Q: Hello your thought on Vertex
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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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Intuitive Surgical Inc. (ISRG)
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Vertex Pharmaceuticals Incorporated (VRTX)
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Savaria Corporation (SIS)
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Exact Sciences Corporation (EXAS)
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
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
Q: Hi,
What do you think of Vertex? How is it valued relative to peers and what do you think of its growth outlook? Would you buy at these levels?
What do you think of Vertex? How is it valued relative to peers and what do you think of its growth outlook? Would you buy at these levels?
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Micron Technology Inc. (MU)
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Vertex Pharmaceuticals Incorporated (VRTX)
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The Boeing Company (BA)
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Align Technology Inc. (ALGN)
Q: I have a relatively conservative portfolio with gold, bond and low risk ETF and stock elements. I want to add a little bit higher risk, higher reward portions to it. Can you rank the above four companies?
Q: Can I get your take on Vertex in light of the political implications of medicare in the U.S.
Carl
Carl
Q: What is your opinion on VRTX?
Q: Good day team,
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?
Thank you for your insight!
Q: What is your opinion of this company?