Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you
Q: I have owned ALNY for a couple of years now and it has done very well. As there are no other questions I assume you likely don't follow it. It recently spiked up again and I'm starting to get worried that I should sell some. I realize you can't give personal advice. However, can you provide me analytics that would help me to make a more informed decision. Thanks.
Q: Hi. Have you had a look at NPCE, Neuropace? Your thoughts would be appreciated. Same question for ONWD, Onward medical.
Are there any other publicly traded companies that are involved the emerging brain computer interface space? I know that Alphabet has invested in neuralink, but are there other larger companies that have funded startups in the area that you are aware of? Thank-you.
Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?
Q: In your opinion, does the recent daily drop (-6.39% as of Sept 3 2025) represents an opportunity to add to a partial position, or should we just be prudent and wait to see what is behind the negative price momentum we are seeing recently?
Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.
How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?
Do you see potential for strong growth on the short term in any of the following names in the health sector : Adma Biologics (adma-q), Immunome (imnm-q), Janux Therapeutics (Janx-q), New Amsterdam Pharma (nams-q), National Healthcare (nhc-n), Summit Therapeutics (smmt-q), Oncology Institute (toi-q), Verona Pharma (vrna-q), Verastem (vstm-q) ?
Q: I am mostly content with my health care stocks with the exception of MDT. It has been essentially flat since about 2016 except for the dividend. It did peak around 2022 but has fallen down to previous levels.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.