Q: Could I have your thoughts on BioHaven. It has a new drug for acute treatment of migraine headaches and seems to be very effective. Their stock has progressed since the drug was first put on the market earlier this year. How do they look financially? I believe they have an interest in another company Kleo Pharmaceuticals. I believe The Bill & Melinda Gates Foundation has also given Kleo a substantial grant.
Thanks John
Q: I'm planning to enter a position to buy GC. I figure that even if Apollo's buyout deal falls through, GC is still likely to be a good hold for the next few years. Apollo's offer of $39/stock in the middle of the pandemic is a low-offer - I think that after the COVID vaccine has been distributed, GC's income will normalize and the stock price will be worth more than the offer price. I'd like your thoughts as to whether my logic is sound and without too much emotion. Thanks
Q: Hi There,
I currently have a position in Stella Jones and I'm basically at the break even point. I am debating whether I should hold or sell it and purchase BYD for a bit more growth. Your thoughts on SJ and if you would see the swap as a good move?
Thank You
Q: Dear 5i Team,
After the recent great run up in equities you had graded highly(thank you), I’d like to move some profits to fixed income to keep close to the 40% FI.
What type of fixed income you think is most undervalued lately? Any ETFs on Canadian or US markets, any geography, graded from lower to higher risk.
Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.
Q: 2 recent purchases of mine SNOW which is falling faster than the snow outside, and NXPI I am under water since the day after I bought it (3 days ago), now Goldman Sacks has downgraded the stock - your opinion and SNOW was also falling on after hours trading below what it closed at 4 o'clock - appreciate your input on these 2 cases. Thanks,
Q: Hi Peter, I'm just wondering about any new views since the 3rd of Sept comment. Would this also be a good play on the vaccine investments for 2021. Each person needs 2 doses - that's a lot of syringes and needles! Would Becton benefit or is there too many competition suppliers out there (market share?) and/or doesn't make too much towards its total annual profits? Thanks.
Q: Peter and Team:
Further to my previous question on specific preferreds. Under what circumstances might the price rise from 13.50 to let's say 20.00. When the supply of money tightens, and it will, companies in any specific sector will just issue new shares with a better format and that will further depress the old issues. They are under no obligation to increase the +plus amount or to redeem the shares.
perhaps they might decrease it. I am referring here to rate reset shares. They already have their $ 25.00. Just like when the banks came out with minimum resets. If a holder wants out they must sell on the market and move on. Then there is also equity risk when the market falls. Could be a big price to pay for a little extra interest. What about the people who paid $ 25.00 and they are now $ 12.00 or lower. It appears that is why you don't follow them very closely.
It seems to be a deck loaded in favour of the issuer. Please refute. Thanks for your help.
Ben.
Q: I usually see headlines such as these: J.P. Morgan Poaches $1.2 Billion Alex. Brown Advisor Team
I understand the advisors are moving over but does it mean their customers whose money they are investing/managing automatically move too or is the headline meant to show how much assets the team was managing? I never really understand these poaches but I see a lot of them happening in the US.