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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: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!
Read Answer Asked by Denis on March 13, 2023
Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.
Read Answer Asked by Stefan on March 10, 2023
Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks
Read Answer Asked by Charles on March 07, 2023
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?

Thanks very much.

Mike
Read Answer Asked by Michael on November 21, 2022
Q: I started looking at NVO and I saw that you said it had a PE of 37X in answer to a question about it in December (2021). Yet TD (webbroker) shows earnings of about $50 going forward and not much less in the past year. So i was wondering where you got the number of 37X - should it be closer to 10X? What am I missing?
Read Answer Asked by arnold on March 17, 2022
Q: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you
Read Answer Asked by William on June 09, 2021
Q: I'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.

Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?

Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Read Answer Asked by David on October 20, 2020
Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.
Read Answer Asked by David on March 09, 2018
Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.
Read Answer Asked by Marco on November 30, 2016
Q: Hi team - I know you don't cover Novo Nordisk. I'm trying to find the dividend tax consequences holding this ADR in an RRSP. I have no success finding out what agreement we have with the Danish government. Are you able to help?

Is there any concern about competition for this company? Will margins suffer?

Jim
Read Answer Asked by James on October 11, 2016
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