Investment Q&A

Q: APLS.US has had a down turn recently. Will it recover or are there some intrinsic problems with the company.

Thanks

Thomas

Q: Hi there, could the following be helping WELL, considering its investment in AIDX and of course the Musk factor connection?

Thanks!


https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspx?a=news&ticker=a&w=&story=202406newsfilecorp214430#:~:text=HEALWELL%20AI%20Announces%20Strategic%20Investment,Benefit%20from%20xAI%20Developer%20Ecosystem

Q: I have a small position in this company and a long term time horizon.
Looks to me like a good candidate to either go private or be bought out.
Am I way off the mark on this.?
Thanks John

Q: Is MOH the superior choice in its space? Would you buy now for the next 5 years?
Thanks!

Q: Hello 5i team,

Any reason WELL is moving up this past month. Strange that it never moved with past
good quarters but now is moving upwards with nothing really happening.

Andrew

Q: Please compare these 2 and which might you prefer for a 3 to 5 year hold? Thanx.

Q: Thomson Reuters via LSEG Stock Report Plus (on the iTrade platform) gives LLY-N an Average Score of 4 out of 10. From my perspective, this is a low score given the momentum in the stock price of LLY-N. Any insights about this conundrum, at least in my mind?.....As it makes me wonder about continuing to hold a small position in LLY-N.....Thanks......Tom

Q: What are the net benefits of the Grail Inc spin off please?

Is Grail Inc worth investing in or should ILMN be more attractive after the spin off of Grail?

Thanks

Q: Hi 5i, been watching TMO for a bit, any news as to why it's off 2.5% today? Does it have to do with markets view on Olink purchase? What are the next few years forecast for growth and what would be a good entry point? Thx

Q: Lly or Amgen for five year hold
Please explain your preference
Thanks for your great service
Peter

Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.

Q: My health sector holdings consist of ABBV and IHI, both in a non-registered account. Neither have been stellar performers lately, but both are still up (ABBV by 28%, IHI by 50%). I have my eye on LLY, but the tax consequences of trimming or selling either ABBV or IHI are making me think twice. What would you do in my position? Thank you.

Q: I had a partial fill on a buy order for PFE and did not return to top up my holding . My position is too small to leave as is and I am unsure whether to add to the position or exit entirely. PFE is included in various dividend models, e.g. the AAII Dividend portfolio and the MS Global Dividend model. This prompted me to hang on. So did the many words by financial writers and commentators who have almost all been talking-up the health care sector for at least a year. Most comments by financial professionals and analysts are on how and why they expect the health care sector finally to catch up. Their focus on demographics does make sense. Yet, nothing happens to liven up the shares in pharma businesses, outside of a few stars like LLY and NVO. The share price of PFE itself has done nothing but decline. Do you the company has good prospects— good enough to ADD to the position? Or do you think I should just exit and be done with it ? (And give up on all the darn reading as research often gets one nowhere).

Q: Hi 5i, I have held Medtronic for just over 3 years and am down 30%. Do you think it's worth holding another year or two (as do a number of the analysts) or should I cut bait and redeploy the funds into LLY? Other suggestions are welcome. Do you feel Intuitive Surgical is overvalued or a good long term call? Thanks!

Q: Hi 5I
How would you rate these three companies
VMD, QIPT, and VHI. I’m thinking replacing the first two with VHI.
Thank you very much for your excellent service.
Maurice

Q: Would you recommend to buy, hold, or sell GSK?

I ask on behalf of a relative I help with investing. GSK is currently 1.3% of their portfolio. I had already been thinking of recommending that they sell when the news on June 3 came out:

"Shares of GSK dropped more than 9% on Monday, after a Delaware judge allowed more than 70,000 lawsuits alleging its discontinued heartburn drug Zantac caused cancer, to go forward, in a blow for the British drugmaker."

They are at a 15% loss with their GSK holding (less if you consider dividends), but luckily it is a small part of the portfolio.

I am leaning toward a 'sell recommendation' but am open to counter arguments.

Thanks so much!

Q: Hi there, is Covalon a good turn around stock here? Would you be a buyer at these levels? Thanks!

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Joe

Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.