Investment Q&A

Q: Comments please on the latest quarter. Thanks.

Q: With the recent news about them having a unit to per form dialysis at home would this company be ok to invest small amount 125 shares US for future growth Tks 5i

Q: Cloud MD appears to have good growth according to some reports, but, the share price has kept going down. What is the outlook for this company in 2 to 3 years? Is the current price a hold, sell or buy?

Q: Good morning 5i,
I'd like to put some funds into healthcare for a what expect to be 3 to 5 years. Currently, HHL will provide around 8.6% per annum income, but capital gain potential seems limited. DHT.UN meanwhile is currently yielding 2.4% but the analysts I have access to appear optimistic for future share price growth.
I definitely like the HHL income (which I would reinvest in the name quarterly) but wonder if, in your opinion based on current available info, whether or not it would be overly risky to lock down some DHT.UN at current levels instead. I guess an earnings report or two from DHT.UN illustrating how 2021 has gone so far might be helpful in looking ahead, but I'm not aware of any ...?
Thanks for your thoughts.
Peter

Q: What are your thoughts on initiating a long term position in Guardant at these levels? Thanks

Q: Is there any news causing the 20% recent plunge in PRN?

Thank you

Q: Since bottoming in Sept, this company has more than doubled its' stock price. Any reason why, and would you recommend it as a buy, sell or hold. Thank you.

Q: Trying to understand this stock. Sales are through the roof with vaccine but yet stock prices languishes. Why is this?

Q: Could I have your opinion on Charles River Labs post earnings and resulting 10 % decline .
Thank - you.

Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.

Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?

Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?

Q: Thoughts on IDXX recent quarterly results?

Q: Hello 5i,
I have been holding GILD for quite a while. While the analyst seem optimistic , with and average one year target of 79 and a high of 100 dollars, the stock just seems to get no traction.
What is your opinion of this stock and management. Thank you. cheers

Q: You have recommended HHL in several recent answers. I currently hold LIFE and would appreciate your comparison of the two. I would have to declare a small capital gain to make a switch; would you endorse such a move?

Q: Please comment on Bausch's earings. What do you think is the outlook of this stock from a long-term perspective? Thank you for your great service.

Q: Of the big blue chip pharma companies, which are your favourite that you would buy now? Please include others if you prefer others.

Q: I have a 2/3 position in MDT whose share price has fallen much more than I expected due to a product recall. Was the said recall bad enough to warrant such a drop? I am tempted to top up my position. I hesitate, thinking there must be some bad news out there that I am unaware of. Is there?

MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?

I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.

Q: How would you compare HHL and NWH.UN for income and outlook ?

Q: What one US stock would you recommend for healthy dividend and moderate growth. Any sector is fine. Thanks for your guidance as always.