Investment Q&A

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

Q: Hello 5i,
I have two questions pertaining to the spin-out:
1. Would I be correct in assuming that if held in an RRSP, there would be NO tax implications at all?
2. When typing in VTRS, I see a second option showing up: VTRSV. What, if any, is the difference? My broker recorded the transaction as VTRS and so that is what I use.
Many thanks, as always!!
Stay safe and well!!
Cheers,
Mike

Q: Which vaccine company if any would you recommend to invest in?

Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter

Q: This week Pfizer spun-out Viatris as a Reverse Morris Trust Transaction. I understand the purpose of this type of transaction is to make it non-taxable. Are there income tax consequences for a Canadian citizen who owned Pfizer at the time of the spin-out?
Are Viatris shares worth holding?

Q: What are your thoughts of Viatris (combination of Mylan and Upjohn)? Shares were received from Pfizer. I'd looked at Mylan recent quarterly statements and did not see any red flags. Looking forward what is its potential? Hold or sell? Thank you.

Q: What do you think of the update today, are they just trying to stop the bleeding.

Q: Hello,

What would be your favorite healthcare stocks in the US other then technology/healthcare stocks

Thank you