Investment Q&A

Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Q: Could I get your take away points from the Q 4 release?

Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Q: Thoughts on today’s announcement?

Q: So my lnth went from profit to loss. I know your are generally positive and think reaction to last earnings were overdone. Would you take the tax loss hear and hope the price is similar in 30 days? That is getting closer to Xmas rally time, if there's one.

Q: Hi 5i
Quite a drop here, can you be comment on the results and your current opinion please
Thanks

Q: Hi 5i
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks

Q: Why the jump on lnth?

Q: Hi what key points do you identify form the earnings? Does LNTH have serious growth (with profit)? Management had turned me off from investing... your take on management?

Q: Your thoughts on Lantheus last quarter report. Do you see this as a good investment for the next 3-5 years, and if so why?

Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!

Q: On January 9, 2024, LNTH reported preliminary Fiscal 2023 Revenue between $1.295 – $1.297B. The stock price dropped from $65.30 to around $51 over 10 days. Lantheus reported 4Q on February 22 and the stock price jumped 14.71%. 2023 Revenue was $1.3B. 2024 Revenue guidance is $1.41 - $1.445B, with Adjusted diluted EPS guidance of $6.50 - $6.70. This about 7% revenue and 4% - 7% EPS annual growth. Adjusted 4Q EPS was $1.47 beat estimate of $1.45. Using 2023 Adjusted EPS, the P/E is 9. My questions are:

1) The 14.71% price jump brought the stock price back up the level it was before January 9, 2024 announcement. I am trying to understand the market action – would you please explain or best guess?

2) In your answers to Kel question on February 7, 2024 and Neil’s question on January 9, 2024, it was mentioned LNTH growth rate has slowdown, “The company has been reinvesting heavily in the last two years to pursue growth.” The 4Q result and 2024 guidance confirm growth has slowdown. Is this a value trap? Do you think the stock price would be stagnant for awhile until growth is reestablish?

Thank you.

Q: Was considering adding to a small $lnth position to bump it up. Also have lly, abbv, well. Would you please provide an update opinion - potential in 2024/25 or value trap? Technically it is just perking up a bit.

Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance

Q: Can I get you option on Lantheus after they released preliminary fiscal year 2023. Buy, hold, or sell? Thank you

Q: Would you add some after today’s drop? Or wait till it settles down?

Q: What is the reason for the big drop today?

Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks

Q: I sold LNTH 30 days ago to harvest the tax loss. I am looking for one more name to fill my healthcare allotment. I currently own ABBV, ISRG, WELL and SIS. Which do you like best between LNTH, DXCM and INMD, which are three names that you have been highlighting over the past several months? I am looking for potentially higher growth and am willing to take on the additional risk. Any other name(s) would certainly be welcome.

Appreciate your insight.

Paul F.

Q: Hi,

What would you do with LNTH at this time after the quarterly report?

Rajiv