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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: Today, Acasti (APO) announced positive feedback from the US FDA and, as a result, its shares jumped about 50%. However, the share price of NTP, which owns almost 50% of APO, rose less than 10%. I would have expected an approx. 25% increase for NTP. Is this a good arbitrage opportunity?
Read Answer Asked by Gregory on December 17, 2015
Q: At this time, the only healthcare stock I hold is a 3% weighting in CXR. I would like to add to this sector. My question is, after today's developments with Valeant, would you recommend initiating a small position? Any other suggestions are most welcome.

Thank you
Read Answer Asked by Rose on December 16, 2015
Q: This sector is incredibly exciting. What's your take on medical devices please. Thanks.
Read Answer Asked by Norman on December 14, 2015
Q: As this is likely my last missive this year; I wish you all at 5i the best for this Holiday Season and may you all prosper in 2016. What are your views on CXV? Many thanks again. Henry
Read Answer Asked by Henry on December 11, 2015
Q: What do you think about MSL for a 10 year hold? I have a small position and I'm wondering if its worth holding long term. Thanks, Neil
Read Answer Asked by Neil on December 08, 2015
Q: Your take on latest numbers reported and where this company is headed.Thank You
garry
Read Answer Asked by garry on December 08, 2015
Q: My healthcare exposure is very lean with CVS as my only current holding. What names interest you that would warrant further research on my part? It will likely be held in a TFSA. I'm looking for a moderate growth/risk name at this time.
Thanks!
Read Answer Asked by Jeffrey on December 08, 2015
Q: Do you like TH? Did management sandbag buyers of its units at $2.40?
Read Answer Asked by Norman on December 07, 2015
Q: Can you provide update. Can't believe the vol.
Read Answer Asked by Norman on December 07, 2015
Q: Your views as to the growth and outlook of this company. tks
Read Answer Asked by Albert on December 07, 2015
Q: I've been a long-term owner of Allergan. The potential deal with Pfizer indicates that 11.3 shares of PFE will be granted for every 1 share of AGN. Looking at the closing prices of each company on Friday Nov 4th, AGN closed at $316.50 and PFE closed at $32.80. At 11.3 shares of PFE per AGN, this currently values AGN at $360.80.
In your opinion, why are the AGN shares not trading around the value of the deal? Is there significant pessimism about the deal? Are the targets for PFE shares significantly lower over the next year?
Seems to me this is kind of a "back the truck up" opportunity...

Thanks!
Read Answer Asked by Chad on December 07, 2015
Q: I have held SPDR Health Care E.T.F. XLV-N for some time. At this time, it is a hold or sell? Going forward for a longer term horizon, Is there another US ETF that I should take a position in?
Read Answer Asked by Tom on December 04, 2015
Q: Any thoughts about the potential here as it is trading for it's cash value with no debt. Thanks
Read Answer Asked by george on December 03, 2015
Q: seems like pli is selling on good news? isn't switching clinical trials to a placebo controlled one a higher quality trial? so why the sell off? is it time to add or wait for this to shake out?
Thanks Peter.
Read Answer Asked by Peter on December 01, 2015
Q: Jean-Coutu has fell 15% since yesterday because the governement will effectively make generic drugs cheaper. This is a huge part of Jean-Coutu's business. Could you discuss the impact on the company? (1) Considering the extent of the impact on their future revenues, how much do you think the stock could contract? Technically, there is some support at 15$. (2) If you were close to retirement, who you buy? I like the nature of the business, 2.5% dividend and the dividend growth history. However I don't want to see the stock fall another 15%. (3) Insiders were buying a lot at 19$ very recently, they must have known about the possibility of this happenning? Thank you team.
http://www.bloomberg.com/news/articles/2015-11-26/jean-coutu-slumps-most-in-7-years-on-proposed-quebec-drug-reform
Read Answer Asked by Matt on November 30, 2015
Q: Peter and team: Currently holding Phm and GUD, (3%) of my portfolio.. I have thought of adding Concordia CXR, but am open to other names. Any suggestions?
Read Answer Asked by John on November 30, 2015
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