Investment Q&A

Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason

Q: Merry Christmas team!

I saw that CRH fell 20+% yesterday, and I was hoping you could fill me in on why the big drop? What are your thoughts on the company at this point?

Cheers!

Q: I still hold Knight shares. Given that they are now raising some cash would 5I (if they still had them) continue to hold them for a few quarters. They have a significant amount of cash on hand
Is it probable that they are looking at an opportunity.
HAPPY NEW YEAR
Clarence.

Q: Your thought on Takeda vs Roche for investment account. Would you recommend trimming ABBV (10% of my portfolio) and acquiring both Takeda & Roche?

Thank you!

Q: I know in the past this company has been nothing but hype that ever fulfilled. Is it possible things are changing? What are you thoughts about the lastest news release and it's current valuation?

Thanks, you guys are amazing. Happy Holidays to you all!

Q: Hi, recently PFE, AZN & Moderna have all dropped a lot from their highs in early December. Why do you think these stocks have dropped so much? Thanks.

Q: DCTH and MLND What are your thoughts on these company’s
Thanks for the help

Q: What's the scoop on this company? Never seen a chart like that. Seems like they are making immunotherapies for brain cancer? Is the hype due to the clinical trial?

Q: May I have your comments on Well

Q: Hi, Could you please comment on PHA earnings. Thank you

Q: Hi Peter,
Now that GUD has been delisted from S&P/TSX, can I still buy or sell GUD shares? If so, what exchange?
Terry

Q: HI!
I am wondering about the potential short and long term growth of VTRS as the sister company of PFE producing their generics?

Thanks Ben.

Q: Can you suggest some eft's for the above sectors? Do have a couple tech companies in my portfolio such as Lightspeed and Shopify, but no "big" ones like Google, Apple etc. and WELL and PRN. Would like to find ETF's which may help to broaden my exposure in these sectors.

Q: Would you hold both of these companies, or are they too similar?

Thanks!

Q: Good morning 5i, question for you on prospects for Portage Biotech for growth, a friend of mine who was an earlier investor in this company, really likes the space and specifically the Chairman and Director Greg Bailey as he said he has a great track record with previous companies.

This is from Portage's site (CEO of Juvanescence. Managing Partner of Palantir Group, Inc, co-founder of Ascent Healthcare Solutions, VirnetX Inc. (Biohaven (BHVN:NYSE), and DuraMedic Inc. He was the initial financier and an independent Director of Medivation, Inc. (MDVN:NASDAQ), from 2005 to 2012. He also served as the Managing Director and co-Head of Life Sciences at MDB Capital Group LLC from May 2004 to December 2006.)

Do you know of Greg and would you feel comfortable with his history? I am guessing you do not know much about the company and in the biotech/cancer space there is tons of risk so that is fully understood, but looking to add to that sector for long term growth 15 plus years out.

Q: Can I have your opinion on the takeover of BioTelemetry by Royal Philips at $72/share.

Thank you and Happy Holidays.

Q: What are your current thoughts on AND ? Thank you.

Q: Could you rank the US Healthcare stocks + WELL in terms of management, balance sheet, and long-term growth prospective? Thanks.

Q: Between NVTA, CRSP, EXAS which one will prefer to start a new position - from a quality of product and pipeline - runway and performance perspective. Thanks

Q: What do you think of well's update today.