Q: What are your thoughts on initiating a long term position in Guardant at these levels? Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is there any news causing the 20% recent plunge in PRN?
Thank you
Thank you
Q: Since bottoming in Sept, this company has more than doubled its' stock price. Any reason why, and would you recommend it as a buy, sell or hold. Thank you.
Q: Trying to understand this stock. Sales are through the roof with vaccine but yet stock prices languishes. Why is this?
Q: Could I have your opinion on Charles River Labs post earnings and resulting 10 % decline .
Thank - you.
Thank - you.
Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.
Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?
Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?
Q: Thoughts on IDXX recent quarterly results?
Q: Hello 5i,
I have been holding GILD for quite a while. While the analyst seem optimistic , with and average one year target of 79 and a high of 100 dollars, the stock just seems to get no traction.
What is your opinion of this stock and management. Thank you. cheers
I have been holding GILD for quite a while. While the analyst seem optimistic , with and average one year target of 79 and a high of 100 dollars, the stock just seems to get no traction.
What is your opinion of this stock and management. Thank you. cheers
-
Harvest Healthcare Leaders Income ETF (HHL $7.37)
-
Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.76)
Q: You have recommended HHL in several recent answers. I currently hold LIFE and would appreciate your comparison of the two. I would have to declare a small capital gain to make a switch; would you endorse such a move?
Q: Please comment on Bausch's earings. What do you think is the outlook of this stock from a long-term perspective? Thank you for your great service.
-
AbbVie Inc. (ABBV $216.77)
-
Eli Lilly and Company (LLY $925.81)
-
Merck & Company Inc. (MRK $84.39)
-
Pfizer Inc. (PFE $24.61)
-
GSK plc American Depositary Shares (Each representing two) (GSK $46.69)
Q: Of the big blue chip pharma companies, which are your favourite that you would buy now? Please include others if you prefer others.
Q: I have a 2/3 position in MDT whose share price has fallen much more than I expected due to a product recall. Was the said recall bad enough to warrant such a drop? I am tempted to top up my position. I hesitate, thinking there must be some bad news out there that I am unaware of. Is there?
MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?
I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.
MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?
I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.
-
Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.05)
-
Harvest Healthcare Leaders Income ETF (HHL $7.37)
Q: How would you compare HHL and NWH.UN for income and outlook ?
Q: What one US stock would you recommend for healthy dividend and moderate growth. Any sector is fine. Thanks for your guidance as always.
Q: Can you provide comments on the Company's annual report?
Also the Company's CEO has repeatedly stated (multiple press releases reference this) that the Company will be at a revenue run rate of $2 million per month by the end of the year. If the Company were to achieve this, what is implied share price based on what competitors are trading at? Based on my estimates of $24m of annual revenue and comparables trading at 25x revenue this would imply a share price potential of over $3. It is currently just over $1.
Also the Company's CEO has repeatedly stated (multiple press releases reference this) that the Company will be at a revenue run rate of $2 million per month by the end of the year. If the Company were to achieve this, what is implied share price based on what competitors are trading at? Based on my estimates of $24m of annual revenue and comparables trading at 25x revenue this would imply a share price potential of over $3. It is currently just over $1.
Q: What is your analysis of this company going forward as it seems to be stuck because of covid.
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.
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!
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!