Investment Q&A

Q: Would like to hear your opinion of 2 health care sector ETFs, IHI for medical devices, and ZUH for general health care. The IHI has outperformed the ZUH. Would you hold both, or sell the ZUH and put the proceeds into an increased position in IHI?

Q: Hello 5I, could you give me your view on owning ETF HHL given that the upcoming US administration is not supportive on vaccines and has little faith in scientific medical research? Thank You

Q: Hello,

Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?

Thank you.

Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?

Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?

Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?

Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Q: Hi, would you continue to hold this stock?

Thanks
Paul

Q: Could I please have your analysis of their quarterly earnings. Everything seemed good but was expecting some pop in the stock? Buy more, sell or hold?

Thanks Dave.

Q: May I have your opinion on Vhi 3rd Q earnings?

Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Q: Hi Peter

I have been holding onto this stock on the assumption that AI would soon enable MDT to market or otherwise exploit their massive amount of product research data and information. Am I too optimistic ? I'd very much appreciate any insights you may have on this, and whether you think its worthwhile to hang on because of this thesis, or move on to a "growthier" stock, such as ISRG.

My other question is about Neo Financial. I see that Tobias Lutke and others have contributed in the second (?) round of financing, which to me means that Neo is quite promising. Do you have any info from your sources on Neo's disruption potential, when an IPO could be expected, etc. ?

Thank you kindly.

Ps. We benefitted alot today from the jump in price of shopify, thanks to you.

Q: Do you have any thoughts on Maravai LifeSciences (MRVI) for a small higher risk long-term position?

Q: hi folks, thoughts on Healwell aidx/t....know it is speculative & small....but on nice roll and besides Q3 results, announced that their Pentavere received USA award for best digital health startup, for its contributions in A.I. for life sciences industry....hold position, Would U rate Buy/Hold/Sell....thx jb

Q: Hi there,

Grateful for your thoughts on Avidity Biosciences Inc (rna-q), Janux Therapeutics Inc (janx-q) and Longboard Pharmaceuticals Inc (lbph-q). Worth buying in a TFSA for strong capital appreciation ?

Thank you for your good attention,

Jacques IDS

Q: So my lnth went from profit to loss. I know your are generally positive and think reaction to last earnings were overdone. Would you take the tax loss hear and hope the price is similar in 30 days? That is getting closer to Xmas rally time, if there's one.

Q: What’s your outlook on this stock ?

Q: I’ve seen a lot of commentary online about HIMS. Can I get your opinion on this stock and whether it is hype or whether there is good potential here.

Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.

-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.

Thank you for your service!