Investment Q&A

Q: What are your thoughts on the portfolio diversification and growth potential of these securities? Thx!

Q: Would Zoetis be a company you would recommend and if yes what would you consider a good entry price?
Thank you

Q: Hi team ?

What are your views on Altimmune (ALT-Q) and its growth prospects, its risks ? Would you buy it now for a growth account in a TFSA ? Which entry price would you suggest ?

Gratefully,

Jacques IDS

Q: Do you see the recent dip in PGNY as an opportunity or did the recent results indicate something worrying? Do you agree with the assessment that there could be long-term, above-average growth possibilities and PGNY is emerging as a leader rather than just simply another OK investment?

Q: Hi All,

I have a really nice gain shorter term gain on LLY thanks to your recommendation of 125% which is down a little from the high.
Is LLY on the over valued side now and starting to correct? Should I sell it and move into another Healthcare name and if so I'd love a few recommendations. I already own a partial position in UNH and ABBV. I see UNH has dropped and may have some issues with the government should they be stayed away from for now? Thanks for your service.

Q: Hi 5i,

How do you feel about Aurinia, hey will be cashflow positive soon. Recently they announced a 150 million buy back with a 25% staff reduction. They are also ending a strategic review. Sales are ramping up looks like a timely buy with share price at a low. Your thoughts are appreciated.

Q: Hello 5iR.
I own this stock for a number or years and am still in a loss position.
What is your take on their latest earnings and do you see further upside in the near future. Thank you. cheers

Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott

Q: Hello, you recommended UnitedHealth Group Inc. (UNH) in the past. The recent launch of an antitrust investigation against UNH has led to a sudden drop in the stock price. I’m curious about your thoughts on this investigation. Do you believe it will cause any damage to the company? And considering the circumstances, do you still consider UNH a good buy? Thank you!

Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?

Q: Can i get you opinion on TMDX after their latest results? As well, could you please give me your favorite healthcare stocks? And rank them for order of purchase today. Thanks

Q: Hi 5i, this company recently tried to sell itself and there were no takers. They now have decided to let go of 25% of the workforce and buy up to 150 million dollars of shares back.

Looks like they will be cash flow positive by next quarter and are starting to get better traction on selling the drug.

The drug patent is for dosing as the chemical composition expires in a couple years. How would you value this company and would you rate it a buy hold or sell.

Q: On January 9, 2024, LNTH reported preliminary Fiscal 2023 Revenue between $1.295 – $1.297B. The stock price dropped from $65.30 to around $51 over 10 days. Lantheus reported 4Q on February 22 and the stock price jumped 14.71%. 2023 Revenue was $1.3B. 2024 Revenue guidance is $1.41 - $1.445B, with Adjusted diluted EPS guidance of $6.50 - $6.70. This about 7% revenue and 4% - 7% EPS annual growth. Adjusted 4Q EPS was $1.47 beat estimate of $1.45. Using 2023 Adjusted EPS, the P/E is 9. My questions are:

1) The 14.71% price jump brought the stock price back up the level it was before January 9, 2024 announcement. I am trying to understand the market action – would you please explain or best guess?

2) In your answers to Kel question on February 7, 2024 and Neil’s question on January 9, 2024, it was mentioned LNTH growth rate has slowdown, “The company has been reinvesting heavily in the last two years to pursue growth.” The 4Q result and 2024 guidance confirm growth has slowdown. Is this a value trap? Do you think the stock price would be stagnant for awhile until growth is reestablish?

Thank you.

Q: What's up TDOC? Sliding despite a significant improvement in earnings etc. The ratios are still overly optimistic?? Appreciate your comments.

Q: The 5i profile on Cipher Pharma lists only 5 employees - how accurate and current are such numbers? Also you dropped coverage on this stock in 2018 "until some visibility emerges." which now seems to be clear, would you consider recovering?

Q: What inning are each of these companies in (in terms of total return for an investor buying today), and are they both appropriate for a 3-5 year holding period?

Thank you

Q: Can you contrast SYK and ISRG? Are they competing against each other?

Q: Please comment on the recent earnings? Also can you provide a good substitute for this stock?

Q: your comments on qipt earnings please.
thanks

Q: could you give me your recent thoughts on VEEV please. I own LLY and WELL as well in healthcare but have recently been thinking of replacing VEEV with ISRG. I plan to give WELL more time at least until small caps show more improvement.