Investment Q&A

Q: Realizing that PFE's dividend has been rising annually at only about 3% in recent years, and recognizing that a portion of "moving the growth needle" will be done by acquisition, would it still be a good buy at around the $27 level (longterm technical support) ?

Also:

-How does their debt situation compare to its historical measure?

- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?

Q: NVO margins are fantastic and they can’t produce enough ozemic.
I am thinking of starting a position.
If I were to buy one, which one would you prefer ?

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and going forward what do you see for the stock and the market they are in. Can you also comment on management and insider ownership if they are worthy enough points to even discuss.

Thank you.

Q: Hello 5i Team,

Can I please get your current opinion on Profound Medical? Do you see it as a buy, given the risk level? The recent earnings call sounded very optimistic with a deal signed to install their prostate cancer/BPH thermal ultrasound treatment in 20 Cleveland Clinics across North America. They also mentioned a code approval in the US effective January 2025. Thanks. Brad

Q: Your comments on 3rd quarter results please.

Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Q: Would appreciate your assessment of their just released earnings. Clearly the market seems pleased.

Thanks as always.

Q: GILD delivers an earnings beat and then the stock falls by $5 over the next couple of days. What is going on? Do you still like it for the long term?

Q: Please comment on latest results

Q: The market is not liking VEEV today. How are their fundamentals? Thanks

Q: Looking for an updated opinion on this unfortunate pick of mine. Held in a registered account so not even a tax loss benefit. Your views as to potential would be appreciated.

Q: Can you comment on LLY last quarterly earnings. Thank you.

Q: What do you think of their press release yesterday. I am thinking of adding to may small position

Thank You.

Q: Hi Peter,

WELL Health will be reporting 3rd Qtr next week. Can you provide Revenue and EBIDTA estimates.

Thank you

Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Q: Savaria with another strong day
What is the Long term plan of Savaria?

Q: Eli Lilly or Novo Nordisk. Which would you buy today? Thanks!

Q: do you know anything about this swiss based company. their gene editing therapy looks very promising. is it a binary outcome or something more positive. dave

Q: I'm an INMD shareholder and like most aspects of the company. The one part I don't love is mgmt's choice to hold so much cash and not buy back shares at these historically prices for the share price. In the recent conf call the CEO was asked again about buybacks and the growing cash hoard. He replied with some very non technical anecdotal examples of him seeing some random companies in the past that bought back shares and the share price never went up. So because of this he feels buybacks are not a good use of capital. He also states they are still looking for m&a. This makes me question the mgmt a bit. It makes me wonder if he's the best steward of capital for the company. Strong mgmt in the companies I own is important to me and something like this makes me wonder if he will end up chasing some m&a deal because they won't look at buybacks at such an opportune time for the company. What are your thoughts on the ceo's comments and do comments like this from mgmt make you second guess their abilities? Thx

Q: Hi,

What would you do with LNTH at this time after the quarterly report?

Rajiv