Investment Q&A

• Intuitive Surgical Inc. (ISRG $523.99)
  • $523.99 P/E (TTM): 69.46X Cap: $185.75B
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• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
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• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 166.5X Cap: $387.51B
  • View ABBV Profile
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• Johnson & Johnson (JNJ $220.14)
  • $220.14 P/E (TTM): 21.09X Cap: $530.38B
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• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
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• Merck & Company Inc. (MRK $108.18)
  • $108.18 P/E (TTM): 14.43X Cap: $268.50B
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• iShares Biotechnology ETF (IBB $175.33)
  • $175.33 P/E (TTM): 21.3X Cap: $8.76B
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• IDEXX Laboratories Inc. (IDXX $693.85)
  • $693.85 P/E (TTM): 54.8X Cap: $55.40B
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• Halozyme Therapeutics Inc. (HALO $69.22)
  • $69.22 P/E (TTM): 16.31X Cap: $8.14B
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• Incyte Corporation (INCY $101.99)
  • $101.99 P/E (TTM): 17.96X Cap: $20.02B
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• Catalyst Pharmaceuticals Inc. (CPRX $23.58)
  • $23.58 P/E (TTM): 14.22X Cap: $2.89B
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• Gilead Sciences CDR (CAD Hedged) (GILD $27.73)
  • $27.73 P/E (TTM): 345.11X Cap: $229.40B
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Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare

Upvote 6

Read Answer Asked by sam on January 13, 2026

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
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• CRISPR Therapeutics AG (CRSP $55.52)
  • $55.52 Cap: $5.29B
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Q: What is your opinion regarding the future of CRSP? Buy, sell, hold?

Upvote 2

Read Answer Asked by Judith on May 21, 2025

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
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Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Upvote 2

Read Answer Asked by Marco on February 14, 2025

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
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Q: Hi 5i,

Would you please provide your opinion on Vertex Pharmaceuticals (VRTX) as a 3-5 year investment.

Does their recent announcement related to an FDA approved non-addictive, non-opioid painkiller have promise?

If so, what would be the longer term implications for the company?

Thanks.

Upvote 4

Read Answer Asked by Brian on February 07, 2025

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
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• Biogen Inc. (BIIB $171.59)
  • $171.59 P/E (TTM): 15.86X Cap: $25.17B
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• Gilead Sciences Inc. (GILD $135.93)
  • $135.93 P/E (TTM): 20.3X Cap: $168.64B
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• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 166.5X Cap: $387.51B
  • View ABBV Profile
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• Abbott Laboratories (ABT $107.42)
  • $107.42 P/E (TTM): 13.63X Cap: $186.78B
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• Bristol-Myers Squibb Company (BMY $54.65)
  • $54.65 P/E (TTM): 18.5X Cap: $111.25B
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• Johnson & Johnson (JNJ $220.14)
  • $220.14 P/E (TTM): 21.09X Cap: $530.38B
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• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
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• Merck & Company Inc. (MRK $108.18)
  • $108.18 P/E (TTM): 14.43X Cap: $268.50B
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• Pfizer Inc. (PFE $25.65)
  • $25.65 P/E (TTM): 15.17X Cap: $145.83B
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Q: According to Portfolio Analytics, my current allocation to Health Care sector is too low. Here are the names of 12 major US pharmaceutical companies. How would you rank them? If possible, please provide a short comment on each of them: Pfizer, Johnson and Johnson, AbbVie, Amgen, Gilead Sciences, Eli Lilly, Merck, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Abbott, Biogen, Bristol Myers Squibbs. Thank you

Upvote 8

Read Answer Asked by Gervais on October 30, 2024

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
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• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Exact Sciences Corporation (EXAS $102.26)
  • $102.26 Cap: $19.37B
  • View EXAS Profile
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• iShares Biotechnology ETF (IBB $175.33)
  • $175.33 P/E (TTM): 21.3X Cap: $8.76B
  • View IBB Profile
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• State Street SPDR S&P Biotech ETF (XBI $128.04)
  • $128.04 P/E (TTM): 18.21X Cap: $8.52B
  • View XBI Profile
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Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Upvote 1

Read Answer Asked by ralph on September 09, 2024

• Costco Wholesale Corporation (COST $983.25)
  • $983.25 P/E (TTM): 70.08X Cap: $436.43B
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• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.66X Cap: $3.98T
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• Intuitive Surgical Inc. (ISRG $523.99)
  • $523.99 P/E (TTM): 69.46X Cap: $185.75B
  • View ISRG Profile
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 32.09X Cap: $3.46T
  • View MSFT Profile
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• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
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• American Tower Corporation (REIT) (AMT $178.75)
  • $178.75 P/E (TTM): 28.22X Cap: $83.68B
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• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
  • View LLY Profile
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• NextEra Energy Inc. (NEE $84.81)
  • $84.81 P/E (TTM): 27.09X Cap: $176.62B
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• Quanta Services Inc. (PWR $468.76)
  • $468.76 P/E (TTM): 69.45X Cap: $69.89B
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• Bank of Nova Scotia (The) (BNS $102.64)
  • $102.64 P/E (TTM): 25.18X Cap: $127.43B
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  • View Reports on BNS
• BCE Inc. (BCE $34.52)
  • $34.52 P/E (TTM): 5.11X Cap: $32.19B
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• Constellation Software Inc. (CSU $2,781.11)
  • $2,781.11 P/E (TTM): 62.06X Cap: $58.93B
  • View CSU Profile
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  • View Reports on CSU
• Dollarama Inc. (DOL $192.22)
  • $192.22 P/E (TTM): 40.97X Cap: $52.62B
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• Agnico Eagle Mines Limited (AEM $293.89)
  • $293.89 P/E (TTM): 36.22X Cap: $147.74B
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• Alimentation Couche-Tard Inc. (ATD $76.87)
  • $76.87 P/E (TTM): 20.27X Cap: $71.16B
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• Hydro One Limited (H $53.15)
  • $53.15 P/E (TTM): 24.52X Cap: $31.87B
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• Nutrien Ltd. (NTR $97.11)
  • $97.11 P/E (TTM): 54.88X Cap: $46.93B
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• Crocs Inc. (CROX $85.83)
  • $85.83 P/E (TTM): 28.11X Cap: $4.45B
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• Catalyst Pharmaceuticals Inc. (CPRX $23.58)
  • $23.58 P/E (TTM): 14.22X Cap: $2.89B
  • View CPRX Profile
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Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Upvote 31

Read Answer Asked by Terence on May 28, 2024

• Intuitive Surgical Inc. (ISRG $523.99)
  • $523.99 P/E (TTM): 69.46X Cap: $185.75B
  • View ISRG Profile
  • View Questions on ISRG
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Danaher Corporation (DHR $235.01)
  • $235.01 P/E (TTM): 49.4X Cap: $165.99B
  • View DHR Profile
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• Johnson & Johnson (JNJ $220.14)
  • $220.14 P/E (TTM): 21.09X Cap: $530.38B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
  • View LLY Profile
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• Align Technology Inc. (ALGN $168.73)
  • $168.73 P/E (TTM): 32.67X Cap: $12.10B
  • View ALGN Profile
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Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.

Upvote 8

Read Answer Asked by Mike on April 19, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
  • View LLY Profile
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• Novo Nordisk A/S (NVO $62.26)
  • $62.26 P/E (TTM): 17.68X Cap: $363.68B
  • View NVO Profile
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Q: Opinion Please? Might this be a way to play the weight loss drug trend? Do you have other healthcare suggestions?

Upvote 2

Read Answer Asked by Colleen on March 25, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX

Q: Hi, Could you give us your opinion on Vertex, specially after release of its earnings, yesterday. How is the growth trajectory and pipeline ? Does the recent pull back, notably after the earnings, today, presents a good opportunity to initiate a new position ? Thank You

Upvote 2

Read Answer Asked by rajeev on February 07, 2024

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX

Q: Do you see anything on your freindly Bloomberg that tells you the reason VRTX is falling in the past week.

Thanks


Sheldon

Upvote 2

Read Answer Asked by Sheldon on November 15, 2023

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Mettler-Toledo International Inc. (MTD $1,406.36)
  • $1,406.36 P/E (TTM): 35.91X Cap: $28.72B
  • View MTD Profile
  • View Questions on MTD

Q: Which company(s) would be a good way to play biotech via the picks and shovels method (A, TMO, etc.)? Thanks

Upvote 0

Read Answer Asked by Michael on September 14, 2022

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
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Q: would appreciate your outlook and comments on biotech firm VERTEX.
are their primary products reletively safe and expected to do well?
Ed

Upvote 0

Read Answer Asked by ed on August 18, 2022

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• iShares Biotechnology ETF (IBB $175.33)
  • $175.33 P/E (TTM): 21.3X Cap: $8.76B
  • View IBB Profile
  • View Questions on IBB
• Mettler-Toledo International Inc. (MTD $1,406.36)
  • $1,406.36 P/E (TTM): 35.91X Cap: $28.72B
  • View MTD Profile
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• Solid Biosciences Inc. (SLDB $6.60)
  • $6.60 Cap: $479M
  • View SLDB Profile
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• TCR2 Therapeutics Inc. (TCRR)
  • View TCRR Profile
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• NextCure Inc. (NXTC $11.92)
  • $11.92 Cap: $67M
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Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?

Upvote 0

Read Answer Asked by Larry M. on May 11, 2022

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 166.5X Cap: $387.51B
  • View ABBV Profile
  • View Questions on ABBV
• Eli Lilly and Company (LLY $1,064.29)
  • $1,064.29 P/E (TTM): 53.2X Cap: $1T
  • View LLY Profile
  • View Questions on LLY
• Pfizer Inc. (PFE $25.65)
  • $25.65 P/E (TTM): 15.17X Cap: $145.83B
  • View PFE Profile
  • View Questions on PFE
• Mettler-Toledo International Inc. (MTD $1,406.36)
  • $1,406.36 P/E (TTM): 35.91X Cap: $28.72B
  • View MTD Profile
  • View Questions on MTD

Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.

Upvote 0

Read Answer Asked by Harpinder on April 21, 2022

• Sernova Biotherapeutics Inc. (SVA $0.17)
  • $0.17 Cap: $56M
  • View SVA Profile
  • View Questions on SVA
• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Profound Medical Corp. (PRN $10.78)
  • $10.78 Cap: $323M
  • View PRN Profile
  • View Questions on PRN

Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?

Upvote 0

Read Answer Asked by DAVE on March 02, 2022

• Amgen Inc. (AMGN $344.75)
  • $344.75 P/E (TTM): 26.8X Cap: $185.64B
  • View AMGN Profile
  • View Questions on AMGN
• Regeneron Pharmaceuticals Inc. (REGN $753.55)
  • $753.55 P/E (TTM): 18.07X Cap: $79.19B
  • View REGN Profile
  • View Questions on REGN
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• Mettler-Toledo International Inc. (MTD $1,406.36)
  • $1,406.36 P/E (TTM): 35.91X Cap: $28.72B
  • View MTD Profile
  • View Questions on MTD

Q: I'm hearing that pharma and biotech company valuations are at multi year lows. With one chart showing the percentage of US biotechs with market caps below cash value is at a 25 year high, and by a wide margin. Do you feel this sector shows a big opportunity to get good companies for cheap in a sector that will one day improve? If so what companies look best to you in Canada or US? Are there any sectors that are more beaten up? Thx

Upvote 0

Read Answer Asked by Adam on February 23, 2022

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX

Q: Is Vertex Pharmaceuticals Incorporated a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Upvote 0

Read Answer Asked by James on December 18, 2021

• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX

Q: Thoughts, comments, concerns, recommendations. I am concerned they only have 1 solid drug with relatively narrow application, all beit, important but sitting on considerable cash. Not sure what else may be in the trials pipeline.

Upvote 0

Read Answer Asked by Steven on July 09, 2021

• Cisco Systems Inc. (CSCO $74.59)
  • $74.59 P/E (TTM): 28.7X Cap: $294.71B
  • View CSCO Profile
  • View Questions on CSCO
• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.87X Cap: $4.56T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $155.82)
  • $155.82 P/E (TTM): 31.5X Cap: $166.42B
  • View QCOM Profile
  • View Questions on QCOM
• Vertex Pharmaceuticals Incorporated (VRTX $468.41)
  • $468.41 P/E (TTM): 32.68X Cap: $118.84B
  • View VRTX Profile
  • View Questions on VRTX
• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 166.5X Cap: $387.51B
  • View ABBV Profile
  • View Questions on ABBV
• Bank of America Corporation (BAC $51.72)
  • $51.72 P/E (TTM): 14.33X Cap: $377.68B
  • View BAC Profile
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• Stryker Corporation (SYK $355.04)
  • $355.04 P/E (TTM): 47.13X Cap: $135.77B
  • View SYK Profile
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• Truist Financial Corporation (TFC $49.57)
  • $49.57 P/E (TTM): 13.41X Cap: $63.41B
  • View TFC Profile
  • View Questions on TFC

Q: I have a small USA portfolio consisting of these darlings which I've held for approx. 3 yrs. It's like watching a snail race. Can you recommend a replacement or two for each? I've done OK with SYK and was in good shape with Vertex until last October. Take as many Q credits as needed.

Upvote 0

Read Answer Asked by Carl on January 19, 2021