Investment Q&A

Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Q: Can you provide any insight on US healthcare Select SPDR fund,?
Thanks

Q: You had a previous question on earnings coming out March 21 but nothing came out? I also saw something saying it was coming out yesterday. Nothing yet?

Q: Your thoughts on GUD going forward in light of:

07:20 AM EDT, 03/24/2025 (MT Newswires) -- Knight Therapeutics (GUD.TO) overnight Sunday said G252 Capital has disposed of 2.5 million of its shares at $6.30 each, and no longer holds over 10% of Knight's outstanding shares.

G2S2 now owns 7.54 million Knight shares, for a 7.6% stake.

Does this limit upside of the stock price?

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Q: As a follow-up to Larry's question on KNEAT, do you think it is a duplication to hold it as well as VHI?

Thank you,

Mike

Q: Please give me your thoughts on this company as an investment, thank you

Q: When do they provide year end and first quarter fin results?

Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks

Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Q: A bit of an earnings miss, but the future is looking promising. Your opinion going forward please.

Q: Your views please on these healtcare names.

Would you be a buyer ? Entry prices ?

Many thanks,

J.D.

Q: Hello,
With the recent acquisition of Paladin (after a long wait for Knight to make a larger purchase) , do you see future growth for Knight and would this be a stock for accumulating at 5 percent position? Much appreciate it.

Q: Medical Facilities just completed a large Dutch Auction tender at 18$.Why is the stock trading now almost 3$ lower near 15$

Q: Novo Nordisk is getting HAMMERED and trading at multi year lows!! Is this an incredible buying opportunity or is something nefarious going on?!!

Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?

Q: what do you think of the acquisition of Paladin?

Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.

Q: Is it at an attractive level to add to in order to get to a full position?