Investment Q&A

Q: are they good to invest now ? or you have a few better suggestions. thanks.

Q: Hello, is Eli Lilly a buy at these levels? If so, why? If not, what might be a good entry point? Morningstar has a glowing report on LLY but ranks it 1 * only because the stock price is way over their fair valuation (has been for a long time). What to make of this? Thanks!

Q: Hi, good day, what are your thoughts on the latest news? Outlook for the company and stock? Thanks

Q: There was a buy in from a large investor at $4.34 a share. WELL is coming down to that price today (currently down 13cents). What do you see happening going forward? I assume it's a good sign that there is a large investment but it seems the discount is large. Your take on things?

Q: I would like to invest in the space, how would you suggest allocating between these linked companies based on risk and reward?

Q: I currently have a small loss on a small position in Elevance Health. Very poor momentum in the stock currently. I am considering a switch to UNH, but note that it trades at 2x the PE of ELV. What are your thoughts on adding to to ELV at these levels? Or adding at lower levels once it levels off? Would you make a switch to UNH, or abandon this particularly area of the healthcare space for another area such as devices or biotech?

Q: When do you feel TMDX will turn? Does it remain one of your top US picks?

Q: I noticed that 5i often recommends ISRG, , But it seems like 5i does not own this stock. I am curious as to why? Thanks

Q: Would appreciate your comments on TH quartly report. Profit for a change. Thanks

Q: Comparing NVO with LLY.
Are these companies similar? Morningstar describes NVO as Biotechnology and LLY as a Drug Manufacturer but they both have versions of the popular weight loss drugs that has caused their stock price to appreciate? Can you also help explain why NVO in the last +4 month is significantly lower than LLY?

Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?

Appreciate your insight.

Paul F

Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you

Q: What happened to Humana ? Thoughts on the future and an investment ? Thx

Q: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.

Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David

Q: Structure Therapeutics was mentioned in Barron’s as an up and coming GLP-1/ozempic style drug provider. What is your opinion of GPCR and this space, in general?

Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?

Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?

Q: Retired dividend-income investor with a concentrated portfolio. My main exposure to the Healthcare sector is LIFE. I currently have over 4,800 shares and am contemplating adding another 400+ shares.

I like everything about LIFE, except for the liquidity. It trades, depending on the timeframe, roughly 12,000 to 17,000 shares/day. I understand the market can either make or delete shares as needed.

If I needed to swap out of LIFE, I could purchase HHL which has better liquidity, but a higher MER. However LIFE is held in a Cash account and would generate some capital gains.

I asked this exact same question 1-2 years ago and thought I'd check in to make sure a) you were still a fan of "LIFE", and b) you still agree that, as a long term hold, you are not concerned with the liquidity under my circumstances.

Thanks for your help....Steve

Q: Which would YOU add if choosing? Any other to consider? My current health sector holdings are WELL, IBB, IHI. Past forays into healthcare have been disasters, e.g. ltc reits, medical cannabis and GUD. So quite cautious.