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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: Ryan and Peter. Best of the new year to you and the rest of the 5i team. Thanks to Ryan for his article about re-balancing portfolios. I agree that health care is the sector that provides some value. I have some exposure to Canadian health care but would like to buy some exposure to specific American health care companies. If possible, could you suggest a few companies that offer some growth in 2017 and provide a bit of a dividend? Thanks in advance for your appreciated guidance.
Read Answer Asked by Les on January 04, 2017
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
Read Answer Asked by david on January 04, 2017
Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
Read Answer Asked by Nadine on January 03, 2017
Q: Thanks for ENGH,GUD & PHO. Re CRH,please comment on 1)Why was there a big drop to $7.01 on Nov 28(Monday on big vol. of 2.12m) from $8.36 on Nov 25(Friday)? 2)Thomson/Reuters & CIBC reported that it missed estimated EPS 4 out of the last 6 periods & 5/6 respectively.Already own GUD,the only stock in the sector & thinking of adding CRH.Always appreciate u usual great services & views.All the Best for 2017
Read Answer Asked by Peter on January 03, 2017
Q: long term obviously looks very good .I hear talk of gud setting things up for solid purchases and takeovers . shorts are starting to come into this stock. shorts have made a ton of money in this sector why not try and take this one to its knees . do you think the shorters that are moving in are the same as pli. cxr or .....gud has no debt good management your thought thank you.
Read Answer Asked by Cliff on December 28, 2016
Q: Not a question but a comment. I'm glad to see you are covering CRH Medical now. I had thought about asking the question a while ago, "why shouldn't I own CRH" to get the sell side argument in case I was missing something. But it sounds like you are agreeing that CRH has a bright future. Great growth, mgmt, and their expansion from the Gastro side to anesthesia services was very smart. I find them to be one of the better run companies in my portfolio, so far.
Read Answer Asked by Adam on December 21, 2016
Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
Read Answer Asked by Michael on December 21, 2016
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