Investment Q&A

Q: Hi Peter,
My rationale for buying Becton Dickinson (joint replacements) still makes sense to me, and I understand that these types of surgeries are down now, but looking forward should surge. That said, it has performed very poorly over recent months and Stryker, which I understand to be a similar company, has done quite well. Can you explain the divergence? Would you suggest I hang onto (or even add to BDX) or should I admit that I picked the wrong stock and would be better switching to SYK. Thank you!

Q: Hi Team,

Do we know when DOC is set to report their Q, I think it may be today?

Thanks

Q: Good morning 5i: I would like to have a small position in a US vaccine company. Both Moderna and Novavax had great run-ups these past few days. Should I wait for pull back or jump in? And which one would you prefer? Thanks so much.

Q: Hi team,
What do you think of this recently created ETF ?
It looks good to cover Covid-19 vaccines, but also other epidemics diseases after the present pandemic. Any better ideas ?

Gratefully,

Jacques ID

Q: For a 3-5 year hold,please rank.Any other suggestions in healthcare?Own Well.Thanks.

Q: Hi Peter and Team,
Over the last 5 years, HHL's price dropped by just under 30% although its underlying stocks had appreciated over the same time period. I just can't wrap my head around this and would you please comment on how this is possible.
Also which one would be your choice for a full position HHL vs LIFE?
Regards,

Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesn’t represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great company’s that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick

Q: Hello 5i,
These questions are in response to your answer to Paul's question a bit earlier today. I, too, received shares of Viatris representing a fraction of a percent of our total equity portfolio. Under normal circumstances you tend to recommend not holding less than a 1% position. Also, I was unaware that VTRS would consider initiating a dividend. As an Income-focussed investor, that is interesting to me.
Rightly or wrongly, I tend to think of these shares as being "free" in a sense, so I am open to a variety of actions.
Now to the questions:
1. Given the foregoing, would 1% be reasonable to you? Your comment referenced "to a point", but that is not a metric that helps make an informed decision. Given the heavy debt load, what would you anticipate that "point" being for the average investor?
2. Given the heavy debt load, is it reasonable to expect VTRS to proceed with initiating a dividend this early? Might they not want to reduce debt first?
3. Would you recommend just holding on to the existing shares for a while to see how things play out before adding or selling?
Many thanks as always for your patience and stellar service - it is very much appreciated!!
Cheers,
Mike

Q: What is your current thoughts on AHC (Apollo Healthcare previously known as Acasta Enterprise)? This stock is up over 400% since August. The last question was in February 2019 after it completed debt to equity conversion. Per its last quarterly financial statements (Sep 30, 2020), they have retired their long term debt ($31M). Revenue was $90.1M. Earnings last quarter was .38c. Current P/E is 5.49. In the M&A, Mgmt indicated the current year increased profitability due to its demand for cleanser and sanitizer products. Do you think this growth sustainable post COVID?

Q: Are you familiar with this company? The company operates in the laboratory testing segment, supplying testing services to hospitals ,oncologists ,etc. please comment
Thankyou
Cal

Q: As a Pfizer shareholder I recently received 38 shares of Viatris. Reviews appear mixed on them but there is a suggestion they will soon introduce a dividend (25% FCF).
My question:.

Is Viatris viable enough to warrant adding to my position in it

Thanks

Paul

Q: Pls comment on the potential of PSNL for its business. Thank you.

Q: I have a position in BSX in my daughter's TSFA account. It seems they have pulled one of their drugs recently, and the stock is down. I'm just wondering if you could commit on this company; and whether I should continue to hold it. (It's for a three year hold). Thanks so much!

Q: Hi 5i,

Surprised by the big fall today. They had a good quarterly results 2 weeks back. why the fall today. Can you clarify.
Thanks always,
Vinod

Q: Hi- why has bausch not recovered? Looking for value and companies that may rally into the next phase of a recovery from covid. Is this a candidate?

Q: I would appreciate any information that you have regarding the FDA approval and general info on the company $TLT-X Theralase.

Thanks Valter

Q: Back in May I asked a question about DXCM. It was in the low $400's then and it has since fallen to the low $300's. Do you know the reason for the decline and what do you think of it now? How "expensive" is it now/would you buy? (I never ended up getting any and am thinking of stepping in now)

Q: How can we verify the ratio for the amount of shares we received of Viatris to our shares holding with Pfizer at time of spin-off? Thanks

Q: Have had GUD for last 2 yrs. Shall I keep holding or take a tax loss. Thanks, Fooklin

Q: Would appreciate your opinion and outlook for Integra Life Sciences.
Ken