Investment Q&A

Q: hi folks, thoughts on Q/FY results for Healwell,(Aidx/t), and with acquistion of Orion expected to close 1 April....thoughts on company going forward....I believe Well Health has a 14% position in Healwell??.....thanks as always, jb

Q: Good morning 5i team,

Recent headline .... "Better Choice Company Shareholders Overwhelmingly Approve Acquisition of SRx Health Solutions and Related Proposals"

Is 5i covering, or planning to cover this Canadian company, SRx?

Thank you.

Edward

Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Q: Can you provide any insight on US healthcare Select SPDR fund,?
Thanks

Q: You had a previous question on earnings coming out March 21 but nothing came out? I also saw something saying it was coming out yesterday. Nothing yet?

Q: Your thoughts on GUD going forward in light of:

07:20 AM EDT, 03/24/2025 (MT Newswires) -- Knight Therapeutics (GUD.TO) overnight Sunday said G252 Capital has disposed of 2.5 million of its shares at $6.30 each, and no longer holds over 10% of Knight's outstanding shares.

G2S2 now owns 7.54 million Knight shares, for a 7.6% stake.

Does this limit upside of the stock price?

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Q: As a follow-up to Larry's question on KNEAT, do you think it is a duplication to hold it as well as VHI?

Thank you,

Mike

Q: Please give me your thoughts on this company as an investment, thank you

Q: When do they provide year end and first quarter fin results?

Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks

Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Q: A bit of an earnings miss, but the future is looking promising. Your opinion going forward please.

Q: Your views please on these healtcare names.

Would you be a buyer ? Entry prices ?

Many thanks,

J.D.

Q: Hello,
With the recent acquisition of Paladin (after a long wait for Knight to make a larger purchase) , do you see future growth for Knight and would this be a stock for accumulating at 5 percent position? Much appreciate it.

Q: Medical Facilities just completed a large Dutch Auction tender at 18$.Why is the stock trading now almost 3$ lower near 15$

Q: Novo Nordisk is getting HAMMERED and trading at multi year lows!! Is this an incredible buying opportunity or is something nefarious going on?!!

Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?