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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: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Read Answer Asked by Lois on July 19, 2024
Q: Were I to invest in a Growth/Income pairing of healthcare stocks, would you recommend XLV/THQ or XLV/LIFE? I am currently very happy with my XLV/LIFE combination but would appreciate your input re: the use of THQ...
Best regards,
David
Read Answer Asked by David on July 19, 2024
Q: Hi Peter & team,

I am curious about your thoughts with regards to MindMed (MNMD). They are a US biotech that is involved with clinically supervised psychedelic therapy for PTSD, anxiety, etc.

Promising research has come out of Johns Hopkins led by Roland Griffiths. Public trust still needs to be ascertained, however, even if trust seems to be waning slowly with conventional medicine.

Would this be a holding that you expect to do well in the long term?

Any other non-conventional biotech firms that show promise?


Thank you!

Regards,
Andrew M.
Read Answer Asked by Andrew on July 18, 2024
Q: Aside from LLY and NVO, what other healthcare companies might enjoy success with weight loss drugs or products related to them? I’ve heard good things about ABT., AMGN, PFE, AZN, RHHBY and others in this regard, but I was wondering how you might rank them and/or others (most promising names first). I’m quite interested in Roche which has been showing strength after a long period of weakness (it’s now $35.69 as of Friday July 12).
Read Answer Asked by Brian on July 16, 2024
Q: ETN is a theme play that is on the move. I'm thinking of selling UNH (considered defensive) and buying ETN even though it is more cyclical in nature. Other healthcare names held are ABBV, ABT, BSX, ISRQ, LLY (starting position), and SYK. Currently, health care makes up 9.71% of the total portfolio compared to industrial at 19.12%......What do you say about this stock change? And other suggestions are most welcomed!.....Tom
Read Answer Asked by Tom on July 16, 2024
Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?

Thanks, J
Read Answer Asked by John on July 09, 2024
Q: I saw this article on Reuters re NVO and assume that's why it has come off the past couple of days. Does this issue also affect LLY? If no, is it time to switch? If yes, is it time to get out of NVO? "Patients using Novo Nordisk's wildly popular weight-loss drug Wegovy and its similar medicines for type 2 diabetes may be at increased risk for a sight-threatening eye condition, according to data from a study published on Wednesday."
Read Answer Asked by Kim on July 05, 2024
Q: Nurix Therapeutics Inc doesn't appear on your data base.

Kindly let us have your comments on this company.,

Thanks

Thomas
Read Answer Asked by Thomas on July 03, 2024
Q: I'm considering a very small position in WBA as a "contra", turn-around pick. I recognize that this is not the type of stock 5i would consider investing in. However I value your opinion on this name despite its warts already mentioned in past Q&A:

- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.

- How sustainable is the new dividend payout?

- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?

- In your opinion, how susceptible is their business model to disruption?

Read Answer Asked by James on July 03, 2024
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