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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: Are you aware of any pharmaceutical companies involved in clinical trials of products used to treat actinic keratosis, a very common skin condition in seniors caused by sun exposure (sun damaged skin)? The main current treatment is with Efudex, supplied in Canada by Valeant. Treatment with Efudex is effective, but a bit brutal, akin to burning the outer layer of skin, causing short term discomfort and disfigurement (personal experience). A Dermatologist I saw recently stated that there are a number of current clinical trials taking place with alternative treatments of a more benign nature. He felt that this would be revolutionary in treatment and suggested that these companies would be extremely successful given the frequency of the problem and the escalating risks of sun exposure. He did not provide any specific company information. Any information that you or your members could provide would be helpful in researching a speculative investment.
thanks, Len
Read Answer Asked by Leonard on August 16, 2018
Q: I'm wondering if 5i (or if you think others) are starting to warm up to this name a bit after the last few quarters? It obviously has a checkered past with its previous relation to PHM but it trades at a fairly steep discount (2018 EV/EBITDAe) to other TSX listed healthcare names (SIS, CRH, etc.). My thinking is that this valuation gap should close with continued performance.
Thanks for the great service.
Read Answer Asked by Scott on August 16, 2018
Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?
Read Answer Asked by John on August 14, 2018
Q: I have a small position in GWO, more in MFC and most in SLF. I would like to either own one or two of these. Which do you feel has the most potential? With the cash from the sale what would you recommend in the health sector?
Thank you,
V.
Read Answer Asked by V on August 14, 2018
Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!
Read Answer Asked by Wayne on August 09, 2018
Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne
Read Answer Asked by Wayne on August 09, 2018
Q: Hello 5i,
Upon the recommendation of selling JNJ 64 shares with $6,000 profit, should I add PG to my portfolio or add to my ABBVIE, MRK and CSH.UN. Now I am at 5% in health sector holding these four stocks. I have 60 positions in all with 46 positions in segregated funds. I am 72 years young and investing for income. This is going mostly into an RRSP.
Thank you,
Stanley
Read Answer Asked by STANLEY on August 09, 2018
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