Investment Q&A

Q: i would be interested in your thoughts on this company. It had a big up Tuesday. Can it keep going?

Q: Any idea when GUD reports?
What are the market expectations?

Thanks

Q: Hoping this week will provide some good buying opportunities. Could you give some recommendations for a healthcare company, Canada or U.S., that pays a dividend. Preferably something with dividend growth.

Q: Thoughts on VMD's Q4 posted today?

Q: This is an emerging life science technology company, that develops and sells instruments, consumables, and software for analyzing biological systems. The story seems to be quite positive. Do you have any insights into this?

Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you

Q: I had hoped that GUD would have held up better in the face of the current sell-off, but so be it. Are we reaching attractive levels to add to positions in your opinion?

Thanks

Q: Hi 5i team,

There is no much working in the market these days, which I guess is an understatement. Two stocks that are positively correlated with the virus are MRNA and GILD. There is only one dated question on MRNA. It is developing a potential vaccine for the disease. There is a recent question on GILD, but you did not mention the potential of the drug it is developing to treat people with the disease, likely due to how the question was posed. Both companies are fast-tracking their efforts. MRNA seems to have gone parabolic and hence, looks a lot more risky here. GILD was a value trap for years with a poor pipeline but seems to be breaking out now, which I attribute to the potential of the new drug, if it works.

What are your thoughts on MRNA and GILD is view of their efforts to combat the coronavirus?

Thanks again.
Dave

Q: Please comment on the recent earnings report.

Q: In regards to Bernie Sanders question even if he is elected president I think he will also need to get the Senate and the House of Representatives backing his proposed healthcare legislation which is far from a sure thing. Considering the difficulty Obama had in legislating the affordable health care act (AKA Obama Care) it remains to be seen how much success Mr. Sanders will achieve with his healthcare proposals. All that being said the market can and does act on emotions so a Sanders presidency could be expected to increase volatility in healthcare stocks. I agree completely with your position not to react to speculation on Mr. Sanders. I always want to ride out volatility. As an aside I doubt any one of us has read Mr. Sanders detailed proposals on health care so our opinions about his healthcare proposals are already an emotional response based on fears and sound bites...not a recipe for successful investing.
Regards,
Jim

Q: Thoughts on UBX:US?

Q: Savaria's price seems to have reacted poorly in the "virus" market. For a health care stock this was a little surprising. Do you have any thoughts on what might be concerning investors?
Thanks
Mike

Q: Hi 5i Team,
Pls comment on Amarin Corp ‘s earning and give your outlook of this company. Share price dropped 7% at the time of writing.
I am holding a small position, buy more, hold or sell?
Thank you for your professional advice and help as always.

Q: I am thinking of buying this company, but was surprised to see a lot of insider sells. What do you think?

Q: Over a year since last question; what are your current thoughts please?

Q: Hello,

Aside from the coronavirus jitters, was wondering if you can please comment on why Guardant Health is getting so badly pummelled after showing strong EPS and revenue in their recent earnings report. Is this an opportunity to add? Thanks.

Brad

Q: Hi Peter, Ryan, and Team,

James Hodgins commented on Savaria recently: "There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside."

This stock is a loser in my wife's RRIF, and would like your opinion regarding his negative opinion of the car lift sector, and if you concur that it's the main reason for recent under performance.

Would you be OK with classifying Savaria in the Healthcare sector instead of Industrial?

Thanks as always for your advice and insight.

Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:

"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.

With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."

Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.

Thanks

Sheldon

Q: BHC has dropped after earnings. How does the future look for this company? I have a 5% position and am still up 10%. Is it worth holding? Thanks!

Q: I am looking to increase my Healthcare sector and recommendations be at this time for stocks or ETF in this sector?