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: Hi Team, which one to choose for growth and some income, in the U.S. Health Sector, AmerisourceBergen, Baxter International or Johnson & Johnson. Thanks! Sam
Read Answer Asked by sam on April 29, 2016
Q: Hi Team,
I am willing to take a full position in Endo Pharmaceutical, it seems it has been overly punished by the market due to the similarities with VRX (and similar business model) I suppose.

I see limit downside risk and it is, I think, a potential takeover candidate at the current price level (similar to Concordia).
Earnings are coming soon, so I was thinking to take my first half position before the earnings and the rest of my position after but I am not sure... what is your opinion?

Bye the way, congratulations for the latest improvements on the site!

Michel
Read Answer Asked by Michel on April 29, 2016
Q: Hi guys, in a previous answer today you stated that gud is worth a 5% holding within a portfolio, what about pli? I have them both equal inside my portfolio (balance), should I lighten up on pli and drop down to a 3% and bump up gud to 7% ?
Thanks
Jim
Read Answer Asked by jim on April 27, 2016
Q: Hello 5i,

One of my 'fun to own' companies is having both good news and bad news. The CEO just left (bad) and the company is reporting good news on an open trial with just 10 people taking voclosporin, they also have been given fast track designation. The company un-blinds their larger trial (phase 2b) this August. What do you think of all this, is worth holding for the binary event?

Thanks,
Read Answer Asked by Mark on April 26, 2016
Q: Greetings, Peter and Co.
I currently have 14.8% of my investments, excluding real estate and bullion, in the biotech/healthcare sector. I hold
Biosyent (RX) 0.5% (I have a considerable loss in RX.)
Concordia (CXR) – 1.5% (I expect CXR to be acquired by a larger company.)
Merus Labs (MSL) – 2.2%
Prometic (PLI) – 2.4%
Amgen (AMGN) – 3.1%
Knight (GUD) – 5.1%
I am considering liquidating my holdings in CXR, RX and perhaps MSL and using the proceeds to add to my PLI position and/or an alternative that you might recommend unless you think I am too overweight in this sector.
Thank you for your analysis and recommendations.
With appreciation
Ed
Read Answer Asked by Ed on April 25, 2016
Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.
Read Answer Asked by Edward on April 22, 2016
Q: Concordia has been acting very poorly for quite some time, especially since their last earnings report. Is it still being associated too much with VRX or is there something else? (i.e management compensation) I do not want to exit my position as this seems so cheap based on forward earnings. I know they have a ton of debt but this should be managed based on their forecasts. Is this just a case of the market being short sighted?
Read Answer Asked by Peter on April 21, 2016
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!