Investment Q&A

Q: Greetings,

Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.

Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.

1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?

2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?

Cheers
A

Q: Hello,

Can I please get your thoughts on the most recent quarter? Looking to add to my position here, thoughts?

Thanks.

Q: I have owned this for a few years now. I had to be patient but you seemed to hold it in favour throughout.

I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.

Can you explain what has been going on?

I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?

Thanks for all the great work you provide. I was happy to renew recently.

Q: Given the sector's relative under performance, I believe the timing is right to increase my portfolio weighting in the Healthcare Sector. I own MRK and PFE. As I started to research individual companies it became apparent my lack of expertise in the area and the pace of technological advance makes stock picking in this area challenging. As such I'm considering an ETF and am currently looking at RSPH. Do you agree with the timing and would you advise an ETF or another individual company? If the former, what do you think of RSPH and if the latter' what would recommend for global exposure to the sector

Thank-you

Any input appreciated,

Q: Further to my question about AZN's change in share price: why would the new NYSE listing create a doubling of the share price? My number of shares hasn't changed - is it going to be cut in half?

Q: What is going on with AstraZeneca this morning? On Friday it closed at 92.77, and the quote this morning on my BMO Investorline site as well as the TMX Money page and your own quote is 187.10. I don't see any news, in fact if I try to open the TMX page for AZN, it says "page does not exist".

Q: Hi
Could I have your current thoughts here. I currently hold and tend to do so (generally) for the long term but questioning my own reasoning on this one.
Thanks

Q: On December 10/25 you answered a question about CPH and gave it a meh. I see you have just listed it as a best stock idea. I've done well by moving on your "best" ideas and wonder what changed between Dec 10 and now. Thanks Al

Q: Hello, Abbott’s stock has dropped nearly 15% in the past month. Given their latest earnings report, would you continue holding ABT, or would you consider replacing it with another company in the same sector? If so, which two or three alternatives would you recommend for a long‑term investor? Thank you

Q: Abbott Laboratories (ABT) sold off ~10–12% this morning after its earnings report and updated guidance. Is this business still worth holding despite the disappointing performance? What are your thoughts on its prospects? If you think ABT remains a good company based on the latest results, can you provide key valuation and profitability metrics such as forward P/E, PEG, ROE, and debt levels? Thanks.

Q: I'm fat and I'm scared of needles. Would SKNY be a good investment? Thanks

Q: Hello, can you comment on their latest earnings? Thanks

Q: What are your thoughts on this bio tech company and the investment potential?

Q: UNH appears to be in something of a no-man’s-land for the next year or two. An RBC DS report on January 21 says “intermediate-term recovery seems already priced in ” which suggests limited near-term upside. Disagree? I don't mean to prejudice your answer, but FYI CFRA also seems unimpressed with UNH’s prospects.
I’d appreciate your view on:
• Do you agree that UNH offers limited upside over the next 12–24 months, or do you see catalysts the market is missing?
• Have large loss which is not usable for tax. Would that factor into your hold vs. exit decision?
• If you believe UNH is still worth holding, please outline your rationale.

What do you show for current , updated forward P/E, PEG, and debt levels?
• More broadly, do you think the current U.S. administration and regulatory stance will constrain UNH’s ability to grow, and is there any risk that the core business model is now structurally impaired?
Many thanks! :ao:

Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!

Q: I recently asked if there was a better replacement. You answered with a US traded ETF. I should of said it needs to be a Canadian ETF.

Thank You

Q: Can you please give me your thoughts on ISRG, for a continued hold. I am a longer term hold investor but do wonder if this position wouldn't be best elsewhere in the health care sector. I have ABBV already, thanks to a 5i suggestion a couple of years back. Many thanks

Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?

Q: Could this finally the right time for IBRX to rebound? Why the sudden surge? Its been going sideways for a long time so after a huge 2 day run up is there much more upside? Thanks.

Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?