Investment Q&A

Q: Will SIS be hurt by a higher CAD?

Thanks,
Dave

Q: Good Day, Down a bit yesterday, is Savaria a good buy for a full 5% position at this time or should I wait for any reason.

Thanks

Q: GUD is consistently a top recommendation as a growth stock. Have you spoken with GUD mgmt. lately to be able provide any additional info. as to when/how they are expecting to invest some of their cash and therefore move the stock in the next six months?
Without any news, it seems that GUD will continue to drift down as the 'bored' investors continue to sell.

Q: Good morning,

With sells as it was going up, I am still about breakeven on CRH but it has dropped to 1% of my portfolio. I have lost confidence such that I won't put more in. I am, however, looking for additional healthcare exposure. Right now I am also holding JNJ (3%) Danaher (DHR, 4%) which is mostly medical/dental since the spin-off of Fortive. I have been thinking of exiting JNJ due to the price that they paid for their latest acquisition. It seems a little inconsistent with their historically very conservative nature.

Would you think that adding a 2.5-3% SIS or GUD is a better approach, or should I keep CRH given its longer term potential? I prefer to not watch my investments every day and have a diversified portfolio across market cap and Canada/US with a lot of multinational companies (like CCL in Canada and UL in the US, for instance).

Do you have any perspective on the JNJ acquisition? If so, please feel free to deduct two questions.

Thanks!

Derek

Q: As always, would appreciate your assessment of this ETF. Questrade lists HBF @ $8.81 and also HBF.U @ $9.......what is the difference?

Mant Thanks! Austin

Q: Although I know you do not cover US companies, I was wondering about your take on JNJ. Especially given recent lawsuit activity with regard to their baby talcum powder and ovarian cancer, and possible upcoming class action lawsuit with regard to same. I know of at least one advisor recommending a sell due to this issue, but I am puzzled as there has been no negative reaction to the stock price so far. Your thoughts? Thanks.

Q: Hi Team, which would be a better buy at this point ABBV or NVO? Which offers more international exposure? For my us rrsp! Many thanks for your work. Sam

Q: Would you please comment on the 2nd q results.

Q: Curious to know your take on recent weakness? Just market jitters and short term profit taking? Or, would investors be concerned about the company splitting in two and not wanting to be around for that event? Any backdrop on companies splitting in two being positive or not....I've seen some positive evidence but is such a company specific thing...
Thanks
T

Q: On Aug 17 you indicated "With the decline it is becoming an insignificant part of the portfolio so we need to review and either exit or add to it."
Given the recent news and price appreciation has your opinion changed?
Thanks
John

Q: I've been waiting to take a position in GUD for a while now. Do you see it bottoming here and would this be a good entry point? Thanks

Q: Well, Gilead Sciences finally made there acquisition with their cash. Some say they should have brought Kite Pharma one year ago and overpay for it today. In addition, they say the Kite takeover will not be accretive for three years, What are your views and opinions on the deal that Gilead Sciences made for Kite Pharma?

Q: Is the announcement today game changing or not such a big deal

Thanks

Sheldon

Q: I understand that this would not be a stock you would cover, but if you have an opinion on it, it would be appreciated.
$EXAS Nasdaq

Exact Sciences Corp

Thanks Valter

Q: Assessment for JUNO ? Is it a good entry ? Thank you

Q: Any further developments in Mdx that would warrant buying it or is it still a wait & see situation because of its small size? Thanks as always for your great advice.
Dave

Q: Re: Aug.25/17 comment from Bob on SIS big volume. This is where Technical Analysis/Stock Charts may play a role looking forward & backward combining the fundamentals. The stock has corrected roughly 30% from a high of 17.55 to its current low of 12.04. Simple charting platforms such as Moving Averages-Bollinger Bands-Relative Strength Index-MACD might of helped to find a bottom & choose an entry point.Could you tell us the size of the block trade & the price.
This could tell you where institutions are prepared to take a stand. The stock looks somewhat clean now & may return to its upward momentum. Regards: Ken

Q: Mr. Hodson, this is still about GUD. Considering your recent report, the rating of A- granted, its recent value of $8.31, I hope it goes well, which is not the case currently. Do you still have confidence in it ?

Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.

Q: On Nov 26, 2016 I asked if CRH has risen too quickly and was likely to decline materially. You mentioned the fundamentals were strong and it was not like other prominent TSX collapses of recent years.

Now that the stock has collapsed rather predictably I ask why do you still think share price momentum is a good thing to chase.