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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: Could you comment on Valent results please and on its general situation.

Thank you
Read Answer Asked by Olivier on March 15, 2016
Q: Could you give me your view on PLI after recent $30 mln
debt financing. Many thanks.
Read Answer Asked by howard on March 15, 2016
Q: Looking to potentially add some U.S. Healthcare stocks in a RRSP. We already hold JNJ.
Any thoughts on GILD vs. UNH or MRK or COO...how would you rank these?
Thanks so much.
Anne
Read Answer Asked by Anne on March 15, 2016
Q: I have been following this stock for some time and feel it is a good opportunity. Do you agree.
Read Answer Asked by James on March 15, 2016
Q: I hold CRH, PHM, VRX and CXR as my healthcare stocks and a little bit of ZUH also. The 2 real stinkers are PHM and VRX.
Here's how it breaks down:
PHM cost base - 12,139 current value - 2,927
VRX cost base - 10,083 current value - 5,987

Ouch! I am leaning towards hanging on to both of them as I am more of a long term investor than trader, but these 2 are the worst performers in my portfolio. Suggestions?
Thanks for all your excellent advice over the years. It's a real privilege to recieve the benefits of your many years of experience in the markets. cheers
Read Answer Asked by Andrew on March 14, 2016
Q: I have a well diversified portfolio but have a 15% weighting in $ZUH {Healthcare US ETF}, as we are going into the US elections and the Democrats talking about drug prices being to high, would you suggest lowering my exposure to the Healthcare field.

Thanks Valter
Read Answer Asked by Valter on March 11, 2016
Q: Concordia reports Q4('15) on March 23 and TD shows Non GAAP EPS of $1.46 (7 analyst average). Not sure if this is an upgrade from your Jan.27 estimate of $1.12 (GAAP?) or if currency conversion is in play because they report in US$ or it's Bloomberg numbers vs Broker's?

As Ryan mentions in the Oct. blog piece on CRX leverage is the issue to focus on so if they hit their 2016 numbers of ~$6.50 US how much of their $3.48 US BB debt would you expect them to pay down by end of 2016 FY and could this remove the "mini Valeant" tag if they were able to pay down a bunch? Thanks, J.
Read Answer Asked by Jeff on March 07, 2016
Q: Would appreciate your thoughts on their last quarter and year, published today
Read Answer Asked by george on March 07, 2016
Q: Small position in Relypsa, a US biotech. Sales slower than expected and may need to raise cash...would you hold or move on? Thanks!
Read Answer Asked by Dominic on March 04, 2016
Q: I am looking for a specific type of health care stock. In my portfolio I have core positions in JNJ and NVO. I have speculative positions (half positions at most) in GUD and CXR. I would like a recommendation for a health care stock that is not as dependant on pharmaceuticals. Any recommendations in North America or a foreign firm that trades in the US? Thanks!
Read Answer Asked by Derek on March 04, 2016
Q: Vineet recently asked about sector allocation for a growth portfolio with a 5-10 year hold. Healthcare at 10% with technology and industrials at 20%. Love technology and industrials, but with the boomer group aging fast, isn't the easiest overweight call ever for that period of time to go long and overweight anything healthcare related.....across sectors? For example, sis, pm, exe, sia, csh.un, phm, cxr, crh, etc, etc.......

Thanks,

Robert
Read Answer Asked by Robert on March 03, 2016
Q: I currently hold a very small position on $EDT Spectral Medical. As it nears completion of Phase 3, would this be a good time to add to it knowing that there is no guarantee of an approval.

Thanks Valter
Read Answer Asked by Valter on March 03, 2016
Q: Hillary Clinton as president will hurt Valeant even more.
What about gud?
Would they be affected as well?
Read Answer Asked by Josh on March 02, 2016
Q: Just curious any idea why LND is up sharply in the last 2 days?thanks
Read Answer Asked by Greg on March 02, 2016
Q: looking at selling some naked puts on VRX.US, $50.00, expiration this Friday, premium is healthy. Wanted to get your thoughts for this speculative move.
Read Answer Asked by Nino on March 01, 2016
Q: Cannot help but notice the enquiries regarding the above this am, I just wanted to add that BNN put an ad on TV from Hilliary this am. and she actually discloses Valeant, regarding the outrageous cost of drugs, and specifically states she will be doing something about it.
"Just sayin" and publish at your own discretion.
Thanks for all your great work
Read Answer Asked by Rick on March 01, 2016
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