Q: Can you contrast these two names and their relative attraction from here?
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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.
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Danaher Corporation (DHR)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Novo Nordisk A/S (NVO)
- WELL Health Technologies Corp. (WELL)
- Heico Corporation (HEI)
- Boyd Group Services Inc. (BYD)
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
- Eli Lilly and Company (LLY)
- Novo Nordisk A/S (NVO)
- Arrowhead Pharmaceuticals Inc. (ARWR)
- BridgeBio Pharma Inc. (BBIO)
Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?
Thank you, Mike
Mike
Thank you, Mike
Mike
- Costco Wholesale Corporation (COST)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Merck & Company Inc. (MRK)
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- lululemon athletica inc. (LULU)
- Novo Nordisk A/S (NVO)
- Vanguard FTSE Developed Markets ETF (VEA)
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
Q: NVO margins are fantastic and they can’t produce enough ozemic.
I am thinking of starting a position.
If I were to buy one, which one would you prefer ?
I am thinking of starting a position.
If I were to buy one, which one would you prefer ?
Q: Eli Lilly or Novo Nordisk. Which would you buy today? Thanks!
Q: How would you rank these and why?
thanks!
thanks!
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- CVS Health Corporation (CVS)
- Danaher Corporation (DHR)
- Eli Lilly and Company (LLY)
- Stryker Corporation (SYK)
- Thermo Fisher Scientific Inc (TMO)
- UnitedHealth Group Incorporated (DE) (UNH)
- Novo Nordisk A/S (NVO)
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.
Considering current valuations, what would you recommend as a good complement to expand and diversify?
Thanks in advance.
Considering current valuations, what would you recommend as a good complement to expand and diversify?
Thanks in advance.
- Novo Nordisk A/S (NVO)
- ASML Holding N.V. (ASML)
- SAP SE ADS (SAP)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
- Evolution AB ADR (EVVTY)
Q: Hello 5i,
I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!
I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!
Q: Hi 5i team,
Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?
thanks,
Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?
thanks,
- AbbVie Inc. (ABBV)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Thermo Fisher Scientific Inc (TMO)
- UnitedHealth Group Incorporated (DE) (UNH)
- Novo Nordisk A/S (NVO)
- iShares U.S. Medical Devices ETF (IHI)
- iShares U.S. Healthcare Providers ETF (IHF)
Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?
Q: I am up 100% on NVO. LLY has just received an upgrade and am wondering if I should take profits on NVO and move into LLY or just add some LLY and let NVO run. In your opinion are they too much alike to hold both?
Thank you
Mike
Thank you
Mike
Q: I have done very well on Novo Nordisk - likely because of the hype around Ozempic. Despite selling 10%, my position is likely close to double what I'd consider a typical holding.
I don't need the money and the stock has been a good long term hold. I am inclined towards holding a somewhat "fat" position. How do you see the valuation and is there any way to assess the value of things they have in the works?
I don't need the money and the stock has been a good long term hold. I am inclined towards holding a somewhat "fat" position. How do you see the valuation and is there any way to assess the value of things they have in the works?
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Thermo Fisher Scientific Inc (TMO)
- Novo Nordisk A/S (NVO)
Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.
Thanks for your support in these uncertain times!
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.
Thanks for your support in these uncertain times!
- Regeneron Pharmaceuticals Inc. (REGN)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Thermo Fisher Scientific Inc (TMO)
- Novo Nordisk A/S (NVO)
- iShares Biotechnology ETF (IBB)
- Moderna Inc. (MRNA)
- VANECK ETF TR (BBH)
- iShares U.S. Pharmaceuticals ETF (IHE)
Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.
Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks
- Eli Lilly and Company (LLY)
- Stryker Corporation (SYK)
- Novo Nordisk A/S (NVO)
- STERIS plc (Ireland) (STE)
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?
Thanks very much.
Mike
Thanks very much.
Mike
Q: Novo Nordisk (NVO) upgraded its financial outlook during its recent earnings call, but shares tumbled as a result of delays in production of its anti-obesity drug. What are your thoughts on NVO and would now be a good entry point?
Q: I started looking at NVO and I saw that you said it had a PE of 37X in answer to a question about it in December (2021). Yet TD (webbroker) shows earnings of about $50 going forward and not much less in the past year. So i was wondering where you got the number of 37X - should it be closer to 10X? What am I missing?
Q: I know you don't dig deep into Europe. I have a small position in NVO and am up 50%.
Debt, ROE and P/E look ok. Weighting aside, does this look like a good time to add to my position?
Thanks and all the best of the season to you and your staff
Mike
Debt, ROE and P/E look ok. Weighting aside, does this look like a good time to add to my position?
Thanks and all the best of the season to you and your staff
Mike