Investment Q&A

Q: I have a .5% position in this in a cash account. I could use the tax loss, but it seems to recover. Would there be a better place to reinvest, not necessarily the same field.what is your update on this name. I appreciate your advice.
Thank you.

Q: Hi,
Just noticed that TH has issued a Treasury Offering of Convertible Unsecured Senior Notes. The size of the issue is US $ 50 million, par value $100.00. They are 5 Yr cd's witha coupon of 5.75% and a converstion price of US $ 14.75 (equivalent to about Cdn $ 19.12)

Would you feel this is a good value cd, or are we better to just buy the stock directly? As always, we value your opinion.

Thanks,
Dawn

Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

Q: Can you comment on q1 results just released please. What do you think of the stock? Thanks again.

Q: I am considering purchasing this company based on the potential upside. What do you think of this company at this point

Thanks

Q: Hi, I see Vector Vest has Th, rated high on their list. What is your opinion of the stock?

Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim

Q: Is GUD any good?

Q: I have a 1/2 position in RHT and am down 23%. Is it a reasonable idea to bring it up to a full position with the price drop? Thanks!

Q: It looks like RHT is using purchasing power by volume order to secure hardware which seems to be in short supply. I expect that they wiil make a little margin on the units but the real benefit is that the units will no doubt have RHT software installed which is recurring revenue. I see no real issue here. Am I missing something?

Q: Please u take on latest results & going forward.Appreciate u usual great services & views

Q: Can you please comment on $ISRG. I am planning in initiating a small position. Any info would be greatly appreciated.

Thanks Valter

Q: Hi 5i team. After being badly "burned" by healthcare companies over the last couple years (phm, vrx, cxr) I had sworn off investing in healthcare/ drug companies as every one I was invested in seemed to turn out to be giant scams. But, that being said, I find myself liking the idea of the technology behind RHT and I am considering investing in this recent pullback. On the flip side I used to feel the same about patient home monitoring (and we all know how that turned out). I guess I am looking for reassurance that RHT is a MUCH different home monitoring company than phm was, with competent management that aren't scamsters like Dalsin was, and describe the level of potential RHT has for future growth. I like the "tech" and "AI" component of this technology the best as I believe these will continue to be the highest sector of world growth going forward.

Also, in regards to the upcoming quarter; is there a negative setiment out there in regards to the release that you are aware of? Would a person be better off to buy the dip now, or wait until after the release? Thanks

Q: We have a 3.5% weighting in JNJ. We like it for its exposure to the USD, its steady dividend income, its blue-chip size and very modest share price growth. However I am concerned about the potential losses arising from their "baby-powder" lawsuit. We have owned the stock for years. I am thinking about switching out around 2% weighting into PFE. Its dividend appears to be higher and its chart seems to be better.
Reading over 5i responses on JNJ you seem fairly sanguine about JNJ so I hesitate to sell. We are retired but not currently spending our USD dividends - they are kept for foreign travel.
I must say I like XBI's chart. However its dividend is much lower so potentially we would need to sell stock if we needed USD. XBI should lower our risk profile as it is an ETF which is probably a smart move.
My questions are...
1) Would you recommend selling all our part of our JNJ or just do nothing?
2) Would you recommend purchasing PFE or XBI or both?
Please deduct as many credits as you feel my question(s) justify.
Thank you for your assistance.
Jim

Q: Regretting not purchasing IMV before the recent listing changes and stock run up that followed. Where are they at with trials and product testing? Is the current strength based on assumed approvals or have there been results driven reasons for the rise? Would 5i suggest waiting on this one or is it a speculative buy today?

Q: What do you think about Hamilton Thorne after their latest earnings report?
Best,
Linda

Q: This company has just had a 1 : 9.5 reverse stock split and is now listed on the Nasdaq. Do you feel that this has any impact on the companies/share price? Thanks, Leah

Q: Any reason for the 11% drop on Reliq today? Would you add to a position or wait after earnings? Thanks!

Q: Hello 5i: Reading your answer today about JNJ and while you like it would maybe pick something else at this time, What would be your suggestions in the US,
Thank you as always. Barbara

Q: JNJ is looking very soft on the charts - understand they have some legal issues (which I don't understand ) I have a near full position - time horizon 2 years, hold or sell?? Thanks Jim.