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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: What do you think about Wellcare? I'm looking for stability, security and some growth.
Read Answer Asked by John on July 12, 2018
Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.
Read Answer Asked by Marco on July 10, 2018
Q: Hello Peter / Ryan and Team,

Looking at COV. Seems like there is a huge difference between Shares Outstanding and Floating shares. Does this mean that there are a lot of shares locked by insiders? When are these scheduled to be able to be traded and is that a concern for the future with the stock up so much? With the large run up lately, do you still feel it is a good buying opportunity or would you wait for a pull back as the chart gives me a bit of a pause.

Thanks for all you do,

Wes
Read Answer Asked by Wes on July 10, 2018
Q: Healthcare is approximately 10% of our portfolio. Medical Facilities is the largest investment which we have held for a long time. JNJ and HCP we have added more recently. NVS and AZN we inherited. We want to simplify our portfolio and plan to sell NVS and AZN and add to JNJ. Wonder what your opinion is of DR and HCP specifically and also AZN which I didn't see mentioned in your question section.
Thank you, Marie
Read Answer Asked by J on July 06, 2018
Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?
Read Answer Asked by Joel on July 06, 2018
Q: What can you tell me about Revive Therapeutics. I know it's risky and you likely won't recommend it, but any information would be helpful. The stock has jumped on news of receiving orphan drug status for one of their programs. Is this overly significant? I know it creates excitement, but ultimately how does it add to the actual value of the stock?
Read Answer Asked by Grant on June 28, 2018
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