Q: The stock has fallen off a cliff and for good reason. Management has executed poorly and badly missed many of their objectives. And they continue to sing a heck of a good song on their cc's. The cc was full of promotion and hot air. Much of the commentary was particularly greasy, including the comments about the impending financing. How can 5i continue to recommend a company with a management team so objectively lacking in credibility? Is this not the profile of a company deserving of a rating below "C"?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is 20% drop an overreaction to a delay in results? am I missing something?
Q: I would appreciate your advice on PFE at this time. A buy, hold or sell. Thank you as always. Barbara
Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks
Thanks
Q: You guys seem down on COV.
They had said that the $100M Saudi contract would be in the second half of the year and now they said it is delayed a quarter. As a result, they needed money and did a private placement at a low price which is a misstep.
It is not unusual to have a delay with a contract.
If the contract comes to fruition, is there any doubt that COV will not get to new highs or am I missing something bigger?
Also is there still a doubt that the $100M is in jeopardy because of the former employees actions?
Thanks
They had said that the $100M Saudi contract would be in the second half of the year and now they said it is delayed a quarter. As a result, they needed money and did a private placement at a low price which is a misstep.
It is not unusual to have a delay with a contract.
If the contract comes to fruition, is there any doubt that COV will not get to new highs or am I missing something bigger?
Also is there still a doubt that the $100M is in jeopardy because of the former employees actions?
Thanks
Q: your opinion on earnings, i know you like this stock, would you add to it in here. dave
Q: I invested in GILD a few months ago and at that time it was a stock you were positive about. I notice this morning it is now thought of as just OK. Has something happened to alter your confidence and should this be a time to divest? Thanks
Q: Hello 5i
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
Q: Greetings 5i,
I know 5i has been optomistic regarding Guardant Health and its future however CFO and CEO have recently been selling thier shares. Does 5i have any new concerns here? Does this alter 5i's opinion on this company?
Cheers!
I know 5i has been optomistic regarding Guardant Health and its future however CFO and CEO have recently been selling thier shares. Does 5i have any new concerns here? Does this alter 5i's opinion on this company?
Cheers!
Q: On August 16, 2019 Profound Medical was granted US FDA approval for TULSA-PRO. There will be more trials next year for reimbursement but PRN now has regulatory FDA approval in the US and will start commercial sales in Q4 this year. The next week or so will be very interesting.
Q: Hi
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Q: What is your current view of Profound Medical? They have received clearance from the FDA to market Tulsa-Pro. Is this not huge news? Are there further FDA approvals pending? Although up a few cents (at time of question) it is still not back to July 2018 level of $1. Would you hold?
Q: Hi 5i Team,
Pls comment on Profound Medical earning and outlook. Any positive sign ahead of this company?
Thank you for your kind assistance as always.
Pls comment on Profound Medical earning and outlook. Any positive sign ahead of this company?
Thank you for your kind assistance as always.
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Abbott Laboratories (ABT)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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iShares MSCI USA Momentum Factor ETF (MTUM)
Q: I should increase both our health care and U.S. investments.I have been looking at the investments above.These would be in our TFSA so not too interested in dividends.
I would appreciate your thoughts.
Thanks in advance.
I would appreciate your thoughts.
Thanks in advance.
Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views
Q: This seems to be a reasonably good way to play the major healthcare industry. I am not sure how the covered call aspect of this ETF would play in a rising market, i.e. is it the same as the tech industry, where a covered call aspect would act as a drag on the performance. Your thoughts please.
Thanks, David
Thanks, David
Q: Is it time to get rid of PFE. I've had this for years and done well but it's been on a downward trend for a while now. What was once a 45% gain has dwindled to 13%. This is starting to remind me of GE where you hang on hoping for a turn around and nothing but bad news keeps happening. Thinking of replacing it with CVS. Your opinion is greatly appreciated.
thanks
thanks
Q: CPH just released Q results, do you see things turning around? They have more cash and less debt than last quarter and they continue to make a profit - please evaluate these metrics. Finally, would you comment on the initiatives outlined in the strategic update?
Q: Is there any positives in there latest Quarter???
Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?
If this is the case, shouldn’t that make GUD more valuable?