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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just finished reading both questions and your report on CPH ..... I don't see any resemblance between your report and the current company .... Could you give me the " Cole's Notes " review of the state of the current company ? What's positive in the pipeline ? What's negative ? I see the failure of the nail fungus drug initially dropped the stock $5 but it has recovered since. Does that mean the drug is not dead ? Thanks for your terrific service ..... { any plans to update that report ? }
Read Answer Asked by Garth on October 17, 2024
Q: What are your top three non-tech CDR Stocks to invest for the long-term?
Read Answer Asked by Gary on October 17, 2024
Q: I currently have a small loss on a small position in Elevance Health. Very poor momentum in the stock currently. I am considering a switch to UNH, but note that it trades at 2x the PE of ELV. What are your thoughts on adding to to ELV at these levels? Or adding at lower levels once it levels off? Would you make a switch to UNH, or abandon this particularly area of the healthcare space for another area such as devices or biotech?
Read Answer Asked by Richard on October 15, 2024
Q: Comparing NVO with LLY.
Are these companies similar? Morningstar describes NVO as Biotechnology and LLY as a Drug Manufacturer but they both have versions of the popular weight loss drugs that has caused their stock price to appreciate? Can you also help explain why NVO in the last +4 month is significantly lower than LLY?
Read Answer Asked by Ian on October 10, 2024
Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?

Appreciate your insight.

Paul F
Read Answer Asked by Paul on October 09, 2024
Q: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.
Read Answer Asked by Mike on October 04, 2024
Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David
Read Answer Asked by David on October 04, 2024
Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?
Read Answer Asked by Joe on October 02, 2024
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