Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can I get your opinion on this stock?
-
Intuitive Surgical Inc. (ISRG)
-
Vertex Pharmaceuticals Incorporated (VRTX)
-
Savaria Corporation (SIS)
-
Exact Sciences Corporation (EXAS)
Q: Hi there,
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?
Thanks
Q: I currently own CRH. Do you think you think a switch to GUD would provide more upside?
Q: I was looking at an marijuana etf, what would you suggest
Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim
Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020
Q: WELL is moving up to the TSX in January. Any plans for a report?
Q: Please comment on today's update of revenues. Thanks
Q: Any reason that you know of for 17% jump in Covolon? No news. Maybe tax loss selling is over.
Thanks
Thanks
Q: Good Morning,
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
Q: On oct 1/19 you answered a question for Scott re agn/Abbie shares
With the price of agn today at $187 would you still hold agn till deal is done or sell and look for better opportunities
My cost on agn is $186
Thanks
With the price of agn today at $187 would you still hold agn till deal is done or sell and look for better opportunities
My cost on agn is $186
Thanks
Q: I own SYK. My broker has suggested switching it to MDT or TMO.
They all seem pretty much the same to me. What say you?
They all seem pretty much the same to me. What say you?
Q: Hey guys. Looking for some health care exposure..... Already have some cannabis ownership so no need to add there. Canadian and US recommendations with strong balance sheets and some growth potential? Long term holder likely buying in an RRSP. Thank you!
Q: I am looking at these two stocks. Can you please comment on them and would you consider them a buy at this time.
Q: Sadly, I held on to my position and the share value has gone from bad to worse. I see it is now listed on the Venture. When and why did that happen? When do they report their fiscal year's results? Do you have any info on estimates? I know you removed it from your portfolio and gave a fairly negative assessment on their performance, but will ask any way...is there any hope for improvement once tax loss selling is done?
Thanks for your good service.
Thanks for your good service.
-
Becton Dickinson and Company (BDX)
-
Humana Inc. (HUM)
-
McKesson Corporation (MCK)
-
Medtronic plc. (MDT)
-
Stryker Corporation (SYK)
-
UnitedHealth Group Incorporated (DE) (UNH)
Q: Good afternoon,
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Q: Please,your analysis/comments on this company.Thanks.
Q: Can you please provide an update? It is suffering. Do you still like it?
Thank you,
Karim.
Thank you,
Karim.
Q: Kalvista flunked a drug trial and the stock was down 20% premarket. Now the stock is up 4%. Any idea why?