Q: hi folks, 1st Q on CB2 Insite, cbii/c....stock has been on fire lately as looks to roll out/expand US telemed operations but in cannabis field. Did finance at .15 couple of weeks ago, and bought some Texas operations to expand operations to 100+k medicinal patients. Stock has run into the .30's on big volume. Very small company but would appreciate your views/opinion. Is is similar to Well/t??. Thanks as always, jb Piedmont QC
Q: Gud is beaten up so badly.So am I..Have a 3% pos.@ $10.11 for long time & additional 1% @ $7.37.Any news for last 2 days positive moves? Is it time to average down to 5% total? Txs for u usual great views & services
Q: I heard a comment on TV that any COVID-19 vaccine will have to be maintained at a very low temperature. Is this true ? If so, how significant do you think this could be for ABC and/or CYRX.
Thanks for your thoughts.
Ian
Q: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!
Q: Could you please give some insight on GH and their new share issue @ $102.
Is this issue significant and why is the share price still above this level?
Is this a good sign?would you not think people would sell and buy back @ $102?
What are your thoughts going forward on GH?
Q: There is one thing I don't understand. GUD bought Biotoscana one year ago I believe for almost $200M. The stock ran up 20% on that announcement to nearly $9 and now it is $5.50's. The thing I do not understand is didn't that acquisition do anything for the top or bottom line and hence give a positive light on the stock? You have said the last few months that investors are bored and waiting for an acquisition.
Isn't Biotoscana the acquisition? Thanks
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?
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: 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