Review of Knight Therapeutics

Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

Q: Risky but growth possible similar to pho,which other stock would you recommend?
No consideration to sectors.

Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence