Q: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Does the upcoming IPO have negative implications for GH? Can they coexist or will it take away from GH? It seems like their test detects more?
TIA!
TIA!
- Amgen Inc. (AMGN)
- Amazon.com Inc. (AMZN)
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Pfizer Inc. (PFE)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
- Illumina Inc. (ILMN)
- Stryker Corporation (SYK)
- Veeva Systems Inc. Class A (VEEV)
- Hologic Inc. (HOLX)
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Guardant Health Inc. (GH)
- QuidelOrtho Corp Com (QDEL)
Q: I am looking at US Healthcare (with the exception of WELL), how would you rank these companies in when considering balance sheet, management, growth potential, and MOAT?
Thanks,
Andrew
Thanks,
Andrew
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Guardant Health Inc. (GH)
Q: Could you recommend a stock and an ETF in the healthcare system? Thank- you.
- FLIR Systems Inc. (FLIR)
- Garmin Ltd. (Switzerland) (GRMN)
- Illumina Inc. (ILMN)
- Regeneron Pharmaceuticals Inc. (REGN)
- JPMorgan Chase & Co. (JPM)
- Masimo Corporation (MASI)
Q: Hi Peter, Ryan and Team,
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike
- Illumina Inc. (ILMN)
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- iShares Global Healthcare ETF (IXJ)
- Health Care Select Sector SPDR (XLV)
- iShares Biotechnology ETF (IBB)
- iShares U.S. Medical Devices ETF (IHI)
- Guardant Health Inc. (GH)
Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.
Thank you for the great service you provide
Sean
Thank you for the great service you provide
Sean
- Biogen Inc. (BIIB)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Gamehost Inc. (GH)
- Knight Therapeutics Inc. (GUD)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Avalara Inc. (AVLR)
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Q: Hello. Looking to allocate some more capital to health care. What are your top 3 growth stock recommendations in US health care. Already own ILMN, BIIB, and MDT. Need some small to mid cap names that have good 5-10 year runways!
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Cognex Corporation (CGNX)
- ROBO Global Robotics and Automation Index ETF (ROBO)
- iRobot Corporation (IRBT)
Q: what are the best companies to buy that will benefit from research and development of robotics? also is there an it there an ETF in this area that you like? thanks Richard
Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- Alteryx Inc. Class A (AYX)
Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.
- Amgen Inc. (AMGN)
- Biogen Inc. (BIIB)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Medtronic plc. (MDT)
Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks
Q: Hi 5i,
Is ILMN still a good growth company now that the merger looks very unlikely? Would you still hold it or look elsewhere? If the latter, what would be a good alternative in the same industry?
TIA
Wayne
Is ILMN still a good growth company now that the merger looks very unlikely? Would you still hold it or look elsewhere? If the latter, what would be a good alternative in the same industry?
TIA
Wayne
Q: Hello. I'm currently sitting on a loss with ILMN and you've mentioned a few times in recent months that it will likely take some time to recover. I'm wondering if it might be a good idea to move the money into some other businesses that are likely to grow faster than the rate at which ILMN recovers.
Sector differences aside, would you recommend any of the following as good candidates for this?
AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)
Thank you!
Sector differences aside, would you recommend any of the following as good candidates for this?
AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)
Thank you!
Q: What do you think about Illumina and their recent results? Would you continue to hold, or even buy more, here?
Thanks you.
Thanks you.
Q: I've owned Illumina about 18 months, I bought for the long term, safe holding, but since last earnings, it's been a terrible performer. It makes 3% of my total holdings and I'm now back to even on my investment.
I really like ILMN for its price history and growth of revenue, EPS, stock price, equity as well as great management. Honestly, I wanted to increase my position to 5% but with this terrible momentum I'm wondering if I should exit (in whole or in part) and wait for the price to settle.
Your thoughts on ILMN long term outlook please and if I should sit and stay, get i further in or out?
I really like ILMN for its price history and growth of revenue, EPS, stock price, equity as well as great management. Honestly, I wanted to increase my position to 5% but with this terrible momentum I'm wondering if I should exit (in whole or in part) and wait for the price to settle.
Your thoughts on ILMN long term outlook please and if I should sit and stay, get i further in or out?
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Q: What is your opinion on taking a position in the above noted companies at this time?
Q: Hi Peter and Team
Do you think it will be a good entry point to buy ILMN at the current price or should wait a bit?
Do you think it will be a good entry point to buy ILMN at the current price or should wait a bit?