Investment Q&A

• Intuitive Surgical Inc. (ISRG $454.51)
  • $454.51 P/E (TTM): 60.74X Cap: $160.79B
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• AbbVie Inc. (ABBV $216.53)
  • $216.53 P/E (TTM): 86.83X Cap: $376.95B
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• Abbott Laboratories (ABT $102.10)
  • $102.10 P/E (TTM): 28.19X Cap: $177.44B
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• Merck & Company Inc. (MRK $120.29)
  • $120.29 P/E (TTM): 15.89X Cap: $291.98B
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• Pfizer Inc. (PFE $28.21)
  • $28.21 P/E (TTM): 19.68X Cap: $157.96B
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• Thermo Fisher Scientific Inc (TMO $485.00)
  • $485.00 P/E (TTM): 26.95X Cap: $178.33B
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• Novo Nordisk A/S (NVO $36.14)
  • $36.14 P/E (TTM): 10.35X 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 $8.51)
  • $8.51 Cap: $250M
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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 $28.21)
  • $28.21 P/E (TTM): 19.68X Cap: $157.96B
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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 $3.75)
  • $3.75 Cap: $929M
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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 $770.33)
  • $770.33 P/E (TTM): 17.76X Cap: $79.21B
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• Johnson & Johnson (JNJ $244.38)
  • $244.38 P/E (TTM): 21.34X Cap: $584.06B
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• Eli Lilly and Company (LLY $915.90)
  • $915.90 P/E (TTM): 39.68X Cap: $837.70B
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• Merck & Company Inc. (MRK $120.29)
  • $120.29 P/E (TTM): 15.89X Cap: $291.98B
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• Pfizer Inc. (PFE $28.21)
  • $28.21 P/E (TTM): 19.68X Cap: $157.96B
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• Thermo Fisher Scientific Inc (TMO $485.00)
  • $485.00 P/E (TTM): 26.95X Cap: $178.33B
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• Novo Nordisk A/S (NVO $36.14)
  • $36.14 P/E (TTM): 10.35X Cap: $363.68B
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• iShares Biotechnology ETF (IBB $166.86)
  • $166.86 P/E (TTM): 20.63X Cap: $7.80B
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• Moderna Inc. (MRNA $49.41)
  • $49.41 Cap: $19.12B
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• VANECK ETF TR (BBH $184.24)
  • $184.24 P/E (TTM): 20.86X Cap: $361M
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• iShares U.S. Pharmaceuticals ETF (IHE $86.13)
  • $86.13 P/E (TTM): 21.49X Cap: $963M
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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 $28.21)
  • $28.21 P/E (TTM): 19.68X Cap: $157.96B
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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 $92.93)
  • $92.93 P/E (TTM): 26.33X Cap: $3.55B
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• State Street Health Care Select Sector SPDR ETF (XLV $145.72)
  • $145.72 P/E (TTM): 23.97X Cap: $37.90B
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• Evolve Global Healthcare Enhanced Yield Fund (LIFE $17.83)
  • $17.83 P/E (TTM): 16.07X Cap: $264M
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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 $915.90)
  • $915.90 P/E (TTM): 39.68X Cap: $837.70B
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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 $36.14)
  • $36.14 P/E (TTM): 10.35X 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 $9.37)
  • $9.37 P/E (TTM): 27.82X Cap: $360M
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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 $9.37)
  • $9.37 P/E (TTM): 27.82X Cap: $360M
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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 $26.48)
  • $26.48 P/E (TTM): 29.7X Cap: $5.89B
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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 $26.48)
  • $26.48 P/E (TTM): 29.7X Cap: $5.89B
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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 $3.75)
  • $3.75 Cap: $929M
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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 $17.83)
  • $17.83 P/E (TTM): 16.07X Cap: $264M
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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 $196.75)
  • $196.75 P/E (TTM): 139.29X Cap: $136.27B
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• Ventas Inc. (VTR $81.58)
  • $81.58 P/E (TTM): 151.57X Cap: $38.51B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Omega Healthcare Investors Inc. (OHI $43.93)
  • $43.93 P/E (TTM): 23.35X Cap: $13.03B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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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 $3.75)
  • $3.75 Cap: $929M
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Q: Should I keep or sell

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Read Answer Asked by Brian on February 28, 2023

• Alphabet Inc. (GOOG $281.59)
  • $281.59 P/E (TTM): 27.66X Cap: $3.30T
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• Microsoft Corporation (MSFT $364.82)
  • $364.82 P/E (TTM): 23.95X Cap: $2.66T
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• The Cigna Group (CI $262.37)
  • $262.37 P/E (TTM): 11.78X Cap: $68.01B
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• Honeywell International Inc. (HON $224.34)
  • $224.34 P/E (TTM): 30.3X Cap: $142.06B
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• UnitedHealth Group Incorporated (DE) (UNH $266.90)
  • $266.90 P/E (TTM): 20.37X Cap: $237.62B
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• WSP Global Inc. (WSP $216.81)
  • $216.81 P/E (TTM): 29.55X Cap: $28.99B
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Q: My question is i hold these companies in my rrsp. I am up 186% on msft i have 22 shares and it is 2.8% of my portfolio. WSP i am up 195% 62 shares and it is 3.98% of my portfolio and unh i am up 135% 11 shares and is 2.69% of my portfolio. I would like to sell 5 shares of unh, 7 shares of msft and 12 shares of wsp. What companies should i pick up after selling these i have about 3 year time frame, or should i just hold on to them all. Thank you

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Read Answer Asked by wilson on February 27, 2023

• Dialogue Health Technologies Inc. (CARE $5.14)
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Q: Thoughts on dialogue? How does it compare and contrast with WELL? Which company would you prefer?

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Read Answer Asked by Cory on February 24, 2023

• Apple Inc. (AAPL $248.68)
  • $248.68 P/E (TTM): 31.83X Cap: $3.62T
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• DexCom Inc. (DXCM $62.94)
  • $62.94 P/E (TTM): 31.55X Cap: $23.82B
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• InMode Ltd. (INMD $13.52)
  • $13.52 Cap: $849M
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• Lantheus Holdings Inc. (LNTH $73.77)
  • $73.77 P/E (TTM): 22.34X Cap: $4.74B
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Q: An article today suggested that Apple is close to coming out with a diabetic monitoring capability for its iWatch. If correct, what would that do to DXCM?

With that question in mind, I'm looking to add a small position in healthcare. Which of the listed companies do you see as having a better future for a long-term hold?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 23, 2023