Read Answer Asked by Peter on July 22, 2022

• Trulieve Cannabis Corp (TRUL $8.59)
  • $8.59 Cap: $1.63B
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• AdvisorShares Pure US Cannabis ETF (MSOS $3.83)
  • $3.83 P/E (TTM): 6.91X Cap: $744M
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Q: Hi there, seeing some good movement in the cannabis space. Do you believe the sector to be cheap. How do you like the growth prospects(i.e. U.S.) I am looking at both TRUL & MSOS as ways to play. Your feedback is appreciated. thx Chris

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Read Answer Asked by Chris on July 22, 2022

• Salona Global Medical Device Corporation (SGMD)
  • Cap: $17M
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Q: Can I please get your thoughts on the recently released Q1 2022 financial results.

Thanks,
Scott

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Read Answer Asked by Scott on July 21, 2022

Q: Hello Team,
\Bionano Genomics, Inc. (BNGO).

Would you happen to know anything about this company?

It trades in the excited states with good daily volume!

A good candidate for trading.

Thanks

Stephen

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Read Answer Asked by Stephen on July 21, 2022

• WELL Health Technologies Corp. (WELL $4.12)
  • $4.12 Cap: $1.06B
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Q: Could you comment on today's news release. There seems to be strong growth in patient visits and practitioners but is this at the expense of growing revenues and ultimately profits?

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Read Answer Asked by Harry on July 21, 2022

• Savaria Corporation (SIS $25.38)
  • $25.38 P/E (TTM): 29.86X Cap: $5.81B
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Q: What is wrong with this stock? It keeps going down regardless of market direction. Hits 52 weeks low today. Is it time to bail out of this?
Thank you

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Read Answer Asked by satish on July 13, 2022

• Thermo Fisher Scientific Inc (TMO $463.48)
  • $463.48 P/E (TTM): 26.65X Cap: $172.62B
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Q: Do you have any insight to the reason for the big drop in TMO"s share price today. As well what are your overall thoughts on this company. Thank You.

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Read Answer Asked by Brian on July 13, 2022

• InMode Ltd. (INMD $13.77)
  • $13.77 Cap: $852M
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Q: Hi 5i Team,
Pls comment on InMode preliminary 2nd Q result and this company going forward. Why this stock is trading at such low PE 12x ?

I bought a half position, time to add?

Thank you for your professional advice as always.

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Read Answer Asked by Pui on July 13, 2022

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.07)
  • $66.07 P/E (TTM): 22.27X Cap: $166M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.84)
  • $66.84 P/E (TTM): 26.33X Cap: $502M
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Q: I currently own XHC and would like to add another healthcare ETF that is in Canadian $, which one would you suggest or best to buy a US ETF?

Thanks

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Read Answer Asked on July 13, 2022

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.07)
  • $66.07 P/E (TTM): 22.27X Cap: $166M
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• iShares Biotechnology ETF (IBB $163.26)
  • $163.26 P/E (TTM): 20.63X Cap: $7.90B
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• iShares U.S. Medical Devices ETF (IHI $54.80)
  • $54.80 P/E (TTM): 29.95X Cap: $3.30B
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• iShares U.S. Pharmaceuticals ETF (IHE $85.00)
  • $85.00 P/E (TTM): 21.49X Cap: $1B
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• iShares Genomics Immunology and Healthcare ETF (IDNA $28.66)
  • $28.66 P/E (TTM): 16.66X Cap: $146M
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Q: Can you recommend one or more etf's that would provide exposure to the health industry including medical devices, genomics, biotech, big pharma etc. Covered call etf's in these sectors would also be of interest. Thanks

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Read Answer Asked by Ian on July 12, 2022

• AbbVie Inc. (ABBV $204.98)
  • $204.98 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
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Q: In a question today regarding top health care stocks you mentioned abbivie as one of the top choices but not lly. I know that in the recent past you were strong on lly over abbevie. I bought lly at that time, in fact, and profited quite well from the purchase. Thank you. My question is what made you pinpoint lly as a good prospect earlier on and what brings you to not mention it now in response to the question on top health care stocks?

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Read Answer Asked by joseph on July 12, 2022