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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: CLPBY - COLOPLAST A S AMERICAN DEPOSITARY RECEIPTS SPONSORED

Hi guys

I have followed Coloplast (Danish company I believe) for a very long time as a good safe, reliable health care play, with an interesting way to play the aging demographic trend. I notice also that it is near a 52 week low and has trended downward generally the last 5 years. Probably not a great chart.

And realizing you don't generally follow too closely European stocks, do you have any thoughts on the company, its products, whether it has a moat around its products (seem to be a bit sticky once people start to use them), and its current valuation? A buyor better stocks in the health care products area?

Much thanks

Stuart
Read Answer Asked by Stuart on October 29, 2025
Q: I have a half position in ISRG (bought before latest Q). Would you go for adding to it (if it was your position to build on momentum) OVER buying LLY to get to 6% in US$ health? Looking for growth. I already have 3% in WELL
Read Answer Asked by JR on October 28, 2025
Q: What are your thoughts on BMY with the acquisitions and deals they've completed in 2024 and 2025?

What are your thoughts on Novocure as a hold over the next 3 years?

What are your thoughts on Summit Therapeutics as a small speculative position?
Read Answer Asked by Frederick on October 27, 2025
Q: Hello team, could you please give me your thoughts on XLV and IXJ.

Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.

Thanks as always for your advice.
Paula
Read Answer Asked by Paula on October 24, 2025
Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?
Read Answer Asked by Pauline on October 17, 2025
Q: Kneat.com, Well Health and Vitalhub all provide services to the health care sector and all have been recommended by 5i as buys in the past. Please rank in order of growth potential over the next five year and a current entry price for each.
Read Answer Asked by Scott on October 17, 2025
Q: Hi,
Is it possible that the 10% drop in WELL on Friday would be related to their announced presentation at the 2025 Cantech Investment Conference on Oct 9 in Toronto? Any info about this presentation from your sources? Too much Up & downs with this stock. It's not only the market. I'm loosing patience.
Thanks and good weekend.

Read Answer Asked by Denise on October 14, 2025
Q: My investment is down by about 25% and I am inclined to take a loss for tax purposes. When does the company next report? If it were you, would you wait for that before selling? Do you foresee any other catalyst that would change the fortunes for the share price in the next 30 days? Thank you for your excellent service.
Read Answer Asked by Leonard on October 14, 2025
Q: Hi 5i,

What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.

If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.

Thanks for your help.
Read Answer Asked by Donald on October 10, 2025
Q: Hello Team,

Do you know what has woken up BFLY? I know that it was mentioned in TIME magazine in September as part of its World's Top HealthTech Companies 2025 list. It was also blogged and ranked #1 by Zacks. The stock continues to grow (70% in a month). I wonder if this is only anoher hype and it will fizzle out sooner or later? Or is this growth for real, based on solid improvements?!

I would appreciate it if you could shed some light on this company and its fundamentals? Is it worth averaging up just to break even and get out? Or has the company finally turned a corner and better days are ahead?

Thank you and Happy Thanksgiving to everyone at 5i.
Read Answer Asked by Saeed on October 09, 2025
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