Investment Q&A

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!

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

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

Q: Hillary Clinton as president will hurt Valeant even more.
What about gud?
Would they be affected as well?

Q: Just curious any idea why LND is up sharply in the last 2 days?thanks

Q: Hey guys, during your days on Bay St.you must have seen many deals like we saw today from PLI, please breakdown the deal.

Thanks

Jim

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.

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

Q: Just I last question on the Enron of Canada. With respect to SEC requirements in the US; is it not a requirement that an official investigation be immediately disclosed publicly?
In the case of VRX, I understand they received 2 official notices from the SEC regarding separate investigations in December, 2015.

Q: Hi,

I have a small position in VRX and am down 60%. Things don't seem to be getting better and mayt get worse. Sell or hold?

Q: Were Endo's earnings THAT bad. I see mixed reports. It is my only health care stock, which I own only because I owned Paladin. Perhaps I should have switched to Concordia when you put it in the Growth Portfolio. Is it too late to do that, or would you recommend that I just hang on. Endo's one-year chart looks absolutely brutal, and seems to be getting worse. Need guidance. Cheers

Q: Good Morning, just raised some US cash selling index ETF's on the bounce. Am income oriented looking at pfizer with a yield at 4.1% forward p/e of 12.9 according to reuters have 7.5% in healthcare JNJ,GILD,GUD and ZUH.Could also add to cyclicals(only AW.UN in Portfolio.)or industrials if you have any good dividend stocks in mind. Can add 2 positions.
Thanks. Don't ask many questions but 5i is in my morning ritual.

Q: Wells Fargo put out a sell rating on Valeant Pharma today. Do you have access to the report or any thoughts on its contents? What Pharma stock would you recommend as a replacement for Valeant in my portfolio? Currently I have a half position of Concordia in my portfolio.
thanks 5i for your work
Don

Q: I actually own TDB3099, the new series D version of TDB976 with a much lower MER.

Question 1 = Over the longer term this fund has outperformed. Do you like the underlying securities?

Question 2 = I can't find any reference to the fund being hedged or not. Now that oil and the related Canadian $ are no longer plummeting, hedging is more of an issue. Will this fund be impacted by the exchange rate?

Thanks,
Steve

Q: Thanks for all your great advice and reporting. Would you have any advice on this company?

Q: 5I Team,

I'd appreciate getting your comments on Becton Dickinson & Co.

Thanks,
Scott

Q: Peter,

Do you think the management team at PHM is competent enough to run a public company?

After listening to the latest earnings call, they can’t forecast the simplest of financial metrics namely revenue growth or gross margins. How can they run a company without this basic awareness of what is going on?

Thanks
John

Q: What are your thoughts on the recent year end financials. With the finances improving and new members added to the board, do you believe the stock will start to be re looked at. Many heavy hitters asked to see ALL these changes and year end numbers. Could you also speak to the balance sheet..cash on hand etc. Would you be a buyer around these prices.
Thanks Jason N

Q: I thought your comments about PHM regarding their revenues, plans and PR ineptness hit the nail on the head. It is distressing to see how they, on the one hand, can integrate the acquisitions and grow revenues and profits - a significant feat - and on the other hand, stumble on public relations. I keep reminding myself that hospitals are kicking people out "feverishly" and 10,000 people a day turn 65 in the U.S. In my Canadian hometown, we have an absolutely fantastic new regional hospital costing $500M in 2010 and beds have been cut by one-third in five years and staff cuts are heartbreaking. Clearly, we live in a new healthcare era and PHM is so well-positioned to capitalize. Is this not a bonanza waiting to happen if they continue to streamline their profitable operation to the point of maximum potential before getting back into acquisition mode? I think this model is so relevant today. Lately, the share price has been consumed and overpowered by traders but the long term prospects could be substantial. Frustration aside, what do you think?

Q: Hi folks,if no one else asked,opinion on Q results phm/v,stock selling off pretty good,thanks,jb