Investment Q&A

Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Q: Will RHT.H ever solve their issues? Do think it is doomed? What is your advice on holding or should I exit?

Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Q: Going forward, which of these two would you prefer to own and for what reasons. Thanks

Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Q: Can I please get your thoughts on AIAI, Netramark Holdings. Can you also provide some other stocks that might offer a similar AI service.

Q: Recently a BNN guest was making the case for investing in UnitedHealth after the big decline in share price. Do you view this as one that an investor with a long term view could begin picking away at now, or do you feel things have changed fundamentally and it should be avoided at least for now?

Thanks for your thoughts.

Q: hi folks...it appears that Well Health, well/t...now owns 97.47M shares of Healwell, Aidx, or 37%...and have 30.8M MVSs ....am I correct that Well bought the shares for $0.125/shr, and the 30.8M MVSs for $0.01 each (exercisable at $2.50)...if correct...does that not seem like a great deal & execution by mgmt at Well Health....I know they have had lots of stumbles in past, but I am thinking/hoping...that 2025 is breakout year. Am I correct with my figures for Healwell??, & your thoughts, thanks as always, jb Piedmont QC....Go Habs Go hehe

Q: When do you expect Well to release first quarter results?

Q: MRK was a recommendation for stable US and health exposure, but has seen a major drawdown in 6 moths. Any insight you can offer on current challenges and whether they have a path to recover? Or should it be replaced?

Q: PINK NYSE Arca/US Simplify Health Care ETF

Looks like just another health care ETF. Any uniqueness here or not worth investing in?

Thank you.

Q: I know it is a risky penny stock, but can you provide a brief overview of what you think of this company? Valuation, growth prospects, balance sheet health etc.
Thanks,

Q: Please help me out. One of the metrics I find very important is ROE or return on equity. When I look this up look this up on 5i’s site under profile I get an ROE of 128% however when I look at the April 25/24 report it shows 2%? The current Morningstar Quant Report shows 3.99%. So 1st. question is does 5i consider ROE to be an important metric?
Secondly how can I get an accurate measurement?
Thanks

Q: Moley Fool just posted the following comments on FLGT. I was wondering if you could comment on it and explain why you think it is or is not a good investment.

"Fulgent pivoted and became a provider of COVID tests, thus allowing it to load the balance sheet with cash. And while the COVID testing business has evaporated, that cash-heavy balance sheet remains.

There are two numbers that underlie Fulgent’s appearance in this BBN collection:

Current net cash/share = $27.70
Current stock price = $15.50
Yes, Fools, Fulgent currently sports an enterprise value of $(352) million or $(11.43) per share, and that is indicative of a company that is either (and potentially both) a fraud or burning through that cash pile at a rapid rate. We see no indication that Fulgent is a fraud, and we certainly don’t see any indication that the cash pile is in rapid decline. Heck, it’s barely in decline at all, with free cash flow of just $(19.2) million in 2024.

We’re running long here, and for more detail, I’ll point you to the recent forum post on the quarter and year that was. And to be clear, this is no Danaher. Fulgent definitely leans towards the speculative side of the industry. But my goodness, the business almost certainly isn’t worthless. Let alone the negative value the market has currently ascribed.

The glory days of the pandemic for this company aren’t likely to return any time soon, but even if it trades to its cash value, you’re looking at a pretty decent return from today’s price."

Many thanks

Scott

Q: Greetings…I’ve taken a 10% haircut on this ETF held for healthcare exposure. I could book the loss, but if I replace with another healthcare ETF inside of 30 days in your experience does the CRA have a problem with that? Also, some of the other ETF’s on the TSX look like they have fared even worse. Any ideas? (Trying to avoid holding one or two US companies individually)

Q: What do you make of their earnings for the last quarter? It seems like a beat with positive guidance. What is the reason for the additional pullback today when the markets are increasing today? Is this stock still worth holding?

Regards,

Brendan

Q: Thoughts on the Q? Buying opportunity?
Thanks in advance.

Q: which 3 metrics do you use to value ISRG and UNH and how do they compare to their 3 year prior history ? what entry price do you suggest for each company. thanks Richard

Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?

Q: Hey guys - thanks for the great service!

From Well Health FY 2024 reporting - I read Well was penalized $2.8B USD for the Circle business billing. "Company recognized an expense of USD $2.8 million for the year ended December 31, 2024, for estimated settlement costs."

For a company with a Market Cap of about $1B.....this settlement cost appears to overwhelm any chance to remain solvent looking into the foreseeable future. What am I missing.

Glenn