Investment Q&A

Q: I hold HHL in my RRIF which is primarily focused on income. I am considering switching HHL to
HHLE. This would increase my income by approximately 30% on this money and allow me to keep the same list of healthcare stocks. Does this make sense; any downsides ; am I missing anything?

As an aside , I am at breakeven with HHL as the sector is under pressure from Trump and also United Healthcare has dampened the sector. But with Trump wanting lower drug prices , the companies will be going overseas to compensate for lower US revenue as witnessed by Eli Lilly raising international prices for Mounjaro.
Thanks .Derek

Q: Please provide your view on the latest quarterly report and outlook.
Thanks

Q: This stock is up 50% in less than a month and is at a 52 week high it also will be making about 270 million going forward this year. They get to keep 90% of that. My simple math has them at a P/E of 6.4 on a forward basis if they don’t overachieve. There drug is getting traction into the hospitals and with the doctors due to its drug profile.

Aurina has another drug in the pipeline going into phase two that looks good and I hope they go after rheumatoid arthritis. To me everything looks good here. This is my fun stock to stop me from becoming too bored and is finally becoming exciting.

What do you folks think is going on here regarding the big move in the stock price and where it could go. Looks like the existing drug revenue tops out an around 600 million annually.

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Q: Where did Well's profitability go??

They had positive EPS now Google is showing $-0.52 EPS? What happened?

Q: WELL reported good results, or at least they seemed good. In early questions, 5i agreed. Stock opened higher then fell off a cliff ending down 32c. What does the market see about the results that initially wasn't obvious. Or is this just a glorious time to add to position?

Q: Buffet has purchased a stake. Is it time to buy in?

Q: Can you explain the relationship between these 2 companies and the significance\impact of results currently released by Healwell. Thanks John

Q: Good morning - I'm finally back to break even on WELL, held in registered accounts, and am wondering if this isn't a good time to move on, but to where? You seem ambivalent about WELL's future and the whole sector is in disfavour. I also have ISRG and ABBV so I do have other sector exposure. So, hold or punt WELL?

Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.

Q: What are your thoughts on CURA based on their last quarterly results?

Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?

Q: I want to increase my position in HIMS or WELL. Which do you think has greater long term upside potential?

Thanks,
Curtis Q

Q: Any news to explain the move by VHI today? Just profit taking or did something occur that isn't being reported. Would you be adding to an existing position to take advantage?

Q: Isrg is the only health company we hold.
It is down 23% from its high and still trades at a very high p/e.
Your opinion please.

Q: I have been buying HHL ETF over the last number of months, but it continues to struggle. Would say this is just sector weakness and if so how do you see the sector - will it eventually recover? My only other Healthcare stock is is ABBV so I am not overly exposed but this ETF is close to a full position, for income. Are there any issues with the ETF, and are you cautious? Thanks so much.

Q: Hi Peter

Can you provide me your current thoughts on GUD and its reported financials. Also do you think it is in an inflection point and would you buy at current levels.

Q: Would you purchase this stock at it's current price for a five year hold?

Q: Amgen beat on earnings and revenues, quite handily, and yet the stock is down 5% today. Personally, I think Amgen is a best-in-class biotech and will continue to be a long-term holder, but I would like your take on the market reaction.

Q: Thoughts on earnings report?