Investment Q&A

Q: Why is the stock down today ? Add-on opportunity ? Thanks

Q: Hello Folks:
What are your feelings on united health care, or are there other choices?
Thanks for everything
brian

Q: Well is up big today do you know what's going on.

Q: Hi there,

Can I please get your thoughts on IPA here? I believe they plan to list on NASDAQ soon. What effect do you think this will have on the stock performance? What are your thoughts on the company's prospects? Would you be buying here?

Thanks!

Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks

Q: As this stock has run up, I've gradually trimmed half of my position, thinking it's a Venture stock, which has meant that I kept it to 4% of my RRSP. Now they are listing on NASDAQ, but I'm thinking to sell more and go into WELL, realizing that while they are both in healthcare space, they are still very different stocks.
Which is more likely to position me for future growth?

Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?

Q: Can I have your thoughts on Exelixis? Thank you
Peter

Q: Good day,
Wells Fargo analyst downgraded DXCM in addition to lowering its price target from $420 to $350. Has anything drastically changed and is it still worth holding? Thanks

Q: I don't have any Healthcare. Between Pfizer and Johnson and Johnson, Which one do you prefer? Or both? Or neither?
Thanks
Jerry

Q: Could I have your comments on HLS's acquisition of a Portfolio of 4 royalty interests.
Thank-you.

Q: Would you have an updated view of the potential for MYOK?
Thanks.

Q: You cannot watch any American tv without seeing a goodrx ad. I bought a small position on its first day. Is it too early for 5i to form an opinion.

Q: Looking to buy one of these, which would you select. Than-you.

Q: Hi, Do you think owning both of these securities would be beneficial, or would it be too much overlap, thanks for all of your valuable help?

Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.

Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.

Q: Hi Peter,
With the value of GUD and its continued drift of GUD is there a point where a bigger Co might look to absorb it ? Besides bordem is there any other reason for its poor performance ? Thanks.

Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?