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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.

Q: Hi Guys
I have no Healthcare stocks in my portfolio, i was thinking of purchasing the above Mutual fund to cover it. What weighting would you recommend and would you buy 50% now, or take a full weighting. Maybe taking a full weighting is fine as i will not be selling this purchase for years to come. However 2 years out we might see this fund drop maybe 40%..
Your opinion please.
Read Answer Asked by Gordon on August 29, 2019
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Read Answer Asked by Tim on August 29, 2019
Q: The stock has fallen off a cliff and for good reason. Management has executed poorly and badly missed many of their objectives. And they continue to sing a heck of a good song on their cc's. The cc was full of promotion and hot air. Much of the commentary was particularly greasy, including the comments about the impending financing. How can 5i continue to recommend a company with a management team so objectively lacking in credibility? Is this not the profile of a company deserving of a rating below "C"?
Read Answer Asked by Joel on August 29, 2019
Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on August 23, 2019
Q: You guys seem down on COV.
They had said that the $100M Saudi contract would be in the second half of the year and now they said it is delayed a quarter. As a result, they needed money and did a private placement at a low price which is a misstep.
It is not unusual to have a delay with a contract.
If the contract comes to fruition, is there any doubt that COV will not get to new highs or am I missing something bigger?
Also is there still a doubt that the $100M is in jeopardy because of the former employees actions?
Thanks
Read Answer Asked by Herm on August 23, 2019
Q: Hello 5i
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
Read Answer Asked by Lois on August 21, 2019
Q: I should increase both our health care and U.S. investments.I have been looking at the investments above.These would be in our TFSA so not too interested in dividends.
I would appreciate your thoughts.
Thanks in advance.
Read Answer Asked by James Robertson on August 16, 2019
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