Investment Q&A

Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?

Q: Hi,

May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.

Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.

Thank you, Michael

Q: Hi team. You have not answered any questions on Aurora since 2022. The stock seems to be gaining momentum since September. What are you views on it now?

Q: When does WELL release the year end results.

Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Q: Hi team,
What’s your current thoughts on Vhi? Valuation wise it currently seems pricey . But , the company recently completed a big offering at near today’s price. So, investors seem to want to pay up for the name. Recently Jason Donville named it as a top pick , with him spouting that it should be a $20 stock in a year. Is this realistic ? I remember when Donville was a small cap god on BNN 10 years ago; at one time he had a good reputation it seemed as a stock picker . He also mentioned that it is the next dsg. Big shoes to full. I guess question is does vhi really have the potential to change the healthcare software sector radically in the next few years ? Does it hold a product ahead of any competition? Is this a name that could be a huge winner in the long run ? I hold a smaller position currently. Wondering if it’s worth a shot adding to the band long term at this level ?

Thanks ,
Shane

Q: Outlook for this name?

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab

Q: Hello, is this a good entry point for this stock ? It seems to have high multiples using any metric. They seem to have no debt on the books.

Q: Your thoughts on the company after the short report? Is there more damage yet to come or is there an opportunity here?

Thanks

Dave

Q: Hi, what would you replace NVO with? Thanks and Greetings, Peter.

Q: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx

Q: Happy new year to all of 5i thank you for all your support over all the years it’s great having such a great team on my side. When it comes to Lilly being down 20% from the high last year is it a decent time to pick up a 1/3 position? (new position and analytics says health care is short)

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Q: I realize this is quite Apple and oranges. In a taxable account I have held J&J for a long time so have a nice gain. Not much growth happening right now. Your thoughts on a change to CNQ for a better dividend and more growth potential? Thank you

Q: TH TSE $ 3.05 has been moving up. Do they have good drugs . Seems to be gaining attention RAK

Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks

Q: how is this company doing some interesting tech do they have any competition thank you