Q: Any reason for the heavy volume today (Thurs.)?
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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: Great quarter!
Q: Please comment on the latest news release. Is this a big win for AIDX? I guess it could lead to more contracts.
Q: With good management in place it looks like it has good potential in the pharmacy space. It is small but seems ready to acquire more stores and grow. Your thoughts please.
Q: When looking at technical analysis of this company, would one need to ignore the chart action prior to March 2022 because of its spin-off ? - i.e. is it irrelevant to use stock pricing before that date to establish overall long term trend lines and channels for T.A. purposes ?
How do you see this company as an investment going forward, and how do its valuation metrics compare now to the past?
How do you see this company as an investment going forward, and how do its valuation metrics compare now to the past?
Q: What do you think about holding this ETF in an RSP for a retired person looking for capital preservation and income. Is there something else you would recommend.
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Intuitive Surgical Inc. (ISRG $490.16)
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AbbVie Inc. (ABBV $230.11)
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Eli Lilly and Company (LLY $990.33)
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Merck & Company Inc. (MRK $115.79)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $67.76)
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iShares U.S. Healthcare ETF (IYH $63.81)
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Q: May I have your read on the reported earnings and prospects for CRSP please.
Q: Well has been a dog forever Always promise but no delivery. Another Knight? Held for so many years, ready to capitulate! Is there a light at the end of this tunnel?
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?
Q: Your analysis of this company please? Buy/hold/sell?
Do you personally hold this stock?
Which are the next best options in health care?
Do you personally hold this stock?
Which are the next best options in health care?
Q: A very unfortunate investment that I was hoping would turn a little before I dump it. Down 53%……is there any point in waiting for improvement.
Len
Len
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WELL Health Technologies Corp. (WELL $4.35)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.95)
Q: You seem to really like WELL and feel it is undervalued right now - Is that right ? Please give us an update on WELL as well as AIDX. On February 12 you answered a question regarding AIDX saying there was no news in 2 months. On that same day (likely after you posted your reply) there was in fact news on AIDX as well as more news on Feb 19. Are you liking AIDX more now and if WELL's stock price increases do you think AIDX would follow?
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Harvest Healthcare Leaders Income ETF (HHL $7.33)
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State Street Health Care Select Sector SPDR ETF (XLV $152.70)
Q: Would a combination two funds, XLV (70%) HHL (30%) be an adequate combination to cover the health care sector while enhancing returns?
Thanks in advance.
Thanks in advance.
Q: Can you please update your analysis of BMI. Can they overcome the loss of their patents on key drugs?
Q: Good morning, Peter and Team,
Paul Krugman recently wrote the following in a Substack post:
'And the damage from the assault on vaccines continues to widen. Last week the Food and Drug Administration refused to review Moderna’s new mRNA-based flu vaccine. They didn’t reject it based on evidence; they wouldn’t even look at it, in line with RFK Jr.’s evidence-free, dogmatic assertion that mRNA technology, which gave us Covid vaccines, is useless and harmful. Pharmaceutical companies, understandably, are retreating from vaccine development.'
Is this another reason to avoid, or to at least reduce exposure to companies involved in vaccine development? For those of us with ETFs in the Health Care Sector, this becomes a daunting task.
Personally, I can't wait until the US midterms so that hopefully there can be some hope that this madness will end.
As always, thanks for your insights.
Paul Krugman recently wrote the following in a Substack post:
'And the damage from the assault on vaccines continues to widen. Last week the Food and Drug Administration refused to review Moderna’s new mRNA-based flu vaccine. They didn’t reject it based on evidence; they wouldn’t even look at it, in line with RFK Jr.’s evidence-free, dogmatic assertion that mRNA technology, which gave us Covid vaccines, is useless and harmful. Pharmaceutical companies, understandably, are retreating from vaccine development.'
Is this another reason to avoid, or to at least reduce exposure to companies involved in vaccine development? For those of us with ETFs in the Health Care Sector, this becomes a daunting task.
Personally, I can't wait until the US midterms so that hopefully there can be some hope that this madness will end.
As always, thanks for your insights.
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Amgen Inc. (AMGN $369.53)
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Gilead Sciences Inc. (GILD $143.93)
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Intuitive Surgical Inc. (ISRG $490.16)
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Regeneron Pharmaceuticals Inc. (REGN $759.86)
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Eli Lilly and Company (LLY $990.33)
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Merck & Company Inc. (MRK $115.79)
Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.
Q: Hello Team,
Could I have your top three Canadian healthcare names please.
Many thanks!
Could I have your top three Canadian healthcare names please.
Many thanks!
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Regeneron Pharmaceuticals Inc. (REGN $759.86)
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AbbVie Inc. (ABBV $230.11)
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Merck & Company Inc. (MRK $115.79)
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Pfizer Inc. (PFE $27.05)
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Zoetis Inc. Class A (ZTS $121.43)
Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.