Investment Q&A

Q: As portfolios should be diversified, the following names are owned, yet are not doing well, except SYK/MRK. Are any of these outright sells or just not the flavour of the day?Thank you for your excellent advice!

Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim

Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

Q: TMO seemed to be doing well but on April 23, following its reporting, Thermo Fisher's share price took a big hit. What is your view of its earnings ? Going forward do you see it as a favourable investment? And why or why not? Many thanks for your excellent service.

Q: Your opinion please on Intuitive Surgical’s latest quarter. Growth seems to be steady. What will it take to get the stock moving in the right direction again?
Thank you

Q: Good earnings and guidance. Do you think this might be a possible turnaround story

Q: your opinion please

Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.

Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You

Q: I am revisiting my inquiry regarding UnitedHealth Group (UNH) from January 27, 2026. Given today’s news that CMS has finalized a 2.48% Medicare Advantage rate hike for 2027—a significant shift from the restrictive proposal that triggered the January volatility—I would appreciate an update of your perspective now.
Specifically, does this "clearing of the clouds" establish a sufficient regulatory floor to justify a sustained, long-term hold? Or, considering the ongoing margin pressures on the insurance side, should today’s price strength be viewed primarily as a strategic opportunity to exit or trim a position that was heavily impacted ( value slashed in half) last year?
Is the current fundamental reset a "buy the bottom" confirmation for a scale player like UNH, or a "sell the news" event? (held in tax-deferred account) . :ao:

Q: Do see this as decent risk/reward for a patient investor?
Thanks

Q: Big insider purchases from Marcel Bourassa at SIS.Does 5i see this as well?

Thx

Q: Greetings 5i, may we please have an updated analysis and your opinion on AbCellera and its future prospects? What are the major positives and major risks? Thank you.

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.

Q: Retired, dividend-income investor. Long term holder of HHL with a full position. It is my proxy for the health care sector.

Looking at your "total return" chart (capital gain + distribution) over multiple time frames, it appears to me we may be approaching some significant support in the $6,50 to $6.60 area.

Would you agree that the risk-reward ratio is swinging in favor of adding additional funds? Or, do we need to continue to sit on our hands and wait for a change in USA Healthcare Gov't leadership?

Happy to continue to just sit......Steve

Q: I am thinking of adding one of these 2 beaten down health related ETF's to my holdings. I wonder if you can tell me if you feel either or both are at risk of further decline due to Trumps RX plan, and/or their exposure to the US healthcare system which seems to be under attack by this administration?
Do you have a preference for one over the other, or do you have another name in this space that you like, and how safe do you feel the dividend is for each of them?
I am looking for a steady reliable yield and prefer ones that trade in Canada. Thank you.

Q: Why did WELL drop so much last Friday? Thank you!

Q: Hi there, can you please provide which brokerages have a negative outlook on WELL? And why they're able to continually hold this stock down... consistently?

The positives are understood, so please help explain what is actually hated about this company and its stock? Nothing the company does seems to really matters, no real institutional support, sector they are in seems hated... for longer periods, etc

Which brokerages are the most negative on WELL, are reports available? Do they have valid reasoning to stay negative on WELL?

Are they still diluting existing shareholders? Is WELL's debt the issue?

Hoping to understand as much as possible about the markets negative reasoning to push the share price consistently lower on just about all news from the company!

Looking for all negative reasoning to help convince me to finally walk away from this disaster of a stock!!!

Looks as though its a trading stock rather then a long term investment, thoughts?

Thanks!

Q: Hi Peter, Can you provide your feedback on GUD's results. And what do you think of forward prospects. It seems to be getting some traction. I still think this is a top quality management.

Thanks

Q: Hi Peter, can you comment on the latest news release today on Well Health's Wellstar company and what are the forecast earnings for this Thursday's financial reporting.

thank you