Investment Q&A

Q: Hi Peter and Ryan, What's your opinion of Valeo Pharma Inc?

thanks,

J

Q: As a retired income plus some growth couple in late 70's with only RRIF and tfsa accounts pls help. We had abbv 5.5%, zuh 5% then added mrk 3.5% lately based on the Covid pill and positive 5i info only to see a 15% drop on news and selloff. Should we sell mrk with the loss or hold. If sell what woul you suggest to add. Thanks

Q: Negative reaction to Well's update this morning.Please comment. A underperrformer for some time. Txs for u usual great services & view

Q: This is about topping up a half position in ISRG. Yea would like to do it but the market price rose somewhat like a hockey stick. With that, I'm reluctant to buy ISRG at this point. Seems to me, the market price is way ahead of the fair value and so I'll park the desire to buy ISRG. Keen to get your take on my "viewpoint". But if you consider ISRG a buy, what would be your entry point at this time?.....Thanks....Tom

P.S. While Bombers are at the top of the CFL, me, cheering for Ti-Cats ......but not wagering, rather saving my coins for one day topping up ISRG.......hahahaha

Q: How do you see the U. S. Build Back Better bill (where the gov't will have more price negotiating power with pharmas) affecting the industry. Is Horizon, with it's rare disease drugs, more vulnerable than most?

Q: Hello - just wondering what you think about this company. Thanks! ATOS on NASD

Q: Thank you for your recent tax loss opportunities list. I have been interested in Well for some time and am considering for just such an opportunity. I have also been looking closely at cloudMD. It looks like Well is forecasted to become profitable before cloudMD but the latter remains a compelling opportunity having dropped in price further with an excellent balance sheet and forecast earnings. Which security do you prefer and why

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: Do you think now is a good time for substantial stock price increase for DOC.CA

Q: I'm looking ahead to January's TFSA contribution. Portfolio analysis indicates that my biggest sector shortfall is in healthcare. My only healthcare exposure is as part of my XAW (18% of my overall portfolio) and VGRO (44%), so I'm looking at AND, CARE, and WELL as candidates for the TFSA. What's your take on whether to put the contribution to one, some or all of these, or something else? Age 72 but my RRIF minimums (plus CPP/OAS) are sufficient for living expenses, don't expect to have to touch TFSA for 6+ years.
Thanks.

Q: Your thoughts on this company, please. Seems to have a fair bit of insider buying.

Q: Peter/Ryan:
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L

Q: CLPT Hello, what is your opinion of this small business in the medical space ? Do you believe their technologies are unique ? Thanks

Q: Where do you see Stryker and Becton Dickinson going forward with the Delta and now Omnicon which is way more transmissible?

If hospitalisation increases with Omnicon and surgeries are held back again, will this affect both companies and will this cause these 2 stocks to plunge?

thank you

Q: Can you comment on the recent quarter / earnings release? Based on a previous question and response the company seems to be accelerating revenue with over 190% growth quarter over quarter and have provided guidance of over $40m in revenue for calendar 2022. Is this a good entry point as the company seems to be at an inflection point?

Q: can you recommend a US and Canadian defensive ETF and a US healthcare ETF?
thanks

Q: Good afternoon,
I was up 30% on WELL but I am now down 20%. I know you are positive on the stock over the next few years. I do not need to sell it but I'm thinking of (1) selling it for tax loss purposes and buying it back after 30 days, or (2) buying more now to average down, Alternatively, (3) I could sell the shares for tax loss purposes and buy the new convertible debentures which pay 5.5% and are convertible at a share price of $9.23. Al things being equal which looks like the best approach over the next 3 years? if it is to buy the debentures what is the ticker symbol for them? Thanks.

Q: I've been considering adding MRK to my portfolio - Would you be comfortable with this company? Why the recent plunge? I already own ABBV and MED.

Q: Just joined 5i Would like to know where you stand with Well Health. Bought it about 18-20 months ago on Peter’s research.
Thx
Phil G

Q: hello 5i Research team,
I understand that the entire sector has been weak for some time. WELL is currently at its 52 week low. Based on technical analysis, what is the next support level? Could you compare WELL stock performance with a basket of North American competitors (name the list of the companies in your basket) since March 1st 2021 when WELL was at 9$ and comment. What could be catalysts for the sector? Have you seen some signs of consolidation in the sector?
Thank you for your collaboration, Eric