Q: Do you see the recent dip in PGNY as an opportunity or did the recent results indicate something worrying? Do you agree with the assessment that there could be long-term, above-average growth possibilities and PGNY is emerging as a leader rather than just simply another OK investment?

Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx

Q: Hello,

I've had these three healthcare companies on my watchlist for some time. Can I get your up-to-date assessment of each re: growth prospects and balance sheet stability? Would you consider any of them to be a buy and if so, in what order and is the current valuation reasonable?

Thank you, Doris