Q: Please share your thoughts at this price level for BMEA.
Thanks!
Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning,
I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?
An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.
Thank you.
I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?
An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.
Thank you.
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
-
Harvest Healthcare Leaders Income ETF (HHL $6.83)
-
Evolve Global Healthcare Enhanced Yield Fund (LIFE $16.78)
Q: I own HHL and LIFE (two separate accounts). They aren't looking too healthy lately. What are the likely reasons? Trump, cover calls, interest rates, time of year, etc?
Thank You, Merry Christmas
Thank You, Merry Christmas
Q: Comment on earnings . Getting really tired do i just sell and buy vhi
Q: THEREATECHNOLOGIES
Is up nicely from $ 1.60 to $ 2,57 A small Company . It has been making announcements re marketing its products etc Is it worth a HOLD or a BUY Rating RAK
Is up nicely from $ 1.60 to $ 2,57 A small Company . It has been making announcements re marketing its products etc Is it worth a HOLD or a BUY Rating RAK
Q: Hi folks, thoughts on Healwell, AIDX/t purchasing Orion Health of NZ....and the subsequent financing announced...stock been on quite a run lately....does the deal & financing look good???, thanks jb
Q: Hi,
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks
-
BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.54)
-
iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $66.36)
-
Harvest Healthcare Leaders Income ETF (HHL $6.83)
-
Evolve Global Healthcare Enhanced Yield Fund (LIFE $16.78)
-
BMO Covered Call Health Care ETF (ZWHC $25.47)
Q: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.
Q: TransMedics might be trying hold its downward slide at current price $62ish. What would you suggest is risk vs reward senario taking a position here?
Q: Well Health has had a very nice run as of late and you seem fairly confident in its continued growth.
It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)
It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)
Q: Forgive my skepticism, but should long term WELL investors be worried about being left holding the bag with the Wellstar spin off?
Q: Can you please comment on WELL announcement today about doing a spinout next year. Do you think is a compelling reason to initiate a position or add to an existing one?
Q: Thanks for your response to my previous question. Just when I thought it couldn't get any worse, CVS is down 4% this morning on this news:
A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.
But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?
A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.
But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?
-
Harvest Healthcare Leaders Income ETF (HHL $6.83)
-
Harvest Healthcare Leaders Income ETF (HHL.U $7.59)
Q: If I understand correctly, HHL is a Canadian ETF that holds US or maybe global Health Care stocks, and HHL.U is the same fund in US$.
For US$ Health Care covered call ETF, would you recommend the HHL.U or would some other similar ETF be more suitable?
Thank you
jerry
For US$ Health Care covered call ETF, would you recommend the HHL.U or would some other similar ETF be more suitable?
Thank you
jerry
Q: Hi is this company in your coverage universe? First impressions?
Q: On Oct 22, concerning ELV's quarterly results, you said, "a key issue was the 'timing mismatch' between Medicaid reimbursement rates and the higher healthcare needs of members" - an issue linked to post-COVID resumption of full-service healthcare.
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
Q: TH They make a lot of announcements but shares don't move much.
Is it just too small a company or do they not have the right products for the masses ? RAK
Is it just too small a company or do they not have the right products for the masses ? RAK
Q: Good evening 5i Team,
Can you please give me your current assessment of Profound Medical?
I've held this stock for about five years. It peaked in 2021 at just over $35, and with the recent drop (due to yet another financing), it's down to about $10.66. I've listened to each earnings call, and it's been the same message for years now that widespread adoption of their non-surgical MRI guided prostate cancer/BPH treatment is just around the corner.
Their "First-time CPT code reimbursement for TULSA" is to be effective January 1, 2025, and they recently partnered with Siemens in a co-sales/marketing deal.
Is more patience (along with patients) warranted here, or is it more likely time to move on? Thanks, Brad
Can you please give me your current assessment of Profound Medical?
I've held this stock for about five years. It peaked in 2021 at just over $35, and with the recent drop (due to yet another financing), it's down to about $10.66. I've listened to each earnings call, and it's been the same message for years now that widespread adoption of their non-surgical MRI guided prostate cancer/BPH treatment is just around the corner.
Their "First-time CPT code reimbursement for TULSA" is to be effective January 1, 2025, and they recently partnered with Siemens in a co-sales/marketing deal.
Is more patience (along with patients) warranted here, or is it more likely time to move on? Thanks, Brad
Q: What are your thoughts on DHR as a long term play in the healthcare space? Stock seems to be unloved for the past couple of years after fantastic long term performance. It's spin off of Veralto created value but wondering what is the next catalyst for this stock / company?
It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.
Is this a good position to continue holding and even adding at today's prices?
It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.
Is this a good position to continue holding and even adding at today's prices?