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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'd like to start a long term position in at least one or two healthcare stocks or ETFs, but the sector looks treacherous and I can't quite decide. I'm considering a wide range of names, including companies like JNJ, PFE, AMGN, NVO, NVS, RHHBY, MDT and ETFs like XLV, IBB and especially IHI (medical devices). I've read many of your prior comments, including one where you recommended AMGN. In light of the latest news about AMGN and its issues with Enbrel, I'm curious to know if your opinion has changed, and how you might compare it to NVS which has a competing drug. Mainly I'm wondering if any of the investments I listed sound promising, and how you might rank them. Thanks very much for your thoughts.
Read Answer Asked by Brian on November 01, 2016
Q: How do you think biotech will behave with the looked for Clinton win? Do you think a better buying opportunity is in the future?

TIA
Read Answer Asked by Gerald on November 01, 2016
Q: Good morning Peter and Team,

In our accounts (Margin, RRIF, RRSP, and two TFSAs), we have no health care stocks or ETFs per se, but we do have a 1.8% position in Chartwell. In my sector breakdown, I classified Chartwell as "Real Estate", and notice that in your answers to other 5i members, you refer to Chartwell as a health care stock. Would I be correct in re-classifying CSH.UN as health care? If I wish to further reduce my overweight real estate holdings which contain AP.UN, CIG, CSH.UN, FCR, FSV, and TCN, would there be any that I should "let go" or reduce? What "additional" health care stock or ETF would you recommend at this time, using the cash that the sale/reduction of the above stocks would provide? Please feel free to deduct as many credits as this lengthy question entails, and thanks for the great help your service provides.
Read Answer Asked by Jerry on October 27, 2016
Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?
Read Answer Asked by Graeme on October 24, 2016
Q: Hi Gang, could you give me your latest take on the above. Their acquisition closes this month and they will announce US70 million in refinancing to pay down debt. The analysts give it a target price of 7$ over the next 12 months. I have had this for over a year and it has not been the smoothest ride but I'm up none the less.

Regards
Anthony
Read Answer Asked by Anthony on October 24, 2016
Q: Hi 5i. I was interested in your reply today to Shyam regarding XLV, where you noted that it has had "better performance of late". My records show that XLV price has dropped steadily over the last 3 months by 6%.
This leads me to my question : We hold XLV and PSCH (Powershare Small cap Healthcare ETF) in our non-registered account (< 2% of our total equities). Our cap gains on these have been reduced from 15.8% to 8.9% (XLV), and 14% to 9.7% (PSCH) respectively over the last 3 months.
My theory is that these will continue to drop as we get ever-closer to the U.S. election. I am thinking of selling both of these ETF's while they still give us a reasonable profit of approx. 9 and 10% respectively, and then waiting out the election fallout before deciding whether to get back into Healthcare.
We would appreciate your comments. Thanks T.
p.s. PSCH did not come up in the "companies" list
Read Answer Asked by Terrance on October 18, 2016
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