Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!
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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.
- Illumina Inc. (ILMN)
- Exact Sciences Corporation (EXAS)
- NovoCure Limited (NVCR)
- Guardant Health Inc. (GH)
- Seagen Inc. (SGEN)
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.
Please add one name that I have not listed that may have higher potential.
Q: I am interested in these two companies for growth. Which do you prefer and why? What would you say is a good entry point for them? Would you tend to wait to see what happens with these stock ie further volatility and declines? Thanks!
Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks
- Illumina Inc. (ILMN)
- The Trade Desk Inc. (TTD)
- Guardant Health Inc. (GH)
- Digital Turbine Inc. (APPS)
Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.
Thanks for your service?
Thanks for your service?
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Guardant Health Inc. (GH)
- Dye & Durham Limited (DND)
- Unity Software Inc. (U)
- Roblox Corporation Class A (RBLX)
Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.
Thanks for your service!
Thanks for your service!
Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.
I am down even more on Crowdstrike (25%) and the same dilemma applies.
Your thoughts please and deduct points as appropriate.
John
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.
I am down even more on Crowdstrike (25%) and the same dilemma applies.
Your thoughts please and deduct points as appropriate.
John
Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuit Inc. (INTU)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- DexCom Inc. (DXCM)
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Thanks for the great advise!!
Grant
- Adobe Inc. (ADBE)
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Align Technology Inc. (ALGN)
- DexCom Inc. (DXCM)
- CrowdStrike Holdings Inc. (CRWD)
Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- NV5 Global Inc. (NVEE)
- Topicus.com Inc. (TOI)
Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.
Q: Any idea why the stock went up so much today?
Jim
Jim
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Veeva Systems Inc. Class A (VEEV)
- Teladoc Health Inc. (TDOC)
- Guardant Health Inc. (GH)
Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?
Thanks for your service!
Thanks for your service!
- Illumina Inc. (ILMN)
- Abbott Laboratories (ABT)
- Johnson & Johnson (JNJ)
- Thermo Fisher Scientific Inc (TMO)
- Guardant Health Inc. (GH)
- Moderna Inc. (MRNA)
Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Profound Medical Corp. (PRN)
- iShares Biotechnology ETF (IBB)
- Guardant Health Inc. (GH)
- ARK Genomic Revolution ETF (ARKG)
Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- iShares Russell 2000 Growth ETF (IWO)
- Roku Inc. (ROKU)
- Vanguard Growth ETF (VUG)
- DexCom Inc. (DXCM)
- CrowdStrike Holdings Inc. (CRWD)
Q: We have a small amount of investable dollars available that was gifted to us when our two children were born. They both already have RESPs and those are maxed out. Our own TFSAs are maxed out, and the RRSPs are nearly as well - but this is intended to be for them when they get older, not us. Any advice you can give other than model something after the growth portfolio and wait? Time is on our side. 10+ year outlook before we might try and access it.
- Illumina Inc. (ILMN)
- Telo Genomics Corp. (TELO)
- Invitae Corporation (NVTA)
- Editas Medicine Inc. (EDIT)
- CRISPR Therapeutics AG (CRSP)
- ARK Genomic Revolution ETF (ARKG)
Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.
Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.
Thank you.
Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.
Thank you.
Q: Earnings came out last week and looked great to me but the stock got pummeled.
Comments, please.
Comments, please.
- Illumina Inc. (ILMN)
- Abbott Laboratories (ABT)
- Guardant Health Inc. (GH)
- Fulgent Genetics Inc. (FLGT)
Q: Any companies that may benefit from the future of Covid as we learn to live with it Testing and therapeutics... not vaccine companies
Went for a wild ride with Flugent is it a option ? Others ?
Thanks
Greg
Went for a wild ride with Flugent is it a option ? Others ?
Thanks
Greg
- Illumina Inc. (ILMN)
- Invitae Corporation (NVTA)
- CRISPR Therapeutics AG (CRSP)
- Twist Bioscience Corporation (TWST)
Q: What is your long term outlook on the above companies.
I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.
I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.