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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: I have set 8% sector target and have invested 50% - GUD 15% of total target, TD Health Sciences 11%, and 9% each to ISRG, ILMN, and COV.
If I drop TD Fund, then 60% available to reinvest - what names and allocations do you advise?
Thx for your excellent advice,
Sam
Read Answer Asked by sam on September 19, 2018
Q: You have mentioned that you dislike companies that tend to put out too many press releases. I own Reliq Health Technologies and am often surprised at what they consider worth communicating. The other day the press release headline was "Reliq Health Technologies receives second hardware shipment". Today they put out " Reliq Health Technologies Kick Off Patient Onboarding at Rio Grande Valley Health Alliance in Texas". I'm not sure that these qualify as huge milestones that the public and shareholders really need to know and they seem to be self-promotional. Would you consider RHT as a company that does too much self-promoting and does it cause you any concern?
Read Answer Asked by Steven on September 19, 2018
Q: Just a comment to Curtis' question about the 8% drop in CRH yesterday. The consensus is that the drop is due to hurricane Florence. CRH has many clinics in the Carolina's and surrounding states. This also happened with a hurricane last year where clinics were closed for days and patients appointments had to be rescheduled, which impacted revenues. However none of the clinics are very close to the coast so the impacts should be minimal. CRH has stated that they will make up for any closures by keeping clinics open later once they have reopened.
Read Answer Asked by Adam on September 13, 2018
Q: Would you please provide your current perspective on Helius?
I’m particularly interested in your view on what potential there may be should PONS and related therapy be found to have good efficacy. In other words could they effectively monitize this technology free of direct competition? It seems the actual equipment would be inexpensive to produce.
Thanks, Hugh
Read Answer Asked by Hugh on September 13, 2018
Q: It seems to me that when 5i members seek guidance regarding possible investments in American healthcare companies, Pfizer seems to be a common recommendation by your team. If I'm correct that you consider it to be a good investment at this time, what exactly are the reasons you believe this to be the case. If I'm wrong, what other American Companies do you favour currently. I'm willing to accept some risk but I'm really looking for a company that can balance off some of the Canadian small caps that I have in my portfolio that I'm purchased with your guidance. i.e. Knight, Covalon and Reliq. Again, thank-you for your invaluable guidance.
Read Answer Asked by Les on September 13, 2018
Q: I currently have small positions in ABT, CELG, and PHG. Thinking about selling the 3 and buying PFE unless you suggest otherwise. Also have a full position in GUD.
Thanks for the great service.
Read Answer Asked by Brent on September 12, 2018
Q: Hi terrific team,

Earlier last year, in the health maintenance sector, you had mixed views on Molina Healthcare (MOH-N) , Aetna(aet-n), Humana(hum-n).
What would be your views now on the best stocks for growth in this sector and are they any ETFs which would cover them well ?
Thousand thanks,
JD
Read Answer Asked by Jacques on September 10, 2018
Q: Hello Team,
Although you do not cover US stocks, please give your recommendation on below healthcare stocks based on current valuation and future growth/dividend income potential for new money investments.
1) AMGN OR ABBV
2) GILD OR BIIB
3) PFE OR MRK
4) MDT OR ABT OR BDX
5) UNH or ANTM
6) ISRG OR SYK

Appreciate your great service.

Thanks
Ninad
Read Answer Asked by Ninad on September 10, 2018
Q: Follow up questions:
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre
Read Answer Asked by Pierre on September 10, 2018
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