Q: I have held the 2 companies for several years now. I'm thinking about selling one as they have both been under performers. Which one do you think as the better longer-term growth.
Thanks

Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.

Q: I am considering selling CVS and moving into a higher quality holding in the health care sector with less political risk. I know you like LLY and ISRG, but I already have sufficient pharmaceutical exposure and prefer to own dividend-paying stocks inside my RRIF. I was thinking of ZTS, which is in animal health, or SYK, both of which are higher quality companies that seem to be offering good entry points near 52 week lows. On the other hand, CVS has run up nicely and the turnaround under the new CEO seems to be going well. So would you hang on to CVS or would you sell and move on? And which of ZTS and SYK would you say is the better quality long term holding? Anything I am missing?