Investment Q&A

Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Q: I own these three stocks and for consolidation reasons was thinking of selling one, but only if it makes sense. In terms of your confidence level in these companies, is there a clear ranking of them or are all three of them pretty solid with equivalent long-term growth opportunities?

Q: What would be your best picks for companies with exposure to the field of Precision Medicine/Personalized Medicine. Could you give them a rating and a brief reason for the rating. Any other comments appreciated.
Many thanks .

Q: Hi 5i,

For Guardant Health (GH) would you recommend holding or selling at this time?

If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.

Thank you.

Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?

Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave

Q: Would you have a proxy for GH and VEEV and would you buy them back in 30 days or would you just sit it out and wait for a rebound?

Thanks for your service!

Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks

Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Can you please rank the following cancer related stocks based from best to worst based on your understanding of which are currently under appreciated based on their potential to cure or prevent cancer? To put it another way, do any of them have technology that could become significantly larger businesses than they are today in treating or detecting cancer?
Please add one name that I have not listed that may have higher potential.

Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:

1. Most growth potential
2. Best overall investment

Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.

Q: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?

Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?

Q: Between NVTA, CRSP, EXAS which one will prefer to start a new position - from a quality of product and pipeline - runway and performance perspective. Thanks

Q: HI there,

Two part question here. First, why is EXAS (in your opinion) being crushed so badly? It has fallen much more than GH. Something fundamentally wrong or one you would expect to bounce back hard and is thus worth adding to.

Secondly, would you suggest taking a 50% loss on EXAS to move to something like ABBV that pays a 7%+ dividend and seems safer? Jim Cramer advocates selling some stocks to move into more premium stocks that are also down and I'm wondering if this would be an example.

Please feel free to take 2 credits and provide complete answers to each part.

Q: Hi there. It seems like in this Coronavirus hysteria nobody is excited about testing or treating cancer based on the trading of Guardant and Exact sciences. Do you like the current levels as a nice entry point for a speculative and long term position in each? It seems oversold unless I am missing a fundamental problem. To put a sharp point on the question, are they good buys today?

Thanks!

Q: Could you please compare these two. Which one would you buy today?

Thanks,
Milan

Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks