Investment Q&A

Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Q: Greetings 5i, I would like to revisit the investment thesis for Ilumina, sold it for a tax loss but the stock spiked up on earnings and has continued to rise. Please provide an analysis of its future prospects and your opinion as to whether or not this is a buy now. Or, is there a better option in this field? I already have a good sized position in Intuitive Surgical. Thank you.

Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.

Q: Why is ILMN your favourite in Multiomic sequencing? And is this a good price point to start a position?

Q: Can you recommend stocks or ETFs in Multiomic sequencing

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

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

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

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!

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

Q: Could I have your opinion of GRAIL going forward?

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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

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

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?

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

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