Investment Q&A

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
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• Vitalhub Corp. (VHI $9.24)
  • $9.24 P/E (TTM): 181.18X Cap: $583M
  • View VHI Profile
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  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
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Q: Good Morning,

Do you have more confidence in VHI or WELL for a three-year hold? If purchasing today, in what order would your preference be, including LLY? Thank you.

Upvote 8

Read Answer Asked by Bradley on May 14, 2025

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
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Q: Good morning, please comment on WELL’s results. Cheers

Upvote 8

Read Answer Asked by Seamus on May 14, 2025

• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 75.62X Cap: $202.93B
  • View ISRG Profile
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• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Stryker Corporation (SYK $355.20)
  • $355.20 P/E (TTM): 46.68X Cap: $135.83B
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Q: I've done well with LLY. Is it time to move to something like Intuitive? I also own Stryker. Is there another name you'd favour?

Upvote 2

Read Answer Asked by Gregory on May 14, 2025

Q: Your analysis of Nurix's prospects will be greatly appreciated.

We value your feedback. Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on May 13, 2025

• UnitedHealth Group Incorporated (DE) (UNH $327.42)
  • $327.42 P/E (TTM): 17.08X Cap: $296.58B
  • View UNH Profile
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Q: Hi 5i, not sure reply on UNH included the most recent news out of the company. Would you still be a buyer and what floor do you put in now given MAs. Thx.

Upvote 3

Read Answer Asked by Christopher on May 13, 2025

• Danaher Corporation (DHR $224.84)
  • $224.84 P/E (TTM): 46.26X Cap: $158.81B
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Q: Hello,

Thoughts on starting a position here?

Thanks.

Upvote 3

Read Answer Asked by Satish on May 13, 2025

• UnitedHealth Group Incorporated (DE) (UNH $327.42)
  • $327.42 P/E (TTM): 17.08X Cap: $296.58B
  • View UNH Profile
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Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?

Upvote 2

Read Answer Asked by Tim on May 13, 2025

• Cipher Pharmaceuticals Inc. (CPH $14.69)
  • $14.69 P/E (TTM): 15.91X Cap: $372M
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Q: Please comment on CPH latest earnings. It looks like a bit of a mixed bag. The stock is expensive, but they are throwing off a lot of FCF and their strategy looks solid going forward. Thank you.

Upvote 2

Read Answer Asked by WAYNE on May 13, 2025

• Harvest Healthcare Leaders Income ETF (HHL $7.72)
  • $7.72 P/E (TTM): 23.26X Cap: $1.58B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.39)
  • $19.39 P/E (TTM): 15.6X Cap: $260M
  • View LIFE Profile
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Q: I am 77 years old, Dividend, Interest and Distribution investor. I do not worry about market corrections. I would like to know if you would hold LIFE.CA and HHL.CA as your only Healthcare holdings, at 5% of the portfolio?

Thank you. William

Upvote 3

Read Answer Asked by William on May 12, 2025

• Vitalhub Corp. (VHI $9.24)
  • $9.24 P/E (TTM): 181.18X Cap: $583M
  • View VHI Profile
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Q: Could you comment on VHI's Q1 earnings? At first glance, they seemed to be pretty solid, however, after initially rising, the SP fell nearly 7% on Friday. Seems like an overreaction (which is common in these markets) but as always, would appreciate your analysis.

Upvote 6

Read Answer Asked by karl on May 12, 2025

• TransMedics Group Inc. (TMDX $127.67)
  • $127.67 P/E (TTM): 51.48X Cap: $4.36B
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Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?

Appreciate your insight.

Paul F

Upvote 2

Read Answer Asked by Paul on May 10, 2025

• TruBridge Inc. (TBRG $22.36)
  • $22.36 P/E (TTM): 62.11X Cap: $333M
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Q: Hi Peter

Can you provide your comments on TBRG. Also what do you think of valuation and is it a buy at current levels.

thx

Upvote 1

Read Answer Asked by Frank on May 09, 2025

• Viemed Healthcare Inc. (VMD $7.42)
  • $7.42 P/E (TTM): 22.48X Cap: $282M
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Q: Thoughts on Viemed results and drop today?

Upvote 1

Read Answer Asked by Craig on May 09, 2025

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Harvest Healthcare Leaders Income ETF (HHL $7.72)
  • $7.72 P/E (TTM): 23.26X Cap: $1.58B
  • View HHL Profile
  • View Questions on HHL
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.39)
  • $19.39 P/E (TTM): 15.6X Cap: $260M
  • View LIFE Profile
  • View Questions on LIFE

Q: In a recent question on LLY, you said "President Trump is about to sign an executive order that would likely slash the cost of drugs (and hence the profits for maker) on a slew of popular, expensive products".

What effect will this have on the price and dividends paid by HHL.to and LIFE.to ?

Upvote 2

Read Answer Asked by V on May 09, 2025

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY

Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Upvote 2

Read Answer Asked by Tim on May 08, 2025

• Lantheus Holdings Inc. (LNTH $65.92)
  • $65.92 P/E (TTM): 27.36X Cap: $4.37B
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Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.

Upvote 2

Read Answer Asked by Harry on May 08, 2025

• Reliq Health Technologies Inc. (RHT.H $0.22)
  • $0.22 Cap: $47M
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Q: Will RHT.H ever solve their issues? Do think it is doomed? What is your advice on holding or should I exit?

Upvote 1

Read Answer Asked by John on May 07, 2025

• Intuitive Surgical Inc. (ISRG $572.47)
  • $572.47 P/E (TTM): 75.62X Cap: $202.93B
  • View ISRG Profile
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• Abbott Laboratories (ABT $125.45)
  • $125.45 P/E (TTM): 15.74X Cap: $218.14B
  • View ABT Profile
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• Becton Dickinson and Company (BDX $195.59)
  • $195.59 P/E (TTM): 33.61X Cap: $55.82B
  • View BDX Profile
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• Boston Scientific Corporation (BSX $95.61)
  • $95.61 P/E (TTM): 51.13X Cap: $141.73B
  • View BSX Profile
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• iShares U.S. Medical Devices ETF (IHI $62.63)
  • $62.63 P/E (TTM): 30.27X Cap: $4.18B
  • View IHI Profile
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Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Upvote 8

Read Answer Asked by Neil on May 06, 2025

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $48.09)
  • $48.09 P/E (TTM): 13.54X Cap: $363.68B
  • View NVO Profile
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Q: Going forward, which of these two would you prefer to own and for what reasons. Thanks

Upvote 2

Read Answer Asked by Frank on May 05, 2025

• Eli Lilly and Company (LLY $1,071.44)
  • $1,071.44 P/E (TTM): 52.42X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY

Q: LLY reported this am. I have been waiting to buy. What are your thoughts on LLY and would you be a buyer of a half position here?

Upvote 3

Read Answer Asked by sean on May 01, 2025