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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: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.
Read Answer Asked by Bruce on December 18, 2024
Q: Thanks for your response to my previous question. Just when I thought it couldn't get any worse, CVS is down 4% this morning on this news:

A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.

But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?
Read Answer Asked by David on December 11, 2024
Q: On Oct 22, concerning ELV's quarterly results, you said, "a key issue was the 'timing mismatch' between Medicaid reimbursement rates and the higher healthcare needs of members" - an issue linked to post-COVID resumption of full-service healthcare.

But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?

Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?

Read Answer Asked by John on December 11, 2024
Q: TH They make a lot of announcements but shares don't move much.

Is it just too small a company or do they not have the right products for the masses ? RAK
Read Answer Asked by bob on December 09, 2024
Q: Good evening 5i Team,

Can you please give me your current assessment of Profound Medical?

I've held this stock for about five years. It peaked in 2021 at just over $35, and with the recent drop (due to yet another financing), it's down to about $10.66. I've listened to each earnings call, and it's been the same message for years now that widespread adoption of their non-surgical MRI guided prostate cancer/BPH treatment is just around the corner.

Their "First-time CPT code reimbursement for TULSA" is to be effective January 1, 2025, and they recently partnered with Siemens in a co-sales/marketing deal.

Is more patience (along with patients) warranted here, or is it more likely time to move on? Thanks, Brad

Read Answer Asked by Bradley on December 09, 2024
Q: What are your thoughts on DHR as a long term play in the healthcare space? Stock seems to be unloved for the past couple of years after fantastic long term performance. It's spin off of Veralto created value but wondering what is the next catalyst for this stock / company?

It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.

Is this a good position to continue holding and even adding at today's prices?
Read Answer Asked by Cathy on December 06, 2024
Q: Hi there, now that Trump and the Republicans are in full control for the next 4 years, where does that leave the cannabis industry going forward in the US?

Were the Republicans ever in favour of legalizing the industry in the US on a federal level?

What is your opinion on the industry going forward in the US now, as far as legalization is concerned, federally?

Any thoughts on what happens to all our Canadian companies wanting the market to open up in the US, WEED, TLRY, etc etc

Thanks!
Read Answer Asked by Hussein on December 04, 2024
Q: Today on Market Call,A Omelchak states thatWell has a great man.team and capital discipline.Also recent spinoff is interesting as optimizing the value of sharehoders---please comment. On Nov7,U increased position to 4% when it was $4.93.So is it OK to add here,($6.51 + 7.78%) near today's $6.56,1 year H . Txs for U usual great services & ideas.
Read Answer Asked by Peter on December 04, 2024
Q: Forward metrics for LLY and NVO show roughly the same revenue growth, but LLY shows much better earnings and ROE growth. What, then, is the case for recommending both (other than that the market is big enough for both to appreciate)? I realize that, for drug developers, depth of pipeline and patent expiry are also factors, but for simplicity have assumed that, in these respects, their situations and risks are comparable - in which case, shouldn't things like ROE growth turn out to be decisive?
Read Answer Asked by John on December 02, 2024
Q: Team, I have holdings in all three and although I have done great with BDX over the years, it seems to be struggling. I am thinking of selling but would like your comments on increasing my holdings in SYK and ISRG or would you provide insights another option. All three stocks are in my non registered account.
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more
Read Answer Asked by Roland on December 02, 2024
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