Q: Why is ILMN your favourite in Multiomic sequencing? And is this a good price point to start a position?
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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.
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Illumina Inc. (ILMN)
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Pacific Biosciences of California Inc. (PACB)
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CRISPR Therapeutics AG (CRSP)
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Bio-Techne Corp (TECH)
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10x Genomics Inc. (TXG)
Q: Can you recommend stocks or ETFs in Multiomic sequencing
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Gilead Sciences Inc. (GILD)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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BioMarin Pharmaceutical Inc. (BMRN)
Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave
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Illumina Inc. (ILMN)
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BlackRock Inc. (BLK)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Nutrien Ltd. (NTR)
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Knight-Swift Transportation Holdings Inc. (KNX)
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Powell Industries Inc. (POWL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?
Thanks for your service!
Thanks for your service!
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Biogen Inc. (BIIB)
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Gilead Sciences Inc. (GILD)
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Illumina Inc. (ILMN)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Eli Lilly and Company (LLY)
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Novo Nordisk A/S (NVO)
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iShares Biotechnology ETF (IBB)
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SPDR Biotech ETF (XBI)
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First Trust NYSE Arca Biotechnology ETF (FBT)
Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.
Q: Hi, could you review the latest quarter for ILMN, and your thoughts going forward. The growth seems quite high, but what are the risks you see? It seems like it would fall outside of the next administration's focus? If not ILMN what would be your favourite in the space?
thx. M
thx. M
Q: Hi folks, received shares from the spin-off, what are your thoughts on the company? Add or sell the position? Thanks.
Q: Is ILMN a buy, sell or hold in your view?
Thanks for your service!
Thanks for your service!
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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Miscellaneous (MISC)
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Coinbase Global Inc (COIN)
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara
Cheers,
Tamara
Q: Could I have your opinion of GRAIL going forward?
Thanks for your service!
Thanks for your service!
Q: What are the net benefits of the Grail Inc spin off please?
Is Grail Inc worth investing in or should ILMN be more attractive after the spin off of Grail?
Thanks
Is Grail Inc worth investing in or should ILMN be more attractive after the spin off of Grail?
Thanks
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Illumina Inc. (ILMN)
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Abbott Laboratories (ABT)
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CVS Health Corporation (CVS)
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Danaher Corporation (DHR)
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Eli Lilly and Company (LLY)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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Health Care Select Sector SPDR (XLV)
Q: Good morning;
I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.
I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.
Thanks very much.
Dave
I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.
I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.
Thanks very much.
Dave
Q: What is the expressions for Ilmn? And if they match expressions would it be a ok time to dip a toe in for a half position?
Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?
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Amazon.com Inc. (AMZN)
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Illumina Inc. (ILMN)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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Tricon Residential Inc. (TCN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Communications Inc. (ZM)
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Airbnb Inc. (ABNB)
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Nuvei Corporation (NVEI)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
Q: Would you buy ilmn here at $93? And ttd at $63?
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
Q: Hi 5i team
I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?
Best,
Matt
I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?
Best,
Matt
Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.
RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.
There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.
I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.
RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.
There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.
I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.
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Illumina Inc. (ILMN)
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Pacific Biosciences of California Inc. (PACB)
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Exact Sciences Corporation (EXAS)
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
Thanks,
Fred
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Illumina Inc. (ILMN)
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The Walt Disney Company (DIS)
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Tucows Inc. (TC)
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Fortinet Inc. (FTNT)
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Wolfspeed Inc. (WOLF)
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you