Investment Q&A

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?

Q: Good Morning... what are your thoughts on NVTA? Would you be buyers or sellers heading into the merger? Does the future seem bright and profitable to you for the combined company and the space they're in?

thanks, Mark

Q: This stock stumbled 20% over the first 3 weeks of September.

Any insight into what was happening and future strength / weakness?

Thanks

Q: Hi 5iTeam,

Please comment on ABBV's pull back since reaching ytd high in July. Would now be a good time to average down?
Cheers,

Q: You mentioned a month back that you like Abbv better then Gild.
Why is gild in your partners interest portfolio and not Abbv.
I am thinking of buying Abbv,or do you think there are better options?...like guardian health?
Thankfully

Q: Your thoughts on APLI. Thanks

Q: I just read an article on China’s Aging demographic causing a market for in home elevators.(Mobility). Would Sis be positioned for this or are their present China market opportunities too small too make a substantial change in their Overall sales. I’m looking for plus growth companies that have a solid base. Thanks
Terry

Q: Sorry if this is a repeat question. Who do you like as an investment for coming up with a covid vaccine.

Thanks Steve

Q: Since their last acquisition, the share price of Becton Dickinson fluctuate a lot. Will you buy the shares at its current price?
Is there a better alternative in the US health sector. If so, what would you suggest?
Thank you

Q: Valeo's business model seems to be to acquire rights to drugs in niche markets that wouldn't appeal to the larger drug companies.
What would be your outlook on the company and its strategy. Many thanks.