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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: I hold some shares in Moderna and trying to find out what the future holds (2 yrs). They recently announced that their future COVID vaccine sales are expected to be above original projections, however the stock continues to come down. What is your view on this company as an investment going forward. Thank you.
Read Answer Asked by Francisco on August 10, 2023
Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).
Read Answer Asked by Adam on August 02, 2023
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
Read Answer Asked by Barbara on August 01, 2023
Q: WELL appears to be a reasonable recession-resistant investment, and management seems solid to me. Questions:

- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?

- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?

- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?


Thanks.
Read Answer Asked by James on July 20, 2023