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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Spectral Medical (T.EDT) has multiple FDA approvals in it's stable including a wholly-owned Dialco division with a state-of-the-art home dialysis unit. Their core business is currently involved in a phase 4 confirmatory trial for sepsis in the US where their PMX filter is being used in a 2:1 ratio vs. the placebo or standard of care with a critical 28 day mortality endpoint. Data from the phase 3 trial being used too ( initially advertised as FAILED). Are you ready to be constructive on this? 30 cents? really?? Something seems a little off here.
Read Answer Asked by Paul on October 28, 2021
Q: Could you weigh in on your views of TDOCs Earnings today? They continue to have increasing net losses from stock compensation and amortization expense. But I would think those are temporary. Top line growth is solid and it's an industry leader in the space.

The share price valuation seems unreasonable. It continues to stay barely above pre-covid levels after making a huge acquisition and going through a pandemic with companies looking to add telehealth capabilities to their benefit plans.

What am I missing?

Thanks as always!
Read Answer Asked by TRINA on October 28, 2021
Q: I currently hold Abbvie and looking to add a second health care sector name to our portfolio. This is a dividend focused portfolio and I'm considering AMGN right now given its 3.8% yield and 5 year dividend growth rate of over 10%. Any thoughts on AMGN and/or another preferred health care holding to add to our Abbvie holding?
Read Answer Asked by Serei on October 25, 2021
Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!
Read Answer Asked by Michael on October 25, 2021
Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.
Read Answer Asked by Geoff on October 22, 2021
Q: Hi, I sold GUD awhile for tax loss, and will sell WELL also for tax loss. It is my only stock in that sector 4%. My question is whether to buy back all in 30 days, change to another company after my sale, or purchase two stock for the Heath sector (Canadian market). I have no problems with risk with good management.
Could you name the two or three health companies you might prefer, thanks
Read Answer Asked by Brad on October 22, 2021
Q: Can I please get your view on Ibio? I can't find the symbol here.
Thanks
Read Answer Asked by Gurdeep on October 21, 2021
Q: hello 5i:
We've been looking at adding one of these two to our health care sector, but if I have it right (please comment), AND is as much transportation (Industrial) as it is Health Care, and NBLY is as much Consumer Discretionary as it is health care. Am I correct and which one do you see as having more upside?
thanks
Paul L
Read Answer Asked by Paul on October 21, 2021
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