Investment Q&A

Q: I notice you didn't have INMD on your list of high conviction growth US healthcare stocks. You had mentioned it positively in the past and I'm curious of your current opinion, and why it wasn't on the list?

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Q: Can you comment on there second quarter results. Would you endorse a buy as turnaround play.
Best Regards,
Harold

Q: Can you provide your thoughts around QIPT's closing of the Senior Credit Facility. How do you like its growth potential and risk/reward profile for future stock potential?

Q: Your comments please on the FDA clearance. Any idea what the size of the market is for their product? What is their cash situation like... does it seem likely that they may need a financing round in the short term? Thanks.

Q: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?

Q: Which company(s) would be a good way to play biotech via the picks and shovels method (A, TMO, etc.)? Thanks

Q: Retired, dividend-income investor. I own LIFE as my proxy for healthcare, with a current 6% weighting of my equities. I have money set aside to top it up a bit, but I wanted to check on two things first.

#1 = regarding where we are at in the overall market cycle is now a reasonable time to add to the health care sector? I have read that HC should be "ok" during a downturn. Would you agree?

#2 = is there any seasonality to healthcare? It doesn't appear to my eyes, but wanted to ask.

Thanks for your help...Steve

Q: News this morning that this company is suspending aquisitions. Can you explain how this could be a positive for the stock and the company. Stock is up nicely this morning. Tnx for the great work.

Q: In your comments on Biosyent Oct /21 , you indicated that , while very small , the company had impressive financials . Could I have your up-dated assessment post recent earnings and in particular in light of its announcement of an inaugural dividend by the end of this year.

Q: Hi Team,
The stock performance of Well is a bit perplexing to me as of late. I understand that growth stocks in general have gotten slaughtered the last year. But this is a Health company (which I thought in general are supposed to fair well in "recession" type environments). The company so far has proven to be growing at a very high rate. Last numbers beat estimates if I remember correctly, and guidance upgraded. It had received some Price Target upgrades from analysts after the last release. Yet the share price continues to drift lower. Canada in general seems to have a healthcare "shortage" right now if you believe what the media tells us. You would think a company with "telehealth", which I think will have great future growth and help ease contstraints on hospitals somewhat would be catching the eye of long term investors here. As well, the CEO has a proven track record as building up a company and selling it. Am I missing something, or could this set up be one of the most compelling on the tsx today for long term buyers at this level? Also, is Well still a relatively "unknown" company to the investment world in canada? It seems that getting in early with unknown companies that end up sucessful can sometime generate outsized returns over the long haul. As is the notorious (10 baggers) everyone can dream of finding once in a lifetime. This all being said, should I be buying today for the buy and hold strategy? Your comments are appreciated. Thanks.

Q: The Harvest Healthcare ETFs appear to be a good way to diversify into American healthcare and get a "healthy?" income too. The MER is a bit high.
In a small very conservative TFSA would this make sense? Are there concerns, flaws, issues with this particular ETF series to watch out for?

Thanks

Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!

Q: Your thoughts on the recent announcement??
Thx

Q: Thank you for the detailed response earlier on VEEV's quarterly report. You noted that you feel it is still a "decent" long term hold. I am wondering if you have any other US healthcare names that you have much higher conviction of that you might recommend replacing VEEV with? I have lots of time and VEEV currently sits in RRSP.

Thanks!

Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?

Thanks so much for all you do!

Q: Can you comment on the announced exchange offering.

Q: I would like to start a position in one of these two companies. Which one do you think has better upside potential?
Thanks

Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.

Q: Please comment on Q2 results and Conf. Call if you attend.
Keeper or move on? Investor not speculator bought in 2021 and under water huge.

Thanks

Yves