skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Gents,

It's adequately clear (esp from some of the comments I've recently read) that the Healthcare/Pharma sector in Canada offers very few choices and even fewer good choices.

Whereas the same sector in the US offers fabulous alternatives, opportunities and growth.

I feel it is a shame to limit this weak Canadian sector in our portfolios when you can offer so much more with reccos south of the border.

Even a well represented ETF for US pharma/healthcare/bioscience might do the trick if you are time starved.

Just saying.

Sheldon
Read Answer Asked by Sheldon on August 17, 2017
Q: I hold a half position in each of ABC and CAH, am underwater on both, moreso on CAH. Please summarize your view on the US drug wholesale business going forward, and, provide the decision metrics for dropping one and increasing the position size on the other.
Read Answer Asked by David on August 16, 2017
Q: When would be a good time to make these acquistions?
Read Answer Asked by Colleen on August 16, 2017
Q: You have expressed the opinion that investors are bored with GUD as the reason for its recent rather lackluster performance but it's recent dive over the last 3 trading sessions of about 10% seems more than boredom. Is there anything going on at the company with respect to their products or with their management team that could be behind the steady downward pressure on the shares?
Read Answer Asked by John on August 15, 2017
Q: Hi
I own a 2% position in teva pharmaceuticals. It is down nearly 60%. You have recommended selling the stock in a response to a somular question yesterday. My problem is I am holding this in an RRSP and cannot take advantage of a tax loss. I am comfortable holding for a few years in the hopes of a rebound, collecting the dividend meanwhile. Do you think this is wishful thinking?

Do I cut my losses, or do I wait patiently for a possible recovery?

Thank you
Karim
Read Answer Asked by Karim on August 10, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!