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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: 5th Estate program on "kickbacks" in generic drugs pretty eye opening. I realize there is a difference between monies paid directly to an individual for favours v's monies going to the company entity for overhead and other costs but appears they plead guilty to a wrong doing. Could this not set them up for class action suits for customers to may have been over charged? The other worrisome part seemed to be the practice is widespread. Talk about a bread scandal. Is there a worry here or do you think 5th Estate may have over exaggerated what is actually going on with generic drug pricing?
Read Answer Asked by Phil on March 21, 2018
Q: Could you please rank these USA healthcare stocks in terms of long term capital appreciation. No immediate need for income, looking more for growth. Besides these names, do you see any other interesting healthcare names in the USA with good long term growth prospects? Thanks as always
Read Answer Asked by Aaron on March 21, 2018
Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Read Answer Asked by claudio on March 21, 2018
Q: I have SPY and VIG and VUN for the US markets
I also have some US mutual funds which I intend to liquidate sometime in the next 12-18 months
Could you give me an opinion in general about the US market ?
since Jan there has been a pull back, Don Vialoux a few months ago hinted that
there could be pull back in the next few months
thanks
Michael
Read Answer Asked by Michael on March 20, 2018
Q: We have had 500 shares of orbk with a nice gain in capital. it seems the ride is over with the sale to klac. Should we ride it out to the conclusion and have some cash and klac shares in trade (pay some capital gains), or sell at current price (pay more capital gains), to redeploy the funds.?
Your advice is always appreciated.
Read Answer Asked by francois on March 20, 2018
Q: I ALWAYS ask about only one company at a time in one question. I ask here about two companies only because the two are intertwined.

Confusion lingers over QCOM.us. The uncertainty in my mind is over: QCOM’s long outstanding offer to buy NXP Semi; disputes with major customers (or is it just one customer Apple?) And now a former insider wants to buy out QCOM and his group has not clarified its position on NXPI.

I hold both QCOM.us and NXPI.us. QCOM appears to have a moat in that its products are, for now, allegedly indispensable in many devices. Is QCOM’s moat real?

Which of QCOM and NXPI ---IF EITHER --- would you sell? Your reasons would be much appreciated, thanks.
Read Answer Asked by Adam on March 19, 2018
Q: What would your choices be to invest in 5G
Is there an etf that would be better, spread the risk
Many thanks
Read Answer Asked by Leon on March 19, 2018