Investment Q&A

Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.

Q: The top 10 holdings (50% +) have a dividend yield of 0 to 4 % yield. The ETF shows a yield of 8.46%. Could you explain the discrepancy ? I like the sector. Beside HHL could recommend a other ETF.

Q: Does the recent acquisition have a significant impact on QIPTs prospects?

Q: This US REIT has been beaten and sits near its 2022 low with a healthy divvy. It holds quality medical offices located near hospitals which should provide it with some pricing power with doctors wanting to locate close to where they perform surgeries. Is the dividend safe? How would you categorize their debt? Is this one you'd recommend or avoid? Any other concerns? Lastly how does this compare with MPW? Appreciate your views.

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: What are your thoughts on Sienna Senior Living Inc. as an investment? Do you see this as a good opportunity at the present time and with good long-term prospects? Seems to have a good dividend yield etc. and wondering if you have any thoughts?

Q: Can you tell us how much cash per share Fulgent still has, after the acquisition of Fulgent Pharma? This move was obviously not liked by the market. Does its current stock price make it an attractive investment in the medium to long term? Hold, buy or sell?

Q: I checked out the 5i Profile page for Theratechnologies to see if there was any news regarding the large drop on December 1st but didn't see anything. I checked out Theratechnologies Investor Relations website and found the press release regarding the enrollment pause on the Phase 1 clinicial trial of TH1902. Why doesn't this press release show up in the News & Media section on TH's Profile in 5i?

Q: Trying to wrap my mind around Well. It’s current financial status and future potential. Are you able to outline balance sheet, cash flow, profitability, growth and upside potential etc. Isn’t this a good sector to be in during these times? It looks significantly discounted from where it was. What are the risks. Thx.

Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger

Q: GH I read the results and don't follow the reasoning for the huge drop today. Would appreciate your views as in Buy, sell or hold now.

John

Q: Season's greetings - what are your thoughts on MRNA. The skin cancer test results lofted the shares yesterday. It still seems inexpensive, given a sub six PE. I have a small holding and am thinking of investing more. It's well within my portfolio recommendations. Don't understand why it not getting more love with all the viruses running around the world. Thanks

Q: What are your thoughts on MPW and the sustainability of its current dividend? I own a small position and am tempted to buy more. Thanks

al

Q: would you recommend buying more & selling other stocks
ecn,

Q: Why is this company down almost 5% today? Any news?
Thanks

Q: is there any hope after latest drop.The company has been quiet

Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.

Q: Hello 5i, Could you comment on Profound Medical PRN and also the spike in the price today.

Q: Given the choice of a health care stock to add for portfolio diversification, which of CVS or LLY would you recommend and why. Thanks

Q: Hi
I am down quite a bit on SNN? I am temped to sell for a tax loss and replace with xlv or IHI but am concerned that xlv or ihi as etfs do not have the same bounce potential as snn. is there another healthcare stock you can recommend or would you replace with xlv or ihi?
thanks