Investment Q&A

Q: Lly or Amgen for five year hold
Please explain your preference
Thanks for your great service
Peter

Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.

Q: My health sector holdings consist of ABBV and IHI, both in a non-registered account. Neither have been stellar performers lately, but both are still up (ABBV by 28%, IHI by 50%). I have my eye on LLY, but the tax consequences of trimming or selling either ABBV or IHI are making me think twice. What would you do in my position? Thank you.

Q: I had a partial fill on a buy order for PFE and did not return to top up my holding . My position is too small to leave as is and I am unsure whether to add to the position or exit entirely. PFE is included in various dividend models, e.g. the AAII Dividend portfolio and the MS Global Dividend model. This prompted me to hang on. So did the many words by financial writers and commentators who have almost all been talking-up the health care sector for at least a year. Most comments by financial professionals and analysts are on how and why they expect the health care sector finally to catch up. Their focus on demographics does make sense. Yet, nothing happens to liven up the shares in pharma businesses, outside of a few stars like LLY and NVO. The share price of PFE itself has done nothing but decline. Do you the company has good prospects— good enough to ADD to the position? Or do you think I should just exit and be done with it ? (And give up on all the darn reading as research often gets one nowhere).

Q: Hi 5i, I have held Medtronic for just over 3 years and am down 30%. Do you think it's worth holding another year or two (as do a number of the analysts) or should I cut bait and redeploy the funds into LLY? Other suggestions are welcome. Do you feel Intuitive Surgical is overvalued or a good long term call? Thanks!

Q: Hi 5I
How would you rate these three companies
VMD, QIPT, and VHI. I’m thinking replacing the first two with VHI.
Thank you very much for your excellent service.
Maurice

Q: Would you recommend to buy, hold, or sell GSK?

I ask on behalf of a relative I help with investing. GSK is currently 1.3% of their portfolio. I had already been thinking of recommending that they sell when the news on June 3 came out:

"Shares of GSK dropped more than 9% on Monday, after a Delaware judge allowed more than 70,000 lawsuits alleging its discontinued heartburn drug Zantac caused cancer, to go forward, in a blow for the British drugmaker."

They are at a 15% loss with their GSK holding (less if you consider dividends), but luckily it is a small part of the portfolio.

I am leaning toward a 'sell recommendation' but am open to counter arguments.

Thanks so much!

Q: Hi there, is Covalon a good turn around stock here? Would you be a buyer at these levels? Thanks!

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Joe

Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.

Q: I have both of the above and have gains in both. Are the prospects for LLY superior to ABBV? I've held ABBV for several years but am wondering if it's time to say good bye. Please explain.
Thanks

al

Q: Hi 5iTeam,

Which one of these two would be your choice and why if you were to choose between the two? Thanks

H

Q: Good day 5i.
Could you please do a comparison between MLTX Moonlake and GH Guardant Health. Viewing them through a growth lens, risk balance, if you wish to throw another name in the mix feel free to do so?
Thank you
Jeremy

Q: Dyou support starting a position in this company.

Q: Time's up!
I've had enough of both Veeva Systems and Well Health. Down about 50% in both. Planning to cut my losses in TFSA account (grow for next 5 years) and move to LLY (full position), ISRG (half position).
This will also increase US holdings percentage in this account.

This is a follow up to the TFSA competition with my wife question from last month. :) I'd prefer not be trading too much, but just can't see these 2 companies recovering too soon, and I cannot get the long term price graph of LLY out of my mind....


Comments before I pull the trigger?



Thanks,


Jim

Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you

Q: Your comments on their last quarter results please.

Good growth, clean balance sheet, new products coming on stream, efficient capital allocator. Seems like a 5i type of investment. Would you consider it for one of your model portfolios?

Q: Could you please comment on VEEV earnings? Is it still a buy? If I wanted to replace it with another stock, any suggestions? Thanks.

Q: Hello 5i ,
I owned Tandem Diabetes for years and sold it in April 2022.
I see its share price has been on a steep incline of late. Can you shed some light on what might be causing this?
Thank you
Dave