Investment Q&A

• Evolve Global Healthcare Enhanced Yield ETF Unhedged Unit (LIFEB)
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Q: Pls provide your thoughts on this etf. Thanks

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Read Answer Asked by gary on October 17, 2023

• Intuitive Surgical Inc. (ISRG)
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• Eli Lilly and Company (LLY)
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• Medtronic plc. (MDT)
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• Stryker Corporation (SYK)
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• DexCom Inc. (DXCM)
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Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.

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Read Answer Asked by Robert on October 17, 2023

• InMode Ltd. (INMD)
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Q: Is the drop this week overdone in light if news of guidance cut and lawsuit. Would you continue to hold?

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Read Answer Asked by Charles on October 13, 2023

• Block Inc. Class A (SQ)
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• Guardant Health Inc. (GH)
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Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.

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Read Answer Asked by K on October 13, 2023

• Thermo Fisher Scientific Inc (TMO)
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Q: THERMO FISHER SCIENTIFIC HAS BEEN BEATEN DOWN RECENTLY. I THOUGH IT WAS A GOOD HEALTHCARE COMPANY. WHERE IS IT GOING? WHAT IS A GOOD ENTER PRICE?

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Read Answer Asked by Herbert on October 13, 2023

• Amgen Inc. (AMGN)
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• Eli Lilly and Company (LLY)
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Q: I heard that AMGN has a potential diabetes/weight loss drug similar to LLY and NVO. I think the AMGN drug is behind the other two and is in phase 2 trial. Do you have any background/guess on whether the AMGN drug can turn out as good as the others? What do you think of AMGN overall vs LLY and NVO?

Thank you,
Mike

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Read Answer Asked by Mike on October 13, 2023

• Harvest Healthcare Leaders Income ETF (HHL)
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Q: Peter is HHL etf a good choice for income investors.?? Is div Safe thanks Ken

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Read Answer Asked by Ken on October 12, 2023

• Intuitive Surgical Inc. (ISRG)
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Q: Are you aware of any particular reason for the share price plunge in ISRG? Would you be a buyer around this level ($280)?

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Read Answer Asked by Harvey on October 12, 2023

• Illumina Inc. (ILMN)
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• Intuitive Surgical Inc. (ISRG)
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• Eli Lilly and Company (LLY)
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• InMode Ltd. (INMD)
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• Lantheus Holdings Inc. (LNTH)
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Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt

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Read Answer Asked by Matt on October 12, 2023

• iShares U.S. Medical Devices ETF (IHI)
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Q: May I have your current thoughts on the iShares U.S. Medical Devices ETF (IHI). After a tough three months and today's 5% dip would you consider it an opportune time to add for medium to long term investors, or is it better to let it find its feet first?

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Read Answer Asked by Peter on October 12, 2023

• WELL Health Technologies Corp. (WELL)
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Q: Hello 5i team,
I am thinking of adding to WELL. What is your current view of the company? Is it now profitable?

Thank You,
Andrew

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Read Answer Asked by Andrew on October 12, 2023

• Stryker Corporation (SYK)
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Q: Good morning

Any reason you can see for a big up day yesterday and then a complete reversal down day today? Can't find any news for the up and down

Thks
Marcel

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Read Answer Asked by Marcel on October 12, 2023

• DexCom Inc. (DXCM)
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Q: Hi Peter and Staff

Have held this for several years up a bit down a bit now it’s down more than a bit . Do you rate this sell , hold or buy

Further would you prefer a long term investment in DXCM or WELL

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on October 11, 2023

• Amgen Inc. (AMGN)
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• Intuitive Surgical Inc. (ISRG)
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• AbbVie Inc. (ABBV)
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• Johnson & Johnson (JNJ)
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• Eli Lilly and Company (LLY)
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• Medtronic plc. (MDT)
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Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

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Read Answer Asked by ralph on October 11, 2023

Q: RDNT Is this company profitable? Do you see it as a buy, hold, or sell.

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Read Answer Asked by patricia on October 11, 2023

• Opsens Inc. (OPS)
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Q: This morning, Opsens received a takeover offer from Haemonetics. Do you think there's any potential for other bidders to offer more than the current $2.90 cash offer?

Many thanks.

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Read Answer Asked by karl on October 10, 2023

• Neighbourly Pharmacy Inc. (NBLY)
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Q: With the NBLY share price below the "take private" offer, is there some reasonably low risk arbitrage here?

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Read Answer Asked by Blake on October 05, 2023

• Eli Lilly and Company (LLY)
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Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

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Read Answer Asked by Ed on October 04, 2023

• Neighbourly Pharmacy Inc. (NBLY)
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023

• Intuitive Surgical Inc. (ISRG)
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• AbbVie Inc. (ABBV)
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• CVS Health Corporation (CVS)
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• Danaher Corporation (DHR)
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• Eli Lilly and Company (LLY)
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• Stryker Corporation (SYK)
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• Thermo Fisher Scientific Inc (TMO)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Novo Nordisk A/S (NVO)
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Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.

Upvote 1

Read Answer Asked by Dave on October 03, 2023