Investment Q&A

Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Q: I’ve considered NVO and LLY somewhat equivalent due to their exposure to obesity drugs. Is there an opportunity to sell some LLY to buy more of NVO because it has underperformed lately?

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Do you know of any reason why this stock is selling off? Should I buy more, hold or sell?

Q: What is your current opinion of this stock. It seems to be a value trap. Time to move on. Thank you. Cheers

Q: Over the past ten years Well Health achieved very low "return on invested capital" results. Does this mean that their acquisitions were not financially successful?

Thank you,
Gabor

Q: Well Health achieved very low return on invested capital results (ROIC) over the past seven years. What does this mean? Does it mean that their acquisitions were not financially successful?

Thank you,
Gabor

Q: Are they in trouble wrt the latest news?

Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.

Q: Can you expand on the recent question on WELL. How good a company is it for a growth investor? It recently traded up to $5 but has back off to around $4.40. Is this a good point to buy? Where do you see it over the next 12 months? What are the catalysts that define company performance? It has been recommended by 5i, how strong is this conviction?

Q: Hi folks, received shares from the spin-off, what are your thoughts on the company? Add or sell the position? Thanks.

Q: cancer cure your comment rak

Q: Hi 5i Team - The guest on BNN Market Call today, said that WELL has to grow into itself since it's trading at at 100 times 2025 (I assume earnings). At the same time he praised it for its strong organic growth with 98% returning revenue and 37% revenue growth. I'm a little confused by these numbers. Could you perhaps put them into a perspective that I can understand. Thanks.

Q: After its huge drop Friday, CPH is down another 8% today. It said the failure of the clinical trials for Moberg's nail fungus medicine wouldn't impact sales or revenue "today" but how much was the market counting on this for the future? Does its failure really justify a 20% cut to CPH stock or is this way overdone?

Q: Share this news no queston

MISSISSAUGA, ON, Sept. 13, 2024 /CNW/ - Cipher Pharmaceuticals Inc. (TSX: CPH) (OTCQX: CPHRF) ("Cipher" or the "Company") announced today that its partner, Moberg Pharma AB ("Moberg"), issued a news release earlier today stating that it has received information about clinical cure in a subset of patients in the ongoing North American Phase 3 study for MOB-015, a product for the treatment of nail fungus. Moberg has noted that the number of patients who have achieved clinical cure in this blinded subset of patients is lower than its expectations, which necessitates that Moberg inform the market about this fact.

Moberg's full press release can be found here.

Cipher owns the Canadian marketing rights to Moberg's MOB-015 through a licensing agreement (the "Agreement") dated September 18, 2018, to commercialize, promote, sell and distribute the product exclusively in Canada. On signing the Agreement, the Company paid an upfront amount of US$0.5 million and any future additional payments of up to US$14.1 million are contingent upon successful achievement of certain clinical data results as well as development, regulatory and commercial sales milestones. Cipher has no further financial obligations in respect of the Agreement if the applicable development and regulatory milestones outlined in the Agreement are not attained.

The Company will continue to collaborate with its partner Moberg as full results from their clinical trial become available, however this pipeline product does not impact the sales and earnings profile of Cipher's existing business today.

The Company continues to be focused on its recent acquisition of the NatrobaTM business from ParaPRO LLC as announced on July 29, 2024, as well as other potential growth opportunities. The Company believes the growth potential for the NatrobaTM product in the U.S. market and other markets internationally is significant, and the integration of this business into its existing profitable North American platform remains Cipher's focus and priority in the near term.

Q: Hello 5i
Any news on the Cipher drop and trading halt?
Thank you
Dave

Q: Is ILMN a buy, sell or hold in your view?

Thanks for your service!