Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?
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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.
- Amazon.com Inc. (AMZN)
- Illumina Inc. (ILMN)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enghouse Systems Limited (ENGH)
- Tricon Residential Inc. (TCN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Airbnb Inc. (ABNB)
- Nuvei Corporation (NVEI)
- Catalyst Pharmaceuticals Inc. (CPRX)
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: Would you buy ilmn here at $93? And ttd at $63?
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks
I would be averaging down on ilmn originally purchased at $120 and averaging down on ttd from original purchase at $66
For a 2 year hold
Thanks
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
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
Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.
RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.
There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.
I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.
RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.
There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.
I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.
- Illumina Inc. (ILMN)
- Pacific Biosciences of California Inc. (PACB)
- Exact Sciences Corporation (EXAS)
Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.
Thanks,
Fred
Thanks,
Fred
- Illumina Inc. (ILMN)
- The Walt Disney Company (DIS)
- Tucows Inc. (TC)
- Fortinet Inc. (FTNT)
- Wolfspeed Inc. (WOLF)
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.
- Illumina Inc. (ILMN)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
- Catalyst Pharmaceuticals Inc. (CPRX)
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: Good morning 5i,
Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?
Thank you,
Can I get your take on ILMN earnings? Is the drop in the stock a buying opportunity? Seems like growth has slowed - is that correct? Long-term, is there something to worry about?
Thank you,
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.
Carl
Carl
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Health Care Select Sector SPDR (XLV)
- Vanguard Health Care ETF (VHT)
- iShares U.S. Healthcare ETF (IYH)
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- Vanguard Health Care ETF (VHT)
- iShares U.S. Healthcare ETF (IYH)
Q: Would advise your top picks in Us health care stocks or STFs with moderate risk. Yhanks
Q: What would be your best picks for companies with exposure to the field of Precision Medicine/Personalized Medicine. Could you give them a rating and a brief reason for the rating. Any other comments appreciated.
Many thanks .
Many thanks .
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- Stryker Corporation (SYK)
Q: Hi 5i,
What are your current thoughts on continuing to hold onto ILMN given the current situation with Grail and activist investor involvement?
If I were to sell what would you recommend in the U.S. Healthcare Sector?
I currently own ABBV, IHI, TMO and WELL.
Thank you!!
What are your current thoughts on continuing to hold onto ILMN given the current situation with Grail and activist investor involvement?
If I were to sell what would you recommend in the U.S. Healthcare Sector?
I currently own ABBV, IHI, TMO and WELL.
Thank you!!
- Biogen Inc. (BIIB)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- Exact Sciences Corporation (EXAS)
- Guardant Health Inc. (GH)
Q: Hi 5i,
For Guardant Health (GH) would you recommend holding or selling at this time?
If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.
Thank you.
For Guardant Health (GH) would you recommend holding or selling at this time?
If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.
Thank you.
- Biogen Inc. (BIIB)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- Stryker Corporation (SYK)
Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.
- Sylogist Ltd. (SYZ)
- Illumina Inc. (ILMN)
- NFI Group Inc. (NFI)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- mdf commerce inc. (MDF)
- Ballard Power Systems Inc. (BLDP)
- Pollard Banknote Limited (PBL)
- Real Matters Inc. (REAL)
- Alteryx Inc. Class A (AYX)
- Osisko Development Corp. (ODV)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- D2L Inc. Subordinate Voting Shares (DTOL)
Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?