Investment Q&A

• Amgen Inc. (AMGN $317.74)
  • $317.74 P/E (TTM): 24.51X Cap: $171.09B
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• Gilead Sciences Inc. (GILD $120.40)
  • $120.40 P/E (TTM): 19.07X Cap: $149.37B
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• Eli Lilly and Company (LLY $1,027.51)
  • $1,027.51 P/E (TTM): 49.38X Cap: $971.39B
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Q: I bought this stock a few years back, it pays a consistent dividend but little value add outside of that. I am thinking of selling and moving into other US pharma with better growth upside. What are your thoughts and a couple of recommendations for alternatives.
As always thanks for your advise.

Jim

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Read Answer Asked by Jim on March 14, 2023

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.01B
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Q: When does WELL intend to release 4th quarter and year end 2022 financial results?

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Read Answer Asked by Robert on March 13, 2023

• Castlecap Capital Inc. (CSTL.P $0.05)
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Q: CSTL Could you comment on earnings, revs are up 53 %, they guided to almost double them by 2025. Business here looks good. Cash flow did decrease based on acquisitions... is this a company building a profitable, invest-able future? Your thoughts?

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Read Answer Asked by Harry on March 13, 2023

• Intuitive Surgical Inc. (ISRG $542.32)
  • $542.32 P/E (TTM): 72.31X Cap: $194.03B
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• AbbVie Inc. (ABBV $223.32)
  • $223.32 P/E (TTM): 107.17X Cap: $394.69B
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• Abbott Laboratories (ABT $125.46)
  • $125.46 P/E (TTM): 15.47X Cap: $214.36B
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• Merck & Company Inc. (MRK $100.30)
  • $100.30 P/E (TTM): 13.09X Cap: $248.94B
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• Pfizer Inc. (PFE $25.85)
  • $25.85 P/E (TTM): 13.72X Cap: $146.97B
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• Thermo Fisher Scientific Inc (TMO $572.28)
  • $572.28 P/E (TTM): 33.44X Cap: $215.01B
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• Novo Nordisk A/S (NVO $50.18)
  • $50.18 P/E (TTM): 14.32X Cap: $363.68B
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Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!

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Read Answer Asked by Denis on March 13, 2023

• Profound Medical Corp. (PRN $9.97)
  • $9.97 Cap: $299M
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Q: Good morning,

Can you please give us your opinion on Profound Medical after their earnings miss this week? Is it still worth holding, or do you feel the cash burn will require share issues and resulting dilution. Thank you.

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Read Answer Asked by Bradley on March 13, 2023

• Pfizer Inc. (PFE $25.85)
  • $25.85 P/E (TTM): 13.72X Cap: $146.97B
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Q: PFE’s stock value has been declining. Do you have any insight as to what cause that?
Thanks,
Roger

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Read Answer Asked by Roger on March 13, 2023

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.01B
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Q: WELL bought Circle Medical out of Silicon Valley. How exposed do you believe WELL is to the SVB banking collapse ?
Thank You for you great efforts during these unpredictable times

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Read Answer Asked by Clarence on March 13, 2023

• Regeneron Pharmaceuticals Inc. (REGN $741.29)
  • $741.29 P/E (TTM): 17.86X Cap: $77.90B
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• Johnson & Johnson (JNJ $211.58)
  • $211.58 P/E (TTM): 20.27X Cap: $509.75B
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• Eli Lilly and Company (LLY $1,027.51)
  • $1,027.51 P/E (TTM): 49.38X Cap: $971.39B
  • View LLY Profile
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• Merck & Company Inc. (MRK $100.30)
  • $100.30 P/E (TTM): 13.09X Cap: $248.94B
  • View MRK Profile
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• Pfizer Inc. (PFE $25.85)
  • $25.85 P/E (TTM): 13.72X Cap: $146.97B
  • View PFE Profile
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• Thermo Fisher Scientific Inc (TMO $572.28)
  • $572.28 P/E (TTM): 33.44X Cap: $215.01B
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• Novo Nordisk A/S (NVO $50.18)
  • $50.18 P/E (TTM): 14.32X Cap: $363.68B
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• iShares Biotechnology ETF (IBB $169.42)
  • $169.42 P/E (TTM): 22.53X Cap: $8.56B
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• Moderna Inc. (MRNA $29.46)
  • $29.46 Cap: $11.50B
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• VANECK ETF TR (BBH $190.61)
  • $190.61 P/E (TTM): 21.6X Cap: $378M
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• iShares U.S. Pharmaceuticals ETF (IHE $84.81)
  • $84.81 P/E (TTM): 20.38X Cap: $822M
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Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

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Read Answer Asked by Stefan on March 10, 2023

• Pfizer Inc. (PFE $25.85)
  • $25.85 P/E (TTM): 13.72X Cap: $146.97B
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Q: Pfizer is very weak over the last month or two. Any reasons other than maybe some market repositioning? Thanks

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Read Answer Asked by Stephen on March 10, 2023

• iShares Global Healthcare ETF (IXJ $96.93)
  • $96.93 P/E (TTM): 26.88X Cap: $4.45B
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• State Street Health Care Select Sector SPDR ETF (XLV $154.06)
  • $154.06 P/E (TTM): 23.97X Cap: $40.31B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.23)
  • $19.23 P/E (TTM): 15.6X Cap: $256M
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Q: I know that you have suggested the US for healthcare sector exposure given the somewhat limited opportunities in Canada. I struggle a bit with the single company risks in the sector given the possible reversals in fortune with political policy decisions, failures with trials and products in the pipeline, lawsuits etc. etc. Can you suggest two or three ETFs that cover the the entire Healthcare universe (devices, pharmaceuticals, biotech, health insurance carriers and/or whatever else makes up the sector) reasonably well. Thank you!

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Read Answer Asked by Stephen R. on March 09, 2023

• Eli Lilly and Company (LLY $1,027.51)
  • $1,027.51 P/E (TTM): 49.38X Cap: $971.39B
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Q: Has LLY come down enough for it to be interesting? I know you've liked it before, so should we like it more with the pullback?

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Read Answer Asked by Mike on March 09, 2023

• Novo Nordisk A/S (NVO $50.18)
  • $50.18 P/E (TTM): 14.32X Cap: $363.68B
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Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks

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Read Answer Asked by Charles on March 07, 2023

• Viemed Healthcare Inc. (VMD $7.22)
  • $7.22 P/E (TTM): 22.09X Cap: $274M
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Q: Can you comment on the quarter, would you buy here? or would buy QiPT at this time?

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Read Answer Asked by fwb181 on March 07, 2023

• Viemed Healthcare Inc. (VMD $7.22)
  • $7.22 P/E (TTM): 22.09X Cap: $274M
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Q: Hi,

This stock has been very volitile the last couple of weeks. There was a particularly large drop las week.
Do you have any insight about what's going on?

Regards,
Dave

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Read Answer Asked by DAVE on March 07, 2023

• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.41X Cap: $1.56B
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Q: Please comment on SIS's sale of Norweyian business.It has a positive impact today,$16.90 +0.53(3.24%). Txs for U usuaol great services & views

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Read Answer Asked by Peter on March 02, 2023

• Savaria Corporation (SIS $21.83)
  • $21.83 P/E (TTM): 25.41X Cap: $1.56B
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Q: From an historical basis how expensive is SIS?


Thx

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Read Answer Asked by blake on March 01, 2023

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.01B
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Q: we are looking at adding to our position in Well. We purchased at a higher price but it seems to be doing things right. We are looking at 5 years. What are your thoughts.

thank you

Ken & Cindy

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Read Answer Asked by cindy on March 01, 2023

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $19.23)
  • $19.23 P/E (TTM): 15.6X Cap: $256M
  • View LIFE Profile
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Q: Hi, I am interested in Life, in particular the dividend and its's sustainability?
How does this etf compare with IHI? Is Life a product you would be interested in owning for income with some growth potential? Thanks

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Read Answer Asked by Lavern on February 28, 2023

• Welltower Inc. (WELL $186.73)
  • $186.73 P/E (TTM): 126.69X Cap: $128.15B
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• Ventas Inc. (VTR $77.86)
  • $77.86 P/E (TTM): 148.6X Cap: $36.29B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.16)
  • $5.16 Cap: $1.28B
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• Omega Healthcare Investors Inc. (OHI $43.97)
  • $43.97 P/E (TTM): 24.48X Cap: $12.99B
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• Medical Properties Trust Inc. (MPW $5.10)
  • $5.10 Cap: $3.08B
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Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

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Read Answer Asked by David on February 28, 2023

• WELL Health Technologies Corp. (WELL $4.01)
  • $4.01 Cap: $1.01B
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Q: Should I keep or sell

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Read Answer Asked by Brian on February 28, 2023