Investment Q&A

• Intuitive Surgical Inc. (ISRG $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
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Q: Thoughts on ISRG's latest quarter?

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Read Answer Asked by David on October 22, 2023

• dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL $11.00)
  • $11.00 Cap: $2.19B
  • View DNTL Profile
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Q: Your last assessment of the stock at the higher price was: it is getting interesting.
Would you step in today before the Q results? Perhaps we are hitting the bottom here?

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Read Answer Asked by JR on October 21, 2023

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $0.90)
  • $0.90 Cap: $287M
  • View AIDX Profile
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Q: did well create a subsidiary in aidx and list it publicly for further revenue being
the largest holder?

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Read Answer Asked by Howard on October 20, 2023

• AbbVie Inc. (ABBV $204.98)
  • $204.98 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
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• Procter & Gamble Company (The) (PG $145.00)
  • $145.00 P/E (TTM): 22.44X Cap: $340.95B
  • View PG Profile
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• UnitedHealth Group Incorporated (DE) (UNH $282.32)
  • $282.32 P/E (TTM): 21.74X Cap: $258.07B
  • View UNH Profile
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Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.

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Read Answer Asked by Dennis on October 18, 2023

• Evolve Global Healthcare Enhanced Yield ETF Unhedged Unit (LIFEB)
  • P/E (TTM): 23.9X
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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 $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG
• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
  • View Questions on LLY
• Medtronic plc. (MDT $86.52)
  • $86.52 P/E (TTM): 24.7X Cap: $111.96B
  • View MDT Profile
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• Stryker Corporation (SYK $341.28)
  • $341.28 P/E (TTM): 41.46X Cap: $132.33B
  • View SYK Profile
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• DexCom Inc. (DXCM $67.29)
  • $67.29 P/E (TTM): 32.21X Cap: $26.03B
  • View DXCM Profile
  • View Questions on DXCM

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.

Upvote 1

Read Answer Asked by Robert on October 17, 2023

• InMode Ltd. (INMD $13.77)
  • $13.77 Cap: $852M
  • View INMD Profile
  • View Questions on INMD

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)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Guardant Health Inc. (GH $88.08)
  • $88.08 Cap: $11.44B
  • View GH Profile
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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 $463.48)
  • $463.48 P/E (TTM): 26.65X Cap: $172.62B
  • View TMO Profile
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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 $348.40)
  • $348.40 P/E (TTM): 25.38X Cap: $189.47B
  • View AMGN Profile
  • View Questions on AMGN
• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
  • View Questions on LLY

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 $7.06)
  • $7.06 P/E (TTM): 23.22X Cap: $1.58B
  • View HHL Profile
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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 $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG

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 $124.22)
  • $124.22 P/E (TTM): 22.09X Cap: $18.79B
  • View ILMN Profile
  • View Questions on ILMN
• Intuitive Surgical Inc. (ISRG $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG
• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
  • View Questions on LLY
• InMode Ltd. (INMD $13.77)
  • $13.77 Cap: $852M
  • View INMD Profile
  • View Questions on INMD
• Lantheus Holdings Inc. (LNTH $77.13)
  • $77.13 P/E (TTM): 23.73X Cap: $5.21B
  • View LNTH Profile
  • View Questions on LNTH

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

Upvote 0

Read Answer Asked by Matt on October 12, 2023

• iShares U.S. Medical Devices ETF (IHI $54.80)
  • $54.80 P/E (TTM): 29.95X Cap: $3.30B
  • View IHI Profile
  • View Questions on IHI

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 $4.12)
  • $4.12 Cap: $1.06B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

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 $341.28)
  • $341.28 P/E (TTM): 41.46X Cap: $132.33B
  • View SYK Profile
  • View Questions on SYK

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 $67.29)
  • $67.29 P/E (TTM): 32.21X Cap: $26.03B
  • View DXCM Profile
  • View Questions on DXCM

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 $348.40)
  • $348.40 P/E (TTM): 25.38X Cap: $189.47B
  • View AMGN Profile
  • View Questions on AMGN
• Intuitive Surgical Inc. (ISRG $477.09)
  • $477.09 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $204.98)
  • $204.98 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $237.79)
  • $237.79 P/E (TTM): 21.59X Cap: $571.51B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $915.68)
  • $915.68 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
  • View Questions on LLY
• Medtronic plc. (MDT $86.52)
  • $86.52 P/E (TTM): 24.7X Cap: $111.96B
  • View MDT Profile
  • View Questions on MDT

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 $2.90)
  • View OPS Profile
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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