skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

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: Do you know of a similar ETF to IBB that trades in Canadian Dollars? Thanks!
Read Answer Asked by Dennis 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
Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?
Read Answer Asked by Terry on December 16, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!