Investment Q&A

Q: Hi 5i Team,
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .

Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.

Q: Its valuation certainly calls for a buy and its forward PE. Do you still view this stock as a slow long term compounder in this field?

Is there anything I’m missing or could be a risk?
Any additional insight on this company or a preferred leader in its sector would be great.

Thank you.

Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!

Q: It looks like biotech stocks are on a tear, especially those that may benefit from AI. Do you have any names that you might recommend? I'm considering the Arkg fund but I don't quite trust Cathy Woods after losing money on the Arkk fund in 2021. Thank you,

Jason

Q: Is CPRX a buy for 3 years period? Could you explain what in the fundamentals supports your thesis? Thanks for your analysis !

Q: How would you rank the above listed companies today for a long term hold?

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?

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.

Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!

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?

Q: May i have your thoughts on this one? It released earnings last night which looked great but the stock is down 20% or so today and I'm now holding at a loss. I read the conference call transcript and I can't figure out why the market sent this one lower after what looked like a nice quarter with significant year over year earnings growth. I don't know what I may be missing. The same thing happened to me on Peri and Meli, which I thought had good earnings but fell the day after, only to recover a bit in the following days.

Thank you,

Jason

Q: your thoughts on the recent announcement and its impact - sell, buy or hold

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: I read most of the questions and people asking for the top stocks that are going to do well over the next year or two. Four that are mentioned more than once are FIVE, CVRX, CELH and CPRX. In the case of CVRX, I have a about a 25% profit in less than 2 months. Do you think it has more room to run? Is there anything to worry about the other 3. I have CELH as well which seems to be very volatile. Again, much appreciated.

Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?

Q: In one of your recent answers you said, "the small mid cap tech and industry and pharma sectors in the US are the places to be". Could you please give some specific names that would fall in those categories? Thank you