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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: 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: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks
Read Answer Asked by Bruce on October 18, 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
Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?
Read Answer Asked by Shyam on October 17, 2016
Q: Hi 5i,

I am an unforunate holder of EDT. It is recently crashed to earth and had an immediate "dead cat bounce."

I have read your other answers on this stock.

I was thinking it was dead money but it has been rising quite nicely since the "dead cat bounce." Up over 7% today.

I am wondering weather to hang on, or claim my losses now.

I would appreciate any comments you have.
Read Answer Asked by Jim on October 12, 2016
Q: Good day,

I know that your focus is not the US but the landscape is changing with the election so perhaps you could just be a sounding board. I have a large position in JNJ (for growing yield and broad diversification), a full position in EXE (for yield), and a 3% position in CRH (for growth). JNJ trades at a premium, justly so. I was thinking of swapping these holdings except maybe EXE for CVS, NVO and DHR. DHR is now focused since its spin off of Fortive and has been a long-term outperformer (it is devices and consumables). NVO (drugs) and CVS (broad healthcare) are great growth stocks that are beaten down compared to JNJ and together offer comparable yields. What would be your thoughts?

Thanks!

Derek
Read Answer Asked by Derek on October 07, 2016
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