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  5. CPH: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio . [Cipher Pharmaceuticals Inc.]
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Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Asked by Garth on October 30, 2024
5i Research Answer:

Ranked from first to last, while considering market cap, and a mix of conservatism and growth:

ISRG (8.5): It is one of our favourite health-related growth stocks, and we feel that its robotics-assisted surgery systems will continue to see strong adoption. 

GLXY (7.5): We like its momentum over the past year, and while it can be quite volatile, we feel that there could be a few catalysts for the name on the horizon, with a potential breakout in crypto, potentially more favorable crypto policies, and GLXY has been working on listing on the US exchange for some time now. 

MDA (7): Good valuation, good momentum, and strong forward expected sales and earnings growth. It has a strong competitive edge.

CPH (6): It has good momentum, but being in the pharmaceutical space is not without its risks, and it also a small name. We think it can do well, but there are risks present.