Investment Q&A

Q: Hello 5i
Could I have your assessment of Pacific Biosciences please?
Thank you
Dave

Q: T taking a page out of Brookfield book. A big of a risk is it to WELL if T healthcare business is spun off. An IPO ? ?

Q: Lost faith in CEO & his declaration that GUD is for grandchildren while the world is moving faster & faster.He is living on his past success.As a comparsion Well is making acquistions after acquistion, the latest being CRH,which is considered very beneficial. Has a 3% position in my TFSA bought many moons ago @ $10.16 incurring a44.6% loss.My thinking to sell it, if no catalyst in the horizon ,to buy better potential growth companies like ARKK &/or CURI.Still has 1% in non-registered a/c. Your comments.Thanks for u usual great services & views

Q: As I type this question ILMN is up 13.68% today. I believe they reported yesterday so they must have been strong numbers. I'm thinking of selling my PFE to buy ILMN because (not including dividends) I'm slightly negative with PFE over 3 years. I know you like ILMN and I would be buying a higher risk company and cutting back the dividends but ILMN just seems an excellent company. It would be about a 2% weighting. Any comments would be appreciated.
Regards,
Jim

Q: You have not fallen out of love with PFE. Neither had I , but my feelings for it have been getting very wobbly lately. I have had PFE for many years and still show a loss. Shares continue to decline, now at a faster rate it seems. Although several PFE drugs are going off patent , but I understand PFE has a good pipeline of promising new drugs. Is this why you love it so? Nevertheless, I would now admit defeat were it not for your very positive view of the company, which has encouraged my already biased positive regard. I am however now running out of excuses for holding on to this otherwise great company. I would therefore love to know what YOU regard are the catalysts for PFE going forward. Those catalysts seems to be things I have missed completely.

Q: XERS. Big news ! Have a nice position. Add or partially sell ? Seems to have lots of other things. Stock is still cheap. Appreciate your comments. Thank you

Q: What are your thoughts on the recent China deal? Any idea when funds will flow to the company from this deal?

Q: GMDA Positive results ! Have a Jumbo position. Sell or Hold ? Thanks

Q: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks

Q: 5i,

A bit more information for Yves question on WELL. The following from an RBC note on CRH may be the major concern.

“Uncertainty regarding potential loss of largest customer. In December 2020, CRH disclosed that its largest customer (United Digestive, guided to contribute ~20% of 2021 Adj. EBITDA to SH) doesn't intend to renew its service agreement with CRH, which would negatively impact CRH's results beginning in 2022. Negotiations are continuing.”

Q: Hi 5i - I understand that WELL is a provider of OSCAR electronic medical records, with this open source software originally developed by McMaster University. Today I see that Alphabet is filing for a new IPO, OSCAR Health which aims to cash in on the surge for digital health services. Is there any connection between WELL and Alphabet on this or perhaps it's Alphabet tapping into the OSCAR open source software?

Q: What is your assessment of this small cap? I purchased it about a month ago and of course it dropped almost immediately after I pulled the trigger. Maybe I should take my lumps and move on?

Q: Hi 5i - I have very small positions in CRH, CZO and RHT. I was thinking of selling them and using the proceeds to buy a 2-3% position in WELL. Good plan, or would you keep any of the stocks listed?

Thanks, Neil

Q: Hi I would like your opinion on VERU?

Thanks

Q: Aside from their recent graduation, any other reasons for this large move up?

Q: Any insight as to why Antibe Therapeutics shot up today? Thank you.

Q: Can you please explain this comment and how it is calculated: WELL expects 800% per share EBITDA synergies.

Q: Hi,
I'm finally just back above water on SIS with its recent highs. Typically, once I've ridden a stock to the low lows without selling and it comes back up, I sell once I break even - and consider myself lucky. But I know that's really the right move - it's the emotional move.

My ACB is $17 bucks. Do I keep my finger away from the sell button and hold on for more upside?

Thanks,
Robert

Q: I have WELL thanks to 5I bringing it to my attention but
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.

For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?

Thanks and I am very interested to your response.

Q: Wondering what the differences are in these two companies? Are there enough differences to hold both and which has the best growth potential, better metrics and has the better management team.