Q: May i get your thoughts on the acquisition by Vitalhub of The Oak Group. May i also get your view on Vitalhub in general as it is beginning grow nicely over the past year. Thanks for your input.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Team
What do you think of DHR going forward with the addition of Bio Pharma. Have they taken up too much debt? Would be adding to ABBV, BDX and MDT in my rrsp. Thank-you in advance. Sam
What do you think of DHR going forward with the addition of Bio Pharma. Have they taken up too much debt? Would be adding to ABBV, BDX and MDT in my rrsp. Thank-you in advance. Sam
Q: Hi, I received shares in this company (HLS) via a reverse takeover of ADM (Automodular) back in late '17.
I don't see any other questions on this company thus the inquiry. What is your valued opinion of HLS?
From their web page...'HLS Therapeutics is a specialty pharmaceutical company focused on the acquisition and commercialization of late-stage development, commercial-stage promoted and established branded pharmaceutical products in the North American markets. We focus on products targeting the central nervous system and cardiovascular therapeutic areas. '
They seem to have a couple of drugs Vascepa, Clozaril and Absorica that are or will generate decent revenues going forward.
They also introduced a quarterly dividend recently and I know you favour companies when this occurs.
Are they a 'show me' story right now and patience is required for a couple quarters to see how they proceed, ie it looks like they will be filing for approval with Health Canada in early 2019 for Vascepa (it's already FDA approved).
Analysts targets are for around $20 for 2019 (from your 'Companies' page).
Cheers,
Steve
I don't see any other questions on this company thus the inquiry. What is your valued opinion of HLS?
From their web page...'HLS Therapeutics is a specialty pharmaceutical company focused on the acquisition and commercialization of late-stage development, commercial-stage promoted and established branded pharmaceutical products in the North American markets. We focus on products targeting the central nervous system and cardiovascular therapeutic areas. '
They seem to have a couple of drugs Vascepa, Clozaril and Absorica that are or will generate decent revenues going forward.
They also introduced a quarterly dividend recently and I know you favour companies when this occurs.
Are they a 'show me' story right now and patience is required for a couple quarters to see how they proceed, ie it looks like they will be filing for approval with Health Canada in early 2019 for Vascepa (it's already FDA approved).
Analysts targets are for around $20 for 2019 (from your 'Companies' page).
Cheers,
Steve
Q: Hi
I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.
Great service
Thanks
Ninad
I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.
Great service
Thanks
Ninad
Q: With SIS having 5 earning misses, I have lost confidence in this stock. Which stock would you recommend to replace it in the same sector?
Q: current thoughts on VMD as a long term hold. Also, is this a good entry point?
- UnitedHealth Group Incorporated (DE) (UNH)
- Manulife Financial Corporation (MFC)
- Vanguard Health Care ETF (VHT)
Q: Hi 5i team,
Canadian financials account for 24% of our portfolio and 2% of this is in MFC in my TFSA account. I've held it for a number of years and I am up 50%. Presently, our total holdings are 60% Canada; 30% US and 10% International. I am thinking of selling MFC and replacing it with a US ETF or a fairly safe growth stock. I only have 1% in healthcare (split evenly between VHT and UNH in TFSA account) and am considering topping up based on MFC sale. Would appreciate your thoughts on this move. Thanks.
Canadian financials account for 24% of our portfolio and 2% of this is in MFC in my TFSA account. I've held it for a number of years and I am up 50%. Presently, our total holdings are 60% Canada; 30% US and 10% International. I am thinking of selling MFC and replacing it with a US ETF or a fairly safe growth stock. I only have 1% in healthcare (split evenly between VHT and UNH in TFSA account) and am considering topping up based on MFC sale. Would appreciate your thoughts on this move. Thanks.
Q: if you hold SIS at a 3%weight but are in a loss position in a rrsp would you sell to a 2% weight or just wait for earning to be released?
Thanks
Thanks
Q: I am looking for a replacement for JNJ, recently sold. US$ to be held in a taxable account. Current healthcare holdings are Savaria, Knight, and Stryker.
2-3 suggestions would be appreciated.
Thank you
2-3 suggestions would be appreciated.
Thank you
Q: Hi, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Q: Hi, Are there any estimates available for Covalan ? What should we look for in the upcoming results ? Thanks
Q: Your opinion please on cardiol therapeutics,crdl.
Q: Can you provide an update on RHT? It seems to have found a technical bottom since november and has made 3 successive higher lows as it moves up and down. What are the fundamentals like? How much of the fundamental strength that you initially saw still exists? Is this a dead (patient home monitoring type) company or just one that you lost patience with and could/should still go. I admit not to have looked into them beyond your recommendation so a summary of their potential catalysts and pitfalls over the next year would be amazing. Take a couple credits if needed to provide a full and thorough answer please.
Thanks
Thanks
Q: What would be a proper weighting in a growth and income portfolio with this news??
Thx
Thx
Q: Is this company worth taking a look at ?
Q: Follow up.....is it better to just sell and wait to re-enter when things get better? Are you planning in taking it out of the portfolio?
Thx!
Thx!
Q: Do you see any reason for the large decrease in share
price for Reliq after naming an advisory board ?
price for Reliq after naming an advisory board ?
Q: Hi Team,
Could I have your opinion on why GUD has been down lately?
Is it based on a news or data ? or just a sentiment? Is it a good time to buy?
Thanks!
Could I have your opinion on why GUD has been down lately?
Is it based on a news or data ? or just a sentiment? Is it a good time to buy?
Thanks!
Q: I’d like to buy a Pharmaceutical company outside the USA.Would Novartis fit the bill or do you prefer another company?
Q: Why is CVS down after their earnings beat ?