Q: What is the reason for the big drop today?
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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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Crocs Inc. (CROX $82.34)
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Comfort Systems USA Inc. (FIX $836.75)
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Qualys Inc. (QLYS $127.63)
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SPS Commerce Inc. (SPSC $110.73)
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Lantheus Holdings Inc. (LNTH $56.60)
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
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Intuitive Surgical Inc. (ISRG $458.47)
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AbbVie Inc. (ABBV $232.06)
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Eli Lilly and Company (LLY $808.96)
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Savaria Corporation (SIS $21.50)
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WELL Health Technologies Corp. (WELL $4.97)
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DexCom Inc. (DXCM $68.43)
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InMode Ltd. (INMD $16.01)
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Stryker Corp 1.000% Notes 2031 (SYK.31)
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Lantheus Holdings Inc. (LNTH $56.60)
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.
Appreciate your insight.
Paul F.
Q: Hi,
What would you do with LNTH at this time after the quarterly report?
Rajiv
What would you do with LNTH at this time after the quarterly report?
Rajiv
Q: Would you add to an existing small position in LNTH? To take advantage of the tax selling season IF the story of growth is unchanged
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AbbVie Inc. (ABBV $232.06)
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Algonquin Power & Utilities Corp. (AQN $8.51)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $56.74)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: I just sold the above stocks to harvest tax losses. I intend to repurchase them in 30 days. How important (or prudent) is it, in your opinion, to purchase proxies for them? What could you recommend if your feel it is useful to do so?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Illumina Inc. (ILMN $99.50)
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Intuitive Surgical Inc. (ISRG $458.47)
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Eli Lilly and Company (LLY $808.96)
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InMode Ltd. (INMD $16.01)
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Lantheus Holdings Inc. (LNTH $56.60)
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
I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?
Best,
Matt
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Intuitive Surgical Inc. (ISRG $458.47)
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Booking Holdings Inc. (BKNG $5,141.88)
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Eli Lilly and Company (LLY $808.96)
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Ulta Beauty Inc. (ULTA $523.72)
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Super Micro Computer Inc. (SMCI $55.04)
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Perion Network Ltd (PERI $9.74)
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InMode Ltd. (INMD $16.01)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
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Major Drilling Group International Inc. (MDI $13.53)
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InMode Ltd. (INMD $16.01)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: I'm down on all three of these stocks in my TFSA. Do you see any upside to these companies, or should I bail on them?
thank you
thank you
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Amgen Inc. (AMGN $303.33)
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Intuitive Surgical Inc. (ISRG $458.47)
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AbbVie Inc. (ABBV $232.06)
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Eli Lilly and Company (LLY $808.96)
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Medtronic plc. (MDT $95.92)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: Hi 5i,
I currently have no healthcare holdings and should be at about 9%. Could you please give me some suggested opportunities?
As always, many thanks
I currently have no healthcare holdings and should be at about 9%. Could you please give me some suggested opportunities?
As always, many thanks
Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?
Q: I am considering a position in this company but have concerns of negative momentum. Would you suggest waiting for upward momentum or how are you viewing LNTH currently?
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Illumina Inc. (ILMN $99.50)
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InMode Ltd. (INMD $16.01)
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Lantheus Holdings Inc. (LNTH $56.60)
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Catalyst Pharmaceuticals Inc. (CPRX $21.01)
Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.
How would you rank it among LNTH,INMD,ILMN?
How would you rank it among LNTH,INMD,ILMN?
Q: Hello 5i Team,
Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.
Would you consider it a SELL, HOLD or BUY? Are there better options in this space?
Thanks in advance for your always helpful advice!
Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.
Would you consider it a SELL, HOLD or BUY? Are there better options in this space?
Thanks in advance for your always helpful advice!
Q: Hi,
"The mysteries of the market" - I'm not sure what to make of the market reaction to Tecnoglas' earnings and the ongoing reaction of the market to Lantheus? Could you perhaps enlighten me!
Cheers, Chris
"The mysteries of the market" - I'm not sure what to make of the market reaction to Tecnoglas' earnings and the ongoing reaction of the market to Lantheus? Could you perhaps enlighten me!
Cheers, Chris
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Eli Lilly and Company (LLY $808.96)
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Perion Network Ltd (PERI $9.74)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: Hi 5i Team,
Are you able to provide an update on Eli Lilly which had a big move today? Would you continue to recommend it as a buy even after the price gain today?
Comparing it to Lantheus and Perion (very different industries and company size) which one do you feel more bullish on for a longer term hold?
Thanks as always,
Jon
Are you able to provide an update on Eli Lilly which had a big move today? Would you continue to recommend it as a buy even after the price gain today?
Comparing it to Lantheus and Perion (very different industries and company size) which one do you feel more bullish on for a longer term hold?
Thanks as always,
Jon
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Adobe Inc. (ADBE $343.40)
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Alphabet Inc. (GOOG $257.02)
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Intuitive Surgical Inc. (ISRG $458.47)
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AbbVie Inc. (ABBV $232.06)
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Salesforce Inc. (CRM $254.28)
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Honeywell International Inc. (HON $206.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.35)
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Roku Inc. (ROKU $96.28)
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L3Harris Technologies Inc. (LHX $290.56)
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Vertiv Holdings LLC Class A (VRT $175.73)
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Lantheus Holdings Inc. (LNTH $56.60)
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Q: Hi,
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
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iShares Core S&P Mid-Cap ETF (IJH $65.26)
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Crocs Inc. (CROX $82.34)
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Axon Enterprise Inc. (AXON $683.13)
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Encore Wire Corporation (WIRE)
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Boot Barn Holdings Inc. (BOOT $189.26)
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InMode Ltd. (INMD $16.01)
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Lantheus Holdings Inc. (LNTH $56.60)
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Tecnoglass Inc. (TGLS $59.24)
Q: Hello 5i,
We currently have 1% positions in AXON, CROX, LNTH, TGLS, and INMD. All are up 5%-60% currently. We are considering adding 1% positions in WIRE, BOOT, AMCR & 2% in IJH.
We are in the 63-65 age range and do not required the funds for 5-10 years. Do you have any concerns or comments on this strategy?
Thank you for your help.
D&J
We currently have 1% positions in AXON, CROX, LNTH, TGLS, and INMD. All are up 5%-60% currently. We are considering adding 1% positions in WIRE, BOOT, AMCR & 2% in IJH.
We are in the 63-65 age range and do not required the funds for 5-10 years. Do you have any concerns or comments on this strategy?
Thank you for your help.
D&J
Q: This takes one step forward and then three steps back. I'm down around 10% or so which is not the end of the world however, I just don't feel comfortable with it. Do you think I need more patience? There seems to be a lot of selling pressure on it which makes me nervous. Thanks.