Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you
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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.
- Booking Holdings Inc. (BKNG)
- Ulta Beauty Inc. (ULTA)
- ResMed Inc. (RMD)
- e.l.f. Beauty Inc. (ELF)
- Moderna Inc. (MRNA)
- Celsius Holdings Inc. (CELH)
- Snowflake Inc. Class A (SNOW)
- Rivian Automotive Inc. (RIVN)
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis
- Northwest Pipe Company (NWPX)
- Moderna Inc. (MRNA)
- Easterly Government Properties Inc. (DEA)
- MP Materials Corp. (MP)
- Shoals Technologies Group Inc. (SHLS)
Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks
Q: Currently not invested in this sector. Considering starting a position in this company. Appreciate your insights.
Thank you
Thank you
Q: With respect to assessing Moderna's fair value as a company, what is the value of their patents and pipeline of future messenger-RNA based treatments/vaccines for heart disease, cancer, etc?
Has the market factored this into the share price?
Has the market factored this into the share price?
Q: I hold some shares in Moderna and trying to find out what the future holds (2 yrs). They recently announced that their future COVID vaccine sales are expected to be above original projections, however the stock continues to come down. What is your view on this company as an investment going forward. Thank you.
Q: Barron’s Andrew Bary wrote a very interesting commentary on this Baillie Gifford fund this weekend. What are your thoughts on its value, low cost, and investment diversification?
- Autodesk Inc. (ADSK)
- NVIDIA Corporation (NVDA)
- United Rentals Inc. (URI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Tesla Inc. (TSLA)
- Blackstone Inc. (BX)
- Advanced Micro Devices Inc. (AMD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- The Trade Desk Inc. (TTD)
- Moderna Inc. (MRNA)
Q: With all the volatility we are seeing, I am looking at trading a few stocks so I would like a few suggestions from you. These should be names I wouldn't have a problem holding if the trades don't work out. Both US and Canada. Thank you in advance.
- 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: Season's greetings - what are your thoughts on MRNA. The skin cancer test results lofted the shares yesterday. It still seems inexpensive, given a sub six PE. I have a small holding and am thinking of investing more. It's well within my portfolio recommendations. Don't understand why it not getting more love with all the viruses running around the world. Thanks
Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.
Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?
Q: These two companies are incredibly innovative and have developed the vaccines that save us all. They are very profitable with Moderna selling at a PE of 5 and BioNtech at a PE of 3.2. Yet they continue to go down. They also have quite a few medicines in their pipelines. I have 65 shares of MRNA in my TFSA. Your thoughts?
- Amgen Inc. (AMGN)
- Gilead Sciences Inc. (GILD)
- Johnson & Johnson (JNJ)
- Pfizer Inc. (PFE)
- UnitedHealth Group Incorporated (DE) (UNH)
- iShares Biotechnology ETF (IBB)
- Vanguard Health Care ETF (VHT)
- Moderna Inc. (MRNA)
Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility
Thx!
1. Growth based funds with some dividend income
2. Dividend income with lower volatility
Thx!
Q: Moderna seems to have come back down to earth. Last week the US Gov't started a case because their scientists were not included in the patent, and today they are announcing positive data from a phase 2 study for another mrna product, as well as a C-19 booster authorized for people over 18 years. How does the stock look now? Do they stand to lose profit if they lose the case to the US Gov't? Is it something interesting to buy at this level?
Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.
- Illumina Inc. (ILMN)
- Abbott Laboratories (ABT)
- Johnson & Johnson (JNJ)
- Thermo Fisher Scientific Inc (TMO)
- Guardant Health Inc. (GH)
- Moderna Inc. (MRNA)
Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!
Q: Moderna has dropped a lot this week. How do you see the valuation now? I am in it for as long as it has momentum promise. Does it still have room for growth in the coming year, or is it time to sell and move on? Thanks.
Q: What are your thoughts about Moderna today?
Thanks for your excellent advice over the years.
Judith
Thanks for your excellent advice over the years.
Judith