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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: Some comments on the merits of this company. A happy and Holy Christmas to all you staff and a sin ere thank you for your great and affordable service.
Read Answer Asked by Thomas on December 25, 2021
Q: Hi Peter and team,
While Becton Dickinson and Stryker seem to have a lot in common (medical supplies, joint replacement, etc.) their performance has deviated greatly in recent years; (over the past year, less than 1% gain for BDX but almost 12% for SYK). The one I own (naturally) is BDX, which also has a lower P/E and a higher dividend. Two questions: (i) any idea why BDX has underperformed SYK so much; (ii) would you sell, hold on, or buy more of what many analysts say is a well-run company in a demographically promising business?
Thanks!
Read Answer Asked by James on December 23, 2021
Q: Hi 5i Team,

Could you please comment on PHA and their recent earnings? I have a 1/4 position in the stock that I bought at $1.20. I usually don't add to a position if it is down but I'm tempted to add another 1/4 position in this case and fill out the position through 2022 if the price rebounds. It's one in a basket of small cap stocks that I intend to hold for 3-5 years.

Thank you for your service and Happy Holidays to everyone at 5i!

Colin
Read Answer Asked by Colin on December 23, 2021
Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?

Thanks to all
Read Answer Asked by ralph on December 22, 2021
Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?
Read Answer Asked by Terry on December 16, 2021