Looking to sell my position in FLGT for a loss in my non-reg account. Potentially looking to replace FLGT with PFE to maintain US/Health care exposure. Would appreciate you thoughts and if you believe there are better US health care stocks to consider.
Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
Q: I would like to do some tax loss selling and was wondering if you might be able to rank ILLM, UPST, OVV, TOY, SQ, GH, FLGT, and COW in order from those with the least potential to recover over the next year, to the most potential. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
Currently looking for additional US stock exposure and I am considering either FLGT or PERI as potential candidates. Sector allocation is not a factor.
Between these two companies which, in your opinion, has the best runway for growth over the next 5+years?
Q: Hello Peter,
Given Topicus results, i was hoping for a surge in price but stock barely moved. Any idea? Also, can you comment if the results were good for Lumine Group, and Fulgent Genetics. Thanks very much.
Q: Can you tell us how much cash per share Fulgent still has, after the acquisition of Fulgent Pharma? This move was obviously not liked by the market. Does its current stock price make it an attractive investment in the medium to long term? Hold, buy or sell?
Q: Hello Peter,
Could you please comment on Fulgent's results? Is it time to add to FLGT as the stock dipped for longer term? Also, what is your view on Neighbourly Pharmacy and Cargo jet? Thanks very much
Q: Your last direct response on FLGT was Nov, 2021. Could you update your opinion on a value/growth basis, with a focus on "core genetic" testing elements rather than Covid testing. It seems to be growing nicely in core businesses, e.g., cancer NGS, has a very strong cash horde (from covid work) and, to me, ticks both value and growth boxes.
Thx, John
Q: I own 18 US Stocks and have losses in the following 6:
1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%
My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.
All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.
Which of the above would you add, and your reasons why ?
Which of the above would you sell, and the reasons why ?
Q: I want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
Q: Hi 5i - From the following 9 US stocks - which 3 would you have the highest conviction for (with a short why for each): AFRM, ABCL, GOOG, AAPL, COST, CRWD, FLGT, NVDA, NKE
Q: Any companies that may benefit from the future of Covid as we learn to live with it Testing and therapeutics... not vaccine companies
Went for a wild ride with Flugent is it a option ? Others ?
Thanks
Greg
Q: How would you rank the following companies (WELL, REAL, ENGH, TOI, FLGT, ABCL) in terms of potential growth over next 3-5 years ? Are they any that you would not be keen on? If so could you provide an alternative or two?
My question is of the companies I've listed, which 2 or 3 would you add to for a 5-10 year horizon. I currently own all of these, with no total value exceeding $500.
I am just starting a small portfolio and have $1000 USD to put into my RRSP to add to these exisiting stocks.