Q: Thoughts on the quarter?
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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: The seemingly good Q1 report failed to revive the sacking share price. Is there any other catalyst waiting in the wing? I'm tire of waiting and dead money should be recognized as dead money and move on.
Q: Is there hope for this company?. Insiders are selling since the end of the lockup period in march. Down 15% today after earnings. Is there something wrong with their business model in telemedecine? Hold, sell or buy ? Thanks for your good work.
Q: Would this be a good time to start a new position in WELL?
Q: Good morning team,
Any idea why GUD has halted?
Thx!
Any idea why GUD has halted?
Thx!
Q: Thoughts on the leadership change? Would you consider this material news that will impact the shares (positively or negatively)?
- Boston Omaha Corporation Class A (BOMN)
- Invitae Corporation (NVTA)
- Twist Bioscience Corporation (TWST)
- Lemonade Inc. (LMND)
Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.
My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?
With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).
My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?
With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).
Q: Hi 5i Team,
Pls comment on Profound Medical earning report and the future going forward. Share price was drifting lower lately and a further 10% drop in US extended hour trading. Is this stock a hold or sell in your view?
Thank you for your professional guidance as always.
Pls comment on Profound Medical earning report and the future going forward. Share price was drifting lower lately and a further 10% drop in US extended hour trading. Is this stock a hold or sell in your view?
Thank you for your professional guidance as always.
Q: AVEO Oncology share price jumped after it got FDA approval for
FOTIVDA® (tivozanib) around 2 months ago. It ramped up for this by securing capital, and issued new equity, @ $ 8.00 which was fully subscribed, including all offered additional shares. New Director appointed who seems to be quite an authority on cancer research.
Unfortunately. the Share price dropped after the spike on approval, and has fallen back to old levels. what seems to be the problem ? When do you think, if at all, the price will reach the lofty levels recommended by the Analysts covering it.
Thanks and Appreciate all the advise and guidance you and your team provides.
Rajesh
FOTIVDA® (tivozanib) around 2 months ago. It ramped up for this by securing capital, and issued new equity, @ $ 8.00 which was fully subscribed, including all offered additional shares. New Director appointed who seems to be quite an authority on cancer research.
Unfortunately. the Share price dropped after the spike on approval, and has fallen back to old levels. what seems to be the problem ? When do you think, if at all, the price will reach the lofty levels recommended by the Analysts covering it.
Thanks and Appreciate all the advise and guidance you and your team provides.
Rajesh
Q: May I please have your comments on the earnings for both companies. Thank you
Q: Could you comment on Pliant Therapeutics Inc recent results? Could you also analyze and comment on your pro's and cons of the company so far concerning balance sheet, industry, pipeline , insider holdings and management. Thanks.
Q: Please comment on earnings this morning. Thank you
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Stryker Corporation (SYK)
- Veeva Systems Inc. Class A (VEEV)
- DexCom Inc. (DXCM)
Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL
THanks for all you do
Dennis
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL
THanks for all you do
Dennis
Q: what is the upside potential for this company at this time?
Q: How are you feeling about GH these days?
Do you see better opportunities out there for an investor who's currently in the red?
Thank you!
Do you see better opportunities out there for an investor who's currently in the red?
Thank you!
Q: I own shares in Zoetis and I thought that the recently announced earnings were quite good but the stock has dropped significantly after the earnings announcement. Can I please have your comments on the earnings the company in general and would you recommend that I hang in or move on. Thank You.
Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,
Q: I follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal
Thanks … Cal
Q: Hello 5i
I believe Guardant Health reported earnings this past week.
Could I have your analysis of the report and thoughts on future earnings etc?
Thank you
Dave
I believe Guardant Health reported earnings this past week.
Could I have your analysis of the report and thoughts on future earnings etc?
Thank you
Dave
Q: AIM Your thoughts on this small company. There CEO is buying in smallish increments and it's close to book value. That's how it ended up on my screens. What do you think of it's drug pipeline, management, balance sheet and future viability. Thanks.